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Automated Capture saves a bunch of time!
November 01, 2023

Automated Capture saves a bunch of time!

Baana Veen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Software Version

Other

Overall Satisfaction with Square 9 Softworks

We automated the file naming and routing for AP invoices specifically check scanning. We capture the payee and create a folder to be routed to based on that field and then the file is named based on the check number. These are stored in a network folder that specific users have access to using a watched folder set up as a scan-to-smb from the copiers address book.
  • OCR
  • Very little maintenance
  • Works seemlessly in the background
  • Very user friendly when validation is needed
  • The workflow doesn't default to waiting for the file to be idle
  • I would like to see the application auto-update
  • I would like to see a conditional separation to require a minimum page count before separation
  • Definitely a time saver by filing document based on content
  • Users can scan the batch and it will automatically separate and file
  • Able to increase volume without increasing workload
Any problems have been handled pretty easily and professionally. The number called from is sometimes recognized as spam or doesn't say Square 9 Softworks on the caller ID. They've been able to walk through fixes or have a remote session to find the specific cause of the issue. Normally it is not even their issue, but they have been great in helping to identify what might be creating a conflict.
We utilize the automation features for the capture process and filing based on content. We do not currently use the cloud storage or AI-powered extraction. We were able to identify consistent unique identifiers between documents that allows for batch scanning with separation based on change. This will separate each group of pages that are associated together and rename them based on the content, while naming the next group based on it's content.

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

Invoice processing is totally automated in the cloud. I would recommend when needing some canned solution but still having the flexibility of customization when needed. The custom fields are easy to create and creating views allows for convenient tabular views. The capture process is almost entirely behind the scenes for end-users, which makes adoption really easy.