Link copied to clipboard # FileHold Document Management Software vs Square 9 Softworks Comparison - What are their main differences? Share [ Export ](/compare/filehold-document-management-software/square-9-softworks/export.csv) FileHoldSquare 9 Softworks[+ Add Product](#) Pricing **FileHold Document Management Software** Free Trial **Starting at $50.00** 5 User Seats Minimum Per Month · FileHold Cloud **Square 9 Softworks** **$50.00** 1 User License Per Month · Square 9 Process Automation Essentials **Pricing Insights** from reviews Time to Implement **FileHold Document Management Software** Not enough reviews yet **Square 9 Softworks** 3 months Based on 7 responses Return on Investment **FileHold Document Management Software** Not enough reviews yet **Square 9 Softworks** 15 months Based on 6 responses Perceived Cost **FileHold Document Management Software** $$$$$ **Square 9 Softworks** $$$$$ Average Discount **FileHold Document Management Software** Not enough reviews yet **Square 9 Softworks** 7% ![FileHold Document Management Software](https://images.g2crowd.com/uploads/product/hd_favicon/cb576cf1cdbc806aa275514c964be10f/filehold-document-management-software.svg "FileHold Document Management Software") ![Square 9 Softworks](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_c9188cffa6bbbf52ca3f0cf31d373cf1/square-9-softworks.gif "Square 9 Softworks") G2 offers free advice on this comparison. Chat with an expert How would you like to receive Software Advice? ![](/assets/advisor_router/laptop_form-f1a7012279826105416befde8d882ffc7589b1f9db09c93a1379d601cafe8e0d.svg) FormAnswer questions at your own pace, no call required. ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg) AI AgentChat live and get a recommendation in minutes. ![](/assets/advisor_router/phone_call_picker-c48821ec36f4182d8ee3e54cfbd3937500eec54d7b7e0cfb80dc80a8a733842f.svg) Phone CallTalk it through live with a software advisor. **Pros & Cons** from reviews **FileHold Document Management Software** Not enough data **Square 9 Softworks** [ Ease of Use (37) ](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1134428&qs=pros-and-cons#reviews)[ Document Management (24) ](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1135947&qs=pros-and-cons#reviews)[ Learning Curve (13) ](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1132562&qs=pros-and-cons#reviews)[ Missing Features (11) ](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1135147&qs=pros-and-cons#reviews) Integrations **FileHold Document Management Software** Not enough data **Square 9 Softworks** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9fee325af54b7164fb0726a552801492/acumatica.png "Product Avatar Image") Acumatica ](https://www.g2.com/products/acumatica/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_509f3209c33b8408bd3b28273adcd88b/agvance-accounting.png "Product Avatar Image") Agvance Accounting ](https://www.g2.com/products/agvance-accounting/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e11ec0da8e583ee706fb012a14afa96d/agvance-suite.jpg "Product Avatar Image") Agvance Suite ](https://www.g2.com/products/agvance-suite/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cc158a8b6e9ebb59740932338dd69f4d/agvantage-software-inc.gif "Product Avatar Image") AgVantage Software, Inc ](https://www.g2.com/products/agvantage-software-inc/reviews)[ View all ](https://www.g2.com/products/square-9-softworks/integrations) Screenshots **FileHold Document Management Software** ![FileHold Document Management Software screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1598491/FH08-Schematic-Docked.jpg) **Square 9 Softworks** ![Square 9 Softworks screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1301976/page-40cce29c-58f7-446f-840b-f4e46508ebff.png) **Ratings** from reviews Meets Requirements **FileHold Document Management Software** 9.3 9.329 **Square 9 Softworks** 9.1 9.1160 Ease of Use **FileHold Document Management Software** 9.1 9.129 **Square 9 Softworks** 9.0 9.0159 Ease of Setup **FileHold Document Management Software** 9.0 9.015 **Square 9 Softworks** 8.2 8.2102 Ease of Admin **FileHold Document Management Software** 9.1 9.115 **Square 9 Softworks** 8.4 8.491 Quality of Support **FileHold Document Management Software** 9.4 9.427 **Square 9 Softworks** 9.1 9.1155 Has the product been a good partner in doing business? **FileHold Document Management Software** 9.9 9.915 **Square 9 Softworks** 9.2 9.290 Product Direction (% positive) **FileHold Document Management Software** 9.2 9.229 **Square 9 Softworks** 8.9 8.9157 **Features** ratings from reviews Enterprise Content Management (ECM)[Hide 78 FeaturesShow 78 Features](javascript:void(0);) Not enough data 8.8 66 Agentic AI - Enterprise Content Management (ECM) Autonomous Task Execution Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Decision Making Not enough data Not enough data Additional Functionality Content Library Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data AI Copilot Not enough data Not enough data Information Governance Not enough data Not enough data Drag & Drop Not enough data Not enough data Collaboration Tools Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Data Capture and Transfer Not enough data Not enough data Indexing Not enough data Not enough data Filtering Not enough data Not enough data Electronic Signature Not enough data Not enough data Version Control Not enough data Not enough data Mobile Access Not enough data Not enough data Document Storage Not enough data Not enough data Generative AI Not enough data Not enough data Approval Process Control Not enough data Not enough data Single Sign On Not enough data Not enough data Image Editing Not enough data Not enough data Customizable Branding Not enough data Not enough data Search/Filter Not enough data Not enough data Tagging Not enough data Not enough data Audit Trail Not enough data Not enough data Document Review Not enough data Not enough data Activity Tracking Not enough data Not enough data Activity Dashboard Not enough data Not enough data Archiving & Retention Not enough data Not enough data Secure Data Storage Not enough data Not enough data Configurable Workflow Not enough data Not enough data SSL Security Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Data Synchronization Not enough data Not enough data Secure Login Not enough data Not enough data Content Delivery Not enough data Not enough data Two-Factor Authentication Not enough data Not enough data Customizable Templates Not enough data Not enough data Mobile Capture Not enough data Not enough data Offline Access Not enough data Not enough data Templates Not enough data Not enough data File Sharing Not enough data Not enough data File Management File Type Support Not enough data 9.0(won by default) 49 Metadata Not enough data 9.0(won by default) 45 OCR Scanning Not enough data 8.8(won by default) 49 Versioning Not enough data 8.6(won by default) 43 Collaboration Not enough data 8.8(won by default) 45 Document Assembly Not enough data 8.9(won by default) 44 Form Creation Not enough data 9.2(won by default) 44 Portals and Sites Not enough data 8.3(won by default) 43 Disposition Not enough data 8.6(won by default) 43 Search Not enough data 9.1(won by default) 51 Web Interface Not enough data 8.9(won by default) 47 Mobile Apps Not enough data Feature Not Available Platform Internationalization Not enough data 8.6(won by default) 41 Performance and Reliability Not enough data 8.7(won by default) 54 Reporting and Auditing Not enough data 8.6(won by default) 44 System of Record Integration Not enough data 8.7(won by default) 43 APIs Not enough data 8.6(won by default) 41 Workflow Process Automation Not enough data 8.8(won by default) 50 Conditions Not enough data 9.2(won by default) 45 Activities Not enough data 8.6(won by default) 43 Records Management Not enough data 8.9(won by default) 49 Case Management Not enough data 8.8(won by default) 40 Template Management Not enough data Not enough data Document Management Not enough data Not enough data Metadata Management Not enough data Not enough data Content Management Not enough data Not enough data Workflow Management Not enough data Not enough data Compliance Management Not enough data Not enough data Digital Asset Management Not enough data Not enough data Task Management Not enough data Not enough data File Management Not enough data Not enough data Forms Management Not enough data Not enough data SEO Management Not enough data Not enough data Audit Management Not enough data Not enough data Website Management Not enough data Not enough data User Management Not enough data Not enough data Onboarding[Hide 106 FeaturesShow 106 Features](javascript:void(0);) Not enough data 9.1 34 Agentic AI - Onboarding Autonomous Task Execution Not enough data Not enough data Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Platform Content E-Forms Not enough data 9.7(won by default) 10 E-Signature Not enough data 9.4(won by default) 8 Background Checks Not enough data 9.0(won by default) 5 Forms Library Not enough data 9.5(won by default) 10 Offer Letter Approvals Not enough data 9.5(won by default) 7 Offer Letter Templates Not enough data 9.2(won by default) 6 Customizable Templates Not enough data Not enough data Platform Additional Functionality Self-Service Portal Not enough data 9.2(won by default) 8 Automated Team Introductions Not enough data 8.7(won by default) 5 Compliance Training Not enough data 8.8(won by default) 7 Automated Onboarding Workflows Not enough data 9.6(won by default) 9 Onboarding Notifications Not enough data 9.4(won by default) 9 Platform Data Time-to-Productivity Reporting Not enough data 8.6(won by default) 6 Onboarding Process Reporting Not enough data 8.6(won by default) 6 Visualization Not enough data 8.9(won by default) 6 Platform Customization Not enough data 8.8(won by default) 25 Integration APIs Not enough data 8.4(won by default) 20 Internationalization Not enough data 7.4(won by default) 20 User, Role, and Access Management Not enough data 8.6(won by default) 29 Activity Dashboard Not enough data 7.9(won by default) 18 Activity Dashboard Not enough data Not enough data Mobile Access Not enough data Not enough data Activity Dashboard Not enough data Not enough data Training Management Not enough data Not enough data Goal Management Not enough data Not enough data Feedback Management Not enough data Not enough data Action Management Not enough data Not enough data Mobile Access Not enough data Not enough data Activity Dashboard Not enough data Not enough data Benefits Dashboard Not enough data Not enough data Activity Dashboard Not enough data Not enough data Feedback Management Not enough data Not enough data Performance Management Not enough data Not enough data Recruitment Management Not enough data Not enough data Compliance Management Not enough data Not enough data Training Management Not enough data Not enough data Calendar Management Not enough data Not enough data Employee Management Not enough data Not enough data Orientation Workflow Management Not enough data Not enough data Task Management Not enough data Not enough data HR Management Not enough data Not enough data Help Desk Management Not enough data Not enough data Mobile Access Not enough data Not enough data Payroll Management Not enough data Not enough data Document Management Not enough data Not enough data Job Description Management Not enough data Not enough data Social Media Integration Not enough data Not enough data Mobile Access Not enough data Not enough data Activity Dashboard Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Assessment Management Not enough data Not enough data Social Media Integration Not enough data Not enough data Activity Dashboard Not enough data Not enough data Mobile Access Not enough data Not enough data Third-Party Integration Not enough data Not enough data Initiative Management Not enough data Not enough data Workflow Management Not enough data Not enough data Community Management Not enough data Not enough data Employee Referral Management Not enough data Not enough data Candidate Management Not enough data Not enough data Workflow Management Not enough data Not enough data Communication Management Not enough data Not enough data Advertising Management Not enough data Not enough data Application Management Not enough data Not enough data Email Management Not enough data Not enough data Job Management Not enough data Not enough data Discount Management Not enough data Not enough data Pipeline Management Not enough data Not enough data File Management Not enough data Not enough data Job Management Not enough data Not enough data Data Storage Management Not enough data Not enough data Compensation Management Not enough data Not enough data Employee Management Not enough data Not enough data Job Application Management Not enough data Not enough data HR Management Not enough data Not enough data Competency Management Not enough data Not enough data Performance Management Not enough data Not enough data Compliance Management Not enough data Not enough data Job Description Management Not enough data Not enough data Evaluation Management Not enough data Not enough data User Management Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Recruiting and Onboarding Interview Scheduling Not enough data 9.2(won by default) 6 Onboarding Not enough data 9.1(won by default) 9 Additional Functionality AI Copilot Not enough data Not enough data Customizable Reports Not enough data Not enough data Approval Process Control Not enough data Not enough data Collaboration Tools Not enough data Not enough data Customizable Branding Not enough data Not enough data Employee Database Not enough data Not enough data Activity Tracking Not enough data Not enough data Data Security Not enough data Not enough data Employee Handbook Not enough data Not enough data Data Import/Export Not enough data Not enough data Generative AI Not enough data Not enough data Reminders Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Customizable Fields Not enough data Not enough data Applicant Tracking Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Online Form Builder[Hide 44 FeaturesShow 44 Features](javascript:void(0);) Not enough data 8.5 27 Customization Custom Fields Not enough data 9.2(won by default) 26 Conditional Logic Not enough data 8.9(won by default) 26 Multi-page Forms Not enough data 9.0(won by default) 24 Design Not enough data 8.9(won by default) 25 Forms Creation & Design Not enough data Not enough data Additional Functionality Embedded Forms Not enough data 8.9(won by default) 22 Offline Capability Not enough data 7.4(won by default) 19 Notifications Not enough data 8.5(won by default) 24 Payments Not enough data 8.1(won by default) 21 Mobile Forms Not enough data 8.6(won by default) 23 Customizable Forms Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data AI Copilot Not enough data Not enough data Commenting/Notes Not enough data Not enough data Content Publishing Options Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Content Library Not enough data Not enough data Document Classification Not enough data Not enough data Drag & Drop Not enough data Not enough data Customizable Branding Not enough data Not enough data SSL Security Not enough data Not enough data API Not enough data Not enough data Document Management Not enough data Not enough data Document Storage Not enough data Not enough data Collaboration Tools Not enough data Not enough data Data Capture and Transfer Not enough data Not enough data Autofill Not enough data Not enough data Multi-Channel Distribution Not enough data Not enough data Convert to PDF Not enough data Not enough data Customizable Templates Not enough data Not enough data Media Library Not enough data Not enough data Generative AI Not enough data Not enough data Full Text Search Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Data Import/Export Not enough data Not enough data Forms Management Not enough data Not enough data Electronic Signature Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Workflow Management Not enough data Not enough data Template Management Not enough data Not enough data Mobile Access Not enough data Not enough data OCR[Hide 52 FeaturesShow 52 Features](javascript:void(0);) Not enough data 9.0 53 Document Processing File Type Not enough data 9.2(won by default) 45 Data Extraction Not enough data 9.1(won by default) 45 Mobile Capability Not enough data 8.6(won by default) 34 Intelligent Processing Not enough data 8.8(won by default) 41 Image Enhancement Not enough data 9.0(won by default) 40 Text Extraction Not enough data Not enough data Metadata Extraction Not enough data Not enough data Data Capture and Transfer Not enough data Not enough data Batch Processing Not enough data Not enough data Invoice Processing Not enough data Not enough data Operating System PC Operating System Not enough data 9.4(won by default) 49 Mac Operating System Not enough data 9.0(won by default) 28 Linux Operating System Not enough data 8.8(won by default) 20 Platform Additional Functionality Integration Not enough data 9.1(won by default) 38 File Conversion Not enough data 9.2(won by default) 41 Windows and Mac Not enough data 9.0(won by default) 35 Document Conversion Not enough data Not enough data Agentic AI - OCR Autonomous Task Execution Not enough data Not enough data Additional Functionality Workflow Management Not enough data Not enough data Offline Access Not enough data Not enough data Content Scan Not enough data Not enough data Collaboration Tools Not enough data Not enough data Annotations Not enough data Not enough data Electronic Signature Not enough data Not enough data File Transfer Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Document Review Not enough data Not enough data Document Storage Not enough data Not enough data Generative AI Not enough data Not enough data Search/Filter Not enough data Not enough data Text Editing Not enough data Not enough data Data Verification Not enough data Not enough data Drag & Drop Not enough data Not enough data AI Copilot Not enough data Not enough data Document Editing Not enough data Not enough data Document Automation Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Document Imaging Not enough data Not enough data Full Text Search Not enough data Not enough data Multiple Output Formats Not enough data Not enough data Secure Data Storage Not enough data Not enough data Convert to PDF Not enough data Not enough data Data Import/Export Not enough data Not enough data ID Scanning Not enough data Not enough data Zone Selection Tool Not enough data Not enough data Language Detection Not enough data Not enough data Document Management Not enough data Not enough data API Not enough data Not enough data Audit Trail Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data File Sharing Not enough data Not enough data Indexing Not enough data Not enough data Business Process Management[Hide 74 FeaturesShow 74 Features](javascript:void(0);) Not enough data 8.7 67 Generative AI AI Text Generation Not enough data 7.6(won by default) 7 AI Text Summarization Not enough data 7.9(won by default) 7 Generative AI Not enough data Not enough data Process Management Process Analysis Not enough data 8.7(won by default) 52 Real-Time Process Monitoring Not enough data 8.6(won by default) 53 Unstructured Processes Not enough data 8.7(won by default) 45 API Connection Not enough data 9.0(won by default) 45 Intelligence Not enough data 8.9(won by default) 49 Document Approval Not enough data 9.0(won by default) 58 Process Overview Not enough data 9.0(won by default) 53 Customization Document Generation Not enough data 8.9(won by default) 59 No-Code App Development Not enough data 8.9(won by default) 49 Low-Code App Development Not enough data 9.0(won by default) 47 Process Design Not enough data 9.0(won by default) 59 Process Repository Not enough data 9.0(won by default) 57 No-Code Not enough data Not enough data Collaboration Access Controls/Permissions Not enough data 9.0(won by default) 55 Data Unification Not enough data 8.7(won by default) 52 Accessibility Not enough data 9.0(won by default) 59 Process Routing Not enough data 9.2(won by default) 55 Real-Time Data Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Agentic AI - Business Process Management Autonomous Task Execution Not enough data Not enough data Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Process Development Process Routing Not enough data 8.9(won by default) 54 Additional Functionality Rules-Based Workflow Not enough data Not enough data Mobile Access Not enough data Not enough data Document Storage Not enough data Not enough data Data Import/Export Not enough data Not enough data Collaboration Tools Not enough data Not enough data Document Management Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Customizable Forms Not enough data Not enough data Activity Dashboard Not enough data Not enough data CRM Not enough data Not enough data Process Modeling & Designing Not enough data Not enough data Drag & Drop Not enough data Not enough data Task Progress Tracking Not enough data Not enough data API Not enough data Not enough data Calendar Management Not enough data Not enough data Audit Management Not enough data Not enough data Commenting/Notes Not enough data Not enough data Forms Management Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Configurable Workflow Not enough data Not enough data Graphical Workflow Editor Not enough data Not enough data Data Visualization Not enough data Not enough data Workflow Management Not enough data Not enough data Process Change Tracking Not enough data Not enough data AI Copilot Not enough data Not enough data Email Management Not enough data Not enough data Templates Not enough data Not enough data Real-Time Updates Not enough data Not enough data Approval Process Control Not enough data Not enough data Customizable Fields Not enough data Not enough data Version Control Not enough data Not enough data Forms Automation Not enough data Not enough data Customizable Templates Not enough data Not enough data Compliance Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Single Sign On Not enough data Not enough data Task Management Not enough data Not enough data Customizable Reports Not enough data Not enough data Business Process Control Not enough data Not enough data Business Process Automation Not enough data Not enough data User Management Not enough data Not enough data Audit Trail Not enough data Not enough data AP Automation[Hide 69 FeaturesShow 69 Features](javascript:void(0);) Not enough data 7.9 35 Invoice Management Capture Not enough data 9.1(won by default) 34 Supplier Portal Not enough data 7.6(won by default) 26 Repository Not enough data 8.7(won by default) 28 Invoice Processing Matching Not enough data 8.3(won by default) 28 Payments Not enough data 8.0(won by default) 28 Workflows Not enough data 9.3(won by default) 32 Tax Compliance Not enough data 7.5(won by default) 27 Recurring Payments Not enough data Not enough data Analytics Due Dates Not enough data 8.4(won by default) 29 Benchmarking Not enough data 7.0(won by default) 27 KPIs Not enough data 7.4(won by default) 26 Integration Accounting Not enough data 8.6(won by default) 30 Payment Integration Not enough data 8.2(won by default) 26 ERP Not enough data 7.9(won by default) 28 ERP integration Not enough data Not enough data Risk Analysis Not enough data 7.8(won by default) 29 Identification Not enough data 8.7(won by default) 31 Scoring Not enough data 7.1(won by default) 28 Recovery Recoup Not enough data 7.3(won by default) 27 Reporting Not enough data 7.7(won by default) 31 Audit Filters Not enough data 8.5(won by default) 31 Post Audits Not enough data 7.9(won by default) 27 Overpayments Not enough data 7.9(won by default) 25 Duplicates Not enough data 8.2(won by default) 28 Fraud Vendor Checks Not enough data 8.0(won by default) 27 Data Generation Not enough data 8.3(won by default) 31 Monitoring Not enough data 7.7(won by default) 28 Agentic AI - AP Automation Autonomous Task Execution Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Additional Functionality Data Import/Export Not enough data Not enough data Invoice Management Not enough data Not enough data Online Banking Not enough data Not enough data 1099 Preparation Not enough data Not enough data Generative AI Not enough data Not enough data Receipt Management Not enough data Not enough data AI Copilot Not enough data Not enough data Fraud Detection Not enough data Not enough data Duplicate Payment Alert Not enough data Not enough data Document Management Not enough data Not enough data Compliance Management Not enough data Not enough data Inventory Management Not enough data Not enough data Check Writing Not enough data Not enough data Mobile Access Not enough data Not enough data Audit Trail Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Multi-Currency Not enough data Not enough data Status Tracking Not enough data Not enough data Activity Dashboard Not enough data Not enough data Cash Management Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Billing & Invoicing Not enough data Not enough data Vendor Management Not enough data Not enough data Anomaly Detection Not enough data Not enough data API Not enough data Not enough data ACH Payment Processing Not enough data Not enough data Invoice Processing Not enough data Not enough data Aging Tracking Not enough data Not enough data Supplier Management Not enough data Not enough data General Ledger Not enough data Not enough data Expense Tracking Not enough data Not enough data Bank Reconciliation Not enough data Not enough data Workflow Management Not enough data Not enough data Customizable Reports Not enough data Not enough data Approval Process Control Not enough data Not enough data Electronic Funds Transfer Not enough data Not enough data Purchase Order Reconciliation Not enough data Not enough data Financial Management Not enough data Not enough data Workflow Automation Not enough data Not enough data Show 5 feature categories with incomplete data Document Management[Hide 78 FeaturesShow 78 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality AI Copilot Not enough data Not enough data Generative AI Not enough data Not enough data Search/Filter Not enough data Not enough data Corrective and Preventive Actions (CAPA) Not enough data Not enough data Document Lifecycle Management Not enough data Not enough data Reminders Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Customizable Templates Not enough data Not enough data Compliance Management Not enough data Not enough data For Medical Purposes Not enough data Not enough data For Legal Professionals Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Risk Assessment Not enough data Not enough data Drag & Drop Not enough data Not enough data Collaboration Tools Not enough data Not enough data Workflow Management Not enough data Not enough data Activity Dashboard Not enough data Not enough data Quality Control Not enough data Not enough data Archiving & Retention Not enough data Not enough data Approval Process Control Not enough data Not enough data Secure Data Storage Not enough data Not enough data Mobile Access Not enough data Not enough data Version Control Not enough data Not enough data Task Management Not enough data Not enough data Indexing Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Activity Tracking Not enough data Not enough data Disaster Recovery Not enough data Not enough data Multiple Format Support Not enough data Not enough data Change Management Not enough data Not enough data File Management Not enough data Not enough data File Sharing Not enough data Not enough data Document Management Not enough data Not enough data Document Automation Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Data Import/Export Not enough data Not enough data Audit Trail Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Audit Management Not enough data Not enough data API Not enough data Not enough data Rules-Based Workflow Not enough data Not enough data Electronic Signature Not enough data Not enough data Document Review Not enough data Not enough data Full Text Search Not enough data Not enough data Revision History Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Forms Management Not enough data Not enough data Document Generation Not enough data Not enough data SSL Security Not enough data Not enough data Content Management Not enough data Not enough data Access Expiration Management Not enough data Not enough data Optical Character Recognition Not enough data Not enough data Document Classification Not enough data Not enough data Metadata Extraction Not enough data Not enough data Commenting/Notes Not enough data Not enough data Document Editing Not enough data Not enough data File Recovery Not enough data Not enough data Offline Access Not enough data Not enough data Annotations Not enough data Not enough data Compliance Tracking Not enough data Not enough data Email Management Not enough data Not enough data Customizable Branding Not enough data Not enough data Document Capture Not enough data Not enough data File Conversion Not enough data Not enough data Document Storage Not enough data Not enough data Tagging Not enough data Not enough data Automated Scheduling Not enough data Not enough data Metadata Management Not enough data Not enough data Document Templates Not enough data Not enough data Autosave Not enough data Not enough data For Engineering Documents Not enough data Not enough data Training Management Not enough data Not enough data Version Rollback Not enough data Not enough data Digital Signature Not enough data Not enough data Status Tracking Not enough data Not enough data Version Comparison Not enough data Not enough data Document Check-in/Check-out Not enough data Not enough data Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);) Not enough data Not enough data Agentic AI - Accounting & Finance Autonomous Task Execution Not enough data Not enough data Intelligent Document Processing (IDP)[Hide 93 FeaturesShow 93 Features](javascript:void(0);) Not enough data Not enough data Data Capture Multi-format Support Not enough data Not enough data OCR Capabilities Not enough data Not enough data Data Extraction Pattern Detection and Recognition Not enough data Not enough data Text Classification Not enough data Not enough data Data Classification Not enough data Not enough data Voice Recognition Not enough data Not enough data Optical Character Recognition Not enough data Not enough data Data Validation Accuracy Checking Not enough data Not enough data Workflow Automation Natural Language Processing Not enough data Not enough data Process Integration Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Document Management Search Functionality Not enough data Not enough data Version Control Not enough data Not enough data Full Text Search Not enough data Not enough data Semantic Search Not enough data Not enough data Contextual Search Not enough data Not enough data Boolean Search Not enough data Not enough data Machine Learning Custom Model Training Not enough data Not enough data Natural Language Processing Sentiment Analysis Not enough data Not enough data Text Analysis Not enough data Not enough data Entity Analysis Not enough data Not enough data Trend Analysis Not enough data Not enough data Semantic Analysis Contextual Understanding Not enough data Not enough data Data Integration API Support Not enough data Not enough data Security Compliance Standards Not enough data Not enough data Data Encryption Not enough data Not enough data Additional Functionality Generative AI Not enough data Not enough data Activity Dashboard Not enough data Not enough data AI Copilot Not enough data Not enough data Drag & Drop Not enough data Not enough data Calendar Management Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Customizable Forms Not enough data Not enough data Forms Management Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Phonetic Variation Detection Not enough data Not enough data CRM Not enough data Not enough data Email Management Not enough data Not enough data Data Capture and Transfer Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Workflow Management Not enough data Not enough data Electronic Forms Not enough data Not enough data Abbreviation Detection Not enough data Not enough data Web Forms Not enough data Not enough data Multiple Data Sources Not enough data Not enough data Mis-Keyed Variation Detection Not enough data Not enough data Data Import/Export Not enough data Not enough data Data Replication Not enough data Not enough data Document Management Not enough data Not enough data Data Extraction Not enough data Not enough data Customizable Reports Not enough data Not enough data Customizable Branding Not enough data Not enough data Offline Access Not enough data Not enough data Electronic Signature Not enough data Not enough data Data Retrieval Not enough data Not enough data Collaboration Tools Not enough data Not enough data Barcode/Ticket Scanning Not enough data Not enough data Email Address Extraction Not enough data Not enough data Customizable Fields Not enough data Not enough data Task Management Not enough data Not enough data Audit Management Not enough data Not enough data Image Capture Not enough data Not enough data Configurable Workflow Not enough data Not enough data API Not enough data Not enough data Data Visualization Not enough data Not enough data Customizable Templates Not enough data Not enough data Conditional Logic Not enough data Not enough data Audit Trail Not enough data Not enough data Activity Tracking Not enough data Not enough data Real-Time Updates Not enough data Not enough data Summarization Not enough data Not enough data Customer Experience Management Not enough data Not enough data Tagging Not enough data Not enough data Real-Time Analytics Not enough data Not enough data Predictive Modeling Not enough data Not enough data Data Analysis Tools Not enough data Not enough data Filtering Not enough data Not enough data Commenting/Notes Not enough data Not enough data Categorization/Grouping Not enough data Not enough data Data Verification Not enough data Not enough data AI/Machine Learning Not enough data Not enough data Visual Analytics Not enough data Not enough data Customer Segmentation Not enough data Not enough data Search/Filter Not enough data Not enough data Data Cleansing Not enough data Not enough data Topic Clustering Not enough data Not enough data Multi-Language Not enough data Not enough data Language Detection Not enough data Not enough data Spam Detection Not enough data Not enough data Predictive Analytics Not enough data Not enough data Customer Profiles Not enough data Not enough data Metadata Management Not enough data Not enough data Recruiting[Hide 2 FeaturesShow 2 Features](javascript:void(0);) Not enough data Not enough data Generative AI AI Text Generation Not enough data Not enough data AI Text Summarization Not enough data Not enough data Talent Acquisition Suites[Hide 1 FeatureShow 1 Feature](javascript:void(0);) Not enough data Not enough data Generative AI AI Text Summarization Not enough data Not enough data User Insights Reviewers' Company Size [![FileHold Document Management Software](https://images.g2crowd.com/uploads/product/hd_favicon/cb576cf1cdbc806aa275514c964be10f/filehold-document-management-software.svg "FileHold Document Management Software")](https://www.g2.com/products/filehold-document-management-software/reviews) FileHold Document Management Software Small-Business(50 or fewer emp.) 63.6% Mid-Market(51-1000 emp.) 27.3% Enterprise(\> 1000 emp.) 9.1% [![Square 9 Softworks](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_c9188cffa6bbbf52ca3f0cf31d373cf1/square-9-softworks.gif "Square 9 Softworks")](https://www.g2.com/products/square-9-softworks/reviews) Square 9 Softworks Small-Business(50 or fewer emp.) 32.1% Mid-Market(51-1000 emp.) 61.1% Enterprise(\> 1000 emp.) 6.8% Small-Business (50 or fewer emp.) 63.6% 32.1% Mid-Market (51-1000 emp.) 27.3% 61.1% Enterprise (\> 1000 emp.) 9.1% 6.8% Reviewers' Industry [![FileHold Document Management Software](https://images.g2crowd.com/uploads/product/hd_favicon/cb576cf1cdbc806aa275514c964be10f/filehold-document-management-software.svg "FileHold Document Management Software")](https://www.g2.com/products/filehold-document-management-software/reviews) FileHold Document Management Software Information Technology and Services 39.4% Manufacturing 9.1% Computer & Network Security 9.1% Computer Software 6.1% Consulting 3.0% Other 33.3% [![Square 9 Softworks](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_c9188cffa6bbbf52ca3f0cf31d373cf1/square-9-softworks.gif "Square 9 Softworks")](https://www.g2.com/products/square-9-softworks/reviews) Square 9 Softworks Information Technology and Services 11.6% Computer Software 7.7% Financial Services 6.6% Accounting 4.4% Construction 4.4% Other 65.2% Alternatives **FileHold Document Management Software Alternatives** ![DocuWare](https://images.g2crowd.com/uploads/product/hd_favicon/1522071240/docuware.svg "DocuWare") [ DocuWare ](/products/docuware/reviews) ![M-Files](https://images.g2crowd.com/uploads/product/hd_favicon/ef8c6b6ad184a941226571c99359fb58/m-files.svg "M-Files") [ M-Files ](/products/m-files/reviews) ![Laserfiche](https://images.g2crowd.com/uploads/product/hd_favicon/1549935323/laserfiche.svg "Laserfiche") [ Laserfiche ](/products/laserfiche/reviews) ![Revver](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_8d9b1b35ae4dde5e7e28c8bcc945df6f/revver.png "Revver") [ Revver ](/products/revver/reviews) **Square 9 Softworks Alternatives** ![DocuWare](https://images.g2crowd.com/uploads/product/hd_favicon/1522071240/docuware.svg "DocuWare") [ DocuWare ](/products/docuware/reviews) ![Laserfiche](https://images.g2crowd.com/uploads/product/hd_favicon/1549935323/laserfiche.svg "Laserfiche") [ Laserfiche ](/products/laserfiche/reviews) ![Hyland OnBase](https://images.g2crowd.com/uploads/product/hd_favicon/ab26ad500037a024c205aef3572781c9/hyland-onbase.svg "Hyland OnBase") [ Hyland OnBase ](/products/hyland-onbase/reviews) ![Revver](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_8d9b1b35ae4dde5e7e28c8bcc945df6f/revver.png "Revver") [ Revver ](/products/revver/reviews)