The Right Fit for Complex Workflow Needs

Square 9 addresses our need for efficient invoice processing and organized document storage. On the AP side, invoices are captured, coded by AI, and routed through approval workflows automatically. Once configured, the system runs with minimal oversight. We also use it as a document management solution where AI-assisted indexing keeps files organized and accessible. We moved to Square 9 after our previous platform failed to get off the ground with our complex requirements.

It took longer than expected to get everything right. Our requirements were complex and there was a learning curve on both sides. But the support team worked with us through the process and stuck with it until we had a solid solution. Now that it is up and running, the automation delivers consistent value every day.

The AP automation handles invoice routing and approvals with minimal hands-on management once workflows are set up. Secure cloud storage gives us confidence that documents are protected and accessible when we need them. The AI-powered data extraction is the real time saver though. It accurately matches invoices to vendors and pulls the right coding without us having to look anything up. The impact has been less time spent on repetitive data entry for staff and faster turnaround on payments. We have not measured customer impact directly but smoother AP processes mean fewer delays and fewer headaches all around.