Overview
What is Square 9 Softworks?
For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.
Square 9 Softworks is exactly what we need it to be
Square 9 - Fantastic Document Management Solution
Great Document Management and Availability
GlobalSearch helped our AP nightmare
Square 9 Softworks Review
Ease of use towards a lot of business demands
Automated Capture saves a bunch of time!
Square 9 Softworks data capturing saved us hundreds of hours of wasted time!
New Client
A Solid Company to Build Your Project
Ease of Use
Square 9 has been a great switch for us
Been a Great Company to Work With!
We love Square 9!
Excellent Experience with Square 9
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Reviewer Pros & Cons
Pricing
Square 9 Process Automation Essentials
$50
Square 9 Digital Transformation Essentials
$68
Square 9 Enterprise Essentials
$75
Entry-level set up fee?
- Setup fee optionalOptional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $250 per month 5 users
Product Demos
Square 9 Web Forms
Square 9 Enterprise Content Management
Square 9 Capture Automation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Square 9 Softworks?
With a portfolio of products, including AI-Driven data extraction, web forms management, and business process management, Square 9 helps users to simplify everyday tasks. Whether finance-related projects like Vendor Invoice Routing and Approval, the Three Way Match, or Human Resources focused like Employee Onboarding, Square 9 aims to help optimize efficiency while reducing costs and improving the flow of information.
Square 9 Softworks Screenshots
Square 9 Softworks Integrations
Square 9 Softworks Competitors
Square 9 Softworks Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Mac |
Mobile Application | No |
Supported Countries | United States, Canada, Brazil, Mexico, Great Britain, France, Germany, Spain, Portugal, Belgium, Netherlands, Romania |
Supported Languages | English, French, Spanish, Portuguese, German, Dutch, Romanian |
Square 9 Softworks Downloadables
Frequently Asked Questions
Comparisons
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Reviews and Ratings
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Community Insights
- Pros
- Cons
Efficient OCR Feature: Users have consistently praised the platform's efficient OCR feature, finding it seamless and user-friendly during validation processes. The OCR functionality was noted as a key strength that enhances the overall user experience.
Streamlined Workflow Maintenance: Customers appreciate the ease of maintaining workflows on the platform, highlighting its efficient processing capabilities and organization aids. They value how it simplifies processes and streamlines workflow management effectively.
Valuable Document Management Features: Reviewers find the document storage, indexing functionalities, and Active Directory integration to be valuable assets of the platform. These features aid in organizing information efficiently and improving overall document management processes.
UI Design Criticisms: Several users have mentioned odd UI choices and expressed a desire for a more intuitive interface. They find the current design to be not user-friendly and suggest improvements for a smoother user experience.
Automation Issues: Users have highlighted concerns with functionalities, such as defaulting to waiting for files to be idle and the lack of auto-updates. Some users have also suggested features like conditional separation options to enhance automation processes.
Oudated Training that the training provided is outdated, leading to challenges in fully utilizing the software's extensive functionality. They recommend updating training materials to align with the latest features and industry practices.
Attribute Ratings
Reviews
(1-25 of 43)- Document retention
- Workflow process
- Multiple users
- Interface can be a bit glitchy at times
- Due for a modernized look
- The ability to edit our own workflows would be helpful
- Indexing and querying data
- OCR and automated data capture
- Workflows
- Training could use a small overhaul, as it is a bit clunky, but the training does teach you what you need to know about the software.
Great Document Management and Availability
- Customer Service
- OCR
- document flow
GlobalSearch helped our AP nightmare
- document management
- customer service
- communication
- Some odd UI choices is all I can think of
Square 9 Softworks Review
- Document management
- Workflows
- Organization
- Ease of implementation
Ease of use towards a lot of business demands
- Good Support
- Ease of Use
- Good User Interface
- Versatility of custom solutions
- Resources on their cloud would be appreciated
- While it is versatile in many ways, it does seem a bit limited in others.
- A bit more friendly UI and ease of customization for GlobalForms
Automated Capture saves a bunch of time!
- 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
- Maintain workflow
- Processing effeciently
- Warn when the implementation time frame is expiring.
New Client
- Document Indexing
- Workflow Design
- Training
- Training datedness
A Solid Company to Build Your Project
When we asked our IT company for recommendations for cloud storage, they once again put forth Square 9 Softworks. We already used a company for cloud storage but were not happy because it's performance was inconsistent. Using the cloud storage allows us to archive documents and get rid of some paper. The process was once again pretty easy. I can easily scan and maintain my archives with some pretty straightforward controls.
When we needed to create on online application, once again, Square 9 Softworks was put forth. This application will allow our potential students to apply online instead of coming to our facility in person. We are also working on being able to take the data and import it directly into another program we use to track our students.
They've done such a good job and we've enjoyed the process so much that we've just recently approached them about doing an auto fill form for us.
- Communication
- Streamlined Process
- Functionality
- Support
- Education
- The functionality is great but it can be a bit overwhelming. There's so much you can do that it's hard to remember how to do it - even if they've reviewed it with you and left themselves available for follow up. I don't want to necessarily have to take a class to learn how to use the product in full.
It seems to be a very diverse product. I think because of that, you can talk with Square 9 Softworks about what you are envisioning to see if they are capable of it. I would not do that with many other products - they just don't have that flex.
Ease of Use
- Uploading documents
- Ease of use
- All around easy
- I would like to see auto page advancement.
Square 9 has been a great switch for us
- Document Storage and Management
- OCR
- Active Directory Integration
- Labeling within the software
- Automatic Software Updates
We have not run into any scenarios where Square 9 has not been able to serve our needs. Compared to what we have used in the past, Square 9 has been great to work with.
Been a Great Company to Work With!
- Software Support
- Accessibility
- Speed of Program
- Document Search
We love Square 9!
- document imaging
- Ap workflow
- Search functionality
- speed
Excellent Experience with Square 9
- Great customer service
- User friendly
- Efficient workflow process for invoices
- Can be slow when opening and closing individual invoices
- Invoices randomly get hung up in the workflow sometimes
amazing database
- Save documents forever
- find documents all co-workers have saved
- Share one or all documents saved
- No improvements - love the way the product works
Customized to our needs
- quick customer service
- I don't have any
Square 9 Document Management
- Quick and Easy retrieval of documents
- Multiple indexing options and keywords for finding documents
- Key Free and Automatic (OCR) indexing
- Some of the administrative/security configuration with Windows Active Directory can be tricky when managed by separate corporate IT personnel (alignment in strategy)
- User adoption with any new process can be challenging, but overall user friendly menus
- As Database sizes grow (200,000+ records) paging through records can be cumbersome, probably need to migrate to an archive process to offload some of the data.
Square 9 Softworks? It Should Be Called Square 100!
- Organization of information
- Ease of use
- Facilitates efficient office workflow
- Square 9 Softworks isn't hard to use, so no improvement necessary
- The functionality of Square 9 Softworks more than meets my needs, so no improvement necessary
- Square 9 Softworks should continue delivering a top notch product
- Deployment of the Product
- Form Development
- Training and Support
- There is nothing at this point - We love Square 9 Softworks!
All your information right at your fingertips
- Saves us time
- Organizes work by specific criteria
- Keeps files managable
- Automatic color detection
- Automatic alignment
Easy to use tool
- key-free search
- Workflow with templates
- OCR
- advanced training on key features
Easy to Customize
- OCR
- document management
- customization of processes needed
- speed of download
Database Dream
- Instantly makes data available to all users.
- Allows for emailing of documents within the application
- Eliminates the need to keep paper copies.
- Learning how to index seems cumbersome at first, but you save time when you need to locate a specific document
- If there has been an error in the indexing locating the document can be a challenge
Square 9
- Makes indexing of documents easy
- Helps with organization
- Larger documents take a long time to open