Item: Square 9 Softworks
Rating: 9
Author: Verified User

Overall Satisfaction with Square 9 Softworks

Use Cases and Deployment Scope

Square 9 Softworks is our paperless filing cabinet. The search option gives different field options which is nice when you may not have full information. It has helped in the ease of getting invoices to the correct people to get them worked, and then sent back to the accounts payable department, for payment. The only problem I feel is when it runs slow, which can delay work getting done.

Pros and Cons

Pros

Indexing the invoices, to get them to correct departments for processing.
Picking out the duplicate invoices, so as not to have accidental duplicate payments.
It's nice that it works with the other program we use, in transferring the information, so as to get invoices paid timely and not having to enter the information twice.

Cons

Sometimes it is extremely slow, which could be internet speed or software.
Once an invoice has been marked as posted, it would be nice to be able to change the vendor's name if it was incorrectly entered.
Would be nice to have a description field that would transfer with other information to our other program.

Return on Investment

The workflow process, after initial indexing, can definitely speed up the approval process of invoices. Getting them paid in a timely manner.
On the negative side of the above mentioned, if a department admin doesn't check their boxes as often as they should, invoices can sit there until past due.
Being a paperless filing cabinet is very convenient, and with the search option fields, it can usually be very quick in finding an invoice or the information needed. Less physical filing cabinets full of paperwork and then having to be boxed up at year end.

Time to Value

I am not sure how the whole company measures this, but me personally, only have been using Square 9 Softworks for about 3 years, its value has been well worth the time it has saved in distribution of invoices and getting approvals. It is also a fairly user-friendly program to use.

Innovative Features

I work mainly in the distribution of the invoices, so indexing and getting the invoices to the different departments is very efficient. This has helped me in my job and I believe this has had an impact on our vendors, as this process allows us to get the paperwork attached, and back into the accounts payable department to get paid in a timely manner.

Alternatives Considered

Agris

I have used Agris in the past, and the filing cabinet ability that was implemented was at the end of my time using it, so I never learned it as well as I have been able to with Square 9 Softworks. As, for the last 3 years, I have used it on a daily basis. I personally didn't select Square 9 Softworks over any others; it was just already in use when I became part of this company.

Key Insights

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?

I wasn't involved with the selection/purchase process

Did implementation of Square 9 Softworks go as expected?

I wasn't involved with the implementation phase

Would you buy Square 9 Softworks again?

Yes

Likelihood to Recommend

The best thing for me with Square 9 Softworks is the indexing process, which sends the invoices to the appropriate department to get them processed and paperwork attached, then back to the accounts payable department to be paid. This is normally a fairly seamless process, reducing the emails back and for and or phone calls. As it goes through the workflows, getting the appropriate approvals to continue.

Comments

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Nick Fugaro
(Vendor Representative) commented a year ago
Thanks for your review! We are glad to hear our platform is solving your document management needs. We appreciate your feedback.

Square 9 Softworks is very helpful!

Software Version