Verified User in Construction
AC
Verified User in Construction
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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.

Verified User in Utilities
UU
Verified User in Utilities
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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.

Greg C.
GC
Greg C.
Financial Controller
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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.

MH
Matt H.
IT Manager
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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.

MM
Mieko M.
AVP & Manager of Business Integration Group
Small-Business (50 or fewer emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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.

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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.

Verified User in Higher Education
AH
Verified User in Higher Education
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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.

AM
Ar-jay Angelo M.
System Admin
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit 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!

Des T.
DT
Des T.
Senior Accountant
Mid-Market (51-1000 emp.)
"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.

Response from Square 9 Softworks of Square 9 Softworks
Edit edit

Thanks for your review, Des! We are thrilled to hear our software has helped your organization go completely paperless. We appreciate your feedback.