Square 9 Generative AI Powered Capture

Square 9 Generative AI Powered Capture: Generative AI Powered Capture

It converts unstructured content into organized, searchable information.

The platform classifies and transforms documents into clean data. Square 9 says the aim is to remove the frustration of extracting data from forms and outside sources so that information is usable.

Data then flows to other systems, with QuickBooks named as an integration example.

Workflow automation is part of the offering. Square 9 lists accounts payable, customer and vendor onboarding, order processing and contracts management as applications.

The company says staff are freed from repetitive manual work. It states that the environment is encrypted and describes SOC 2 and HIPAA compliance, which are the company's own statements.

The product is a general document automation tool. Other entries, such as Reynolds document management and Dealertrack document services, cover dealer-specific tools.

A controller would ask which accounting systems and DMS the tool connects to. It would ask how accurate extraction is on the store's own invoices and how exceptions are handled.

Retention rules and access controls matter as well. The category guide for document management lists a neutral checklist.

Ask for reference calls. Confirm each point directly.

Square 9 was founded by Stephen Young, Brian Banet and Tony Bishop, and started in 2006 in New Haven, Connecticut. Its GlobalSuite includes GlobalSearch, GlobalCapture, GlobalAction and GlobalForms.

In 2016 it renamed SmartSearch to GlobalSearch.

Square 9 says generative AI reads data from scanned images, forms and digital records. A dealership's controller would ask which invoice fields it captures and how mistakes are corrected.

This is a general document-capture product, not one built only for dealers. Square 9 says its generative AI capture reads invoices, purchase orders, contracts and other forms, pulling header, line item and handwritten data without long setup or template upkeep.

Its InquireAI release is described as a way to extract data accurately across document types. For a dealership, the likely uses are accounts payable and deal paperwork.

Test it on your own vendor invoices, check where documents are stored, and ask how errors are flagged for a person to correct before data posts to accounting.

• square-9.com
• square-9.com /about/
• square-9.com /products/web-forms-management/
• square-9.com /products/professional-services/
• square-9.com /blog/the-evolution-of-square-9-softworks-past-present-and-future/
• square-9.com /products/generative-ai-powered-capture-ppc/
• square-9.com /products/document-capture-automation/
• prnewswire.com /news-releases/square-9s-inquireai-sets-a-new-standard-for-intelligent-capture-automation-302454910.html