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Square 9 Softworks

Score9.3 out of 10

95 Reviews and Ratings

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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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Categories & Use Cases

Media

Screenshot of GlobalSearch Go, which organizes documents based on extracted data.
Screenshot of InquireAI, which offers AI-driven data extraction of invoice and receipt fields to eliminate the need for manual data entry.
Screenshot of a contract. Contracts are a complex document format that can require contextual understanding to collect accurate data points.
Screenshot of the invoice review process, where users can be notified by email when a pending approval is available.
Screenshot of a fully indexed document. These can be released for secure access within GlobalSearch or sent to other repositories, including QuickBooks, Dynamics 35 Business Central, Citrix ShareFile, or Google Drive.
Screenshot of Documents are stored in a secure, searchable archive.

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Screenshot of GlobalSearch Go, which organizes documents based on extracted data.

Who Buys & Uses Square 9 Softworks

Square 9 Softworks Reviews

What users are saying about Square 9 Softworks.
View all Square 9 Softworks reviews

Pros

  • Ease of use for document scanning, indexing, and data extraction
  • Customizable and reliable workflow automation
  • AI-powered data extraction and invoice processing

Cons

  • Occasional system slowness and glitches, sometimes requiring reindexing
  • Complex user management and permissions setup
  • Challenges in troubleshooting lost or misrouted documents

Square 9 Softworks review

Incentivized
darien hundley
Administrative officer in Information Technology at State Department of Maryland Assessments & taxation (201-500 employees)

Use Cases and Deployment Scope

I work within state government and Square 9 Softworks offers great application services for our filing services as well as network and application support to ensure all of our services are working to please customers internally. On the other hand, when problems arise within the applications, the customer service IT team is very helpful with providing solutions and updating services for better streamlining.

Pros

  • Square 9 Softworks provides amazing customer service for internal issues that arrive.
  • Square 9 Softworks applications are working very well to support our internal staff.
  • Square 9 Softworks app called global search loads fast and processed filings fast.

Cons

  • Service desk hours are bad for me because of time zones.
  • Logs and amounts of data sometimes contribute to lag.
  • Regularly communications and application check-ups with internal liaison would be helpful.

Return on Investment

  • Square 9 Softworks has been able to streamline our processing times.
  • Square 9 Softworks has streamlined our filing time.
  • Sometimes the application has bugs and glitches preventing staff from working.

Alternatives Considered

OptiSigns

Other Software Used

OptiSigns, DocuSign, Google Gemini

Great software for Credit/debit Card processing

Incentivized
Mandy Lomax
Commodity Clerk in Finance and Accounting at Texhoma Wheat Growers (11-50 employees)

Use Cases and Deployment Scope

we have 2 retail farm stores that use Square terminals as well a portable unit that connects to a cell phone that we use in the office

Pros

  • the terminals are easy use
  • the daily summary emails are good and easy to read
  • the website is easy to use to send invoices

Cons

  • finding specific transactions from the previous day to find detailed info
  • website is confusing as I have to look through several things to ever find what I am looking for

Return on Investment

  • makes it easier to accept additional forms of payment from our customers

Other Software Used

Agris

Decent Automation but Slow and Hard-to-Reach IT Support

Meghan (Knigge) CzajkowskiView profile
Controller in Finance and Accounting at Gamer Packaging (51-200 employees)

Use Cases and Deployment Scope

We use Square 9 to manage the hundreds of invoices and warehouse documents that we receive on a daily basis. This saves my team from manually saving these documents and has made us more efficient.

Pros

  • The training provided during implementation was beneficial.
  • When customer support finally gets back to you, they have been helpful in answering my questions.

Cons

  • The IT support model needs to drastically improve. You should be able to get in contact with a person quicker. It's always usually taken 48 hours after my initial request for a person to get back to me. The last time our system was down, it took them 5 days, even after multiple follow ups from my original request.
  • They need to be more proactive about getting new info out to the users. For example, if there is a general update to everybody's workflow that needs to be implemented, we shouldn't have to have our software break in order to get this implemented.
  • The coding needed to get the templates to read precisely needs to be more user friendly .

Return on Investment

  • Time is saved on my team due to the automation the software provides.

Other Software Used

Microsoft Dynamics 365 Business Central, Microsoft Power BI

Highly Recommend

Incentivized
Amy Carollo
Senior Executive Assistant in Customer Service at Holt Logistics (201-500 employees)

Use Cases and Deployment Scope

Square 9 Softworks has made collecting payments so much easier at work. We have multiple units at different locations, and they are very user friendly and easy to use. It is very easy to text or email a link for payment. It has functions to have a premade list of chargeable items. Overall, it has been wonderful!

Pros

  • Texts invoices for payment
  • Emails invoices for payment
  • Generates reminders to send for payments

Cons

  • Editing the phone number or email should resend the invoice immediately

Return on Investment

  • ROI
  • Timely invoicing and payments collected

Great Product Great Support

Incentivized
Verified User
Director in Information Technology (51-200 employees)

Use Cases and Deployment Scope

Square 9 Softworks' Global Search product was originally purchased to help digitize our invoicing process and streamline the entire AP procedure. We were also able to utilize another component of their application to modernize our onboarding procedure as well. And finally, we were able to import a lot of all important files into their system for easy search and retrieval functionality.

Pros

  • Organize files for searching & retrieval
  • Streamline the workflow of processing our weekly invoices
  • Modernize our onboarding procedure and do away with paper files

Cons

  • They should continue to provide support for a desktop client and not just a web client
  • It would be nice to make updating I-9 and W-4 templates easier for our onboarding process because those tend to change on a yearly basis

Return on Investment

  • Improved our AP processes and reduced errors.
  • Improved our onboarding process and reduced errors.
  • Made the retrieval of old invoices / employee files very easy.

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