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Square 9 Softworks

Square 9 Softworks

Overview

What is Square 9 Softworks?

For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.

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Recent Reviews

New Client

7 out of 10
October 18, 2023
Incentivized
After implementation, we will be using Square9 on-prem for document digitization as well as workflow and repository. Currently, we have …
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Ease of Use

10 out of 10
September 27, 2023
Incentivized
Within government records requests are frequent. This program helps with the ease and quick turnaround for those. It also ensures that our …
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We love Square 9!

9 out of 10
September 14, 2023
Incentivized
We use Square 9 for our AP workflow, and the software also addresses our document imaging. The accounts payable person enters an invoice, …
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amazing database

10 out of 10
September 01, 2023
I use the database to save documents. Which is an extremely simple process to do so. So easy to locate all documents that are saved by all …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Square 9 Process Automation Essentials

$45

Cloud
per month per user (5 User Minimum)

Square 9 Digital Transformation Essentials

$68

Cloud
per month per user (5 User Minimum)

Square 9 Enterprise Essentials

$75

Cloud
per month per user (10 User Minimum)

Entry-level set up fee?

  • Setup fee optional
    Optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $45 per month per seat
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Product Demos

Square 9 Web Forms

Storylane

Square 9 Enterprise Content Management

Storylane

Square 9 Capture Automation

Storylane
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Product Details

What is Square 9 Softworks?

Square 9 helps teams to work more efficiently by changing how business information is managed. Square 9 delivers cloud-enabled solutions that digitally transform paper into high-value data and then put that information into motion so that it flows throughout the organization regardless of where work is happening.

With a portfolio of products, including AI-Driven data extraction, web forms management, and business process management, Square 9 helps users to simplify everyday tasks. Whether finance-related projects like Vendor Invoice Routing and Approval, the Three Way Match, or Human Resources focused like Employee Onboarding, Square 9 aims to help optimize efficiency while reducing costs and improving the flow of information.

Square 9 Softworks Screenshots

Screenshot of GlobalSearch, which is used to organize and sort documents based on extracted data.Screenshot of indexed data, where users can performs a 3 way match against an order receipt and purchase order.Screenshot of GlobalCapture, which is used to build workflows and automatically assign tasks to users.Screenshot of a front-facing Portal for new hires and applicants. This lets them fill out important employee documents such as job application, Direct Deposit and W-4 forms.Screenshot of the hiring and onboarding portal, where new hire documentation is completed.Screenshot of GlobalForms, which has new hire government forms such as I-9 and W-4 forms.

Square 9 Softworks Competitors

Square 9 Softworks Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesUnited States, Canada, Brazil, Mexico, Great Britain, France, Germany, Spain, Portugal, Belgium, Netherlands, Romania
Supported LanguagesEnglish, French, Spanish, Portuguese, German, Dutch, Romanian

Frequently Asked Questions

For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.

Square 9 Softworks starts at $45.

DocuWare, Revver, and Laserfiche are common alternatives for Square 9 Softworks.

Reviewers rate Usability and Support Rating highest, with a score of 8.6.

The most common users of Square 9 Softworks are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(48)

Attribute Ratings

Reviews

(1-25 of 42)
Companies can't remove reviews or game the system. Here's why
Jeff Wildman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Any issues that I have had were quickly resolved by the Square 9 team. Whether it has been rebuilding because of a server move, or complex workflow design. Once, I had a complex workflow where I needed to determine how to manage a line item extraction. Their professional services team worked tirelessly to provide me a solution.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I can only speak to what I've been exposed to with Square 9. That is utilizing the document management system and the AP process automation as well. From these two items, our AP process is leaps and bounds more efficient and accurate, to the point we've began pulling older invoices in just to catch issues from the past.
December 04, 2023

Square 9 Softworks Review

Score 3 out of 10
Vetted Review
Verified User
Incentivized
Implementation was time-consuming and daunting. It was not as smooth a transition as it was made out to be during the sales pitch. There could have been clearer examples of what they were looking for or the staff could have been more hands-on with helping to explain and provide assistance with creating the flows.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
For companies that have documents that need to be processed and or have other eyes on it so that it needs approval/ can have a process for this set up through Global Action. Essentially ECM that could really help companies not only save time but also streamline their day to day efficiently
Baana Veen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Invoice processing is totally automated in the cloud. I would recommend when needing some canned solution but still having the flexibility of customization when needed. The custom fields are easy to create and creating views allows for convenient tabular views. The capture process is almost entirely behind the scenes for end-users, which makes adoption really easy.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The team at Square 9 Softworks has been great at helping resolve the capturing and storage process our division needed to maintain our delivery tickets. They have offered us a solution to manage the documents as well as a search engine to find the requested proof of delivery when requested, regardless of where the end user is physically located.
October 18, 2023

New Client

Score 7 out of 10
Vetted Review
Verified User
Incentivized
If looking for an ECM product, I haven't found any reason to not go with Square 9 so far. Having come from using Perceptive Content, it seems quite similar and assuming they have backend customization via some sort of programming language, it will be on par and far cheaper in my opinion.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Square 9 Softworks is great in data management and flow. For us, they've done an excellent job with the Health Screening Tools, Cloud Storage/Management and Online Applications.

It seems to be a very diverse product. I think because of that, you can talk with Square 9 Softworks about what you are envisioning to see if they are capable of it. I would not do that with many other products - they just don't have that flex.
September 27, 2023

Ease of Use

Score 10 out of 10
Vetted Review
Verified User
Incentivized
As stated, my top is records management and its ease. When searching for a file and there are multiple pages, I would like the page to automatically switch to the next page.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Square 9 is well suited for document management and storage. It helps us stay organized and the OCR capabilities help us quickly and accurately index our files.

We have not run into any scenarios where Square 9 has not been able to serve our needs. Compared to what we have used in the past, Square 9 has been great to work with.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Being a web-based software, it helps all my users on my team have the ability to access the program from multiple devices. They can easily gain access from their phone to their computer. Sometimes the programs we Intergrated inside of Square 9 Softworks has issues for users accessing and causes inconvenience for usage.
September 14, 2023

We love Square 9!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
The only thing I can really comment on is the AP Workflow part of Square 9. It is such an easy and efficient process, and it is much easier than doing everything by hand and paper like we used to. The system is very user friendly as well. It has been a great product for us!
Score 8 out of 10
Vetted Review
Verified User
Incentivized
For the price point and quality of this product, we would definitely recommend it! We only use it for the AP workflow, so I can't attest to anything else. The AP workflow is pretty straight forward and user friendly. It also works well for electronic document storage of invoices.
September 01, 2023

amazing database

Geraldine D'Aversa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
it is well suited to save for all types of document forever and the easy way you are able to locate certain documents even saved by others which is amazing. Love the ease of sharing the documents with clients or co-workers as many as one to hundreds in no time at all
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Square 9 has been flexible with our barge files. We needed specific custom fields and needed to be able to add notes to documents after they have been scanned. It is helpful to be able to lock the notes so that another user can't delete them.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The Square 9 platform provides for all our document storage and retrieval needs, including the automatic indexing of scanned documents. We have not used the system for process flow control and management (like an AP Process), but do use it to store all the related documents within the process... it is simple to implement for simple tasks, but we need to move to the next level(s) of benefit and without a strong technical person on staff, it feels a little daunting...
Score 10 out of 10
Vetted Review
Verified User
Incentivized
As a state-run agency, my department routinely handles an enormous amount of data. The department is application based one, so the fact that we no longer have to physically store these sensitive documents within our offices makes Square 9 Softworks (particularly Global Search) an essential component to delivering efficient customer service to our thousands of applicants.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The conversion of our files to digital format was just the beginning of the process. The Square 9 Softworks product suite has allowed our organization to streamline onboarding practices as well as record management. This product has allowed us to focus on systems across the district and has made it easier to create procedures that are used across our district which was not done prior to Square 9 Softworks.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Although integration can take some time Smart Searches end result is worth the effort. Being able to scan files and allowing access to multiple people in one area is such a help in saving time but mostly saving space where we would have to save paper copies. In the industry we work in reports have to be saved for 40 years and having to store that in paper would come at far greater cost than Smart Search.
July 26, 2023

Easy to use tool

Score 9 out of 10
Vetted Review
Verified User
Our accounting department scans the a\p checks and back-up into the system. In doing so, regional offices can view master invoices and no longer have the need to save a copy at their location. This eliminates the need for potential questions to ap, if something gets lost in the paper files. The keyword search really comes in handy when you need to search for data that is not indexed. Emailing functionality has been helpful during Audit time.
July 24, 2023

Easy to Customize

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We required a significant amount of customization for Square 9 Softworks to meet our needs. All accomodations were met, along with additional issues we found along the way.
July 22, 2023

Database Dream

Score 9 out of 10
Vetted Review
Verified User
Clients often misplace important documents we give them and need a copy. Square 9 Softworks allows for us to easily locate their missing documents and give them additional copies. The application also allows us to email documents to outside the office clients or attorneys, eliminating having to use a fax or traditional mail.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The workflows are designed by us, so we match our procedures for approvals and storage. The easy download of all documents for the audit portal is exceptional.

Because we don't use the cloud we are consuming a lot of server space, but our trustees don't trust the cloud - yet.
July 21, 2023

Great Product

Score 9 out of 10
Vetted Review
Verified User
Incentivized
This is great if you need to save space on drives, if you need to be able to access from anywhere, If you need organization and centralization of Documents.

This isn't great if you have a ton of stuff that needs to be weeded through prior to implementation, it could take a long time unless you choose to use a third party to help with this.
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