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Square 9 Softworks

Score9.3 out of 10

87 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 where using natural language prompts, InquireAI works as an agent to extract, classify, and analyze information from any type of document.
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.

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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

  • Reliable workflow automation for custom business processes
  • Efficient document scanning, indexing, and organization
  • Accurate data extraction from documents without manual intervention

Cons

  • Complexities in user management and permissions setup
  • Occasional issues with documents becoming lost or misrouted in workflows
  • Confusing aspects of the user interface, such as login and filter functions

Square 9 Softworks review

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

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 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

Great

Incentivized
Victoria Martinez
AP/AR in Finance and Accounting at Las Cumbres Community Services (51-200 employees employees)

Use Cases and Deployment Scope

In our organization, we add our RFPs and invoices as well as the check stub with Square 9 Softworks

Pros

  • RFPs
  • bank deposits

Cons

  • I think there is room for improvement in Square 9 Softworks because, in our experience, RFPs sometimes you can't add forms to Square 9 Softworks.
  • In my opinion, there is room for improvement in Square 9 Softworks because I think that if the PDF is not the right size it should reject it

Return on Investment

  • The impact Square 9 Softworks has on our organization's overall business objectives is that, in my experience, Square 9 Softworks is better then papers

Easy Setup and Excellent Support

Incentivized
Verified User
Manager in Information Technology (201-500 employees employees)

Use Cases and Deployment Scope

Square 9 Softworks allows us to better organize our documents, over 750k in about 3 years, making them easier to access and recall. It also helps us reduce our cost as well. We have about 50-60k per year by using this platform.no more stacks of paper all over the office.

Pros

  • orgainization of documents
  • searching and recall of documents
  • support

Cons

  • licensing is a bit clunky
  • user setup could be improved

Return on Investment

  • annul cost savings - over 60k per year
  • Audit staff love the processes over dealing with paper

Alternatives Considered

FileBound

Other Software Used

Microsoft 365 Business Premium, Veeam Data Platform, Adobe Acrobat

Square 9 Education Setting

Incentivized
Verified User
Administrator (201-500 employees employees)

Use Cases and Deployment Scope

We use this program to handle a ton of information across different departments. We use it to improve workflows, efficiencies, and to help manage large amounts of data. It's good because multiple people can work in the same "sandbox" and make adjustments and complete work efficiently.

Pros

  • Digital document storage
  • Customer service

Cons

  • User management
  • Occasional workflow logjams

Return on Investment

  • Accessibility

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