Square 9 Softworks Features
What are the features of Square 9 Softworks?
File Management
- File Type Support
Customization
- Document Generation
- Process Design
- Process Repository
Collaboration
- Permissions for Sharing
- Data Unification
- Accessibility
- Process Routing
Process Management
- Process Overview
- Process Analysis
- Real-Time Process Monitoring
- Intelligence
- Document Approval
Process Development
- Process Routing
Operating System
- PC Operating System
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Square 9 Softworks Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 24 Square 9 Softworks reviews. | 88% (Based on 24 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 19 Square 9 Softworks reviews. | 83% (Based on 19 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 19 Square 9 Softworks reviews. | 75% (Based on 19 reviews) | |
User, Role, and Access Management | Based on 27 Square 9 Softworks reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 27 reviews) | |
Performance | Based on 26 Square 9 Softworks reviews. Is consistently available (uptime) and allows users to complete tasks reliably. | 87% (Based on 26 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. This feature was mentioned in 21 Square 9 Softworks reviews. | 77% (Based on 21 reviews) | |
Reporting | Based on 18 Square 9 Softworks reviews. Provides analytics tools that reveal important business metrics and track progress. | 75% (Based on 18 reviews) | |
Dashboards | As reported in 17 Square 9 Softworks reviews. Has a centralized dashboard for users to interact with. | 78% (Based on 17 reviews) | |
Internationalization | As reported in 39 Square 9 Softworks reviews. Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. | 88% (Based on 39 reviews) | |
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 46 Square 9 Softworks reviews. | 89% (Based on 46 reviews) | |
Reporting and Auditing | As reported in 42 Square 9 Softworks reviews. Access pre-built and custom reports to monitor user activity and storage. | 86% (Based on 42 reviews) | |
System of Record Integration | Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. This feature was mentioned in 41 Square 9 Softworks reviews. | 87% (Based on 41 reviews) | |
APIs | Enables custom integration to external systems. 39 reviewers of Square 9 Softworks have provided feedback on this feature. | 86% (Based on 39 reviews) |
File Management
File Type Support | Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. 47 reviewers of Square 9 Softworks have provided feedback on this feature. | 91% (Based on 47 reviews) | |
Metadata | Based on 43 Square 9 Softworks reviews. Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. | 90% (Based on 43 reviews) | |
OCR Scanning | Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. This feature was mentioned in 42 Square 9 Softworks reviews. | 88% (Based on 42 reviews) | |
Versioning | Based on 40 Square 9 Softworks reviews. Keep track of incrementally changing versions of the same file. | 87% (Based on 40 reviews) | |
Collaboration | As reported in 42 Square 9 Softworks reviews. Multiple users can collaborate on document creation, annotation, and review. | 88% (Based on 42 reviews) | |
Document Assembly | Autogenerate documents based on templates and form submission. This feature was mentioned in 41 Square 9 Softworks reviews. | 89% (Based on 41 reviews) | |
Form Creation | Able to create and manage submittable user forms. 42 reviewers of Square 9 Softworks have provided feedback on this feature. | 92% (Based on 42 reviews) | |
Portals and Sites | Able to create user portals and sites. 41 reviewers of Square 9 Softworks have provided feedback on this feature. | 85% (Based on 41 reviews) | |
Disposition | Based on 40 Square 9 Softworks reviews. Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. | 87% (Based on 40 reviews) | |
Search | Based on 46 Square 9 Softworks reviews. Can easily find files via a simple and/or advanced search. | 91% (Based on 46 reviews) | |
Web Interface | As reported in 42 Square 9 Softworks reviews. Ability to access documents via a web interface without a client being installed on a device. | 91% (Based on 42 reviews) |
Workflow
Process Automation | Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. 43 reviewers of Square 9 Softworks have provided feedback on this feature. | 89% (Based on 43 reviews) | |
Conditions | As reported in 42 Square 9 Softworks reviews. The workflow engine provides relevant and customizable conditions on which to execute rules. | 92% (Based on 42 reviews) | |
Activities | Any action a user can perform in the system can be specified as an automated action. 41 reviewers of Square 9 Softworks have provided feedback on this feature. | 88% (Based on 41 reviews) | |
Records Management | As reported in 47 Square 9 Softworks reviews. System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. | 89% (Based on 47 reviews) | |
Case Management | System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. This feature was mentioned in 38 Square 9 Softworks reviews. | 89% (Based on 38 reviews) |
Customization
Document Generation | Enables users to create documents for business processes and provides a wide array of templates which are customizable. This feature was mentioned in 56 Square 9 Softworks reviews. | 90% (Based on 56 reviews) | |
Process Design | As reported in 57 Square 9 Softworks reviews. The ability to create custom workflows aligned with business objectives. | 90% (Based on 57 reviews) | |
Process Repository | As reported in 54 Square 9 Softworks reviews. A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. | 90% (Based on 54 reviews) | |
No-Code App Development | Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. 47 reviewers of Square 9 Softworks have provided feedback on this feature. | 90% (Based on 47 reviews) | |
Low-Code App Development | Based on 45 Square 9 Softworks reviews. Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. | 90% (Based on 45 reviews) | |
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates This feature was mentioned in 23 Square 9 Softworks reviews. | 92% (Based on 23 reviews) | |
Conditional Logic | As reported in 23 Square 9 Softworks reviews. Enables forms to hide or show certain fields based on respondents' answers | 88% (Based on 23 reviews) | |
Multi-page Forms | As reported in 21 Square 9 Softworks reviews. Allows users to create forms with more than one page | 90% (Based on 21 reviews) | |
Design | Based on 22 Square 9 Softworks reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | 89% (Based on 22 reviews) |
Collaboration
Permissions for Sharing | As reported in 52 Square 9 Softworks reviews. Enable decision-makers to easily share processes with the proper employees. | 90% (Based on 52 reviews) | |
Data Unification | Compile data from across all systems so that users can view relevant information easily. This feature was mentioned in 50 Square 9 Softworks reviews. | 88% (Based on 50 reviews) | |
Accessibility | Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. This feature was mentioned in 56 Square 9 Softworks reviews. | 90% (Based on 56 reviews) | |
Process Routing | Ensures the right task is being assigned to the proper employee across an entire process. This feature was mentioned in 53 Square 9 Softworks reviews. | 92% (Based on 53 reviews) |
Process Management
Process Overview | Based on 51 Square 9 Softworks reviews. Provides users a holistic view of all workflows so as to see how all processes work together. | 91% (Based on 51 reviews) | |
Process Analysis | Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. This feature was mentioned in 50 Square 9 Softworks reviews. | 88% (Based on 50 reviews) | |
Real-Time Process Monitoring | Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. 51 reviewers of Square 9 Softworks have provided feedback on this feature. | 88% (Based on 51 reviews) | |
Unstructured Processes | As reported in 44 Square 9 Softworks reviews. Provides the ability to manage unstructured processes. | 88% (Based on 44 reviews) | |
API Connection | Based on 44 Square 9 Softworks reviews. Connect with existing systems via API. | 90% (Based on 44 reviews) | |
Intelligence | Gives user machine learning tools for intelligent process improvement This feature was mentioned in 48 Square 9 Softworks reviews. | 89% (Based on 48 reviews) | |
Document Approval | Streamline and simplify document approval processes. 56 reviewers of Square 9 Softworks have provided feedback on this feature. | 90% (Based on 56 reviews) |
Platform Content
Forms Library | Provides users with a pre-built library of templated forms related to the hiring process. 10 reviewers of Square 9 Softworks have provided feedback on this feature. | 95% (Based on 10 reviews) | |
E-Forms | Based on 10 Square 9 Softworks reviews. Provides electronic forms for employees to complete. | 97% (Based on 10 reviews) | |
E-Signature | Enables new hires to sign forms electronically. | Not enough data | |
Background Checks | Enables the employer to perform background checks. | Not enough data | |
Offer Letter Approvals | Provides user with offer letter templates. | Not enough data | |
Offer Letter Templates | Enables all stakeholders to approve offer letters. | Not enough data |
Platform Additional Functionality
Self-Service Portal | Enables employees to login and view their onboarding process. | Not enough data | |
Automated Team Introductions | Introduces new hires to employees based on org chart. | Not enough data | |
Compliance Training | Provides training on relevant compliance issues. | Not enough data | |
Automated Onboarding Workflows | Provides workflows which track new hire progress. | Not enough data | |
Onboarding Notifications | Provides notifications about the onboarding process to both the new hire and manager. | Not enough data | |
Integration | Based on 38 Square 9 Softworks reviews. Integrates with other applications to support document storage, document management, process automation and/or workflow management | 91% (Based on 38 reviews) | |
File Conversion | Supports the conversion of uploaded documents to other file types This feature was mentioned in 41 Square 9 Softworks reviews. | 92% (Based on 41 reviews) | |
Windows and Mac | Supports operations on both Windows and Mac 35 reviewers of Square 9 Softworks have provided feedback on this feature. | 90% (Based on 35 reviews) |
Platform Data
Time-to-Productivity Reporting | Provides metrics on the time it takes a new hire to reach productivity. | Not enough data | |
Onboarding Process Reporting | Provides holistic Metrics on the onboarding process. | Not enough data | |
Visualization | Contains tools to visalize data sets or workflows. | Not enough data |
Invoice Management
Capture | Based on 27 Square 9 Softworks reviews. Provide features to capture invoices such as import or scanning | 93% (Based on 27 reviews) | |
Supplier Portal | As reported in 21 Square 9 Softworks reviews. Allow suppliers to submit invoices using an online portal | 80% (Based on 21 reviews) | |
Repository | Deliver a central repository of AP documents, such as POs and invoices 23 reviewers of Square 9 Softworks have provided feedback on this feature. | 89% (Based on 23 reviews) |
Invoice Processing
Matching | Based on 23 Square 9 Softworks reviews. Ability to match AP invoices to POs, contracts, or payments | 87% (Based on 23 reviews) | |
Payments | As reported in 23 Square 9 Softworks reviews. Identify incomplete or late supplier payments | 86% (Based on 23 reviews) | |
Workflows | Include workflows for approvals and invoice processing This feature was mentioned in 27 Square 9 Softworks reviews. | 94% (Based on 27 reviews) | |
Tax Compliance | Comply with local and global tax regulations for collections 22 reviewers of Square 9 Softworks have provided feedback on this feature. | 80% (Based on 22 reviews) |
Analytics
Due Dates | As reported in 24 Square 9 Softworks reviews. Track invoices based on due dates to identify overdue payments | 85% (Based on 24 reviews) | |
Benchmarking | As reported in 22 Square 9 Softworks reviews. Ability to compare AP automation metrics with other companies | 74% (Based on 22 reviews) | |
KPIs | Based on 21 Square 9 Softworks reviews. Monitor KPIs such as time to process an invoice or erroneous payments | 77% (Based on 21 reviews) |
Integration
Accounting | Based on 25 Square 9 Softworks reviews. Provide integration with accounting and financial management software | 87% (Based on 25 reviews) | |
Payment Integration | Integrate with payment gateways and enterprise payments software This feature was mentioned in 21 Square 9 Softworks reviews. | 86% (Based on 21 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems This feature was mentioned in 23 Square 9 Softworks reviews. | 78% (Based on 23 reviews) |
Recruiting and Onboarding
Interview Scheduling | Coordinates interview scheduling via email, phone, or text | Not enough data | |
Onboarding | Tracks key steps in onboarding process including new employee orientation and employee payroll documents. | Not enough data |
Risk
Analysis | Based on 24 Square 9 Softworks reviews. Reduces future risks through root cause analysis and process improvement | 81% (Based on 24 reviews) | |
Identification | As reported in 26 Square 9 Softworks reviews. Reduces frequency of errors, identifies risk and improves efficiency | 90% (Based on 26 reviews) | |
Scoring | Scores suppliers and employees based on risk factors 23 reviewers of Square 9 Softworks have provided feedback on this feature. | 78% (Based on 23 reviews) |
Recovery
Recoup | As reported in 22 Square 9 Softworks reviews. Identifies and recoups funds and prevents errors from happening again | 82% (Based on 22 reviews) | |
Reporting | Based on 26 Square 9 Softworks reviews. Offers reporting to aid in minimizing future lost profits and process breakdown | 80% (Based on 26 reviews) |
Audit
Filters | Includes a library of audit-tested filters to identify AP outliers that are outside company policy This feature was mentioned in 26 Square 9 Softworks reviews. | 89% (Based on 26 reviews) | |
Post Audits | Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims This feature was mentioned in 22 Square 9 Softworks reviews. | 83% (Based on 22 reviews) | |
Overpayments | Detects and prevents a wide range of overpayment errors 20 reviewers of Square 9 Softworks have provided feedback on this feature. | 82% (Based on 20 reviews) | |
Duplicates | As reported in 23 Square 9 Softworks reviews. Detects and prevents a wide range of duplicate payments | 86% (Based on 23 reviews) |
Fraud
Vendor Checks | Enables automatic checks of new vendors being set up in the system to combat potential billing schemes 22 reviewers of Square 9 Softworks have provided feedback on this feature. | 86% (Based on 22 reviews) | |
Data Generation | Generates comprehensive data needed to conduct a thorough investigation This feature was mentioned in 26 Square 9 Softworks reviews. | 88% (Based on 26 reviews) | |
Monitoring | As reported in 23 Square 9 Softworks reviews. Provides continuous, proactive fraud monitoring across multiple systems and data formats | 84% (Based on 23 reviews) |
Process Development
Process Routing | Ensures the right task is being assigned to the proper employee across an entire process. This feature was mentioned in 53 Square 9 Softworks reviews. | 90% (Based on 53 reviews) |
Operating System
PC Operating System | Supports Microsoft Windows operating system This feature was mentioned in 48 Square 9 Softworks reviews. | 94% (Based on 48 reviews) | |
Mac Operating System | Based on 28 Square 9 Softworks reviews. Supports macOS operating system | 90% (Based on 28 reviews) | |
Linux Operating System | Supports Linux operating system 20 reviewers of Square 9 Softworks have provided feedback on this feature. | 88% (Based on 20 reviews) |
Document Processing
File Type | Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.) 44 reviewers of Square 9 Softworks have provided feedback on this feature. | 92% (Based on 44 reviews) | |
Data Extraction | Processes data from unstructured and semistructured data sources 44 reviewers of Square 9 Softworks have provided feedback on this feature. | 91% (Based on 44 reviews) | |
Mobile Capability | Based on 34 Square 9 Softworks reviews. Allows for mobile upload of documents and images | 86% (Based on 34 reviews) | |
Intelligent Processing | Provides AI and machine learning tools to accelerate data analysis 40 reviewers of Square 9 Softworks have provided feedback on this feature. | 88% (Based on 40 reviews) | |
Image Enhancement | Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.) This feature was mentioned in 40 Square 9 Softworks reviews. | 90% (Based on 40 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch This feature was mentioned in 19 Square 9 Softworks reviews. | 89% (Based on 19 reviews) | |
Offline Capability | Based on 16 Square 9 Softworks reviews. Can used without an internet connection | 77% (Based on 16 reviews) | |
Notifications | Sends notifications when a completed form is recieved This feature was mentioned in 21 Square 9 Softworks reviews. | 84% (Based on 21 reviews) | |
Payments | Based on 18 Square 9 Softworks reviews. Contains integrations with payment processors, enabling users to accept payments through forms | 82% (Based on 18 reviews) | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device 20 reviewers of Square 9 Softworks have provided feedback on this feature. | 84% (Based on 20 reviews) |
