Square 9 Softworks

Score9.7 out of 10

85 Reviews and Ratings

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Square 9 Softworks

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Community insights

TrustRadius Insights for Square 9 Softworks are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Efficient OCR Feature: Users have consistently praised the platform's efficient OCR feature, finding it seamless and user-friendly during validation processes. The OCR functionality was noted as a key strength that enhances the overall user experience.

Streamlined Workflow Maintenance: Customers appreciate the ease of maintaining workflows on the platform, highlighting its efficient processing capabilities and organization aids. They value how it simplifies processes and streamlines workflow management effectively.

Valuable Document Management Features: Reviewers find the document storage, indexing functionalities, and Active Directory integration to be valuable assets of the platform. These features aid in organizing information efficiently and improving overall document management processes.

Reviews

72 Reviews

Easy Setup and Excellent Support

Rating: 10 out of 10

Incentivized

March 24, 2026

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

Likelihood to Recommend

We use Square 9 Softworks to store our financinal contracts after they have been reviewed and stored for easy recall expecially when state regualtors do their annual review of our business practices. Pulling each of the contracts by hand is a very labor intensive process that we heavily rely on Square 9 Softworks to do for us now.

Verified User

Manager in Information Technology (201-500 employees)

Vetted Review

3 years of experience

Great

Rating: 5 out of 10

Incentivized

March 5, 2026

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

Likelihood to Recommend

If asked, I think I am likely to tell a colleague that with Square 9 Softworks sometimes RFPs don't go through all the way. glitch in the system.

Victoria Martinez

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

Vetted Review

3 years of experience

Square 9 Softworks - amazing software great people and fun to work with

Rating: 10 out of 10

Incentivized

March 5, 2026

Use Cases and Deployment Scope

Global Search and Global Capture are used as a digital document archive. Documents are scanned to the system for manual review and auditing. Additionally, the system compares documents received against a list of documents expected to ensure completeness

Pros

The system works very reliable
Amazing, friendly and very skilled tech support
the Customer Relationship Managers are very understanding and forthcoming
The project teams are highly engaged and make projects go seamlessly and well

Cons

As an organization, I have nothing to ask for
It would be nice if Global Search had an address book feature that can be used for email notification
It would be nice if the archive had a similar audit trail as SharePoint where you can not only see who and when something was changed, but compare old and new value

Likelihood to Recommend

it is amazing to really archive documents and when extracting data from highly standardized documents. Absolutely, the go to solution for Invoice-processing.
I would not use it to managed working versions or draft versions of documentation. It probably can be used for it, but as for a collaboration platform I can see other solutions being stronger and better suited

Verified User

Administrator in Information Technology (201-500 employees)

Vetted Review

7 years of experience

Square 9 Education Setting

Rating: 7 out of 10

Incentivized

February 27, 2026

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

Likelihood to Recommend

Document storage has bene the best use case for our systems. We haven't found a system that we've tried that wasn't a good fit. They have decent workflow systems, but I think there are other options that may be preferable depending on the complexity of the workflow.

Verified User

Administrator (201-500 employees)

Vetted Review

5 years of experience

Square 9 Softworks its AI capture works

Rating: 10 out of 10

Incentivized

February 26, 2026

Use Cases and Deployment Scope

Document capture and workflow automation. The Square 9 Softworks tool helps capture important info from may different documents types and can then allow us to store the image and related data and put it in a workflow to review and approve or push the captured data from the document to another line of businesses application

Pros

AI powered capture
Workflow automation
Digital forms

Cons

Addition of concurrent users
Reporting Dashboards on data in system

Likelihood to Recommend

Document capture, accounts payable, hr onboarding

Verified User

Account Manager in Sales (201-500 employees)

Vetted Review

Reseller

5 years of experience

The Right Fit for Complex Workflow Needs

Rating: 9 out of 10

Incentivized

December 10, 2025

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.

Verified User

Administrator in Information Technology (201-500 employees)

Vetted Review

2 years of experience

Square 9 Softworks - Great automation

Rating: 9 out of 10

Incentivized

October 21, 2025

Use Cases and Deployment Scope

We use Square 9 Softworks mainly for invoicing and approval. The ability to quickly scan in documents and do OCR on them to properly identify the fields on the scanned documents is a big time saver. We are looking forward to any improvements in the process but so far it's been great.

Pros

Document scanning and indexing
Workflow automations
Approval processes
E-signing documents

Cons

Additional AI features (seems to be the trend)
Logging in via web or desktop is confusing and probably unnecessary (web works great)
Setting up user permissions in proper groups could be easier

Likelihood to Recommend

Square 9 Softworks works great for doing workflows and automation. Where we setup rules for how invoices are handled and the approval process. Emails are automatically sent to the right users and reminders as well. This part works great for us.

What we would like to see are improvements in the indexing process. Although it works really well, I think some modernization in how indexing is done would be nice.

Vince Rinner

IT Director in Information Technology at Diamond Mattress (51-200 employees)

Vetted Review

4 years of experience

Square 9 Softworks review

Rating: 8 out of 10

Incentivized

October 10, 2025

Use Cases and Deployment Scope

We use Square 9 Softworks for data storage and retrieval. All of our invoices and cash receipt records are scanned using global capture and are stored and able to be queried and retrieved in global search. We process hundred of invoices weekly and have no room to store them on premises. We frequently need to refer back to invoices for pricing and delivery information. Global search makes this possible and does it very efficiently. I look forward to seeing the software continue to develop and become even more detailed and accurate with searches. It did take a bit longer than we expected to get it up and running, and it is quite pricey, but overall it is a good product and fills our needs.

Pros

index fields are easily edited
software has routine maintenance but otherwise rarely has down time
easy to use

Cons

a couple of the index fields that we use to search do not work as well as others
the filter function is a bit confusing
price of software

Likelihood to Recommend

Software is well suited to handle a high volume of information with many search indexes. Some of our documents are quite large (11x17 or larger) and it is not easy to get them scanned and into the system.

Verified User

Manager in Finance and Accounting (201-500 employees)

Vetted Review

3 years of experience

Square 9 Softworks honest review

Rating: 10 out of 10

Incentivized

September 2, 2025

Use Cases and Deployment Scope

We use Square 9 Softworks in a variety of Business Processes. Ordering Equipment, customer satisfaction surveys, warranty repairs, and warranty submissions we utilize GlobalForms. Within GlobalCapture, we submit delivery and acceptance paperwork, and accounting paperwork. It extracts data off the pages and pushes the documents and data to GlobalSearch. Using GlobalSearch, we store all of our records for long-term retention. Using GlobalAction, we introduced workflow to enhance our processes without manually email people to get business decisions done on time. We use every aspect of Square 9's platform to enhance our business.

Pros

utilizing forms to get data from people to make decisions
Extracting data from documents
Creating custom workflows for processes

Cons

GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
GlobalForms could have better formatting tools to enhance the fields and text formatting

Likelihood to Recommend

Pros:
Scan, Search, Retrieve - GlobalSearch does this well
Capture workflow, extracting data- GlobalCapture does a great job
Webforms, getting data and placing it on company PDFS - Globalforms does an excellent job.
Process workflows, being able to see where the document is in the process - GlobalAction does a great job.

Cons:
Not being able to share documents with people outside the organization.
Legal vertical - Square 9 isn't the best fit, Lawyers like folders

Verified User

Supervisor in Information Technology (51-200 employees)

Vetted Review

Reseller

13 years of experience

It works for us

Rating: 8 out of 10

Incentivized

August 12, 2025

Use Cases and Deployment Scope

We utilize Square 9 Softworks for many functions of our office from digitally filing and managing documents to processing vendor invoices. When looking for a document, using the search options allows us to find documents quickly. This also allows for our office to be more paperless which essentially makes us more efficient.

Pros

Store documents
Search for documents
Process documents

Cons

The system will glitch and kick us out but this could be contributed to our servers or internet connections.

Likelihood to Recommend

This is a great digital filing system. In learning the ins and outs of how it works, I've been able to see how many options we have available and how customizable it is. I appreciate being able to customize even the access and views for each employee. This allows us to maintain confidentiality.

Verified User

Employee in Finance and Accounting (51-200 employees)

Vetted Review

5 years of experience

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