The Right Fit for Complex Workflow Needs
Use Cases and Deployment Scope
Square 9 addresses our need for efficient invoice processing and organized document storage. On the AP side, invoices are captured, coded by AI, and routed through approval workflows automatically. Once configured, the system runs with minimal oversight. We also use it as a document management solution where AI-assisted indexing keeps files organized and accessible. We moved to Square 9 after our previous platform failed to get off the ground with our complex requirements.
Pros
- The system accurately identifies vendors and applies correct account codes without manual lookups.
- Easy to build and adapt workflows to fit specific needs. Once configured, they run reliably without constant oversight.
Cons
- When a document gets lost or misrouted, it can be confusing to troubleshoot and get it back on track.
- Better visibility into where a document went wrong in the workflow would help resolve issues faster.
Likelihood to Recommend
Great for automating invoice processing where you want to set it and forget it. Also works well for document storage where you need things organized and easy to find. If you have complex requirements and need flexibility, this platform can handle it.
Not ideal if you expect a lot of exceptions or manual intervention since troubleshooting misrouted documents can be tricky. Also not the best fit if you want something that works out of the box with zero setup. You get the most out of it when you invest time upfront to build workflows.
