Square 9 Reviews & Ratings

Square 9

4.8 out of 5 stars

Ratings and Reviews 10 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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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 SmartIQ?

In the current digital-centric environment, traditional static fillable PDFs and web forms appear to be relics of the past. It has become crucial to transition from conventional forms-based methodologies to more engaging, conversational user experiences. By implementing seamless, mobile-optimized, and guided interactions, companies can not only draw in new clientele but also foster customer loyalty, all while streamlining internal operations, minimizing risks, and decreasing reliance on support services. This approach results in a broader base of customers eager to participate, along with reduced friction throughout various stages—from account creation and onboarding to continuous service. Neglecting to rethink the strategy around forms during each phase of the customer journey means overlooking substantial opportunities for enhancement. This eBook explores the limitations imposed by traditional static forms on customer engagement and highlights how forward-thinking businesses are transforming the ways they collect and validate customer information during interactions. Additionally, it prompts you to reimagine your customers' journeys in light of the ongoing digital transformation, ensuring that your organization remains both competitive and relevant in this rapidly evolving landscape. By adopting these innovative strategies, you can position your business to thrive in an increasingly connected world.

Media

Media

Integrations Supported

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

Integrations Supported

Docusign
Salesforce
Microsoft SharePoint
SAP Business One
Sitecore

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

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

Smart Communications

Company Location

United Kingdom

Company Website

www.smartcommunications.com/products/smartiq/

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

Business Process Management

Process Mapping
Process Modeling & Design

Document Management

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

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

Online Form Builders

Not specified

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