Square 9 Softworks Reviews & Insights

Score9.5 out of 10

72 Reviews and Ratings

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Square 9 Softworks

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Overview

Synthesised from 9 reviews | Last Published May 26, 2026

Square 9 Softworks is primarily used by organizations to automate document-intensive processes, particularly within financial operations like AP invoice processing. In TrustRadius reviews, users leverage its capabilities for efficient document management, including storing, indexing, and retrieving various records. The platform's ability to integrate with existing ERP and SharePoint systems enhances its utility, contributing to reduced manual effort and minimized data entry errors, with reviewers frequently highlighting its robust document processing, indexing features, and effective Optical Character Recognition (OCR) for data extraction.

While reviewers frequently report a rapid time to value, often within months, and significant efficiency gains, some areas for improvement exist. A third of reviewers noted challenges with user-friendliness for new users, citing a need for interface streamlining. Other concerns include system stability issues, specific feature gaps, and insufficient initial implementation training. Overall, the system delivers a positive return on investment through operational improvements, despite these identified areas for enhancement.

Pros

Effective OCR for automated data extraction from documents
Streamlines Accounts Payable (AP) invoice processing and approval workflows
Robust document management, storage, and indexing capabilities
Facilitates custom workflow creation and process automation
Responsive and clear customer service and support

Cons

Web-based interface can be challenging for new users, impacting user-friendliness
System stability and performance issues, including slowness and unknown errors
Specific feature gaps, such as inability to remove documents from workflow before completion
Insufficient initial implementation and training, leading to underutilization
Loss of certain functionalities in the cloud version (e.g., separating by page count)

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Square 9 Softworks Reviews

66 Reviews

Square 9 Softworks - efficiencies and automation

Rating: 8 out of 10

June 21, 2025

Use Cases and Deployment Scope

We use Square 9 Softworks to automate our AP processes, manage our workflow digitally, and to leverage efficiencies within that process. Additionally, Square 9 Softworks has helped develop key interfaces for uploading into our ERP platforms.

Pros

Custom Workflows
Paperless Retention
Efficiencies Across Platforms

Cons

Support vs. Scripting
Pricing

Likelihood to Recommend

Square 9 Softworks is well suited for unique needs within companies. We have built, renovated, and optimized custom workflows within our archives, designed highly specific interfaces with our ERP platform, and Square 9 Softworks has answered the bell through it all.

Verified User

Executive in Finance and Accounting (201-500 employees)

Vetted Review

4 years of experience

Square 9 Softworks is the real deal

Rating: 10 out of 10

Incentivized

April 10, 2025

Use Cases and Deployment Scope

Primary use right now is in document clerk function (scanning/storing of supplier furnished docs and creation of master document package for the customer at time of shipment). This was a labor intensive process previously that had many opportunities for data entry error. We eliminated those opportunities for errors by automating the process through the use of Square 9 Softworks.

Pros

OCR
Merging documents with use of 3rd party software (PRISM)
Key free indexing is a great feature

Cons

Allowing for docs to be removed from workflow before completion
Improved thoroughness on data extraction (sometimes truncated and only partial data is extracted)
Status bar showing % completion of workflow process

Likelihood to Recommend

Can't say enough good things about the program. It allowed us to automate our document clerk function such that it can be managed by existing employees in a fraction of the time it was taking for our manual process. This allowed us to reduce cost by eliminating the doc clerk position and repurposing that individual to other value added tasks. The cost savings through this has paid for the software.

Anthony Durbin

Executive VP in Corporate at Jupitor Corporation USA (11-50 employees)

Vetted Review

5 years of experience

Square 9 review

Rating: 9 out of 10

Incentivized

February 6, 2025

Use Cases and Deployment Scope

We use it for contracts, applications, AP processing, and document management. These functions speed up our processes greatly. Users are more efficient at daily tasks. Contracts flow quickly and efficiently. We also receive and process applications faster. The document management and OCR allows for archiving documents in an orderly fashion and the ability to quickly recall documents for reviewing or indexing.

Pros

Document Managment
Contract processing
Form creation and implemintation

Cons

Some features need extensions installed, would rather be standard.

Likelihood to Recommend

We are just scraping the surface of what Square 9 has to offer. AP processing, contract approval process, and application approval process are a few areas we currently use Globalsearch and it has greatly improved those areas and has made them more efficient.

Verified User

Technician in Information Technology (1001-5000 employees)

Vetted Review

3 years of experience

Great value for the product!

Rating: 9 out of 10

Incentivized

January 31, 2025

Use Cases and Deployment Scope

We use Square 9 for AP workflow, electronic storage and to document member information. For me, Square 9 has simplified communication across our billing and member services department by storing all member information in one place making it easy for anyone to access it if they run across that member.

Pros

Store documents electronically
Facilitate the AP workflow process
Serve as a documentation hub for the billing/MSR departements

Cons

Not very user friendly, especially for new users
A lot of features weren't properly explained during implementation
Hard to navigate

Likelihood to Recommend

Square 9 serves all of our needs when it comes to the entire AP workflow process and document storage. Having all member documents and electronic invoice copies stored in one space has freed up so much time across multiple departments by simplifying the process. The AP workflow runs smoothly 99% of the time, and if there is an issue, it is not hard to drill down to the issue and resolve it.

Verified User

Employee in Customer Service (11-50 employees)

Vetted Review

4 years of experience

Square 9 gets 2 thumbs up

Rating: 9 out of 10

Incentivized

January 2, 2025

Use Cases and Deployment Scope

We currently use a program called Global Capture supported by Square 9 that allows us to directly upload all of our invoices received through email onto our Sharepoint platform. This allows our co-workers to view the invoices whenever they need to when they are trying to reconcile their individual budgets.

Pros

Clear communication
Quick service
Willingness to help

Cons

Unknown errors
Slow to load
Text support

Likelihood to Recommend

The convenience of having these invoices uploaded to Sharepoint has been greatly discussed by our fellow employees as a useful tool. It eliminates the need for back and forth communication through emails using attachments to send invoices to one another. Overall our company is satisfied with the service being provided.

Derek Gaudet

Accounting Administrator in Finance and Accounting at Northumberland Ferries Limited (201-500 employees)

Vetted Review

4 years of experience

Square 9 Delivers

Rating: 10 out of 10

Incentivized

January 2, 2025

Use Cases and Deployment Scope

We currently use Square 9 for scanning, indexing, and storing AP documents. We use it to process invoices allowing the document to go through approval and automatically import into our accounting software for payment processing.

Pros

Easy to Navigate
East approval process for end users
Imports and auto fills information on invoices

Cons

Ease of Administration
Security on a document level or by a category

Likelihood to Recommend

From start to finish it helps automate invoice processing quickly and efficiently.

Paul Hart

Director of IT in Information Technology at McClure Oil Corporation (201-500 employees)

Vetted Review

2 years of experience

Square 9 has helped our school for almost a decade

Rating: 8 out of 10

Incentivized

January 2, 2025

Use Cases and Deployment Scope

We use Global Search and Global Capture for digitizing student records primarily but also expanded use to Finance and HR

Pros

OCR and index outgoing check payments
Work with student cover sheets to index student records
Provides very robust, but also granular, security access to documents

Cons

The cloud version of Global Capture lost some functionality which has caused us some headaches including simple functions like separating by page count
Adding Google SSO to Global Capture cloud (it is available for Global Search Cloud)

Likelihood to Recommend

Well suited for scanning and indexing documents of consistent formats (I.e. report cards, transcripts, outgoing check, etc. Square 9 Softworks Global Forms works well and we were able to replace our Dropbox subscription to handle external form data submission

Verified User

Director in Information Technology (51-200 employees)

Vetted Review

8 years of experience

Excellent Program for Invoices and Invoice Approval!

Rating: 9 out of 10

Incentivized

December 17, 2024

Use Cases and Deployment Scope

We use Square 9 Softworks to process all invoices that the company receives. We send them to admins to code and then they are sent on to managers for approval. Once the manager approves the invoice, then AP approves them for payment. I work in the accounts payable department so we make the final approval for payment.

Pros

searching things is easy
the ability to send to multiple people to review
files all of the invoice information

Cons

Square 9 Softworks has good days and has some bad days. It seems to get bogged down and IT has to go in there and make some improvements.
I wish there was an easier way to see the document history and what exactly people did.
it seems to have a lot of errors.

Likelihood to Recommend

I think it works great as our company's file box. It is easy to search for invoices. It is easy to enter invoices and get them approved. The only time I would say that it seems less appropriate is when we do inventory items, it doesn't seem to be able to take that information and transfer to another system.

Verified User

Administrative Assistant in Finance and Accounting (201-500 employees)

Vetted Review

3 years of experience

No complaints here!

Rating: 8 out of 10

Incentivized

December 12, 2024

Use Cases and Deployment Scope

We use Square 9 Softworks for document storage and the AP workflow process. This product gives us an efficient way to process and pay invoices while also organizing our documents into one secure and complete place (audit trail).

Pros

Audit Trail
Invoice Processing
Document Storage

Cons

The web based application is not very user friendly for beginners.
The initial implementation needed to be more complete. A lot of features were not explained properly, so we couldn't use it to its full capacity.
The tab sections in the web based applications could be cleaned up based on users capability/security permissions.

Likelihood to Recommend

For us, this system works best when it comes to the AP workflow process. Once the invoice is scanned in, the entire process can take place in one location making it very easy for us to manage. This and document storage on the account side are the only things we use this program for, so I cannot attest to a scenario where this program wouldn't be appropriate.

Verified User

Professional in Human Resources (11-50 employees)

Vetted Review

5 years of experience

Square 9 Softworks is very helpful!

Rating: 9 out of 10

Incentivized

November 25, 2024

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

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.

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.

Verified User

Employee (201-500 employees)

Vetted Review

3 years of experience

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