Square 9 Softworks review

We use Square 9 Softworks for data storage and retrieval. All of our invoices and cash receipt records are scanned using global capture and are stored and able to be queried and retrieved in global search. We process hundred of invoices weekly and have no room to store them on premises. We frequently need to refer back to invoices for pricing and delivery information. Global search makes this possible and does it very efficiently. I look forward to seeing the software continue to develop and become even more detailed and accurate with searches. It did take a bit longer than we expected to get it up and running, and it is quite pricey, but overall it is a good product and fills our needs.

It took longer than expected for us to be up and running with Square 9 Softworks. There were changes within our reseller that created some delays and also a daily limit on newly scanned pages that created delays. Once we worked through these issues it was fine, but the delay caused us to be almost 6 months behind at one point.

We have not made the jump yet to Global Search Enterprise Essentials as the cost is more than we could save with our current structure. We have many small vendors who only supply paper invoices with deliveries. Once more of our vendors progress and have the ability to email documents to us, it will make sense for us to upgrade and take advantage of all of the new AI-powered data extraction advances. Until then, we will continue to use just capture and search.