Square 9 Softworks Reviews & Product Details

Managing information can be hard. We make it easy. Square 9 delivers Intelligent Information Management solutions that use generative AI-powered capture to remove the frustration of extracting data from documents, forms, and external sources, giving structure and meaning to the information your business depends on. By simplifying how information is captured and shared, we help teams focus on higher-value work instead of repetitive, manual tasks. With Square 9, your work flows freely across critical areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management. The result is faster decisions, fewer errors, and more time for your team to focus on growth. More than 3,000 organizations in the U.S. rely on Square 9 to provide a platform for the intelligent document capture, indexing, search integration and business process automation.

Product Website

Seller

Square 9

Discussions

Square 9 Softworks Community

Languages Supported

German, English, French, Italian, Portuguese, Spanish

Overview by

Square 9 Softworks (Common Tasks Simplified through Digital Transformation)

Pricing

Pricing provided by Square 9 Softworks.

Square 9 Process Automation Essentials

$50.00

1 User License Per Month

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Square 9 Softworks Integrations

(12)

Verified by Square 9 Softworks

Square 9 Softworks Media

Square 9 Softworks Demo - GlobalSearch Go Dashboard

GlobalSearch allows you to organize and sort your documents based on extracted data.

Square 9 Softworks Demo - InquireAI Extraction

InquireAI delivers highly accurate AI-driven data extraction of invoice and receipt fields to eliminate the need for manual data entry.

Square 9 Softworks Demo - InquireAI for Contracts

Contracts are a complex document format that can require contextual understanding to collect accurate data points. This task is often difficult or impossible using traditional extraction methodologies.

Square 9 Softworks Demo - Language Prompts

Using natural language prompts, InquireAI works as an agent to extract, classify, and analyze information from any type of document.

Square 9 Softworks Demo - Email Notification

Square 9 users in the invoice review process can be notified by email when a pending approval is available.

Square 9 Softworks Demo - Sharing Data with Applications

Your fully indexed documents can be released for secure access within GlobalSearch or sent to other repositories, including QuickBooks, Dynamics 35 Business Central, Citrix ShareFile, or Google Drive.

Official Downloads

(5)

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Chris D.

Small-Business (50 or fewer emp.)

6/19/2023

"Document Capture Workflows that save time"

4.5/5

What do you like best about Square 9 Softworks?

Square9 also has many more training opportunities as part of your subscription including Square9 University and live training sessions for both administrators and general users of the system. They have also increased regular communications and tech newsletters showcasing new features and opportunities to expand the system and of course, the free training sessions. I work with a few other larger software companies and their training is often NOT included - so that's a bonus for Square9 users for sure. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

Although their tech support is among the best I've ever experienced, recently, I've found their response times are a little slower and it can take a couple of days for a response depending on the issue. I attribute this to the growth of the platform that is always including new features which of course, means more things to support. That said, they are certainly keeping up with new tech which I consider critical. Review collected by and hosted on G2.com.

What problems is Square 9 Softworks solving and how is that benefiting you?

Square 9 software has helped us go paperless in at least 1 department (formerly our largest paper file department) so far. We've also been able to streamline document digitization, data extraction and reporting. All of these things save time and valuable resources and improve access to information and reporting. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Hi Chris, thanks for your review. We are glad to hear our platform is saving you time through automation and are thrilled 1 department has gone paperless! We appreciate your feedback, thanks for being a Square 9 customer.

Rowan Keith M.

Digital Transformation Specialist

Mid-Market (51-1000 emp.)

2/17/2026

"Centralized Document Management with Room for OCR Improvement"

3/5

What do you like best about Square 9 Softworks?

I find Square 9 Softworks extremely useful for storing our documents on a centralized cloud-based repository, which allows access from anywhere. The global search and global capture features are beneficial, especially when it comes to document processing and information capture. We've been able to automate some of our indexing tasks, eliminating the need for tedious reentry processes since the OCR technology directly keeps the information safe. These features make the system incredibly helpful for traceability, compliance, and document management, and they simplify audits or reviews by facilitating easy retrieval of documents. Additionally, the automatic archiving of standardized documents through OCR makes document retrieval much simpler for future needs, and the global search automations are great at notifying staff when documents are incomplete or need more information. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

Logging in sometimes is a pain because of this license issue. Even though we have sufficient licenses, we constantly face issues with regards to logging in. The OCR technology can be optimized and perform better to scan and index information directly from documents. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Hi Rowan,

Starting in GlobalCapture 3.0 we introduced the concept of OCR Profiles, you can individually configure OCR settings to optimize how well things read. We also recently launched the next generation of our AI Extraction technology, InquireAI which can read data with more accuracy than OCR ever could.

As for your license issue, I would engage our support team, what you describe sounds like something we can resolve or give guidance on.

Kathie L.

Corporate Finance and HR Manager

Mid-Market (51-1000 emp.)

7/20/2023

"At the tip of your fingers"

4.5/5

What do you like best about Square 9 Softworks?

Being able to access documents using multiple ways of looking up information (company, doc #, etc).

We had an issue with not being able to find a doc # but were able to find it using different search criteria. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

No, how we use it is working great for us. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Thanks for your review, Kathie! We are glad to hear our solutions have made accessing the files you need easier. We appreciate your feedback.

Jerry W.

Sr. Network Administrator

Mid-Market (51-1000 emp.)

2/17/2026

"Square 9 Simplifies Document Scanning Across 70+ Stores"

5/5

What do you like best about Square 9 Softworks?

We have 70+ stores that need to scan documents back for review, and Square 9 has solved this problem for us. It’s made the process much easier to manage across all of our locations. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

Not much to say— it does the job we need done, and it does it very well. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Thanks for your review Jerry! We are glad to hear your over 70 stores are easier to manage with our platform. Thank you for being a Square 9 customer.

Verified User in Construction

Mid-Market (51-1000 emp.)

8/3/2023

"GlobalSearch has been an AP lifesaver!"

5/5

What do you like best about Square 9 Softworks?

They continue to add new features, such as an OCR AI tool that competes with our current OCR tool Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

No new ways S9 needs to improve at this time. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Thanks for your review! we are glad to hear our platform has completely transformed your business processes. Thank you for being a Square 9 customer.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

5/9/2023

"We have had no major issues in 4 years. "

5/5

What do you like best about Square 9 Softworks?

Everything they promised about file storage, the speed of recovering documents is excellent. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

I cannot think of anything more we need Square9 to do that it already doesn't do. They are ahead of us when we think we need something, they have already implemented it into their program. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Thanks for your review! We are glad that our solutions has met your document capture needs. Our priorities are customer experience and satisfaction, so thank you for your kind words.

Verified User in Utilities

Mid-Market (51-1000 emp.)

9/12/2023

"Pretty good"

4/5

What do you like best about Square 9 Softworks?

For the amount of data that the application stores for us, it seems to do well. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

Invoices seem to get hung up if any little thing is out of the ordinary. Once they are hung up, it is the opposite of user friendly to get into the batch manager, locate the invoice that is causing the problem, and then get it rerouted back to the queue. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Thanks for your review! We are glad to hear our platform is improving your invoice process. We appreciate your feedback and will relay to our development team to resolve any issues. Thank you for being a Square 9 customer.

Greg C.

Financial Controller

Mid-Market (51-1000 emp.)

1/8/2026

"Streamlined Scanning and Effortless Document Retrieval"

5/5

What do you like best about Square 9 Softworks?

Square-9’s biggest strength is its streamlined scanning process combined with templates that automatically populate searchable fields, significantly improving efficiency and document retrieval. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

While powerful, the template setup process can require extra effort to fine-tune, particularly when our forms or scanned documents change over time. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Thanks for your review, Greg! We are glad to hear our platform has streamlined your processes. Our InquireAI product has made templates the way of the past. With simple instructions you can extract data off of all sorts of documents and the best part - no coding required. Please reach out to your Square 9 representative and they will be happy to assist.

Matt H.

IT Manager

Mid-Market (51-1000 emp.)

3/18/2026

"Easy Setup and Excellent Support"

5/5

What do you like best about Square 9 Softworks?

setup and deployment was pretty easy,. Software is easy to use, support has been excellent Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

Some feature are a bit clunky, but nothing we cant work around Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Hi Matt, thank you for your review. We are glade to hear you are saving 60k a year on postage. Please reach out to our support team if you ever need assistance.

Mieko M.

AVP & Manager of Business Integration Group

Small-Business (50 or fewer emp.)

11/3/2022

"Great service from Square9"

5/5

What do you like best about Square 9 Softworks?

It seems like response time is a little delayed now but still good service. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

If service response time is as quick as before, that would be great. Review collected by and hosted on G2.com.

Response from Square 9 Softworks of Square 9 Softworks

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Thank you for your review Mieko! We are delightedto hear about your great experience with support and service teams. Our management and staff will be excited to see what you wrote. Thank you for your kind words. We appreciate all customer feedback and hope you continue to have a great experience using our solutions.