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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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Jeff Wildman | TrustRadius Reviewer
Jeff Wildman
Info Sec Lead
Pegasus Logistics (Logistics & Supply Chain, 501-1000 employees)
Verified User
Employee in Information Technology
Construction Company, 51-200 employees
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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 Integrations

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

Square 9 Softworks Downloadables

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
November 13, 2023

Ease of use towards a lot of business demands

OM
Omar Muy
Solutions Engineer
Konica Minolta (Information Technology & Services, 5001-10,000 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Pros and Cons
  • Good Support
  • Ease of Use
  • Good User Interface
  • Versatility of custom solutions
  • Resources on their cloud would be appreciated
  • While it is versatile in many ways, it does seem a bit limited in others.
  • A bit more friendly UI and ease of customization for GlobalForms
November 01, 2023

Automated Capture saves a bunch of time!

Baana Veen | TrustRadius Reviewer
Baana Veen
Software Solutions Specialist
Braden Business Systems (Information Technology & Services, 51-200 employees)
Score 10 out of 10
Vetted Review
Reseller
Pros and Cons
  • OCR
  • Very little maintenance
  • Works seemlessly in the background
  • Very user friendly when validation is needed
  • The workflow doesn't default to waiting for the file to be idle
  • I would like to see the application auto-update
  • I would like to see a conditional separation to require a minimum page count before separation
October 18, 2023

A Solid Company to Build Your Project

Verified User
Manager in Other
Education Management Company, 1-10 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Pros and Cons
  • Communication
  • Streamlined Process
  • Functionality
  • Support
  • Education
  • The functionality is great but it can be a bit overwhelming. There's so much you can do that it's hard to remember how to do it - even if they've reviewed it with you and left themselves available for follow up. I don't want to necessarily have to take a class to learn how to use the product in full.
September 01, 2023

amazing database

Geraldine D'Aversa | TrustRadius Reviewer
Geraldine D'Aversa
Administrative Coordinator
Construction Risk Partners (Insurance, 501-1000 employees)
Score 10 out of 10
Vetted Review
Verified User
Pros and Cons
  • Save documents forever
  • find documents all co-workers have saved
  • Share one or all documents saved
  • No improvements - love the way the product works
August 25, 2023

Square 9 Document Management

Verified User
Employee in Finance and Accounting
Maritime Company, 51-200 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Pros and Cons
  • Quick and Easy retrieval of documents
  • Multiple indexing options and keywords for finding documents
  • Key Free and Automatic (OCR) indexing
  • Some of the administrative/security configuration with Windows Active Directory can be tricky when managed by separate corporate IT personnel (alignment in strategy)
  • User adoption with any new process can be challenging, but overall user friendly menus
  • As Database sizes grow (200,000+ records) paging through records can be cumbersome, probably need to migrate to an archive process to offload some of the data.
August 23, 2023

Square 9 Softworks? It Should Be Called Square 100!

Verified User
Administrative Assistant in Other
Government Administration Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Pros and Cons
  • Organization of information
  • Ease of use
  • Facilitates efficient office workflow
  • Square 9 Softworks isn't hard to use, so no improvement necessary
  • The functionality of Square 9 Softworks more than meets my needs, so no improvement necessary
  • Square 9 Softworks should continue delivering a top notch product
July 22, 2023

Database Dream

Verified User
Administrator in Other
Government Administration Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Pros and Cons
  • Instantly makes data available to all users.
  • Allows for emailing of documents within the application
  • Eliminates the need to keep paper copies.
  • Learning how to index seems cumbersome at first, but you save time when you need to locate a specific document
  • If there has been an error in the indexing locating the document can be a challenge
July 21, 2023

Square 9

Verified User
Employee in Manufacturing
Aviation & Aerospace Company, 51-200 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Pros and Cons
  • Makes indexing of documents easy
  • Helps with organization
  • Larger documents take a long time to open
July 21, 2023

Most reliable and user friendly document management software.

Verified User
Administrator in Corporate
Individual & Family Services Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Pros and Cons
  • Document storage in one location is valuable
  • Workflows keep us in compliance with operating procedures
  • Adding new vendors is very easy
  • Metadata entry is quick and precise based on our design
  • The first two characters of document names drug from email are truncated
  • We don't appear to receive regular updates to the software so we have to ask for them
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