Square 9 Softworks

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

• 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

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.

• Square 9 Softworks saves us 2-3 hours per day in data entry time
• Invoices are applied correctly to our ERP system with nearly 100% accuracy.
• Due to the automations with email notifications, invoice approvals are almost always done on time.

Microsoft Dynamics 365, Cleo Integration Cloud, SQL Server Management Studio (SSMS), Smartsheet, SmartDraw, Halo Service Desk, IT Glue, SMTP2GO

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.

• Time savings from automation have been significant. Invoices move through approval faster and we have better visibility into payment status. The upfront investment in workflow setup has paid off in daily efficiency.
• Reduced manual data entry and sped up invoice processing. Staff spend less time on repetitive coding tasks and more time on exceptions that actually need attention.

Microsoft 365, Ellucian Banner

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.

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

FileBound

Microsoft 365 Business Premium, Veeam Data Platform, Adobe Acrobat

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.

• Accessibility