For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.
$45
per month per seat
Tipalti
Score 7.9 out of 10
Mid-Size Companies (51-1,000 employees)
Tipalti automates critical financial processes to drive efficiency, including accounts payable, mass payments, procurement, and expenses, all on one global finance automation platform that grows with the organization, automating, de-risking and simplifying finance.
$129
per month
Pricing
Square 9 Softworks
Tipalti
Editions & Modules
Square 9 Process Automation Essentials
$45
per month per user (5 User Minimum)
Square 9 Digital Transformation Essentials
$68
per month per user (5 User Minimum)
Square 9 Enterprise Essentials
$75
per month per user (10 User Minimum)
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Offerings
Pricing Offerings
Square 9 Softworks
Tipalti
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
Required
Additional Details
Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization.
Pricing excludes professional services and implementation fees
Pricing starts at $149 per month for the platform fee. Users can upgrade to Tipalti's more advanced capabilities as their businesses gets more complex.
The Tipalti pricing model is designed to grow with the user's company. Advanced features such as W-8 tax forms, international tax IDs, or multi-entity payables are available as needed.
Square 9 Softworks is great in data management and flow. For us, they've done an excellent job with the Health Screening Tools, Cloud Storage/Management and Online Applications. It seems to be a very diverse product. I think because of that, you can talk with Square 9 Softworks about what you are envisioning to see if they are capable of it. I would not do that with many other products - they just don't have that flex.
The invoice processing element is far, far easier than manually inputting invoices are we were doing previously. The OCR is not perfect, but having it scanned in and ready for review saves a lot of time. The approvals process is fast and effective, and approvers can approve directly from the email without having even to log into the system. The audit trail function allows the finance team to see exactly who has done what to each invoice, and when. Payments, however, are where we see the most benefit. Vendor bank details are stored securely and controls can be put in place to ensure that any changes to vendor data must be approved. Once fully approved, invoices can be scheduled for payment either on a particular date or on the invoice due date, which ensures vendors are paid on a 'Just In Time' basis. All invoices and payments sync seamlessly to our ERP each day.
Fast Manual indexing with what we consider the best in point-n-click OCR indexing.
Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location.
Fast workflow designers for rapid implementation
Broad range of capture and information processing tools, easy to configure
Loaded with essential security options
Low price, and about 10X more powerful than MS SharePoint right out of the box.
Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry.
Some of the administrative/security configuration with Windows Active Directory can be tricky when managed by separate corporate IT personnel (alignment in strategy)
User adoption with any new process can be challenging, but overall user friendly menus
As Database sizes grow (200,000+ records) paging through records can be cumbersome, probably need to migrate to an archive process to offload some of the data.
The report that provides the "Not payable" vendors does not work well for us, particularly because the sync to our ERP goes both ways, which means all of the employees also sync over to Tipalti and remain as Not Payable. So the list is very long, and I don't find a good use for it.
We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
Tipalti developed a workflow us that has improved our efficiency in onboarding vendors and processing payments. They also ensure that we have all the required tax forms from the vendor before a payment goes out.
Super simple software to operate and configure. Very granular permissions and controls. Browser based setup with everything and very intuitive visual workflow building makes it easy to set things up. Troubleshooting document workflow issues is also made easy via the batch manager when you can track each document as it moves through the workflow.
The system is incredibly easy to use, with most tasks being completed in a small number of clicks. The user interface is very user intuitive and can be navigated very easily. Multiple payments can be made instantaneously and as the vendors manage their payable account we are able to ensure that payments are being sent to the right account. The advanced functionality for duplicate invoices ensures that we are not processing bills twice and we have found that in 100% of cases it has identified a duplicate bill.
With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
The support we received from Square 9 Softworks was exceptional. From deployment to implementation, we always felt supported. The team we worked with had patience and exceptional response time. They were amazing to work with, I always felt supported. No matter how simple or complex my question was they always delivered.
Since I also work in customer support, I often have to contact Tipalti's team with questions from our users. Tipalti's support team has always been exceptionally helpful and it was a pleasure to communicate with them. I have always received prompt responses to any inquiries and they are excellent at solving our customers' issues within a short time
It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
A similar product I have used was Time Matters. For a Law Firm, I think Time Matters is more useful as it keeps track of everything for a client, including billing. However, since I now work for a legal department of a corporation, SmartSearch is definitley more useful. It is not possible to seperate the documents we have internally in neat client files. We have various miscellaneous documents for many different services and customers or vendors. SmartSearch allows us to organize in broad categories that make sense to internal employees using it and to make sure security is set on specific documents. Time Matters would not have been sufficient for our managers to have access to, since it uploads all documents to the file - some of which are confidential.
Previously, our Company housed all invoices and approvals in NetSuite. This was a very clunky process which often resulted in duplicated work. Approvals were obtained through email and attached as a file to invoice records in NetSuite. Whereas, in Tipalti, you can view the entire audit history by simply clicking into an invoice.
The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
Vendor onboarding has taken the responsibility from one person to the Vendor directly. This provides the vendor with the ability to enter their own banking information for payments and upload their Federal W9 form.
Vendors can upload their own invoices to the system, taking the possibility that our AP team did not receive an emailed or mailed invoice to upload. This also increases payment efficiency as the vendor's invoice is processed in a more timely manner.
AP can review invoices for accuracy and concentrate on how to code an invoice, rather than be a paper pusher or a data entry clerk. AP doesn't spend time searching for invoices that might be a duplicate, the system will communicate this on the software review process and if AP has uploaded by email the same invoice multiple times, an email will be sent to AP to indicate that the invoice was not uploaded due to duplication.
