Workflow Automation Software
Square 9’s no-code workflow automation software routes your information exactly where it needs to be. Whether simplifying approvals, sending reminders, or fueling your business applications with vital data, our business process automation tools are flexible, comprehensive, and designed for a fast return on investment.
Put Your Information into Motion
Business Process Automation Tools for Any Process
No-Code Implementation
Implementations don’t have to be time-consuming or costly. Square 9’s no-code workflow builder ensures fast and effective setup while empowering your team to make their own adjustments as needed.
Complete Flexibility
Our solutions work the way you do. With comprehensive tools to map and replicate your processes, the Square 9 platform effortlessly handles routing exceptions, approval escalations, and much more.
Effortless Integrations
With the ability to connect to any API-driven business tool and countless pre-existing integrations, your team can gain instant insights from your documents across systems.
Proven ROI
Our customers are fully operational within 15 months. With intuitive tools and immediately noticeable results, many Square 9 customers report a complete ROI within the first year.
Enhance Efficiency with Complete Workflow Automation
By automating monotonous, manual processes, your organization can stay informed, compliant, and productive.
Whether working in Square 9, a financial system, or any other application, automated workflows ensure your data is consistent, up-to-date, and exactly where it needs to be.
With tools to manage expirations, automate retention schedules, and simplify onboarding, your organization can maintain full trust, accountability, and transparency.
Simplify approvals, reviews, and other time-consuming processes by keeping documents and data flowing. Automate escalations, summarize contract terms, and much more with a platform designed to streamline at scale.
Square 9 grows with your business, automating additional processes, flexibly adjusting to your resource needs, and ensuring access to documents of all types.
The Square 9 Difference
Building on more than 20 years of innovation, our AI-driven platform’s advanced functionality adheres to your unique processes and delivers measurable results.
- A robust, intuitive, no-code workflow designer
- An AI-driven platform with transformative strategies
- Effortless access and resource management in the cloud
- Infinitely scalable to meet expanding needs
- Powerful email processing
- Fully integrated web forms
- Integration with virtually any line of business application
Customer Success Stories
Union Solves Dues Processing and Compliance with AI
Service Employees International Union (SEIU) Local 6 represents janitors, security officers, and airport workers across the Washington area. SEIU serves more than 2 million members, with 10,000 at Local 6 alone.
Consistently at the forefront of human rights, SEIU was among the first unions to include leadership from immigrants, women, and African Americans, and continues to advance these rights in the workplace. The organization is dedicated to improving the lives of workers and their families to create a more just and humane society.
I had planned for a month of onboarding my team with Square 9, but they understood the solution in a week.
Workflow Automation FAQs
What are the benefits of workflow automation?
Workflow automation improves processing times, reduces manual work, enhances data accuracy, and provides better visibility over information and tasks.
What business processes can be automated with workflow automation software?
Workflow automation can simplify invoice approvals, vendor and employee onboarding, contract review, purchase requests, and much more.
What is the difference between workflow automation and business process automation (BPA)?
Workflow automation and business process automation are often used synonymously, but there are slight differences. Workflow automation focuses on automating specific tasks, while business process automation automates entire processes end-to-end.
Can workflow automation eliminate manual data entry?
Workflow automation can route data extracted with intelligent document processing systems and leverage it in additional systems. This removes the need to manually enter data into business applications.
What departments benefit most from workflow automation?
Workflow automation benefits numerous departments, including finance, accounts payable, human resources, procurement, customer service, and legal.
How does workflow automation improve document management?
Workflow automation can simplify document-related tasks like contract review, invoice approval, retention scheduling, and much more.
How does workflow automation improve compliance?
By automating document retention, simplifying approvals and reviews, and automatically indexing and classifying documents, workflow automation eliminates errors from compliance processes and audit preparation.
Can workflow automation integrate with ERP and accounting systems?
Yes, workflow automation can span across multiple platforms, connecting documents and data to ERP systems, financial applications, and much more.
