Square 9 Softworks - Great automation
October 21, 2025

Square 9 Softworks - Great automation

Vince Rinner | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

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
  • 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.
We measured the time it took our accounting team to enter the invoices the traditional way vs. with the Square 9 Softworks process. We then took the difference in time and multiplied it by the average hourly rate per employee doing that work. We also included the time it took for managers (approvers) to do their tasks via Square 9 Softworks vs. manual.
Although we have yet to use any of the AI features or even cloud storage, the AP process is so much easier to do than the old manual way. No more shuffling paperwork back and forth between departments. With the workflows the "paperwork" all goes electronically now and is much quicker to get complete.

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

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.

Comments

  • Nick Fugaro | TrustRadius Reviewer
    Nick Fugaro
    (Vendor Representative) commented a month ago
    Thanks for your review, Vince. We've made numerous changes over the past couple of years. Have you seen our new AI tool? InquireAI has revolutionized data extraction from virtually any document, including Invoices, Orders, Checks, and more. We have more exciting AI features in R&D scheduled for 2026—stay tuned! We also have a new web client, GlobalSearch Go, that is faster than what you are likely using. In addition, we do support groups for user management; we can certainly help consolidate and secure those if that's what you prefer. If you need any more assistance streamlining the login process, contact our support team to learn more, including third-party authentication options like Google, Entra, and more. We appreciate your feedback.

More Reviews of Square 9 Softworks

  1. Home
  2. Document Management Systems
  3. Square 9 Softworks Reviews
  4. User Review of Square 9 Softworks