--- 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 AH Andrew H. Senior Systems Engineer Mid-Market (51-1000 emp.) 11/7/2024 "Doc management made easy with excellent support" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-10472683/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Enterprise (\> 1000 emp.) 8/22/2024 "Very good service and customer relations" 4.5/5 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. Review collected by and hosted on G2.com. 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.... Review collected by and hosted on G2.com. 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. 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-10038273/official_response/edit) Thanks for your review! We are glad to hear you have had a great experience with our team. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 11/14/2024 "Square 9's product Global Search fulfills our doc archiving needs" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? Overall everyone in my company has been happy so far Review collected by and hosted on G2.com. 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 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-10509807/official_response/edit) Thanks for your review! We are glad to hear you have had success centralizing your data. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite AF Ashley F. Administrative Assistant Small-Business (50 or fewer emp.) 10/30/2024 "Great product for record keeing in any business" 4/5 What do you like best about Square 9 Softworks? Integration with other platforms and the ability to customize organization Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? I would prefer to have customized shortcuts for processes used regularly Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? Ability to easily recall documents for the purpose of auditing. 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-10433239/official_response/edit) Thanks for your review, Ashley! We are glad to hear has helped your record keeping. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Lakshman T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lakshman T.") LT Lakshman T. IT - Software Engineer Enterprise (\> 1000 emp.) 11/18/2024 "Recent experience with Square 9 support" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? No phone support. You need to setup a meeting, if you need talk to IT support. Review collected by and hosted on G2.com. What problems is Square 9 Softworks solving and how is that benefiting you? SFTP - File transfer issue while migrating from legacy to cloud applications. 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-10525670/official_response/edit) Thanks for your review, Lakshman! Glad to hear you had a positive experience with our support team. We appreciate your feedback. Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Food Production](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Food Production") UF Verified User in Food Production Mid-Market (51-1000 emp.) 8/22/2024 "Square 9 is such a great product" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-10038498/official_response/edit) Thanks for your review! We are glad to hear we have reduced the number of file cabinets in your office. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Denice V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Denice V.") DV Denice V. HR Asst. Mid-Market (51-1000 emp.) 2/13/2023 "Assistant" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? It would be nice to move things around easier. Review collected by and hosted on G2.com. 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. 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-7708264/official_response/edit) 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. 8/26/2024 Current UserValidated ReviewerIncentivizedSource: Seller invite ![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.) 8/15/2024 "Does what we need" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-10009876/official_response/edit) Thanks for your review. We are glad to hear our platform made your documents easily searchable. We appreciate your feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Warehousing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Warehousing") AW Verified User in Warehousing Mid-Market (51-1000 emp.) 5/22/2024 "Great Document Management Platform" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about Square 9 Softworks? Training is informative and helpful, but the entry level course could be revamped. Review collected by and hosted on G2.com. 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. 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-9687384/official_response/edit) Thanks for your review! We are glad to hear you are having success with workflows using our platform. We appreciate the feedback. Current UserValidated ReviewerIncentivizedSource: Seller invite AR Amry R. Receptionist/ Extended warranty Mid-Market (51-1000 emp.) 8/2/2024 "Square 9 has been the easiest and best software to use." 5/5 What do you like best about Square 9 Softworks? It is easy to find my documents after they have been sacnned or saved. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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-9933520/official_response/edit) 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. 8/26/2024 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);)