About Square 9

Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

The HR automation solution streamlines the process of capturing employee documentation, populating that information onto multiple forms, and automatically notifying managers when new employees join the company. Users can securely share confidential employee information, including protected health and employment records.

Pricing starting from:

US$50.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Square 9

• Centralized secure document storage for access to required information
• Web forms for capture and routing of information

• Document capture and imaging to make locating information easy

• Workflow automation to keep information moving throughout the organization

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Albania, Antigua and Barbuda, Argentina, Austria, Azerbaijan and 73 others

Supported Languages

Dutch, English, French, German, Italian and 3 others

Pricing starting from:

US$50.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Square 9 Software - Automate data extraction from your documents using Square 9's AI-powered extraction tool, TransformAI.
Square 9 Software - GlobalSearch allows you to organize and sort your documents based on extracted data.
Square 9 Software - GlobalSearch Go allows you to quickly preview documents before opening them.
Square 9 Software - Use GlobalCapture to build workflows and automatically assign tasks to users.
View 4 more
Square 9 Software - Automate data extraction from your documents using Square 9's AI-powered extraction tool, TransformAI.
Square 9 Software - GlobalSearch allows you to organize and sort your documents based on extracted data.
Square 9 Software - GlobalSearch Go allows you to quickly preview documents before opening them.
Square 9 Software - Use GlobalCapture to build workflows and automatically assign tasks to users.

Features

Total features of Square 9: 111

  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Autofill
  • Batch Processing
  • Business Process Automation
  • Business Process Control
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management System (CMS) Software
  • Content Publishing Options
  • Convert to PDF
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Data Capture and Transfer
  • Data Extraction Software
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Data Verification
  • Digital Signature Software
  • Disaster Recovery
  • Distributed Capture
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Conversion
  • Document Generation Software
  • Document Imaging
  • Document Management Software
  • Document Review
  • Document Storage
  • Drag & Drop
  • Duplicate Payment Alert
  • Electronic Forms
  • Electronic Signature
  • Email Management Software
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing Software
  • File Transfer
  • Filtering
  • Forms Automation Software
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • HIPAA Compliant
  • ID Scanning
  • Image Editing
  • Image Pre-processing
  • Indexing
  • Information Governance
  • Invoice Processing
  • Metadata Extraction
  • Metadata Management
  • Mobile Access
  • Multi-Language
  • Multiple Output Formats
  • No-Code
  • Offline Access
  • Optical Character Recognition
  • PDF Conversion
  • Pre-built Templates
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Remote Data Capture
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On Software
  • Supplier Management
  • Surveys & Feedback
  • Tagging
  • Task Management Software
  • Task Progress Tracking
  • Template Management
  • Templates
  • Text Editing
  • Text Extraction
  • Third-Party Integrations
  • User Management
  • Vendor Management Software
  • Version Control
  • Web Forms
  • Workflow Management Software
  • Zone Selection Tool

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Reviews

Overall rating

4.5 /5
(132)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support Software
4.4/5

Already have Square 9?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 132
Gauravi
Overall rating
  • Industry: Education Management
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Efficient Document Management Solution

Reviewed on 2023-08-09

It is largely positive. The app's robust document management features, customisable metadata, and...

It is largely positive. The app's robust document management features, customisable metadata, and advanced search options have significantly improved my document organisation and retrieval processes.

Pros

It has an intuitive interface that makes it easy to navigate and use, even for those new to document management systems. I can quickly locate and access the tools I need. The ability to create and customise metadata fields for documents is a standout feature. This ensures that the documents are tagged with relevant information, making searching and sorting a breeze.

Cons

Mobile features are less than what we get on laptop.

Response from Square 9 Softworks

Thanks for your review, Gauravi! We are glad to hear our platform has significantly improved your document organization and retrieval process. We appreciate your feedback.

Nick
Overall rating
  • Industry: Automotive
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Contract Management Made Easy

Reviewed on 2024-04-19

Pros

When it works, it works. We have been using this product for a few years now and it helps keep everything organized and easily searchable. Users can move / edit / export with ease. Ties right in with our AD for users and security permissions. Makes it easily manageable from an IT perspective.

Cons

Set up and some modifications can be a bit daunting, but with the help of Square 9's support team it usually ends up being not so bad.

Response from Square 9 Softworks

Thanks for your review, Nick! We are glad to hear you are having success with our platform keeping your documents organized. We appreciate your feedback.

Verified Reviewer
Overall rating
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 4.0 /10

GlobalSearch, formerly SmartSearch, used to be a favorite of ours. Now it lacks a lot of...

Reviewed on 2018-04-10

We used to like it, but as it allegedly advances in software development, it bothers us more and...

We used to like it, but as it allegedly advances in software development, it bothers us more and more. This is not advancement, this is software regression.

Pros

It was cost-competitive, but recent price hikes have lessened that advantage. Has an easy-to-configure archive setup, but its getting messier on their new web consoles. I also like the way it can be both web and desktop client, but new developments in this software are leaving us disappointed.

Cons

The viewer interface is slow in launching a lot of retrieved documents. The Scanning Services to process documents runs slower than our old Digitech did, (and that's pretty slow). Their batch manager is NOT easy to use, and the new workflow interface is a mess.

Response from Square 9 Softworks

Hello,

Thank you for taking the time to review GlobalSearch. You feedback is appreciated! We would like the opportunity to speak with you on your concerns and to remedy any problems you are experiencing. Please contact [email protected] and we will be happy to escalate any issues you have with the software, and look to have them resolved as quickly and efficiently as possible. We look forward to getting you back on track, and appreciate your continued support.

Thank you!

Tanya
Overall rating
  • Industry: Construction
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Great product and Customer Service

Reviewed on 2023-10-19

My experience was great and would recommend them to others and have!

My experience was great and would recommend them to others and have!

Pros

The kickoff team was great at was helpful and informative when we reached out to them.

Cons

We passed our project time window but did not receive a warning we were at the end of the project time frame. Reaching out a week before with a red flag would have been great. We ended up expanding the project and addressed any lingering issues at that time.

Response from Square 9 Softworks

Thanks for your review Tanya! We are glad to hear that you had a great experience with our kick off team! We appreciate your feedback.

Rodney
Overall rating
  • Industry: Utilities
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Our experience with Square 9

Reviewed on 2023-09-07

For the cost, Square 9 is a good product. We have quoted other document imaging programs and the...

For the cost, Square 9 is a good product. We have quoted other document imaging programs and the prices don't compare. For the most part, it does exactly what we need it to do and it properly stores all of our AP documents.

Pros

The workflow runs pretty smooth, and we are able to get these invoices to the people that need to see them, quickly. Once AP enters the invoice, they don't need to revisit the invoice until it is time to print the check. Therefore, the process is pretty easy for the AP person after the initial invoice entry.

Cons

There are disconnects often between Square 9 and our server. Some of the issues come from our end with the server, but when there is an issue with Square 9, it can take a while to get it fixed. I believe there aren't a ton of people working between our software company and Square 9, so that is probably the biggest issue we have.

Response from Square 9 Softworks

Thanks for your review, Rodney. Glad to hear our solution has improved your company's AP processes. If you ever have issues, don't hesitate to reach out to our support team and they will be able to address you quickly. Thanks for being a Square 9 customer.

Showing 5 reviews of 132 Read all reviews

Square 9 FAQs

Below are some frequently asked questions for Square 9.

Square 9 offers the following pricing plans:

  • Starting from: US$50.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Square 9 has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Square 9 supports the following languages:

Dutch, English, French, German, Italian, Portuguese, Romanian, Spanish

Square 9 supports the following devices:

Square 9 integrates with the following applications:

AgVantage Edge, Agvance Accounting, Dynamics 365 Business Central, NetSuite, NetSuite Excel Add-in, PDI, PDI CStore Essentials, PDI Enterprise, QuickBooks Payroll, Sage 200, Sage 500, Sage CRM, Sage HR Online

Square 9 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support

Related categories

See all software categories found for Square 9.