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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 Intellistack?

Intellistack Streamline is a secure, AI-native no-code workflow automation platform that enables organizations to transform manual and fragmented processes into connected, automated workflows. The platform helps businesses integrate data, systems, documents, and approvals across departments while maintaining strong security and compliance standards. Designed for organizations that manage sensitive information, Intellistack Streamline provides a centralized environment for workflow automation, contract lifecycle management, document generation, eSignatures, and digital forms. Its no-code architecture allows business users to build, modify, and manage workflows without requiring software development expertise. The platform integrates with major enterprise systems, including EHRs, CRMs, databases, Salesforce, SharePoint, Epic, Cerner, Slack, Snowflake, and SQL environments, enabling real-time access to business data. Intellistack Streamline serves industries such as healthcare, finance, legal services, higher education, human resources, and operations where security, compliance, and process efficiency are essential. Healthcare organizations can use the platform to manage patient referrals, intake processes, and discharge coordination, while legal and finance teams can streamline contract management and client onboarding. HR departments can automate employee onboarding and approval workflows, and higher education institutions can track applications and enrollment processes more effectively. The platform’s contract lifecycle management features include document automation, AI-guided playbooks, redlining, workflow routing, and status tracking. By consolidating multiple systems and vendors into a single platform, organizations can reduce costs, eliminate repetitive tasks, improve visibility, and strengthen governance. Intellistack Streamline helps teams work more efficiently, automate critical business processes, and securely manage information across the enterprise.

Media

Media

Integrations Supported

Salesforce
Azure SQL Database
Dropbox
Formstack
Google Cloud BigQuery
Google Sheets
Microsoft Dataverse
Microsoft Excel
Microsoft OneDrive
Microsoft Power BI
Microsoft Teams
MySQL
Oracle Database
PDI
PostgreSQL
QuickBooks Online
Redox
Slack
Snowflake
Twilio

Integrations Supported

Salesforce
Azure SQL Database
Dropbox
Formstack
Google Cloud BigQuery
Google Sheets
Microsoft Dataverse
Microsoft Excel
Microsoft OneDrive
Microsoft Power BI
Microsoft Teams
MySQL
Oracle Database
PDI
PostgreSQL
QuickBooks Online
Redox
Slack
Snowflake
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

$50/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Square 9

Date Founded

2001

Company Location

United States

Company Website

www.square-9.com

Company Facts

Organization Name

Intellistack

Date Founded

2006

Company Location

United States

Company Website

www.intellistack.com

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Business Continuity

Backup Log
Backup Scheduling
Compression
Continuous Backup
Encryption
Incremental Backup
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 Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

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
Print Management
Version Control

Electronic Data Capture

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

Enterprise Content Management (ECM)

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

Forms Automation

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

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation

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

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