--- title: Square 9 Softworks Reviews meta\_title: 'Square 9 Softworks Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 179 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: 4.4 review\_count: 179 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Square 9 Softworks Reviews & Product Details Visit Website 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 Square 9 Softworks Seller [Square 9](https://www.g2.com/sellers/square-9) Discussions [Square 9 Softworks Community](https://www.g2.com/products/square-9-softworks/discuss) Languages Supported German, English, French, Italian, Portuguese, Spanish Solution Type All-in-One Overview by Square 9 Softworks (Common Tasks Simplified through Digital Transformation) Show More ## Pricing Pricing provided by Square 9 Softworks. ### Square 9 Process Automation Essentials $50.00 1 User License Per Month [ View More Pricing Information ](https://www.g2.com/products/square-9-softworks/pricing) ## Square 9 Softworks Integrations (12) What do users say about integrations? Verified by Square 9 Softworks [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agvance Accounting ](https://www.g2.com/products/agvance-accounting/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agvance Suite ](https://www.g2.com/products/agvance-suite/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AgVantage Software, Inc ](https://www.g2.com/products/agvantage-software-inc/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Dynamics 365 Business Central ](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") MIP Fund Accounting ](https://www.g2.com/products/mip-fund-accounting/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") NetSuite ](https://www.g2.com/products/oracle-netsuite/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PDI Fuel Pricing ](https://www.g2.com/products/pdi-fuel-pricing/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PDI/Retail Suite ](https://www.g2.com/products/pdi-retail-suite/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage ](https://www.g2.com/products/sage-sage/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage 100 ](https://www.g2.com/products/sage-100/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Tyler Enterprise ERP ](https://www.g2.com/products/tyler-enterprise-erp/reviews) Show More ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 5/11/2022 "Great document management for small business" 4.5/5 What do you like best about Square 9 Softworks? I really like the easy access to all documents. The workflow also keeps us in compliance with procedures for payables. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? The first letter in the name of documents drug from email truncates. If you edit a vendor name you lose access to old documents with the original name. Review collected by and hosted on G2.com. Recommendations to others considering Square 9 Softworks: Be prepared to spend as much time as needed for the initial setup. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? We removed 15 five-drawer filing cabinets from our office. Documents do not have to be retrieved by a single individual - everyone can get them on their own. Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-6597494/official_response/edit) Thank you for your review! We are happy to hear how you have eliminated so many filing cabinets from your office and how easy it is to access the documents each individual needs. Our priorities are customer experience and satisfaction, so 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. 7/20/2023 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller KZ Kaitlyn Z. Mid-Market (51-1000 emp.) 5/12/2023 "Daily Lifesaver" 5/5 What do you like best about Square 9 Softworks? Efficient flow and capture of documents, The Search and export function is critical to my daily workflow. I have been a user of this product for over 10 years- I cannot imagine functioning in my current role without this product. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? I can't think of any dislikes currently. There seems to be much improvement in flow over the course of 10 years plus Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? The quick document capture and easy indexing of said documents. The ability to quickly search and export documents when needed is highly beneficial Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8077857/official_response/edit) Hi Kaitlyn, thanks for your review! We are glad to hear our solutions have made your job easier with managing workflows and capturing documents. Thank you for your continued support as a Square 9 customer. Current UserValidated ReviewerSource: Organic MC matt c. Small-Business (50 or fewer emp.) 6/13/2023 "Square 9 for "windows"" 5/5 What do you like best about Square 9 Softworks? Square 9 creates a central hub for storing all daily business docs for our Window sales company. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? Literally no complaints...Our group is failry computer savy and the integration was smooth. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? We have several outside sales reps that all have their own way of keeping orgainzed. Square 9 keeps all important documents in the same place regardless of which computer they came from. No more...."I can't find it's" haha. Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8210156/official_response/edit) Hi Matt, thanks for your review! We are glad to hear your company has improved the finding and storing of documents with our solutions. Thank you for being a Square 9 customer! Current UserValidated ReviewerSource: Organic ![Verified User in Utilities](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Utilities") AU Verified User in Utilities Mid-Market (51-1000 emp.) 7/20/2023 "Great overall performance!" 5/5 What do you like best about Square 9 Softworks? Square 9 has benefited us in many ways. We have a global website to load all of our documents into that can be viewed by multiple people. Safety is necessary in our field which Square 9 exceeds in. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? Sometimes I feel I have to search around more for something that I need or to figure out how to do that what I would like. But in the meantime, if I need help when I call in, they are always there to help me. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? We can upload all of our documents by multiple field management and it is kept together where it is always accesible to everyone. We used to use Dropbox and it was not as user friendly and secure it seemed. Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8342818/official_response/edit) Thanks for your review! We are thrilled you have improved your document management and had success with our support team. Thanks for being a Square 9 customer and we appreciate your feedback. Validated ReviewerSource: Organic AV Angelet V. Small-Business (50 or fewer emp.) 11/30/2023 "Review time" 2.5/5 What do you like best about Square 9 Softworks? The storage capabilities and ease of use. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? The setup process, implementation was not easy. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? Storage and document management. Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8948218/official_response/edit) Thanks for your review, Angelet. We have forwarded your information to our customer success team to better assist you. We appreciate your feedback. Validated ReviewerIncentivizedSource: Seller invite AS Abhishek S. Mid-Market (51-1000 emp.) 8/7/2023 ""Review for Square 9 Softworks"" 5/5 What do you like best about Square 9 Softworks? Square 9 softworks is a account payable automation software help are Increase consistency and enforce standards. Reduce manual entry and human errors. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? Square 9 softworks really good platform, no any issue help to the many members work easily one person help to square 9 softworks. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? Square 9 softworks help to instant perform a three way match are - Invoice, purchase order, packing slip, all work easily mange on this online platform. Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8417028/official_response/edit) Thanks for your review, Abhishek. We are glad to hear we have helped your account payable automation. We appreciate your feedback. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Government Administration](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Government Administration") UG Verified User in Government Administration Small-Business (50 or fewer emp.) 7/21/2023 "Database Dream" 4.5/5 What do you like best about Square 9 Softworks? Square 9 makes all of our records easily available without the need to keep paper copies. It also has features that allow us to use our data effectively. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? Indexing of document takes some time and each staff member has to be reminded to categorize using the same identifiers. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? Square 9 has eliminated the need to locate documents in a hard copy file, we now can reprint or email efortlessly. The application makes us productive at a higher rate. Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8345251/official_response/edit) Thanks for your review! We are glad to hear our platform has made accessing records easier. We appreciate your feedback. Current UserValidated ReviewerSource: Organic MR Marc R. Small-Business (50 or fewer emp.) 4/13/2023 "The good thing about this tool is that it is easy for anyone with no experience to use" 5/5 What do you like best about Square 9 Softworks? It is an excellent service easy to use and extract data from documents. I like the support that is easy to communicate and solve problems. I also liked the filtered searches that provided the necessary documents. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? It would be nice if they improved the documentation of some of their functions. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? It is beneficial for our business processes because we can send files, print documents, and easily find the documents, and we can also upload them to the cloud to be more secure and always have a backup. Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-7942719/official_response/edit) Thank you, Marc, for your review! We're glad to hear you find our solutions easy to use and that it's benefited your business processes. Thank you for your kind words and suggestions. Customer satisfaction is important to us, so thank you for being a Square 9 customer! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") AM Verified User in Manufacturing Mid-Market (51-1000 emp.) 10/31/2023 "A Great option with helpful Support" 4.5/5 What do you like best about Square 9 Softworks? The data storage is easy to use with guides available for all function. Their support staff is also great and very timely with responses. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? They are a bit pricy for data storage. You could make your own data storage server for the cost of a few months subscription. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? Data Storage Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8787897/official_response/edit) Thanks for your review! We are glad to hear our platform is helping you store your data. We appreciate your feedback. 11/10/2023 Validated ReviewerIncentivizedSource: Seller invite RL Ryan L. Mid-Market (51-1000 emp.) 8/1/2023 "Very good support when needed" 4/5 What do you like best about Square 9 Softworks? The detailed information provided when needing assistance and the scheduling. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? Wish they were closer so I could have them on site lol Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? Document Management Review collected by and hosted on G2.com. Show More Response from Square 9 Softworks of Square 9 Softworks [Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8386505/official_response/edit) Thanks for your review, Ryan! We are glad to hear our document management is improving your business. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Square 9 Softworks? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Square 9 Softworks ](https://www.g2.com/products/square-9-softworks/discussions/new) LA Luis M Ainza • Last activity about 4 years ago Can we use this with excel sheets? 1 Upvote 3 [ Join the conversation ](https://www.g2.com/discussions/can-we-use-this-with-excel-sheets) [ View all Discussions ](https://www.g2.com/products/square-9-softworks/discuss) ## Pricing Options Pricing provided by Square 9 Softworks. ### Square 9 Process Automation Essentials $50.00 1 User License Per Month ### Square 9 Digital Transformation Essentials $68.00 1 User License Per Month ### Square 9 Enterprise Essentials $75.00 1 User License Per Month [ View More Pricing Information ](https://www.g2.com/products/square-9-softworks/pricing) Square 9 Softworks Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8018b13707829502565f0e10c4634e7a/docuware.gif "Product Avatar Image") DocuWare 4.4/5(251) [ Compare Now ](https://www.g2.com/compare/docuware-vs-square-9-softworks) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_567526c3e0ca0f7385662e2e16eeba06/laserfiche.png "Product Avatar Image") Laserfiche 4.7/5(1,247) [ Compare Now ](https://www.g2.com/compare/laserfiche-vs-square-9-softworks) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1363f968707f52036652a50181b8fbb8/hyland-onbase.png "Product Avatar Image") Hyland OnBase 4.4/5(324) [ Compare Now ](https://www.g2.com/compare/hyland-onbase-vs-square-9-softworks) ##### ##### Square 9 Softworks Features Platform Performance and Reliability File Management Search Workflow Process Automation Customization Document Generation Process Design Process Repository [ View More Features ](https://www.g2.com/products/square-9-softworks/features) ## Top-Rated Alternatives [ ![DocuWare](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DocuWare") DocuWare 4.4/5(251) ](https://www.g2.com/products/docuware/reviews) [ ![Laserfiche](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laserfiche") Laserfiche 4.7/5(1,247) ](https://www.g2.com/products/laserfiche/reviews) [ ![Hyland OnBase](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hyland OnBase") Hyland OnBase 4.4/5(324) ](https://www.g2.com/products/hyland-onbase/reviews) [ View All Alternatives ](https://www.g2.com/products/square-9-softworks/competitors/alternatives) ##### Categories on G2 [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Onboarding](https://www.g2.com/categories/onboarding-software)[AP Automation](https://www.g2.com/categories/ap-automation) [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Onboarding](https://www.g2.com/categories/onboarding-software)[AP Automation](https://www.g2.com/categories/ap-automation)[Document Management](https://www.g2.com/categories/document-management)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Intelligent Document Processing (IDP)](https://www.g2.com/categories/intelligent-document-processing-idp)[Business Process Management](https://www.g2.com/categories/business-process-management)[OCR](https://www.g2.com/categories/ocr) [Show MoreShow Less](javascript:void(0);) ##### Explore More [KTern.AI vs CAST Highlight for an enterprise IT team evaluating cloud migration assessment tools: which gives a more complete automated discovery and cloud readiness picture across a large on-premises application portfolio?](https://www.g2.com/discussions/ktern-ai-vs-cast-highlight-for-an-enterprise-it-team-evaluating-cloud-migration-assessment-tools-which-gives-a-more-complete-automated-discovery-and-cloud-readiness-picture-across-a-large-on-premises-application-portfolio)[Best enterprise resource planning software](https://www.g2.com/discussions/best-enterprise-resource-planning-erp-software-what-s-your-top-pick)[Which insurance rating software has the most reliable carrier data sync and fewest quoting errors?](https://www.g2.com/discussions/which-insurance-rating-software-has-the-most-reliable-carrier-data-sync-and-fewest-quoting-errors) [What are some enterprise information archiving tools with fast eDiscovery search and easy export for regulatory audits?](https://www.g2.com/discussions/what-are-some-enterprise-information-archiving-tools-with-fast-ediscovery-search-and-easy-export-for-regulatory-audits%20)[What platform provides detailed vulnerability reporting and analytics?](https://www.g2.com/discussions/what-platform-provides-detailed-vulnerability-reporting-and-analytics)[Pros and Cons Details](https://www.g2.com/products/square-9-softworks/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)