--- 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: '2026-08-01' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Square 9 Softworks Reviews **Vendor:** Square 9 **Category:** [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm) **Average Rating:** 4.4/5.0 **Total Reviews:** 179 ## About Square 9 Softworks 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. ## Square 9 Softworks Pros & Cons **What users like:** - Users value the **ease of use** of Square 9 Softworks, appreciating its intuitive interface and efficient workflow management. (37 reviews) - Users appreciate the **simplicity of document management** in Square 9, enhancing file storage, access, and sharing. (24 reviews) - Users commend the **responsive and knowledgeable customer support** that effectively resolves issues and ensures satisfaction. (21 reviews) - Users appreciate how Square 9 enhances **organization** , simplifying document management and ensuring easy access and compliance. (21 reviews) - Users value the **knowledgeable technical support** from Square 9, providing prompt assistance to resolve issues effectively. (14 reviews) - Users appreciate the **search functionality** of Square 9, enabling quick document retrieval and reducing paper clutter. (14 reviews) - Customizability (12 reviews) - Document Storage (12 reviews) - Users value the **streamlined scanning process** of Square 9, enhancing efficiency and document retrieval seamlessly. (12 reviews) - Users find the **time-saving capabilities** of Square 9 Softworks integral for efficient document management and workflow customization. (12 reviews) **What users dislike:** - Users find the **learning curve steep** , requiring significant time for basic functionalities and initial setup challenges. (13 reviews) - Users find the **missing features** of Square 9 Softworks limiting, hindering a more effective use of the product. (11 reviews) - Users find the software's **complexity and clunkiness** challenging, especially for new users navigating its features. (7 reviews) - Users often experience **performance issues** , particularly with logging in, searching, and handling accumulated attachments. (6 reviews) - Users express concerns about **poor customer support** , citing slow response times and lack of phone assistance. (6 reviews) - Bug Issues (5 reviews) - Users find the **difficult setup** process challenging, requiring significant effort to implement and maintain templates effectively. (5 reviews) - Users find **document retrieval confusing** when files are lost, complicating the overall management experience. (5 reviews) - Lack of Features (5 reviews) - Learning Difficulty (5 reviews) ## Square 9 Softworks Reviews ### 1. Square 9 really works! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Square 9 Softworks?** Square 9 is an exceptional document management solution that has significantly streamlined workflows and enhanced productivity. Its intuitive interface and robust features make document storage, retrieval, and sharing effortless, allowing teams to collaborate more effectively and efficiently. Overall, Square 9 has proven to be a reliable and indispensable tool that has transformed document management processes for the better. **What do you dislike about Square 9 Softworks?** I didn't really dislike anything, but there was a 32 page SoW to work through. It was very thorough **What problems is Square 9 Softworks solving and how is that benefiting you?** Cutting down on maunal entry & other repititive tasks. It helps eliminate human errors. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear our platform is helping you eliminate error and cutting down repetitive tasks. We appreciate your feedback. ### 2. GlobalSearch for Document Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2024 **What do you like best about Square 9 Softworks?** GlobalSearch from Square 9 is easy to use. Our team uses it daily and it makes it so much easier on them with workflows and other automated tasks. Helps them to spend time on things that actually need attention. **What do you dislike about Square 9 Softworks?** The implementation is a bit of a hassle, but Square 9 Support is very responsive and quick to help get it going and when issues arise. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 helps us automate tasks and get all necessary departments involved on documents that need it all while saving paper usage. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you are finding our platform easy to use and making work faster and more efficient. We appreciate your feedback. ### 3. Saves time even for how lightly we use it **Rating:** 4.5/5.0 stars **Reviewed by:** Shawn B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Square 9 Softworks?** When it is setup, it just works and without any issues or problems. It does a good job of connecting multiple scanned documents to a single output file following defined naming rules. This is our main use of it at the moment, though there are lots of additional functions and processes I would like to implement. It is a new application for me and was setup before I started, so I have a bit to learn before I can add things. **What do you dislike about Square 9 Softworks?** I have found the connection to the server to be very slow and unresponsive at times. I have not been able to trace the source of the lag. There have been times the screen is unresponsive, but not clearly because the application has locked up either. **What problems is Square 9 Softworks solving and how is that benefiting you?** Overall it is a time saver, I think it has the potential to streamline our business even further if I could get time to go through the various educational courses that are offered. **Official Response from Square 9 Softworks:** > Thanks for your review, Shawn! We are glad to hear our platform is improving your document management. We appreciate your feedback. ### 4. Solid Company to Realize Your Projects **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Square 9 Softworks?** Square 9 has a great team behind your project. The communication is fantasatic. The process is smooth and streamlined. **What do you dislike about Square 9 Softworks?** Square 9 has a lot of functionality. This can be a blessing and a bit of a curse. There's a lot we can do with it - but that can take some education/training. I don't always want to take the time to do that type of thing. While I can still use the surface applications without it, all the extras could be intimidating. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 is helping us cut down on paper and wasted time. Now that we are managing our archives on Square 9's platform, we don't have to leave our desk, go into archives and physically pull documents for shredding. Once in the cloud, I can just delete the old documents we don't need anymore. The same thing could be said about needing to retrieve archived information for things like background checks. We no longer have to physically find the paper record. We can search for it on the cloud and voila - it's right at your finger tips. It's very convenient. It also takes up less space in our facility. We used to have a large room for storing files. Now we've moved what we still retain short-term to a much smaller room. Pretty soon we'll be using Square 9 to take online applications for our Trade School. Applicants can apply online instead of coming in person to fill out an application. It allows for us to expand the time frame in which they can apply. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear our platform has helped your organization manage your documents and data digitally. Please reach out to support@square-9.com if you ever need assistance implementing any features. Thank you for being a Square 9 customer. ### 5. Helpful Support Staff **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Square 9 Softworks?** Easy to navigate, easy to read manuals regarding product. Great customer support **What do you dislike about Square 9 Softworks?** There is nothing that needs to be fixed, great software **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 helps us keep our documents in order to be viewed later. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you are having success using our platform. Thank you for being a Square 9 customer. ### 6. Great features and highly customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff W. | Information Technology Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Square 9 Softworks?** The ability to set up process queues for document flow is great. We can easily have one team review and adjust and another to approve or reject.Our on premise installation of the product is super easy to use and setup. The ability to customize workflows to be as simple or as complicated as necessary. **What do you dislike about Square 9 Softworks?** I have nothing negative to say about this product. **What problems is Square 9 Softworks solving and how is that benefiting you?** Our primary use is record retention and availability. **Official Response from Square 9 Softworks:** > Thank you, Jeff, for your great review! We are happy to hear how much you enjoy the ability to set up process queues for document flows with record retention. Thank you for your kind words and suggested feedback. We will share this with our development team to look at how we can better improve our solutions. ### 7. Global Capture use **Rating:** 5.0/5.0 stars **Reviewed by:** Derek G. | Accounting Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Square 9 Softworks?** I really enjoy the ease of gaining support when an issue arises. I like receiving updates about new products and constant reminders of what I can use that I currently already have access to. **What do you dislike about Square 9 Softworks?** I haven't had any serious issues with Square 9 Softworks yet and honestly, even if something were to come up, I know the team will be there to help me. **What problems is Square 9 Softworks solving and how is that benefiting you?** It usually just relates to access to the program or log in issues. The turnaround time for reporting the issue and getting an answer with a solution is usually very quick. **Official Response from Square 9 Softworks:** > Thanks for your review, Derek. We are glad to hear you are seeing success with our capture product. Thank you for being a Square 9 customer. ### 8. Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Square 9 Softworks?** The program is very user friendly. It has saved us tons of time by allowing us to easily search for documents. We can also search by a keyword that will pull up any documents with that word in it. The implementation team is great and will customize the program to fits your individuals needs. **What do you dislike about Square 9 Softworks?** We don't really have anything that isn't working great. **What problems is Square 9 Softworks solving and how is that benefiting you?** We used to store documents in unsecured boxes. Square 9 allows us to easily find an invoice or document while also storing it securely. This will also allow our auditors to not have to come onsite by us giving them a login and they can do their audit from somewhere else. **Official Response from Square 9 Softworks:** > Hi Matthew, thanks for your review! We are glad to hear you are able to easily find the data you need using our platform. We appreciate your feedback. ### 9. Square 9 has been a great switch for us **Rating:** 4.5/5.0 stars **Reviewed by:** Cory H. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Square 9 Softworks?** Square 9 integrates with Active Directory which makes management a breeze and keeps our users from needing to remember another password. Square 9 also has been easier for our end-users to use on a day to day basis which has resulted in better document management within our schools. **What do you dislike about Square 9 Softworks?** I don't currently have any major dislikes. There are some small things within the software that could use better labeling. It would also be great if updates could be automated. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 helps us manage documents across our departments. This results in quicker responses to inquiries and a reduced burden of storing print records in each of our office. **Official Response from Square 9 Softworks:** > Thanks for your review, Cory! We are glad to hear our platform has improved your organization's document management. We appreciate your feedback. ### 10. Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Shirley Z. | Application Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2023 **What do you like best about Square 9 Softworks?** It is easy to learn the basics of setting it up, from archives, data fields, searches, workflows, templates and security. It is also easy to train users how to use it. **What do you dislike about Square 9 Softworks?** Not many downsides of using the software. I think the most challenging is on the set-up side. There are numerous advanced things to learn on pieces like template **What problems is Square 9 Softworks solving and how is that benefiting you?** We no longer need a file room to store all the documents. It alleviates the need for reduncacy in the regional office. Many of them were saveing a copy at their office. The acounting clerks have few questions about the document because our regional office and controllers can go and look up information on their own while seated at their desk. The key word search has been great when banks or auditors request copies of checks. **Official Response from Square 9 Softworks:** > Thanks for your review, Shirley! We are glad to hear that our platform has reduced the space taken up by physical documents. Thank you for being a Square 9 customer and we appreciate your feedback. ### 11. Square 9 has saved us hundreds of hours of time! **Rating:** 5.0/5.0 stars **Reviewed by:** Tanya G. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Square 9 Softworks?** We original used Square 9 through a reseller and dealt with four different companies, depending on the need. We were able to eliminate three vendors. We were able to streamline the process by bringing it in house. Our visibility is within minutes now instead of waiting months for online visibility. **What do you dislike about Square 9 Softworks?** So far, nothing! We were outside of our project timeline and they still worked with us to tie up any loose ends. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 allows our employees to locate signed delivery tickets, regardless of their location. **Official Response from Square 9 Softworks:** > Thanks for your review, Tanya! We are glad to hear our platform has helped streamlined your processes. We appreciate your feedback. ### 12. We are an authorized reseller for Square 9 software **Rating:** 4.0/5.0 stars **Reviewed by:** Josh K. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Square 9 Softworks?** The software is very functional. I like how business process automaion can tie in with capture as well as storage. **What do you dislike about Square 9 Softworks?** The Square 9 professional service rates are very high. **What problems is Square 9 Softworks solving and how is that benefiting you?** It helps our client manage document from inception -> process -> storage **Official Response from Square 9 Softworks:** > Thanks for your review, Josh. We are glad to hear you have had success with our software. ### 13. Square 9 Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Maritime | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Square 9 Softworks?** The ability to auto-index using OCR is a huge timesaver! All of our Proof of Delivery documents are automatically picked up from the inbox, indexed on at least 10 different key fields located on the packing list, and filed for later retrieval... if all you have is a customer and date, or a packing list number, you can a pull the POD in seconds... working towards 200,000 docs on file in just a couple years... **What do you dislike about Square 9 Softworks?** The main menu ribbon of the interface is very user friendly and simple to work with; however, some of the more administrative/system menus can be a little more difficult to maneuver or locate your option(s)... **What problems is Square 9 Softworks solving and how is that benefiting you?** We were spending tens of thousands of dollars a year on labor to file and store paper documents until Square 9 was implemented... in addition to record retention and purging activities that drove us to paying nearly $1,000 a month for offsite storage of documents when we would run out of filing cabinets and office space. Square 9 changed all that... **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you are saving time and money using our platform. We appreciate your feedback! ### 14. Square 9 user for 8 years. **Rating:** 4.5/5.0 stars **Reviewed by:** Michael R. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Square 9 Softworks?** Square 9 has helped provide our users with excellant file storage, a solution for our Accounts Payable department, and an online Purchase Order solution for the company. **What do you dislike about Square 9 Softworks?** Havne't had too many complaints about Square 9, especially compared to some of the other solutions we had tried previously. Would like to better informed of updates and improvements made to the product that we may not be aware of. **What problems is Square 9 Softworks solving and how is that benefiting you?** Online file storage has been very beneficial as more and more employees work from home or remote sites. Our Accounts Payable department is able to get invoices in front of managers to make sure they are aware of expenses. **Official Response from Square 9 Softworks:** > Thanks for your review, Michael! We are glad to hear our platform improved your storage of documents and improved AP functions. Thanks for being a long time Square 9 customer and we appreciate your feedback. ### 15. Complete and efficient program for process optimization **Rating:** 5.0/5.0 stars **Reviewed by:** Marcelo O. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2023 **What do you like best about Square 9 Softworks?** I love that it is a highly customizable tool and it is very easy to use. It has a very useful search function that allows you to search by the document title or by the fields within the document, thus helping to save time in the search. It enables automation of most departmental processes with integration into our core business systems. **What do you dislike about Square 9 Softworks?** For some the learning curve may be a problem as it is somewhat steep but there is plenty of training available. Workflow processes can be a bit confusing, but just need more training. **What problems is Square 9 Softworks solving and how is that benefiting you?** This platform has the ability to open multiple folders at the same time, which greatly speeds up the work and decreases the time spent. It also provides a digitally secure storage space, plus it provides easier, more organized, and more accessible records management than you might imagine. **Official Response from Square 9 Softworks:** > Thanks for your review, Marcelo! We are glad to hear our platform has optimized your business processes. We appreciate your feedback. ### 16. Square 9 launched our district into the 21st century! **Rating:** 4.5/5.0 stars **Reviewed by:** Kim P. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Square 9 Softworks?** The ease of use if what I like most about the product. A large variety of employees utilize the program and training each of them for their specific use has been easy. The online education support is amazing! **What do you dislike about Square 9 Softworks?** I really have not encountered any issues with Square 9. I know we are not using the product to it greatest capabilities and look forward to using more of the advanced features soon. **What problems is Square 9 Softworks solving and how is that benefiting you?** Has allowed us to eilimnate rooms and rooms of file folders. Increase productiivity across our district and has allowed us to streamline operations from building to building. **Official Response from Square 9 Softworks:** > Thanks for your review, Kim! We are glad to hear our platform reduced your physical storage needs. Thanks for being a Square 9 customer. ### 17. Sqaure 9 in incredibly helpful. **Rating:** 5.0/5.0 stars **Reviewed by:** Sara P. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Square 9 Softworks?** Square 9 allows for a central location for the whole company to scan in files, because of this everyone in the company has the ability to access documents when they need to. **What do you dislike about Square 9 Softworks?** The only downside we have experienced with Square 9 in the time it takes to open some documents. Sometimes you can be waiting several minutes before a document will open but aside from that, everything is great. **What problems is Square 9 Softworks solving and how is that benefiting you?** We used to have four different drives on our network that documents were saved to making it impossible to know which specific one to search in order to find the document you wanted. Now everything is easily accessible in one location. **Official Response from Square 9 Softworks:** > Thanks for your review, Sara! We are glad to hear our platform has improved document accessibility across your company. We appreciate your feedback. ### 18. No More Paper Dungeon! **Rating:** 5.0/5.0 stars **Reviewed by:** Madi L. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Square 9 Softworks?** We're not a super large company, but we were using an excessive amount of paper so this software has dramatically reduced the amount of paper we are printing to file away in a paper dungeon and then dig through later on down the road when we needed to refer back to it. We are reducing waste and cost and have increased efficiency with our Accounts Payable process and a part of our inventory process as well. **What do you dislike about Square 9 Softworks?** When the implementation team initially setup the program, we were skeptical about the benefit we would see from it. At first, it did not seem like it would be a good fit for our company, but we voiced our concerns and they listened to us and made sure to understand what we were looking to get out of the program. They very quickly made some adjustments to our workflow and did some further training with our employees, and we have been highly impressed with the results. **What problems is Square 9 Softworks solving and how is that benefiting you?** The excessive waste of paper is one problem that has been solved by using Square 9 along with the automation of our AP process. This has reduced cost and increased efficiency, increasing profits and that's what we're all here for, right?! **Official Response from Square 9 Softworks:** > Thanks Madi for your review! We are glad to hear that our solutions are helping reduce the amount of paper your company is using and has increased efficiency! Our priorities are customer experience and satisfaction, so thank you for your kind words. ### 19. Customized to companies needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Square 9 Softworks?** Square 9 is helping us to go paperless not only on our AP side but with all our barge paperwork. We are slowly eliminating the need to have to dig through file cabinets of folders and papers. We are also in the process of using their new AI component to create all the templates needed for our AP scanning. What a huge time saver! Also, the team at Square 9 is great about helping when you have an issue. I am a new admin and they have been great with walking me through what to do when I am stuck. **What do you dislike about Square 9 Softworks?** nothing that I can think of. Everything is going fairly smooth **What problems is Square 9 Softworks solving and how is that benefiting you?** we are eliminating all the paperwork that we have to manually dig through. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear our platform has allowed your AP department to go paperless and are seeing success with our AI tool. We appreciate your feedback. ### 20. Easy to access & easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2023 **What do you like best about Square 9 Softworks?** I like how easily and quickly adjustable it can be for training employees and exposing yourself as a first time user. Also customer support is really there for you when you need it. **What do you dislike about Square 9 Softworks?** Typically the wait time when opening documents of a larger size, nothing too bad though its understandable. **What problems is Square 9 Softworks solving and how is that benefiting you?** They're solving a lot of issues when it comes to customizing solutions for clients in how we implement their particular instance. Square9 is always willing to lend a helping hand **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you are having success with our platform. We appreciate your feedback. ### 21. Positive experience with Square 9 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Square 9 Softworks?** We love the simplicity of Square 9. Once the AP person enters the invoice into Square 9 and assigns it, they don't even have to think about the approval process until it is time to print checks. Their customer service agents are very knowledgeable about their product. **What do you dislike about Square 9 Softworks?** The system can be slow at times. This could be attributed to many different things, but sometimes it takes a while to open, edit, and close an individual invoice. **What problems is Square 9 Softworks solving and how is that benefiting you?** They are currently implementing new features to make the product more user friendly. This just makes it that much easier for employees of our co-op to use Square 9! **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear your AP processes have been simplified and more effective. We appreciate your feedback. ### 22. Meet the needs perfectly **Rating:** 5.0/5.0 stars **Reviewed by:** Dorothy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Square 9 Softworks?** The ease and additionl programs that can be addded. **What do you dislike about Square 9 Softworks?** When I get to the bottom of a file search, I would like the page to automatically switch to the next without having to select the arrow or page number. **What problems is Square 9 Softworks solving and how is that benefiting you?** With this software, responding and fulfilling records request is quicker/ this saves time for much other work to be done. **Official Response from Square 9 Softworks:** > Thanks for your review, Dorothy! We are glad to hear our platform is saving you time and allowing you to fulfill requests quicker. We appreciate your feedback. ### 23. Square features workflows, automation, and metadata that truly change the game **Rating:** 5.0/5.0 stars **Reviewed by:** Everton H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Square 9 Softworks?** The tool is easy to use as it allows us to quickly create the necessary intake forms and send them to the right people for approval. it is very efficient because Before automation, forms were lost or held up by multiple copies appearing at different times. **What do you dislike about Square 9 Softworks?** There really isn't something I don't like about Square, it works very well. If we ever have a problem, we just have to call support and everyone is always friendly, helpful and solves your problems. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square helps us store and manage all of our work. We no longer have to dig through your file folders that have been stored for years, as everything is within easy reach. **Official Response from Square 9 Softworks:** > Thanks for your review, Everton. We are glad to hear our platform has made searching for documents easier and more efficient. We appreciate your feedback. ### 24. Easily adapts to any company **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Square 9 Softworks?** I like its great user-friendly features. It is customizable for each department. It allows access to my work information. It provides a way to connect with other users. Develop custom components. I also like that it is easy to use. **What do you dislike about Square 9 Softworks?** It should have more updates. Some problems are not resolved in a matter of minutes. I don't like some of the components. I wish there were more options for management. **What problems is Square 9 Softworks solving and how is that benefiting you?** We use it at work all the time. The system facilitated the search for information. It keeps us organized in the same objective. Create a great way to keep track. I have definitely been able to get more benefits. **Official Response from Square 9 Softworks:** > Thanks for your review, Claudia! We are glad to hear you are having success with our platform. We appreciate your feedback. ### 25. Great Product **Rating:** 4.5/5.0 stars **Reviewed by:** Olivia S. | Operations specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Square 9 Softworks?** You can tailor every aspect from searching to information tied to every document. **What do you dislike about Square 9 Softworks?** Since we opted to input and set up our site it was pretty time consuming and I had to watch a few training videos! **What problems is Square 9 Softworks solving and how is that benefiting you?** We had a messy document management system of black holes of folders within folders on our drive and this has helped to organize this, put it online so all can reach it when needed, and saved us a lot of space on our drives! **Official Response from Square 9 Softworks:** > Thanks for your review, Olivia! We are glad to hear our solutions have improved organization of your documents. Thanks for your feedback. ### 26. Very reliable platform to create solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Sheila M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2023 **What do you like best about Square 9 Softworks?** I like the ability to transform processes. The workflow is easy to set up. I like how easy it is to search for documents. It is an excellent management tool. Allows you to automate your business processes. It is a very flexible product. **What do you dislike about Square 9 Softworks?** Some of the documents are not as complete as I would like. Sometimes it's a bit tricky to understand their system. I would like to have more tutorials to deepen the system. Sometimes the categories are confusing. **What problems is Square 9 Softworks solving and how is that benefiting you?** It is a very complete service. We have been able to optimize processes. You have optimized our document storage. It allows us to streamline the process. It is able to track documents. **Official Response from Square 9 Softworks:** > Thanks for your review, Shelia! We are glad to hear our platform streamlined your processes. Thanks for your feedback. ### 27. Square9 is an excellent product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Square 9 Softworks?** The best part of Square 9 is the ability to have a full view of invoices within the Accounts Payable process and have such detailed history & records right at my fingertips **What do you dislike about Square 9 Softworks?** The most frustrating part of Square 9 is that we are now entirely reliant on the system for our Accounts Payable process, so when there is an error with the platform and it stops working, our entire Payables process is frozen until it gets fixed. Unfortunately, those urgent fixes take much longer than we need them to. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 enables us to have all of our Accounts Payable related documents to be processed and stored electronically. Prior to using it, all approvals and filing was done hard copy. This expedites the approval process, provides visibility, minimizes the loss of documents, and provides fast easy access to historical documents. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear you have been able to store your AP documents electronically. Thank you for being a Square 9 customer! ### 28. Ideal tool to keep documents in order **Rating:** 5.0/5.0 stars **Reviewed by:** Lucas N. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2023 **What do you like best about Square 9 Softworks?** I like to develop forms for the data. It has simplified many of our processes. Customer service has been exceptional. I like that you can streamline processes. It provides a way to organize all the records. **What do you dislike about Square 9 Softworks?** Sometimes we have problems with the documents. I would like to see more training offered. It is difficult to use at first. I would like to be able to customize my page. Sometimes it's hard to find answers. **What problems is Square 9 Softworks solving and how is that benefiting you?** It allows an excellent advance of the product. It has been great for automation. The workflow is much more manageable. It offers many solutions to streamline the flow. You have the flexibility to make any necessary adjustments. **Official Response from Square 9 Softworks:** > Thanks for your review, Lucas! We are glad to hear you have been able to automate your processes with our platform. We appreciate your feedback. ### 29. Square 9 Has Helped Our AP Dept! **Rating:** 4.5/5.0 stars **Reviewed by:** Erica R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Square 9 Softworks?** Having a searchable database of our invoices and purchase orders has been incredibly helpful, and the autocapturing of them is great! S9 Support is excellent as well, always quick to respond. **What do you dislike about Square 9 Softworks?** I wish the admin side of GlobalCapture and GlobalSearch were a little clearer. Even though I'm the admin for my company, I usually have to escalate our "help" situations to S9 support, who then has to also connect with our network support team. It's complicated!! **What problems is Square 9 Softworks solving and how is that benefiting you?** We used to have all our invoices and purchase orders entered manually and items were getting lost or mis-entered. Everything is much quicker and more accurate now! **Official Response from Square 9 Softworks:** > Hi Erica, thanks for your review. We are glad to hear you've had success using our solutions and a great experience with our support staff! If you ever feel like you need more training on the admin side, our Square 9 E-Learning has lots of self-guided lessons about our solutions. Visit https://www.square-9.com/resources/customer-e-learning/ to learn more. Thanks for being a Square 9 customer. ### 30. Good not execellent **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Square 9 Softworks?** I think the support for Square 9 has been outstanding. I have confidence that they can help me troubleshoot any issues I encounter, and they reply promptly. Everything I've had an issue a support staff would reply to me within a day or two. **What do you dislike about Square 9 Softworks?** The thing I dislike the most about Square9 is the UI. That being said, I'm strictly a web user, so maybe the UI is better for desktops, but I feel like the UI is not very intuitive and feels outdated in places. The UI felt unresponsive because I would click on something, and it felt like there was a delay in the UI response. I wouldn't mind a loading screen, but even loading screens have delayed loading. **What problems is Square 9 Softworks solving and how is that benefiting you?** We use GlobalSearch, GlobalCapture, and GlobalAction together for both ECM and for facilitating certain business processes. Being a smaller company, our employees were using a lot of different ways to share documents and files. Some used department specific programs and procedures but we lacked a consistent, easy to use solution for the company and GlobalSearch provided that for us. **Official Response from Square 9 Softworks:** > Thank you for your review. We are glad to hear our solutions gave your company the consistency across departments it needed. We appreciate your thoughts and suggestions. ### 31. Amazing platform with incredible capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Jorge T. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Square 9 Softworks?** I like the search capabilities within the tool. Provides advanced options. It can help any business manage their content. I love it for record management. It is quite customizable. It has excellent features. **What do you dislike about Square 9 Softworks?** The learning classes I am not very intuitive. The search function could be improved. Lack of reporting capabilities. I would like to see more tutorials on the process. Some of the tools I am not very accurate. **What problems is Square 9 Softworks solving and how is that benefiting you?** Workflows allow you to initiate processes to automate. Workflows make archiving easy. Process automation is the key. They allow working with departments to optimize their processes. It's a great solution if you're looking to store your files. **Official Response from Square 9 Softworks:** > Thanks for your review, Jorge. We are glad to hear you are using our platform to improve your record management. We appreciate your feedback. ### 32. New Client, Take With a Grain of Salt **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Square 9 Softworks?** Tons of training available available and certifications available. Can do most things included without having to purchase additional licences but there are some paid features. Seems easy to use so far and we will be using it every day once our implementation is finalized. **What do you dislike about Square 9 Softworks?** Training is sometimes outdated or some questions on quizzes are flat out wrong. **What problems is Square 9 Softworks solving and how is that benefiting you?** I cannot currently answer this as I'm not sure what problems are being solved. **Official Response from Square 9 Softworks:** > Thanks for your review. We are glad to hear implementation is going well. Please reach out to education@square-9.com for any questions regarding training. ### 33. Good document management solution with good improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Janine G. | Director of HR, Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Square 9 Softworks?** Their customer service is very responsive. They offer webinars to allow me to stay up to date on their product solution and improvements. The solution is highly customizable. **What do you dislike about Square 9 Softworks?** Although there is role based security, some of the improvement process tools are an all or nothing kind of thing. This forces me to have to utilize IT to make any type of process improvements. **What problems is Square 9 Softworks solving and how is that benefiting you?** Allows our documents to be accessible to everyone. We have not transitioned to the web-version yet and I am not sure why the web version would be different from the desktop version. **Official Response from Square 9 Softworks:** > Hi Janine, thanks for your review! We are glad to hear that you are having success with our customer services and are enjoying our webinars. Thanks for being a Square 9 customer. ### 34. Highly flexible platform for document management **Rating:** 5.0/5.0 stars **Reviewed by:** Eliana M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Square 9 Softworks?** I like its ability to create workflows. Keeping track of processes is very easy. It offers a well-designed user interface. Any workflow can be quickly implemented. I like how customizable the platform can be. **What do you dislike about Square 9 Softworks?** It can be a bit tricky to handle at first. Sometimes it may seem that the tool is overloaded with features. I would like to see more custom reports. Downloads may take some time. **What problems is Square 9 Softworks solving and how is that benefiting you?** We use it to manage all our documents. This tool has transformed our processes. It has many ready-to-use solutions. It has been an excellent solution for all our processes. It is ideal for record keeping. **Official Response from Square 9 Softworks:** > Thanks for your review, Eliana. We are glad to hear our platform has transformed your processes. We appreciate your feedback. ### 35. Program capable of offering great solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Sheila P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Square 9 Softworks?** I love document storage. You are solving our invoice entry process. You are automating very tedious processes. We have used it to store all documents. The search function is very complete. **What do you dislike about Square 9 Softworks?** It has met all our expectations, I consider it to be a very complete tool. I hope it continues to evolve as it has so far, I haven't had any negative experience with the software yet. **What problems is Square 9 Softworks solving and how is that benefiting you?** We implement a process with great solutions. Now we know exactly where the form is. We are moving forward to use the management function. It saves us a lot of time in tracking documents. **Official Response from Square 9 Softworks:** > Thanks for your review, Sheila. Glad to hear we have improved your processes. We appreciate your feedback. ### 36. Solid Document Management/Storage **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Square 9 Softworks?** Drag and drop into the software has made using it much easier. It's reasonably easy to navigate. We like being able to make notes directly on the documents so that we don't have to print, notate, scan and import like we were doing before. **What do you dislike about Square 9 Softworks?** Our licenses keep locking up because the software is browser-based and our users keep closing the the browser instead of explicitly logging out. Having the software kill the license on browser close would be much better. **What problems is Square 9 Softworks solving and how is that benefiting you?** We have a lot of documents we have to keep as we work with the IRS and many state agencies. Having the document storage software saves us the physical storage that would be needed to house tens of thousands of documents. Being able to search saves us time and money. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear our solutions have helped you save space in your office. Thanks for being a Square 9 customer! ### 37. Easy to use Cloud tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jim R. | IT Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Square 9 Softworks?** The software is easy to login and use. Searching for documents are easy and fast. It's helpful to be able to get access anywhere to documents when needed. **What do you dislike about Square 9 Softworks?** I haven't found any downsides to square 9 yet. It's a clean and straightforward solution. **What problems is Square 9 Softworks solving and how is that benefiting you?** We are archiving all paper documents for easy search and recovery if needed. **Official Response from Square 9 Softworks:** > Hi Jim, thanks for leaving us such a wonderful review. We are glad to hear you are having a great experience with our product. We appreciate all customer feedback and hope you continue to have a great experience using our solutions. ### 38. Easy to use and administrate **Rating:** 5.0/5.0 stars **Reviewed by:** Glen R. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Square 9 Softworks?** So easy to maintain and for users to use the product. Great and quick customer support when there ever is a problem (rarely) **What do you dislike about Square 9 Softworks?** There are so many features that i can't think of any cons **What problems is Square 9 Softworks solving and how is that benefiting you?** Great imaging system and not having reams of paper documents to store! But has come a long way from just being image storage and becoming a system where invoices can be approved digitally. **Official Response from Square 9 Softworks:** > Thanks for your review, Glen! Glad to hear you are having success easily managing documents in our solutions. Thanks for being a Square 9 customer. ### 39. Viewing and editing documents. **Rating:** 5.0/5.0 stars **Reviewed by:** Heverton Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Square 9 Softworks?** I like working with this tool. It offers some tools that facilitate collaboration. It has excellent documentation. Allows you to easily convert documents. There are many options to customize. **What do you dislike about Square 9 Softworks?** Customer service is not always available. It is difficult to handle if you are a new user. The platform can be a bit confusing. Customer service needs to improve. **What problems is Square 9 Softworks solving and how is that benefiting you?** Its functions make your work easier. It helps a lot in processing my PDF documents. Documents can be easily protected. It has many document management features. It is one of the best document managers. **Official Response from Square 9 Softworks:** > Thanks for your review, Heverton. We are glad to hear our platform has improved your managing of documents. We appreciate your feedback. ### 40. They are a Great Company to Work With!!! **Rating:** 4.0/5.0 stars **Reviewed by:** Wyatt N. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Square 9 Softworks?** They help us with processing and document organization. **What do you dislike about Square 9 Softworks?** It seems like there is always problems with system and we are constantly on the phone with Support. They have always fixed the problems. **What problems is Square 9 Softworks solving and how is that benefiting you?** They solve our order process and document management. We are a Sales Organization and help with users to be informed on tasks they are to complete. **Official Response from Square 9 Softworks:** > Hi Wyatt, thank you for your review! We are glad to hear our platform has improved your document organization. We appreciate your feedback. ### 41. Great document management for small business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Square 9 Softworks?** I really like the easy access to all documents. The workflow also keeps us in compliance with procedures for payables. **What do you dislike about Square 9 Softworks?** The first letter in the name of documents drug from email truncates. If you edit a vendor name you lose access to old documents with the original name. **Recommendations to others considering Square 9 Softworks:** Be prepared to spend as much time as needed for the initial setup. **What problems is Square 9 Softworks solving and how is that benefiting you?** We removed 15 five-drawer filing cabinets from our office. Documents do not have to be retrieved by a single individual - everyone can get them on their own. **Official Response from Square 9 Softworks:** > Thank you for your review! We are happy to hear how you have eliminated so many filing cabinets from your office and how easy it is to access the documents each individual needs. Our priorities are customer experience and satisfaction, so thank you for your kind words and suggested feedback. We will share this with our development team to look at how we can better improve our solutions. ### 42. Daily Lifesaver **Rating:** 5.0/5.0 stars **Reviewed by:** Kaitlyn Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2023 **What do you like best about Square 9 Softworks?** Efficient flow and capture of documents, The Search and export function is critical to my daily workflow. I have been a user of this product for over 10 years- I cannot imagine functioning in my current role without this product. **What do you dislike about Square 9 Softworks?** I can't think of any dislikes currently. There seems to be much improvement in flow over the course of 10 years plus **What problems is Square 9 Softworks solving and how is that benefiting you?** The quick document capture and easy indexing of said documents. The ability to quickly search and export documents when needed is highly beneficial **Official Response from Square 9 Softworks:** > Hi Kaitlyn, thanks for your review! We are glad to hear our solutions have made your job easier with managing workflows and capturing documents. Thank you for your continued support as a Square 9 customer. ### 43. Square 9 for "windows" **Rating:** 5.0/5.0 stars **Reviewed by:** matt c. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Square 9 Softworks?** Square 9 creates a central hub for storing all daily business docs for our Window sales company. **What do you dislike about Square 9 Softworks?** Literally no complaints...Our group is failry computer savy and the integration was smooth. **What problems is Square 9 Softworks solving and how is that benefiting you?** We have several outside sales reps that all have their own way of keeping orgainzed. Square 9 keeps all important documents in the same place regardless of which computer they came from. No more...."I can't find it's" haha. **Official Response from Square 9 Softworks:** > Hi Matt, thanks for your review! We are glad to hear your company has improved the finding and storing of documents with our solutions. Thank you for being a Square 9 customer! ### 44. Great overall performance! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Square 9 Softworks?** Square 9 has benefited us in many ways. We have a global website to load all of our documents into that can be viewed by multiple people. Safety is necessary in our field which Square 9 exceeds in. **What do you dislike about Square 9 Softworks?** Sometimes I feel I have to search around more for something that I need or to figure out how to do that what I would like. But in the meantime, if I need help when I call in, they are always there to help me. **What problems is Square 9 Softworks solving and how is that benefiting you?** We can upload all of our documents by multiple field management and it is kept together where it is always accesible to everyone. We used to use Dropbox and it was not as user friendly and secure it seemed. **Official Response from Square 9 Softworks:** > Thanks for your review! We are thrilled you have improved your document management and had success with our support team. Thanks for being a Square 9 customer and we appreciate your feedback. ### 45. Review time **Rating:** 2.5/5.0 stars **Reviewed by:** Angelet V. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2023 **What do you like best about Square 9 Softworks?** The storage capabilities and ease of use. **What do you dislike about Square 9 Softworks?** The setup process, implementation was not easy. **What problems is Square 9 Softworks solving and how is that benefiting you?** Storage and document management. **Official Response from Square 9 Softworks:** > Thanks for your review, Angelet. We have forwarded your information to our customer success team to better assist you. We appreciate your feedback. ### 46. "Review for Square 9 Softworks" **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek S. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Square 9 Softworks?** Square 9 softworks is a account payable automation software help are Increase consistency and enforce standards. Reduce manual entry and human errors. **What do you dislike about Square 9 Softworks?** Square 9 softworks really good platform, no any issue help to the many members work easily one person help to square 9 softworks. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 softworks help to instant perform a three way match are - Invoice, purchase order, packing slip, all work easily mange on this online platform. **Official Response from Square 9 Softworks:** > Thanks for your review, Abhishek. We are glad to hear we have helped your account payable automation. We appreciate your feedback. ### 47. Database Dream **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Square 9 Softworks?** Square 9 makes all of our records easily available without the need to keep paper copies. It also has features that allow us to use our data effectively. **What do you dislike about Square 9 Softworks?** Indexing of document takes some time and each staff member has to be reminded to categorize using the same identifiers. **What problems is Square 9 Softworks solving and how is that benefiting you?** Square 9 has eliminated the need to locate documents in a hard copy file, we now can reprint or email efortlessly. The application makes us productive at a higher rate. **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear our platform has made accessing records easier. We appreciate your feedback. ### 48. The good thing about this tool is that it is easy for anyone with no experience to use **Rating:** 5.0/5.0 stars **Reviewed by:** Marc R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Square 9 Softworks?** It is an excellent service easy to use and extract data from documents. I like the support that is easy to communicate and solve problems. I also liked the filtered searches that provided the necessary documents. **What do you dislike about Square 9 Softworks?** It would be nice if they improved the documentation of some of their functions. **What problems is Square 9 Softworks solving and how is that benefiting you?** It is beneficial for our business processes because we can send files, print documents, and easily find the documents, and we can also upload them to the cloud to be more secure and always have a backup. **Official Response from Square 9 Softworks:** > Thank you, Marc, for your review! We're glad to hear you find our solutions easy to use and that it's benefited your business processes. Thank you for your kind words and suggestions. Customer satisfaction is important to us, so thank you for being a Square 9 customer! ### 49. A Great option with helpful Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Square 9 Softworks?** The data storage is easy to use with guides available for all function. Their support staff is also great and very timely with responses. **What do you dislike about Square 9 Softworks?** They are a bit pricy for data storage. You could make your own data storage server for the cost of a few months subscription. **What problems is Square 9 Softworks solving and how is that benefiting you?** Data Storage **Official Response from Square 9 Softworks:** > Thanks for your review! We are glad to hear our platform is helping you store your data. We appreciate your feedback. ### 50. Very good support when needed **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan L. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about Square 9 Softworks?** The detailed information provided when needing assistance and the scheduling. **What do you dislike about Square 9 Softworks?** Wish they were closer so I could have them on site lol **What problems is Square 9 Softworks solving and how is that benefiting you?** Document Management **Official Response from Square 9 Softworks:** > Thanks for your review, Ryan! We are glad to hear our document management is improving your business. We appreciate your feedback. ## Square 9 Softworks Discussions - [Can we use this with excel sheets?](https://www.g2.com/discussions/can-we-use-this-with-excel-sheets) - 3 comments, 1 upvote - [View Square 9 Softworks pricing details and edition comparison](https://www.g2.com/products/square-9-softworks/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+01%3A50%3A30+-0500&secure%5Bsession_id%5D=4480b210-1c2a-4d8f-8165-d77ecbae35d8&secure%5Btoken%5D=644c386ebbc40e3d02f8204f5408bd1c9db87b322f3f0d817c270b3bafac1a4f&format=llm_user) ## Square 9 Softworks Integrations - [Agvance Accounting](https://www.g2.com/products/agvance-accounting/reviews) - [Agvance Suite](https://www.g2.com/products/agvance-suite/reviews) - [AgVantage Software, Inc](https://www.g2.com/products/agvantage-software-inc/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [MIP Fund Accounting](https://www.g2.com/products/mip-fund-accounting/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [PDI Fuel Pricing](https://www.g2.com/products/pdi-fuel-pricing/reviews) - [PDI/Retail Suite](https://www.g2.com/products/pdi-retail-suite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage](https://www.g2.com/products/sage-sage/reviews) - [Sage 100](https://www.g2.com/products/sage-100/reviews) - [Tyler Enterprise ERP](https://www.g2.com/products/tyler-enterprise-erp/reviews) ## Square 9 Softworks Features **Invoice Management** - Capture - Supplier Portal - Repository **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Document Processing** - File Type - Data Extraction - Mobile Capability - Intelligent Processing - Image Enhancement **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Enterprise Content Management (ECM)** - Autonomous Task Execution - Natural Language Interaction - Decision Making **Agentic AI - Onboarding** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **Platform Content** - Forms Library - E-Forms - E-Signature - Background Checks - Offer Letter Approvals - Offer Letter Templates **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Platform Additional Functionality** - Integration - File Conversion - Windows and Mac **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms **Data Extraction** - Entity Recognition - Text Classification **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development **Platform Additional Functionality** - Self-Service Portal - Automated Team Introductions - Compliance Training - Automated Onboarding Workflows - Onboarding Notifications **Analytics** - Due Dates - Benchmarking - KPIs **Data Validation** - Accuracy Checking **Agentic AI - OCR** - Autonomous Task Execution **Collaboration** - Permissions for Sharing - Data Unification - Accessibility - Process Routing **Platform Data** - Time-to-Productivity Reporting - Onboarding Process Reporting - Visualization **Integration** - Accounting - Payment Integration - ERP **Workflow Automation** - Batch Processing - Process Integration **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Dashboards **Recruiting and Onboarding** - Interview Scheduling - Onboarding **Document Management** - Search Functionality - Version Control **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Machine Learning** - Custom Model Training **Natural Language Processing** - Sentiment Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **File Management** - File Type Support - Metadata - OCR Scanning - Versioning - Collaboration - Document Assembly - Form Creation - Portals and Sites - Disposition - Search - Web Interface **Workflow** - Process Automation - Conditions - Activities - Records Management - Case Management **Platform** - Internationalization - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs **Security** - Compliance Standards - Data Encryption **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Process Development** - Process Routing **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top Square 9 Softworks Alternatives - [DocuWare](https://www.g2.com/products/docuware/reviews) - 4.4/5.0 (238 reviews) - [Laserfiche](https://www.g2.com/products/laserfiche/reviews) - 4.7/5.0 (1,206 reviews) - [Hyland OnBase](https://www.g2.com/products/hyland-onbase/reviews) - 4.4/5.0 (308 reviews)