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What is Square 9?

Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.

What is Harold?

Harold acts as a comprehensive automation tool that caters to both contemporary and legacy ERP systems, with the goal of stopping erroneous data from entering businesses. It carefully processes documents by extracting, verifying, and rectifying any errors before they are incorporated into interconnected systems. Unlike many document processing solutions that simply extract data, Harold prioritizes precision by tackling problems such as missing fields, inaccurate totals, incorrect VAT rates, and invalid supplier IDs, while also minimizing the need for manual checks, thereby preventing disruptions in subsequent operations. Through the application of AI, it efficiently collects information from a range of document types, including invoices, receipts, purchase orders, and statements, while automated rules ensure the data's accuracy, allowing only validated information to be sent directly to an ERP system, accounting software, or via a Zapier integration. Users can easily upload documents or direct them to a specific Harold inbox; after receiving them, Harold systematically extracts crucial details such as headers, totals, line items, and references into a structured format, automatically conducting checks and resolving any inconsistencies before exporting the information. Consequently, data can be handed over in various formats such as CSV, Excel, ERP outputs, or through automated Zapier workflows, which enhances Harold's role as an essential asset for upholding data integrity and optimizing efficiency in corporate operations. Furthermore, this streamlined approach not only saves time but also significantly reduces the risk of errors, ultimately contributing to a more productive work environment.

Media

Media

Integrations Supported

AgVantage Edge
Agvance Accounting
BlueIrisIQ
Deluxe Payment Exchange (DPX)
Docusign
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
PDI
QuickBooks Online
Sage 100
Salesforce
Tyler Data & Insights

Integrations Supported

Google Sheets
Microsoft Excel
Zapier

API Availability

Has API

API Availability

Pricing Information

$50/month/user
Square 9 Process Automation Essentials delivers the tools you need to begin your digital transformation with solutions for Accounts Payable, Accounts Receivable, Human Resources, and Contracts Management. Or Square 9 can help build your own custom application design based on your individual industry needs.

- Secure SOC2 and HIPAA certified cloud content repository
- Fully Encrypted Storage
- Business Process Automation
- Document Versioning
-Audit Trail
- OCR Assisted Keyless Indexing
Free Trial Offered?

Pricing Information

$25.11 per month
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Square 9

Date Founded

2001

Company Location

United States

Company Website

www.square-9.com

Company Facts

Organization Name

Harold

Company Location

United Kingdom

Company Website

useharold.com

Categories and Features

Accounts Payable

Approval Process Control
General Ledger Entry
Vendor Management

AI Automation

Not specified

AP Automation

Not specified

AR Automation

Not specified

Business Continuity

Local Server Options
Multiple System Support
Remote Server Options
Secure Data Storage
Web Access / Restoration

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Data Collection

Not specified

Data Extraction

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control

Document Scanner

Not specified

Electronic Data Capture

Audit Trail
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture

Enterprise Content Management (ECM)

Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Version Control

OCR

Not specified

Online Form Builders

Not specified

Workflow Automation

Not specified

Workflow Management

Not specified

Categories and Features

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