Excellent Experience with Square 9
September 12, 2023

Excellent Experience with Square 9

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Square 9 Softworks

The main reason we use Square 9 is for our AP workflow. The AP person enters an invoice into our software system and then scans it into Square 9. From there, the invoice is sent to whoever was assigned to approve it. Once approved, the AP person exports a batch of invoices to do a check run. All invoices are then stored electronically after the CEO gives their final approval.
  • Great customer service
  • User friendly
  • Efficient workflow process for invoices
  • Can be slow when opening and closing individual invoices
  • Invoices randomly get hung up in the workflow sometimes
  • We don't use this software for anything other than AP workflow
Every customer service agent I have ever talked to has been helpful and courteous. They all seem to know their product very well, which makes for easy fixes when there is an error.
The AP workflow process has been great for keeping our invoices stored electronically. We still save every paper copy, but Square 9 makes it much faster and easier to locate these invoices when needed. It is very easy to get approvers set up in the system, and it makes the check printing process so much more efficient.
I have not used any other document storage besides Square 9.

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

Yes

Did implementation of Square 9 Softworks go as expected?

Yes

Would you buy Square 9 Softworks again?

Yes

For the price point and quality of this product, we would definitely recommend it! We only use it for the AP workflow, so I can't attest to anything else. The AP workflow is pretty straight forward and user friendly. It also works well for electronic document storage of invoices.