--- 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 ![Des T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Des T.") DT Des T. Senior Accountant Mid-Market (51-1000 emp.) 2/11/2025 "Global Search - Going 100% Digital" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-10823819/official_response/edit) Thanks for your review, Des! We are thrilled to hear our software has helped your organization go completely paperless. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite AD Alaura D. Student Services Coordinator Mid-Market (51-1000 emp.) 5/15/2025 "Square 9 user in school setting" 3.5/5 What do you like best about Square 9 Softworks? I like that it's easy to contact tech support and work through answers quickly. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-11176406/official_response/edit) Thanks for your review, Alaura! We are glad to hear that our platform has helped digitize your records. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Braden W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Braden W.") BW Braden W. Staff Accountant Mid-Market (51-1000 emp.) 2/13/2025 "UMC Food Ministry review" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 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-10835571/official_response/edit) Thanks for your review, Braden! We are glad to hear you have seen success with our workflow tool. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite AC Aaron C. Infrastructure Tech Enterprise (\> 1000 emp.) 1/28/2025 "Square 9 is a solid choice" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? I currectly do not have any complaints with Square 9, as everything functions as expected. Review collected by and hosted on G2.com. 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. 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-10775572/official_response/edit) Thanks for your review, Aaron! We are glad to hear you have great experiences with our support team. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite TR Tom R. IT DIRECTOR Mid-Market (51-1000 emp.) 6/19/2025 "SQ9 Document Management" 5/5 What do you like best about Square 9 Softworks? Database driven, ease of use getting around the software. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? not much to say about disliking the product. been using it for 15 years. Review collected by and hosted on G2.com. 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. 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-11312893/official_response/edit) 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! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Farming](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Farming") UF Verified User in Farming Mid-Market (51-1000 emp.) 8/4/2025 "Works" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? Square 9 has made our office more efficient in managing documents. 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-11488359/official_response/edit) Thank you for your review! We are glad to hear our platform has improved your document-based processes. We appreciate your feedback. Validated ReviewerIncentivizedSource: Seller invite ![Jeremy T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeremy T.") JT Jeremy T. Chief financial officer Mid-Market (51-1000 emp.) 6/18/2025 "Square 9 - Innovation For Your Business" 4/5 What do you like best about Square 9 Softworks? The workflows and customizability of their archives Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? Sometimes, there is a gap in the knowledge of their support team and their script writers. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? Paperless, seamless workflows, and efficiency in process 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-11307805/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Darien Hundley S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Darien Hundley S.") DS Darien Hundley S. Office Manager Enterprise (\> 1000 emp.) 11/8/2024 "Square 9 helps multiple departments in our state government office. By accessing and storing files." 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-10477415/official_response/edit) Thanks for your feedback, Darien! We are glad to hear that our platform is helping keeping your departments organized. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Katie W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katie W.") KW Katie W. Controller Mid-Market (51-1000 emp.) 9/12/2022 "Great Tool!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-7093315/official_response/edit) 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. 12/4/2024 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Derek A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Derek A.") DA Derek A. Accountant Mid-Market (51-1000 emp.) 5/22/2025 "Setup was a bit challenging but the product does as advertised with some limitations." 2.5/5 What do you like best about Square 9 Softworks? It has certainly made it easier to find invoices when needed for review. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-11208501/official_response/edit) 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. Validated ReviewerIncentivizedSource: Seller invite ## 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 [Which terminal emulator is highest rated for mainframe system administration and support?](https://www.g2.com/discussions/which-terminal-emulator-is-highest-rated-for-mainframe-system-administration-and-support)[What are the best platforms for integrating cloud governance and cost control?](https://www.g2.com/discussions/what-are-the-best-platforms-for-integrating-cloud-governance-and-cost-control)[Which apparel business management and ERP software supports EDI integration for fashion brands managing wholesale and retail operations?](https://www.g2.com/discussions/which-apparel-business-management-and-erp-software-supports-edi-integration-for-fashion-brands-managing-wholesale-and-retail-operations) [What is the leading security compliance software for mobile use](https://www.g2.com/discussions/what-is-the-leading-security-compliance-software-for-mobile-use)[Which solution supports agile and waterfall project methodologies?](https://www.g2.com/discussions/which-solution-supports-agile-and-waterfall-project-methodologies)[Pros and Cons Details](https://www.g2.com/products/square-9-softworks/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)