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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 …
Continue reading

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 …
Continue reading

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, …
Continue reading

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 …
Continue reading
Read all reviews

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)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are utilizing Square 9 GlobalSearch to aid in the process of changing our Accounts Payable process from fully manual to almost fully automated. This has freed up our Accounts payable personnel to work on other projects outside of their normal roles, along with freeing up resources that we can use for other projects as well.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We handle customers who purchase Square 9 solutions and implement it and cater it towards their needs. Many customers have different demands whether its Forms data capture or between File sharing to GlobalSearch cloud. Many need their solution to be catered to their day to day process so they not only save time but also can manage their business efficiently.
Baana Veen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
We automated the file naming and routing for AP invoices specifically check scanning. We capture the payee and create a folder to be routed to based on that field and then the file is named based on the check number. These are stored in a network folder that specific users have access to using a watched folder set up as a scan-to-smb from the copiers address book.
October 18, 2023

New Client

Score 7 out of 10
Vetted Review
Verified User
Incentivized
After implementation, we will be using Square9 on-prem for document digitization as well as workflow and repository. Currently, we have documents that move around the office and even other departments via folders which can be misplaced or have incorrect documents in incorrect folders. Having these digital and with preset workflow patterns will greatly increase our efficiency as well as accuracy.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our IT company introduced us to Square 9 Softworks. We first used their health screening tool during COVID. It was pretty easy to implement. We were provided a QR code that we could affix to our doors. People would scan it and fill out a survey. Depending on their answers, they were given a 'go ahead' to enter the building or not. We could go online and access all the data. Obviously that was very helpful during COVID. We didn't have to have paper and clean/dirty pens sitting out on some desk or stand to maintain.

When we asked our IT company for recommendations for cloud storage, they once again put forth Square 9 Softworks. We already used a company for cloud storage but were not happy because it's performance was inconsistent. Using the cloud storage allows us to archive documents and get rid of some paper. The process was once again pretty easy. I can easily scan and maintain my archives with some pretty straightforward controls.

When we needed to create on online application, once again, Square 9 Softworks was put forth. This application will allow our potential students to apply online instead of coming to our facility in person. We are also working on being able to take the data and import it directly into another program we use to track our students.

They've done such a good job and we've enjoyed the process so much that we've just recently approached them about doing an auto fill form for us.
September 27, 2023

Ease of Use

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Within government records requests are frequent. This program helps with the ease and quick turnaround for those. It also ensures that our permanent records will remain that, permanent.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We primarily use Square 9 for document management across several departments. Having our documents archived in Square 9 allows us to respond to inquires much faster and with greater accuracy than dealing with paper records. We currently keeps some documents for 100 years. This has always created a burden when it comes to paper file storage within our offices. While we are still required to keep paper copies as a backup, we can do so offsite and can access the documents through Square 9 without needing to leave the desk.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
They help us with Order Process and Document Organization. The have set up a work path for us to track a project moving from the start to the finish. It allows user to know which tasks they are to complete and not complete. It's a clear picture of everything we are processing.
September 14, 2023

We love Square 9!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Square 9 for our AP workflow, and the software also addresses our document imaging. The accounts payable person enters an invoice, scans it, then directs it to the appropriate approver. Once the approval process is complete, the invoices are transferred to an approved tab where I am able to export them all. This is the last step in my check printing process. Having our invoices stored electronically helps a lot when recalling past invoices. We still keep paper copies on hand, but it is much more efficient to locate the invoice in Square 9.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The main reason we use Square 9 is for our AP workflow. The AP person enters an invoice into our software system and then scans it into Square 9. From there, the invoice is sent to whoever was assigned to approve it. Once approved, the AP person exports a batch of invoices to do a check run. All invoices are then stored electronically after the CEO gives their final approval.
September 01, 2023

amazing database

Geraldine D'Aversa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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 in the company. Love the ease to share the documents with others one or large amounts of documents. this is accomplished in no time. An amazing product
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Square 9 is helping us to go paperless not only on our AP side but with all of our barge paperwork. We are eliminating the need to have to dig through file cabinets of folders and papers. We are 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 has been very helpful. I am a newer admin and they have walked me through any issues I have come across.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Square 9 for all of our digital document storage for all departments, no more filing cabinets! We have also setup the OCR automation to scan in all our "proof of delivery" documents for quick and easy retrieval... the system can automatically recognize at least 10 key fields on the packing list and generate the indexes for later searches!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Square 9 Softworks to access our large database of applicants. Before Square 9 Softworks we had to store this info within our office and storage space was limited. Also, Square 9 Softworks has allowed me to be more efficient when it comes to accomplishing my day to day duties. Now, I can't imagine not using it.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Square 9 Softworks has allowed our school district to eliminate paper files for ALL students and staff. We have also implemented an online version of our professional learning request form, which has been amazing! The ability to access records for students and staff with a few clicks on a keyboard has been life-changing!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use smart search to scan Certifications for the Aerospace Industries on parts that are inspected. These files must be saved for 40 years and smart search alleviates the problem of having to store paper files. It is also great to have all files accessible in one place with easy access.
July 26, 2023

Easy to use tool

Score 9 out of 10
Vetted Review
Verified User
We currently use S9 to store our legal documents, tax returns, accounts payable checks, ach/wires, journal entries, and some other miscellaneous documents. It eliminates the need to pick up the phone or email someone with questions retaining these documents. The key-free search is a huge benefit when needing to locate multiple documents pertaining to something specific.
July 24, 2023

Easy to Customize

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Square 9 Softworks to go paperless with our Accounts Payable functions. It also enables our company to use electronic invoice approval for those working remotely. It has brought our company up to speed with modern times.
July 22, 2023

Database Dream

Score 9 out of 10
Vetted Review
Verified User
Square 9 Softworks eliminates the need to keep or locate hard copy files. If needed we can reprint or email to provide copies of documents. It saves time for all staff to be able to find information at there workstations. The features are easy to navigate and make date retrieval easier. It also groups our documents into practical applications.
July 21, 2023

Square 9

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Square 9 to organize our documents. We used to have four different drives on our network to store documents. This made it very difficult for anyone to find the document they needed in a timely manner. Now that we are using Square 9 everything is in once centralized location and easily accessible to everyone in the company. Square 9 has made it so we are no longer wasting time, that could be better spent on other things, looking for documents. Square 9 also gave us the ability to make sure all of our documents are indexed the same way.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Square 9 Global Search is our primary document management and payable processing software. All payable and revenue documents go through the workflow process for approvals and storage. All other company/individual documents like statements are stored here as well. We removed 15 five-drawer lateral cabinets after scanning everything into the software. All documentation for annual audits are uploaded to the accountant's portal.
July 21, 2023

Great Product

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Global Search for our Document Management needs! This has really helped to organize and save time with all document management needs, it has helped with access to documents as well as that was an issue with our previous method.
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