--- 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 Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the **ease of use** of Square 9 Softworks, appreciating its intuitive interface and efficient workflow management. [(37 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1134428&qs=pros-and-cons#reviews)

Users appreciate the **simplicity of document management** in Square 9, enhancing file storage, access, and sharing. [(24 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1135947&qs=pros-and-cons#reviews)

Users commend the **responsive and knowledgeable customer support** that effectively resolves issues and ensures satisfaction. [(21 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1132732&qs=pros-and-cons#reviews)

Users appreciate how Square 9 enhances **organization** , simplifying document management and ensuring easy access and compliance. [(21 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1135709&qs=pros-and-cons#reviews)

Users value the **knowledgeable technical support** from Square 9, providing prompt assistance to resolve issues effectively. [(14 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1137047&qs=pros-and-cons#reviews)

Users find the **learning curve steep** , requiring significant time for basic functionalities and initial setup challenges. [(13 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1132562&qs=pros-and-cons#reviews)

Users find the **missing features** of Square 9 Softworks limiting, hindering a more effective use of the product. [(11 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1135147&qs=pros-and-cons#reviews)

Users find the software's **complexity and clunkiness** challenging, especially for new users navigating its features. [(7 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1133629&qs=pros-and-cons#reviews)

Users often experience **performance issues** , particularly with logging in, searching, and handling accumulated attachments. [(6 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1131975&qs=pros-and-cons#reviews)

Users express concerns about **poor customer support** , citing slow response times and lack of phone assistance. [(6 mentions)](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1136483&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of Square 9 Softworks

##### 1. Ease of Use

Users value the **ease of use** of Square 9 Softworks, appreciating its intuitive interface and efficient workflow management.
[
See 37 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1134428&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Kathie L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kathie L.")
KL

Kathie L.

Mid-Market (51-1000 emp.)

4.5/5

"At the tip of your fingers"

What do you like 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

 ![Rowan Keith M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowan Keith M.")
RM

Rowan Keith M.

Mid-Market (51-1000 emp.)

3.0/5

"Centralized Document Management with Room for OCR Improvement"

What do you like 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 g

##### 2. Document Management

Users appreciate the **simplicity of document management** in Square 9, enhancing file storage, access, and sharing.
[
See 24 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1135947&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Chris D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris D.")
CD

Chris D.

Small-Business (50 or fewer emp.)

4.5/5

"Document Capture Workflows that save time"

What do you like 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 admini

 ![Rowan Keith M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowan Keith M.")
RM

Rowan Keith M.

Mid-Market (51-1000 emp.)

3.0/5

"Centralized Document Management with Room for OCR Improvement"

What do you like 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 g

##### 3. Customer Support

Users commend the **responsive and knowledgeable customer support** that effectively resolves issues and ensures satisfaction.
[
See 21 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1132732&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Kathie L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kathie L.")
KL

Kathie L.

Mid-Market (51-1000 emp.)

4.5/5

"At the tip of your fingers"

What do you like 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

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"Excellent Value and Accurate Invoice Coding"

What do you like 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

##### 4. Organization

Users appreciate how Square 9 enhances **organization** , simplifying document management and ensuring easy access and compliance.
[
See 21 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1135709&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Chris D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris D.")
CD

Chris D.

Small-Business (50 or fewer emp.)

4.5/5

"Document Capture Workflows that save time"

What do you like 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 admini

 ![Rowan Keith M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowan Keith M.")
RM

Rowan Keith M.

Mid-Market (51-1000 emp.)

3.0/5

"Centralized Document Management with Room for OCR Improvement"

What do you like 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 g

##### 5. Helpful

Users value the **knowledgeable technical support** from Square 9, providing prompt assistance to resolve issues effectively.
[
See 14 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1137047&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Rowan Keith M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowan Keith M.")
RM

Rowan Keith M.

Mid-Market (51-1000 emp.)

3.0/5

"Centralized Document Management with Room for OCR Improvement"

What do you like 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 g

AD

Alaura D.

Mid-Market (51-1000 emp.)

3.5/5

"Square 9 user in school setting"

What do you like about Square 9 Softworks?

I like that it's easy to contact tech support and work through answers quickly.

### 5 Cons or Disadvantages of Square 9 Softworks

##### 1. Learning Curve

Users find the **learning curve steep** , requiring significant time for basic functionalities and initial setup challenges.
[
See 13 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1132562&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Greg C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Greg C.")
GC

Greg C.

Mid-Market (51-1000 emp.)

5.0/5

"Streamlined Scanning and Effortless 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.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Works"

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 kn

##### 2. Missing Features

Users find the **missing features** of Square 9 Softworks limiting, hindering a more effective use of the product.
[
See 11 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1135147&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Rowan Keith M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowan Keith M.")
RM

Rowan Keith M.

Mid-Market (51-1000 emp.)

3.0/5

"Centralized Document Management with Room for OCR Improvement"

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 loggi

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Powerful, Flexible, and Backed by Outstanding Support"

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 fe

##### 3. Complexity

Users find the software's **complexity and clunkiness** challenging, especially for new users navigating its features.
[
See 7 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1133629&qs=pros-and-cons#reviews)

See Related User Reviews

AD

Alaura D.

Mid-Market (51-1000 emp.)

3.5/5

"Square 9 user in school setting"

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

AM

Ar-jay Angelo M.

Mid-Market (51-1000 emp.)

3.5/5

"Powerful and Simple Square Payment Solution"

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 re

##### 4. Performance Issues

Users often experience **performance issues** , particularly with logging in, searching, and handling accumulated attachments.
[
See 6 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1131975&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Rowan Keith M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rowan Keith M.")
RM

Rowan Keith M.

Mid-Market (51-1000 emp.)

3.0/5

"Centralized Document Management with Room for OCR Improvement"

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 loggi

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"It works as promised."

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.

##### 5. Poor Customer Support

Users express concerns about **poor customer support** , citing slow response times and lack of phone assistance.
[
See 6 mentions
](https://www.g2.com/products/square-9-softworks/reviews?filters%5Bsentiment_snippet%5D=1136483&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Chris D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris D.")
CD

Chris D.

Small-Business (50 or fewer emp.)

4.5/5

"Document Capture Workflows that save time"

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 c

 ![Derek A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Derek A.")
DA

Derek A.

Mid-Market (51-1000 emp.)

2.5/5

"Setup was a bit challenging but the product does as advertised with some limitations."

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 applicatio

 ![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.)

7/14/2026

"It Just Works—Reliable and Hassle-Free!"

4.5/5

What do you like best about Square 9 Softworks?

I feel it works well with minimum issues. It just works and we dont' have to bother with it much. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

I can't really com up with too many negatives. Review collected by and hosted on G2.com.

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

Data retention. It's a big assistant to making organizing and archiving data. 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-13106401/official_response/edit)

Thanks for your review. We are glad to hear that our platform has helped with your organization's data retention. We appreciate your feedback.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
AC

Verified User in Construction

Mid-Market (51-1000 emp.)

8/3/2023

"GlobalSearch has been an AP lifesaver!"

5/5

What do you like best about Square 9 Softworks?

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

What do you dislike about Square 9 Softworks?

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

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. Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8401123/official_response/edit)

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.

4/21/2026
Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management")
AN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

5/9/2023

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

5/5

What do you like best about Square 9 Softworks?

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

What do you dislike about Square 9 Softworks?

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

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. Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8053381/official_response/edit)

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.

4/20/2026
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Utilities](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Utilities")
UU

Verified User in Utilities

Mid-Market (51-1000 emp.)

9/12/2023

"Pretty good"

4/5

What do you like best about Square 9 Softworks?

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

What do you dislike about Square 9 Softworks?

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

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). Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8597320/official_response/edit)

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.

4/20/2026
Validated ReviewerIncentivizedSource: Seller invite

 ![Greg C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Greg C.")
GC

Greg C.

Financial Controller

Mid-Market (51-1000 emp.)

1/8/2026

"Streamlined Scanning and Effortless Document Retrieval"

5/5

What do you like best about Square 9 Softworks?

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

What do you dislike about Square 9 Softworks?

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

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. Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-12191792/official_response/edit)

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.

Current UserValidated ReviewerIncentivizedSource: Seller invite

MH

Matt H.

IT Manager

Mid-Market (51-1000 emp.)

3/18/2026

"Easy Setup and Excellent Support"

5/5

What do you like best about Square 9 Softworks?

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

What do you dislike about Square 9 Softworks?

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

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 Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-12506760/official_response/edit)

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.

Validated ReviewerSource: Organic

MM

Mieko M.

AVP &amp; Manager of Business Integration Group

Small-Business (50 or fewer emp.)

11/3/2022

"Great service from Square9"

5/5

What do you like best about Square 9 Softworks?

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

What do you dislike about Square 9 Softworks?

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

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

As an archiving solution, GlobalSearch works great. Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-7306386/official_response/edit)

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.

4/20/2026
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
AF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

10/28/2025

"Powerful, Flexible, and Backed by Outstanding Support"

5/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-11872845/official_response/edit)

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.

Validated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education")
AH

Verified User in Higher Education

Mid-Market (51-1000 emp.)

12/3/2025

"Excellent Value and Accurate Invoice Coding"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-10801782/official_response/edit)

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.

Current UserValidated ReviewerIncentivizedSource: Seller invite

AM

Ar-jay Angelo M.

System Admin

Mid-Market (51-1000 emp.)

6/5/2023

"Powerful and Simple Square Payment Solution"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Square 9 Softworks of Square 9 Softworks

[Editedit](https://www.g2.com/survey_responses/square-9-softworks-review-8180628/official_response/edit)

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!

5/13/2025
Current UserValidated ReviewerIncentivizedSource: Seller invite

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