Average Ratings 10 Ratings

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Average Ratings 0 Ratings

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Description

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

Description

Taiki presents a versatile API that automates the process of extracting tax documents and associated data from a variety of payroll and financial service providers. With this innovative solution, users can eliminate the need for manual document uploads by securely linking to numerous financial platforms, thus simplifying the retrieval of essential tax information. The API is capable of handling an extensive array of documents, such as 1040s, W-2s, 1099s, and bank statements, among others. Users benefit from built-in document processing, allowing them to request and obtain only the specific data fields they need, which significantly enhances efficiency in data collection. Taiki's integration features cover a wide range of financial institutions and services, including notable names like ADP, Bank of America, PayPal, and TurboTax, providing users with a comprehensive solution to meet their varied requirements. The platform also offers adaptable pricing structures, including options for pay-as-you-go and annual subscriptions based on user count, catering to both individual and corporate clients alike. Additionally, the implementation process is designed to be quick and user-friendly, ensuring a seamless experience from the outset.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Sage 100 Yes 
ADP DataCloud No 
Amazon No 
BlueIrisIQ Yes 
Dayforce No 
Deel No 
Docusign Yes 
H&R Block No 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
PayPal No 
Paychex Flex No 
Rippling No 
Shareworks No 
SoFi No 
Stripe No 
Vanguard No 
Venmo No 
Wells Fargo Business Checking No 
Workday Financial Management No 

Integrations

Sage 100 Yes 
ADP DataCloud Yes 
Amazon Yes 
BlueIrisIQ No 
Dayforce Yes 
Deel Yes 
Docusign No 
H&R Block Yes 
Microsoft Dynamics 365 No 
NetSuite No 
PayPal Yes 
Paychex Flex Yes 
Rippling Yes 
Shareworks Yes 
SoFi Yes 
Stripe Yes 
Vanguard Yes 
Venmo Yes 
Wells Fargo Business Checking Yes 
Workday Financial Management Yes 

Pricing Details

$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 Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Square 9

Founded

2001

Country

United States

Website

www.square-9.com

Vendor Details

Company Name

Taiki

Founded

2024

Country

United States

Website

www.taiki.ai/

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Business Continuity

Backup Log No 
Backup Scheduling No 
Compression No 
Continuous Backup No 
Encryption No 
Incremental Backup No 
Local Server Options Yes 
Multiple System Support Yes 
Remote Server Options Yes 
Secure Data Storage Yes 
Web Access / Restoration Yes 

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts Yes 
Pre-built Templates Yes 
Sell Side (Customers) Yes 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Electronic Data Capture

Audit Trail Yes 
CRF Tracking No 
Data Entry Yes 
Data Verification Yes 
Distributed Capture Yes 
Document Imaging Yes 
Document Indexing Yes 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management Yes 
Document Management Yes 
Electronic Signature Yes 
Information Governance Yes 
Mobile Access Yes 
Search Yes 
Version Control Yes 
Workflow Management No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

OCR

Batch Processing No 
Convert to PDF No 
ID Scanning No 
Image Pre-processing No 
Indexing No 
Metadata Extraction No 
Multi-Language No 
Multiple Output Formats No 
Text Editor No 
Zone Selection Tool No 

Online Form Builders

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

Workflow Management

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

Product Features

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

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