--- title: Square 9 Softworks Reviews meta_title: 'Square 9 Softworks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 172 reviews by the users' company size, role or industry to find out how Square 9 Softworks works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 172 scale: '5' date_modified: '2026-06-25' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Square 9 Softworks Reviews **Vendor:** Square 9 **Category:** [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm) **Average Rating:** 4.5/5.0 **Total Reviews:** 172 ## About Square 9 Softworks 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. ## Square 9 Softworks Pros & Cons **What users like:** - Users love the **ease of use** of Square 9 Softworks, enhancing day-to-day document management effortlessly. (33 reviews) - Users find Square 9 Softworks invaluable for **centralized document management** , enhancing accessibility and efficiency in document processes. (24 reviews) - Users highlight the **responsive customer support** that effectively addresses problems and enhances their overall experience. (20 reviews) - Users value the **customizability and streamlined workflows** of Square 9, enhancing productivity and collaboration efficiency. (18 reviews) - Users value the **streamlined scanning process** of Square 9, enhancing efficiency and simplifying document management significantly. (13 reviews) - Users appreciate the **search functionality** of Square 9, enabling quick document retrieval and reducing paper clutter. (13 reviews) - Features (11 reviews) - Automation (10 reviews) - Document Storage (10 reviews) - Flexibility (10 reviews) **What users dislike:** - Users find the **learning curve steep** , especially regarding template setup and understanding workflow functions within Square 9 Softworks. (13 reviews) - Users find the **missing features** in Square 9 Softworks, particularly in external calls and mobile app functionality, frustrating. (10 reviews) - Users find **Square 9 Softworks complex** , especially during initial handling and setup, which can be time-consuming. (7 reviews) - Users find the **difficult setup** process challenging, though support is responsive to help navigate issues. (5 reviews) - Users often face **challenges with document retrieval** , especially when dealing with misrouted files and login difficulties. (5 reviews) - Learning Difficulty (5 reviews) - Limited Functionality (5 reviews) - OCR Issues (5 reviews) - Users often experience **performance issues** with Square 9 Softworks, especially during login and while handling large attachments. (5 reviews) - Users express concerns over **poor customer support** , highlighting slow response times and lack of phone assistance. (5 reviews) ## Square 9 Softworks Reviews ### 1. Document Capture Workflows that save time **Rating:** 4.5/5.0 stars **Reviewed by:** Chris D. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2023 **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. **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. **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. **Official Response from Square 9 Softworks:** > 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. ### 2. Centralized Document Management with Room for OCR Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Rowan Keith M. | Digital Transformation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2026 **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. **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. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 Softworks centralizes our document storage, making access easy from anywhere. It automates indexing tasks with OCR, saving reentry time. The archiving and global search features help with traceability, compliance, and management of documents. **Official Response from Square 9 Softworks:** > 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. ### 3. At the tip of your fingers **Rating:** 4.5/5.0 stars **Reviewed by:** Kathie L. | Corporate Finance and HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **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. **What do you dislike about Square 9 Softworks?** No, how we use it is working great for us. **What problems is Square 9 Softworks solving and how is that benefiting you?** storing files we would otherwise have to keep paper copies for 40 years **Official Response from Square 9 Softworks:** > Thanks for your review, Kathie! We are glad to hear our solutions have made accessing the files you need easier. We appreciate your feedback. ### 4. Square 9 Simplifies Document Scanning Across 70+ Stores **Rating:** 5.0/5.0 stars **Reviewed by:** Jerry W. | Sr. Network Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2026 **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. **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. **What problems is Square 9 Softworks solving and how is that benefiting you?** With 70+ stores scanning documents to us for review, we needed a better way to manage the volume and keep everything organized. Square 9 solves this problem by making it easier to receive and review those scanned documents. **Official Response from Square 9 Softworks:** > 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. ### 5. GlobalSearch has been an AP lifesaver! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **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 **What do you dislike about Square 9 Softworks?** No new ways S9 needs to improve at this time. **What problems is Square 9 Softworks solving and how is that benefiting you?** Our AP process was completly manual. GlobalSearch has turned that process into almost fully automated. The workflow is easy to use for end users and it is very easy to configure for any changes I've needed to make. **Official Response from Square 9 Softworks:** > 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. ### 6. We have had no major issues in 4 years. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Square 9 Softworks?** Everything they promised about file storage, the speed of recovering documents is excellent. **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. **What problems is Square 9 Softworks solving and how is that benefiting you?** Keeping required records for our business. Being able to search documents quickly. This helps in productivity. **Official Response from Square 9 Softworks:** > 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. ### 7. Pretty good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2023 **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. **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. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 has removed time-consuming, paper trails. The workflow and approval process is so much more convenient and easy to track than how we used to do it (paper copies). **Official Response from Square 9 Softworks:** > 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. ### 8. Streamlined Scanning and Effortless Document Retrieval **Rating:** 5.0/5.0 stars **Reviewed by:** Greg C. | Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** January 08, 2026 **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. **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. **What problems is Square 9 Softworks solving and how is that benefiting you?** We're looking into the new AI products that will help us by not having to build and manage templates for scanning documents and capturing the data. **Official Response from Square 9 Softworks:** > 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. ### 9. Easy Setup and Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Matt H. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Square 9 Softworks?** setup and deployment was pretty easy,. Software is easy to use, support has been excellent **What do you dislike about Square 9 Softworks?** Some feature are a bit clunky, but nothing we cant work around **What problems is Square 9 Softworks solving and how is that benefiting you?** We are saving 60k a year on postage by being able to scan in our documents instead of mailing them to our Corporate Office **Official Response from Square 9 Softworks:** > 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. ### 10. Great service from Square9 **Rating:** 5.0/5.0 stars **Reviewed by:** Mieko M. | AVP & Manager of Business Integration Group, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Square 9 Softworks?** It seems like response time is a little delayed now but still good service. **What do you dislike about Square 9 Softworks?** If service response time is as quick as before, that would be great. **What problems is Square 9 Softworks solving and how is that benefiting you?** As an archiving solution, GlobalSearch works great. **Official Response from Square 9 Softworks:** > 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. ### 11. Powerful, Flexible, and Backed by Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Square 9 Softworks?** This is a highly powerful and flexible application. It operates with great reliability and is backed by outstanding support. When working on projects, I have found their staff to be both knowledgeable and approachable. We use the workflow engine quite intense and most likely for use cases it wasn't intended for. But despite the stress we are adding to the system it works like a charm and allows to easily build the most flexible and demanding workflows and wicket solutions! The interface is user friendly and become more moderns and easy to use with every new version Square9 puts out **What do you dislike about Square 9 Softworks?** Troubleshooting OCR-related issues can be quite challenging and often requires unexpected workarounds, which is surprising given that OCR is a core feature. While I am usually able to accomplish what I need thanks to these workarounds, there is definitely room for improvement. The audit log presents a similar situation. It records who performed an action on a document in Global Search, but it does not capture exactly what was done. I would appreciate an audit log that provides details similar to the version history feature in MS SharePoint. **What problems is Square 9 Softworks solving and how is that benefiting you?** We use the Global Search and Global Capture application to keep only digital version of paper applications. That saves a lot of storage and makes document review and retrieval significantly more effective **Official Response from Square 9 Softworks:** > Thanks for your review! We've made some significant strides in our data extraction capabilities in the past few months. We have extraction profiles that let you fine-tune your OCR extraction, along with AI-based extraction that reads data more easily than ever (with much less maintenance). I'll pass your feedback to our product team on the audit trail. It is worth mentioning that we do support versioning, which may allow you to see the individual changes that were made on a document if required. ### 12. Excellent Value and Accurate Invoice Coding **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2025 **What do you like best about Square 9 Softworks?** Great value compared to other solutions. AI-assisted invoice coding is accurate and easy to customize. User management and access controls are secure and simple to administer. Support is responsive and works with you to solve problems. **What do you dislike about Square 9 Softworks?** If a document gets lost or misrouted during processing, it can be confusing to get it back on track. **What problems is Square 9 Softworks solving and how is that benefiting you?** We needed to automate accounts payable and manage documents securely. Square9 handles invoice coding and approval routing with minimal oversight once workflows are set up. **Official Response from Square 9 Softworks:** > Thanks for your review! Because our workflow engine is highly customizable and flexible, we can add some new buttons or options to help you better handle those misrouted documents. If you can reach out to us at info@square-9.com, I'll connect you with one of our resources who can assist. We appreciate your feedback. ### 13. Powerful and Simple Square Payment Solution **Rating:** 3.5/5.0 stars **Reviewed by:** Ar-jay Angelo M. | System Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Square 9 Softworks?** It offers pre-configured templates and drag-and-drop tools, making it easy to set up workflows and manage documents without needing coding skills. **What do you dislike about Square 9 Softworks?** Data retrieval can be challenging on the database end, especially when dealing with complex queries or large datasets. A more robust, user-friendly reporting or query tool would enhance accessibility and streamline data access for non-technical users. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 Softworks is helping us digitize our paperwork, enabling us to transition to a truly paperless environment. This not only reduces physical storage needs but also enhances accessibility, efficiency, and collaboration across teams. The streamlined document management and automated workflows have significantly improved our overall productivity and reduced manual errors. **Official Response from Square 9 Softworks:** > Hi Ar-jay, thanks for your review! We are glad to hear that you have been digitizing your paperwork using our solutions. Thank you for being a Square 9 customer! ### 14. Global Search - Going 100% Digital **Rating:** 4.5/5.0 stars **Reviewed by:** Des T. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Square 9 Softworks?** I love that I can search for any business document in one location, export it, print it, whatever I am needing to do. Also the fact that you can select who has access to which folders is a great security feature. This has helped our company be 100% paper less. I use this software numerous times a day as does many in our company. Customer support has been outstanding and highly recommend. When we first moved to Global Search it was very easy to implement and intergrate with our every day processes. **What do you dislike about Square 9 Softworks?** When I download a document it opens has an Enabled file so I have to always click to open it again. **What problems is Square 9 Softworks solving and how is that benefiting you?** This has eliminated the need for paper, which is such a life saver. When we have many different locations we can all access the documents we are needing no matter when it originated from. **Official Response from Square 9 Softworks:** > Thanks for your review, Des! We are thrilled to hear our software has helped your organization go completely paperless. We appreciate your feedback. ### 15. Square 9 user in school setting **Rating:** 3.5/5.0 stars **Reviewed by:** Alaura D. | Student Services Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Square 9 Softworks?** I like that it's easy to contact tech support and work through answers quickly. **What do you dislike about Square 9 Softworks?** There are aspects of the software that are overly clunky/technical. I realize there is a programming aspect to much of the software, but it seems like things are too convoluted at times. **What problems is Square 9 Softworks solving and how is that benefiting you?** They have digitized our records, which is a huge help. We love being able to scan items into the document management system and no longer have a storage center of old records. **Official Response from Square 9 Softworks:** > Thanks for your review, Alaura! We are glad to hear that our platform has helped digitize your records. We appreciate your feedback. ### 16. UMC Food Ministry review **Rating:** 5.0/5.0 stars **Reviewed by:** Braden W. | Staff Accountant , Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Square 9 Softworks?** The proactive approach it allows my company to have when reviewing documents. We are in a business where we must have supporting documentation for every penny of expenditures and must have these readily avaialable for the state agencies in which we report to. Having the AP workflow tool eases my anxiety of whether I will be able to 1) find and 2) timely gather all expenses and invoices. **What do you dislike about Square 9 Softworks?** It is very complex and implementation costs can be expensive, I see a lot of benefit in the long term but we are also being cautious with our dollars at the moment due to some other asset costs taking precedent. **What problems is Square 9 Softworks solving and how is that benefiting you?** Submission of documents for auditor review Digital capabilities of work completion for accounting purposes **Official Response from Square 9 Softworks:** > Thanks for your review, Braden! We are glad to hear you have seen success with our workflow tool. We appreciate your feedback. ### 17. Square 9 is a solid choice **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron C. | Infrastructure Tech, Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Square 9 Softworks?** Being an IT/Power user that uses the product daily, I appreciate the great support team and prompt response time on any questions or issues that may come up. The ease of use of the product is great. The endless functionality is extremely beneficial as well, weather it is creating a new workflow or archive to utilizing Globalforms. We have just began to scrap the surface with what Square 9 has to offer. **What do you dislike about Square 9 Softworks?** I currectly do not have any complaints with Square 9, as everything functions as expected. **What problems is Square 9 Softworks solving and how is that benefiting you?** We use it for contracts, applications, AP processing, and document management. These functions speed up our processes greatly. Users are more efficient at daily tasks. Contracts flow quicker and we receive and process applications faster. **Official Response from Square 9 Softworks:** > Thanks for your review, Aaron! We are glad to hear you have great experiences with our support team. We appreciate your feedback. ### 18. SQ9 Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Tom R. | IT DIRECTOR, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2025 **What do you like best about Square 9 Softworks?** Database driven, ease of use getting around the software. **What do you dislike about Square 9 Softworks?** not much to say about disliking the product. been using it for 15 years. **What problems is Square 9 Softworks solving and how is that benefiting you?** creation of work flow documents allow for automatic indexing so we save so much of the staff's time. **Official Response from Square 9 Softworks:** > Thanks for your review, Tom! We are glad to hear that our platform is saving your staff time through automation. Thank you for being a Square 9 customer for 15 years! ### 19. Works **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Square 9 Softworks?** There are many good features of Square 9 but I appreciate the ease of finding documents within minutes vs. digging through a dusty file room and having those documents digitally vs. paper cluttering up a desk. **What do you dislike about Square 9 Softworks?** The workflows have helped our engineer department with permits and our finance department with processing invoices. My only struggle is my lack of knowledge of how the workflows function but I'm looking forward to using the End User Learning Center to learn more. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 has made our office more efficient in managing documents. **Official Response from Square 9 Softworks:** > Thank you for your review! We are glad to hear our platform has improved your document-based processes. We appreciate your feedback. ### 20. Square 9 - Innovation For Your Business **Rating:** 4.0/5.0 stars **Reviewed by:** Jeremy T. | Chief financial officer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Square 9 Softworks?** The workflows and customizability of their archives **What do you dislike about Square 9 Softworks?** Sometimes, there is a gap in the knowledge of their support team and their script writers. **What problems is Square 9 Softworks solving and how is that benefiting you?** Paperless, seamless workflows, and efficiency in process **Official Response from Square 9 Softworks:** > Thanks for your review, Jeremy! We are glad to hear our workflow tools have helped you streamline processes. Thank you for being a Square 9 customer. ### 21. Square 9 helps multiple departments in our state government office. By accessing and storing files. **Rating:** 4.0/5.0 stars **Reviewed by:** Darien Hundley S. | Office Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Square 9 Softworks?** The most helpful aspect of square9 is the amount of space that can be used to store files and documnetation. The application is well organized and we use this in a number of different departments so each department may have certain access restrications and that helps keep everything nice and organized for every department. Also me and my fellow employers use this application everyday. The implementation of this application was seemless and customer support is really good when needed. **What do you dislike about Square 9 Softworks?** At times Square9 can have it's bugs with the global search portal. This can be with logging in or sometimes features will dissapear and the application just needs to be reset so that it can work. **What problems is Square 9 Softworks solving and how is that benefiting you?** The business problem we have is making sure everything is organized in every department and kept separate for smooth documentation and easy access. **Official Response from Square 9 Softworks:** > Thanks for your feedback, Darien! We are glad to hear that our platform is helping keeping your departments organized. We appreciate your feedback. ### 22. Great Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie W. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2022 **What do you like best about Square 9 Softworks?** Square 9 has been an excellent tool for our company to keep our documents easily accessible electronically. Everything we're looking for is at our fingertips with easy-to-use search criteria and functionality. Update to add that the AI component that has been emerging is very exciting and we're eager to implement it into our current use. I think it will be game changer in reading documents. **What do you dislike about Square 9 Softworks?** There is nothing that we currently dislike. Square 9 is continually evolving with technology and ease of use. Easy to work with and maneuver across all departments. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 is solving the need to keep paper copies of files while also being able to efficiently sort, download, print, and find the documents we are looking for. **Official Response from Square 9 Softworks:** > Thank you, Katie! We are happy to hear how much you like using our solutions and how your company documents are easily accessible. We're happy to hear that you have eliminated paper copies and can more efficiently sort, download, and find the documents you are looking for. Thank you for your kind words! We appreciate all customer feedback and hope you continue to have a great experience using our solutions. ### 23. Setup was a bit challenging but the product does as advertised with some limitations. **Rating:** 2.5/5.0 stars **Reviewed by:** Derek A. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Square 9 Softworks?** It has certainly made it easier to find invoices when needed for review. **What do you dislike about Square 9 Softworks?** The setup was not as easy as I would have hoped. Support is not as thorough and some other programs I have used in the past. Other software application as a bit easier to use and have more features as well. **What problems is Square 9 Softworks solving and how is that benefiting you?** Digital document storage has been very helpful. Routing and tracking invoices during processing has helped streamline the overall process. **Official Response from Square 9 Softworks:** > Thank you for your feedback — we truly value it as it helps us improve. We acknowledge the challenges with your original implementation in 2024. We're sorry to hear that your experience with our technical support didn't meet expectations. Since your product delivery, we've made several enhancements to our implementation process to ensure a smoother and more user-friendly experience for our customers. Your comments reinforce the importance of those improvements, and we're committed to continually refining our approach. We’d also like to better understand the specific challenges you're encountering with technical support so we can address them directly. If you're open to it, please reach out to us at customerservice@square-9.com, or let us know the best way to connect with you. Thank you again for bringing this to our attention — we’re here to help and want to ensure you get the most from our product. ### 24. Streamlining Document Management: A Review of Square 9 **Rating:** 5.0/5.0 stars **Reviewed by:** Candace M. | Finance Officer/Admin Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Square 9 Softworks?** Square 9 offers a comprehensive and scalable solution for modern document management needs. Its user-friendly interface, robust features, workflow automation, integration capabilities, and excellent customer support make it a valuable asset for businesses seeking to enhance efficiency, productivity, and compliance in their document processes. **What do you dislike about Square 9 Softworks?** We've not encountered any issues with Square 9 as of yet. **What problems is Square 9 Softworks solving and how is that benefiting you?** Taking away almost all of our paper storage and putting it in the cloud for easy access and less clutter. **Official Response from Square 9 Softworks:** > Thanks for your review Candace! We are glad to hear you are having success with our platform. Thank you for being a Square 9 customer. ### 25. Online Document Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Liliana R. | HR Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Square 9 Softworks?** It's a trustworthy software that can store our documents, going paperless. We use it for HR and Payroll, and student records. It's been easy to use and manage, plus implementation was super fast and easy. Square 9 has been very fast with responding to any questions we have, and guiding to the correct person when needed. I also like there frequent webinars. **What do you dislike about Square 9 Softworks?** At the moment I don't have any dislikes. **What problems is Square 9 Softworks solving and how is that benefiting you?** Paperless, managing all our documents online. **Official Response from Square 9 Softworks:** > Thanks for your review, Liliana! We are glad to hear our software has helped you better manage your documents. Thank you for being a Square 9 customer. ### 26. Excellent Document Imaging and Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff W. | Info Sec Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2023 **What do you like best about Square 9 Softworks?** The ability to creat and manage unique workflows for a variety of situations. **What do you dislike about Square 9 Softworks?** The limited help with building external calls. **What problems is Square 9 Softworks solving and how is that benefiting you?** Ingesting and cataloging business-specific documents **Official Response from Square 9 Softworks:** > Hi Jeff, thanks for your review! We are glad that you have found success using our workflow tools to improve your business processes. Our priorities are customer experience and satisfaction, so thank you for sharing your thoughts and suggestions. ### 27. Great Tool for Streamlining Document Workflows **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Square 9 Softworks?** I like how Square 9 simplifies document management, making it easier to store, access, and share files. **What do you dislike about Square 9 Softworks?** The interface feels outdated and some setup steps are overly technical for first-time users. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 helps reduce paper usage, improves document tracking, and automates approvals—saving time and minimizing errors across departments. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear that our platform has helped saved your departments time and reduced errors. We appreciate your feedback. ### 28. Square9 is great! **Rating:** 5.0/5.0 stars **Reviewed by:** rita s. | System Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2025 **What do you like best about Square 9 Softworks?** They interactively allow the user to follow through with the lessons while still making it interesting! **What do you dislike about Square 9 Softworks?** There was a lot of time spent on basic knowledge such as the back and forward buttons, changing pages, or exiting a screen. **What problems is Square 9 Softworks solving and how is that benefiting you?** It will be used in our establishment for users to connect to different administrators efficiently without the need to email or download PDFs. **Official Response from Square 9 Softworks:** > Thanks for your review, Rita! We are glad to hear you are getting value out of our e-learning platform. We appreciate your feedback. ### 29. Ease of use, quick support, user friendly environment, couldn't ask for more! **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher L. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2024 **What do you like best about Square 9 Softworks?** Our accounting department is very apprecitaive of this software, from the ease of use, quick customer and account manager support, to the user friendly environment, our company, will not choose any other vendor than Square9! **What do you dislike about Square 9 Softworks?** I can only say good things about Square9, our team has no compliants or concerns. **What problems is Square 9 Softworks solving and how is that benefiting you?** Presenting the data in a simple but effective environment and ensuring the flow of documents is smooth. **Official Response from Square 9 Softworks:** > Thanks for your review, Christopher. We are glad to hear our platform has helped improve your accounts payable department. We appreciate your feedback. ### 30. Great value! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **What do you like best about Square 9 Softworks?** We love their easy to navigate web-based program, the customer support that comes along with the product and the simplicity of the product that meets all of our AP workflow and document storage needs. **What do you dislike about Square 9 Softworks?** The implementation process was rough and didn't touch on a lot of features to utilize so we could get the most out of our product. **What problems is Square 9 Softworks solving and how is that benefiting you?** With everyone moving away from paper, Sqaure 9 allows us to keep secure, electronic copies of all of our documents and significantly automate the AP workflow process, better integrating this task among several departments. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear your AP department is having success with the workflow features of our platform. We appreciate your feedback. ### 31. Excellent Program for Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Square 9 Softworks?** I like that everything is customizable to what your organization needs. It is very easy to use. If you ever have an issue, you can always reach out to square 9 for help. I use this product every single day so it is important that it is easy to work with and undertand. **What do you dislike about Square 9 Softworks?** It can get bogged down at times and IT has to go in there and make some changes. **What problems is Square 9 Softworks solving and how is that benefiting you?** It helps us to prevent entering duplicate invoices and making duplicate payments. It is a file box that everyone in the company has access to. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you've had a great experience with our support team. We appreciate your feedback. ### 32. It works as promised. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Square 9 Softworks?** The software interface is easy to use and support is amazing **What do you dislike about Square 9 Softworks?** Searching can be improved and after years of use the size of accumulated attachments causes performance issues. **What problems is Square 9 Softworks solving and how is that benefiting you?** Automation to save admin time and effort **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear that you've had a great experience with our support team! We appreciate your feedback. ### 33. Square 9 works well and has made my job easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Square 9 Softworks?** I like Square 9 because it allows the invoices to be indexed directly to the appropriate departments and therefore minimzes the emails and phone calls to get approvals. **What do you dislike about Square 9 Softworks?** The only downside I have is that it runs slow at times, which could be an internet issue, but this can cause delays in dispersing invoices and getting them in the process of approval. **What problems is Square 9 Softworks solving and how is that benefiting you?** I know at one point, there were some things done on the back side (IT side) that have helped in the slowness and /or how things move more smoothly through the workflows. **Official Response from Square 9 Softworks:** > Thanks for your review! We are thrilled to hear that our platform has made your job easier. Thank you for being a Square 9 customer! ### 34. Doc management made easy with excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew H. | Senior Systems Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Square 9 Softworks?** Intuitive, easy to use web interface for administration and user management. Active Directory integration for user management is a huge plus. **What do you dislike about Square 9 Softworks?** Long-standing bug in which GlobalSearch sign-in dialog box appears blank until the window is moved. **What problems is Square 9 Softworks solving and how is that benefiting you?** Solution for moving from paper filing to electornic filing, which all departments can use with minimal training. **Official Response from Square 9 Softworks:** > Thanks for your review, Andrew! We are glad to hear our platform has been an easy adjustment to your team. Thank you for being a Square 9 customer. ### 35. Very good service and customer relations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Square 9 Softworks?** Square 9 has been very helpful in answering questions. If I need support, they most likely answer right on time. It has been a hassle free experience working with them. If I need orientation, they supply it with no problems and direct me where needed to look for the help/support I need. **What do you dislike about Square 9 Softworks?** I have been working with Square 9 for a long time and really have not had any issues with them. They do their job and give me the support I need, so I can't really find a bad thing to say.... **What problems is Square 9 Softworks solving and how is that benefiting you?** They resolve whatever problem I have on the database I work with in regards to student records. It benefits me, because it makes my job faster and easier and gives me a problem free environment. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you have had a great experience with our team. We appreciate your feedback. ### 36. Square 9's product Global Search fulfills our doc archiving needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Square 9 Softworks?** Square 9's product Global Search is an intuitive, user friendly tool. Thier staff is supportive for other projects as well. **What do you dislike about Square 9 Softworks?** Overall everyone in my company has been happy so far **What problems is Square 9 Softworks solving and how is that benefiting you?** We are able to attain documents used acrossed all data platforms we employ once stored into Global Search. Mapping the approrpate docs from where ever they me be to Global Search is easy and convienent. And finding what you need there is is an intuitive process **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you have had success centralizing your data. We appreciate your feedback. ### 37. Great product for record keeing in any business **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley F. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Square 9 Softworks?** Integration with other platforms and the ability to customize organization **What do you dislike about Square 9 Softworks?** I would prefer to have customized shortcuts for processes used regularly **What problems is Square 9 Softworks solving and how is that benefiting you?** Ability to easily recall documents for the purpose of auditing. **Official Response from Square 9 Softworks:** > Thanks for your review, Ashley! We are glad to hear has helped your record keeping. We appreciate your feedback. ### 38. Recent experience with Square 9 support **Rating:** 4.0/5.0 stars **Reviewed by:** Lakshman T. | IT - Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Square 9 Softworks?** Technical support were knowlagable and able to solve the problem (SFTP coonection issue). Email support was very prompt and helped with known issues. **What do you dislike about Square 9 Softworks?** No phone support. You need to setup a meeting, if you need talk to IT support. **What problems is Square 9 Softworks solving and how is that benefiting you?** SFTP - File transfer issue while migrating from legacy to cloud applications. **Official Response from Square 9 Softworks:** > Thanks for your review, Lakshman! Glad to hear you had a positive experience with our support team. We appreciate your feedback. ### 39. Square 9 is such a great product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Square 9 Softworks?** I went from 7 filing cabinets in my office down to one desk drawer file. All documents are safely stored and can be traced from submission to archive. **What do you dislike about Square 9 Softworks?** The tweaking from time to time to get a function to run. This could be a fault of our IT. I know that there are several times our IT department must wait on a solution from Square 9. **What problems is Square 9 Softworks solving and how is that benefiting you?** Storage space most of all. There is also the benefit of moving so much from a manual job down to a two step process. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear we have reduced the number of file cabinets in your office. We appreciate your feedback. ### 40. Assistant **Rating:** 5.0/5.0 stars **Reviewed by:** Denice V. | HR Asst., Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2023 **What do you like best about Square 9 Softworks?** The program is really easy to use. From scanning to uploading to printing, it just makes it seem effortless. **What do you dislike about Square 9 Softworks?** It would be nice to move things around easier. **What problems is Square 9 Softworks solving and how is that benefiting you?** Onboarding new hires seems effortless, not to mention paperless. So overall, we save a lot on time, printing & scanning forms. **Official Response from Square 9 Softworks:** > Thanks for your review, Denice! We are glad to hear you are having success with our solutions. Thank you for being a Square 9 customer. ### 41. Does what we need **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Square 9 Softworks?** Turns mountains of paper into easily searchable archives, powerful and flexible OCR and document processing workflows. **What do you dislike about Square 9 Softworks?** System can be a bit complicated to understand under the hood, major changes or system moves generally require the assistance of support, and support is basically repurchasing the software annually. **What problems is Square 9 Softworks solving and how is that benefiting you?** Keeping long histories of government paperwork where you have to frequently find details that may be buried in years old files. **Official Response from Square 9 Softworks:** > Thanks for your review. We are glad to hear our platform made your documents easily searchable. We appreciate your feedback. ### 42. Great Document Management Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Square 9 Softworks?** Square9 has a great team, and we are currently working with them to implement some workflows to increase productivity. There is a lot of untapped potential, and we are looking to see how it can further help our business run more efficiently. **What do you dislike about Square 9 Softworks?** Training is informative and helpful, but the entry level course could be revamped. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square9 allows us to index data on invoices, purchase orders, and other various kinds of documents, then query this information. This keeps us from having a jumbled mess of documents living on a fileshare. Square9 is a fantastic database for storing documents and all of the data that goes along with them. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you are having success with workflows using our platform. We appreciate the feedback. ### 43. Square 9 has been the easiest and best software to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Amry R. | Receptionist/ Extended warranty, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2024 **What do you like best about Square 9 Softworks?** It is easy to find my documents after they have been sacnned or saved. **What do you dislike about Square 9 Softworks?** I have only had one issue with it and even then i didn't dislike it. It's so easy to use. **What problems is Square 9 Softworks solving and how is that benefiting you?** I haven't heard of any problems so far. It's been good for me and easy to use. **Official Response from Square 9 Softworks:** > Thanks for your review, Amry! We are glad to hear our platform has been easy to use for finding and scanning your documents. We appreciate your feedback. ### 44. Square 9 really works! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Square 9 Softworks?** Square 9 is an exceptional document management solution that has significantly streamlined workflows and enhanced productivity. Its intuitive interface and robust features make document storage, retrieval, and sharing effortless, allowing teams to collaborate more effectively and efficiently. Overall, Square 9 has proven to be a reliable and indispensable tool that has transformed document management processes for the better. **What do you dislike about Square 9 Softworks?** I didn't really dislike anything, but there was a 32 page SoW to work through. It was very thorough **What problems is Square 9 Softworks solving and how is that benefiting you?** Cutting down on maunal entry & other repititive tasks. It helps eliminate human errors. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear our platform is helping you eliminate error and cutting down repetitive tasks. We appreciate your feedback. ### 45. GlobalSearch for Document Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2024 **What do you like best about Square 9 Softworks?** GlobalSearch from Square 9 is easy to use. Our team uses it daily and it makes it so much easier on them with workflows and other automated tasks. Helps them to spend time on things that actually need attention. **What do you dislike about Square 9 Softworks?** The implementation is a bit of a hassle, but Square 9 Support is very responsive and quick to help get it going and when issues arise. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 helps us automate tasks and get all necessary departments involved on documents that need it all while saving paper usage. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you are finding our platform easy to use and making work faster and more efficient. We appreciate your feedback. ### 46. Saves time even for how lightly we use it **Rating:** 4.5/5.0 stars **Reviewed by:** Shawn B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Square 9 Softworks?** When it is setup, it just works and without any issues or problems. It does a good job of connecting multiple scanned documents to a single output file following defined naming rules. This is our main use of it at the moment, though there are lots of additional functions and processes I would like to implement. It is a new application for me and was setup before I started, so I have a bit to learn before I can add things. **What do you dislike about Square 9 Softworks?** I have found the connection to the server to be very slow and unresponsive at times. I have not been able to trace the source of the lag. There have been times the screen is unresponsive, but not clearly because the application has locked up either. **What problems is Square 9 Softworks solving and how is that benefiting you?** Overall it is a time saver, I think it has the potential to streamline our business even further if I could get time to go through the various educational courses that are offered. **Official Response from Square 9 Softworks:** > Thanks for your review, Shawn! We are glad to hear our platform is improving your document management. We appreciate your feedback. ### 47. Solid Company to Realize Your Projects **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Square 9 Softworks?** Square 9 has a great team behind your project. The communication is fantasatic. The process is smooth and streamlined. **What do you dislike about Square 9 Softworks?** Square 9 has a lot of functionality. This can be a blessing and a bit of a curse. There's a lot we can do with it - but that can take some education/training. I don't always want to take the time to do that type of thing. While I can still use the surface applications without it, all the extras could be intimidating. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 is helping us cut down on paper and wasted time. Now that we are managing our archives on Square 9's platform, we don't have to leave our desk, go into archives and physically pull documents for shredding. Once in the cloud, I can just delete the old documents we don't need anymore. The same thing could be said about needing to retrieve archived information for things like background checks. We no longer have to physically find the paper record. We can search for it on the cloud and voila - it's right at your finger tips. It's very convenient. It also takes up less space in our facility. We used to have a large room for storing files. Now we've moved what we still retain short-term to a much smaller room. Pretty soon we'll be using Square 9 to take online applications for our Trade School. Applicants can apply online instead of coming in person to fill out an application. It allows for us to expand the time frame in which they can apply. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear our platform has helped your organization manage your documents and data digitally. Please reach out to support@square-9.com if you ever need assistance implementing any features. Thank you for being a Square 9 customer. ### 48. Helpful Support Staff **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Square 9 Softworks?** Easy to navigate, easy to read manuals regarding product. Great customer support **What do you dislike about Square 9 Softworks?** There is nothing that needs to be fixed, great software **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 helps us keep our documents in order to be viewed later. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you are having success using our platform. Thank you for being a Square 9 customer. ### 49. Great features and highly customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff W. | Information Technology Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Square 9 Softworks?** The ability to set up process queues for document flow is great. We can easily have one team review and adjust and another to approve or reject.Our on premise installation of the product is super easy to use and setup. The ability to customize workflows to be as simple or as complicated as necessary. **What do you dislike about Square 9 Softworks?** I have nothing negative to say about this product. **What problems is Square 9 Softworks solving and how is that benefiting you?** Our primary use is record retention and availability. **Official Response from Square 9 Softworks:** > Thank you, Jeff, for your great review! We are happy to hear how much you enjoy the ability to set up process queues for document flows with record retention. Thank you for your kind words and suggested feedback. We will share this with our development team to look at how we can better improve our solutions. ### 50. Global Capture use **Rating:** 5.0/5.0 stars **Reviewed by:** Derek G. | Accounting Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Square 9 Softworks?** I really enjoy the ease of gaining support when an issue arises. I like receiving updates about new products and constant reminders of what I can use that I currently already have access to. **What do you dislike about Square 9 Softworks?** I haven't had any serious issues with Square 9 Softworks yet and honestly, even if something were to come up, I know the team will be there to help me. **What problems is Square 9 Softworks solving and how is that benefiting you?** It usually just relates to access to the program or log in issues. The turnaround time for reporting the issue and getting an answer with a solution is usually very quick. **Official Response from Square 9 Softworks:** > Thanks for your review, Derek. We are glad to hear you are seeing success with our capture product. Thank you for being a Square 9 customer. ## Square 9 Softworks Discussions - [Can we use this with excel sheets?](https://www.g2.com/discussions/can-we-use-this-with-excel-sheets) - 3 comments, 1 upvote - [View Square 9 Softworks pricing details and edition comparison](https://www.g2.com/products/square-9-softworks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-25+13%3A36%3A06+-0500&secure%5Bsession_id%5D=f8777e19-6827-4af3-8569-219aabbcdf84&secure%5Btoken%5D=93ec4cee9f80a77335d7db660b63e8f7d5074a68cfce5576c09803c48b398376&format=llm_user) ## Square 9 Softworks Integrations - [Agvance Accounting](https://www.g2.com/products/agvance-accounting/reviews) - [Agvance Suite](https://www.g2.com/products/agvance-suite/reviews) - [AgVantage Software, Inc](https://www.g2.com/products/agvantage-software-inc/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [MIP Fund Accounting](https://www.g2.com/products/mip-fund-accounting/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [PDI Fuel Pricing](https://www.g2.com/products/pdi-fuel-pricing/reviews) - [PDI/Retail Suite](https://www.g2.com/products/pdi-retail-suite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage](https://www.g2.com/products/sage-sage/reviews) - [Tyler Enterprise ERP](https://www.g2.com/products/tyler-enterprise-erp/reviews) ## Square 9 Softworks Features **Invoice Management** - Capture - Supplier Portal - Repository **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Document Processing** - File Type - Data Extraction - Mobile Capability - Intelligent Processing - Image Enhancement **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Enterprise Content Management (ECM)** - Autonomous Task Execution - Natural Language Interaction - Decision Making **Agentic AI - Onboarding** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **Platform Content** - Forms Library - E-Forms - E-Signature - Background Checks - Offer Letter Approvals - Offer Letter Templates **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Platform Additional Functionality** - Integration - File Conversion - Windows and Mac **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms **Data Extraction** - Entity Recognition - Text Classification **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development **Platform Additional Functionality** - Self-Service Portal - Automated Team Introductions - Compliance Training - Automated Onboarding Workflows - Onboarding Notifications **Analytics** - Due Dates - Benchmarking - KPIs **Data Validation** - Accuracy Checking **Agentic AI - OCR** - Autonomous Task Execution **Collaboration** - Permissions for Sharing - Data Unification - Accessibility - Process Routing **Platform Data** - Time-to-Productivity Reporting - Onboarding Process Reporting - Visualization **Integration** - Accounting - Payment Integration - ERP **Workflow Automation** - Batch Processing - Process Integration **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Performance - Mobility - Reporting - Dashboards **Recruiting and Onboarding** - Interview Scheduling - Onboarding **Document Management** - Search Functionality - Version Control **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Machine Learning** - Custom Model Training **Natural Language Processing** - Sentiment Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **File Management** - File Type Support - Metadata - OCR Scanning - Versioning - Collaboration - Document Assembly - Form Creation - Portals and Sites - Disposition - Search - Web Interface **Workflow** - Process Automation - Conditions - Activities - Records Management - Case Management **Platform** - Internationalization - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs **Security** - Compliance Standards - Data Encryption **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Process Development** - Process Routing **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top Square 9 Softworks Alternatives - [DocuWare](https://www.g2.com/products/docuware/reviews) - 4.4/5.0 (238 reviews) - [Laserfiche](https://www.g2.com/products/laserfiche/reviews) - 4.7/5.0 (1,206 reviews) - [Hyland OnBase](https://www.g2.com/products/hyland-onbase/reviews) - 4.4/5.0 (308 reviews)