# Square 9 Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Square 9 Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/161845/Square-9

---

# 

 Square 9 Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Square 9

## What is Square 9?

Managing information can be hard. We make it easy. Square 9 delivers Intelligent Document Processing solutions that remove the frustration of extracting data from documents, forms, and external sources, giving structure and meaning to the information your business depends on. By simplifying how information is captured and shared, we help teams focus on higher-value work instead of repetitive, manual tasks. With Square 9, your work flows freely across critical areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management. The result is faster decisions, fewer errors, and more time for your team to focus on growth.

## What is Square 9 used for?

[Document Management](https://www.capterra.com/document-management-software/)[Accounts Payable](https://www.capterra.com/accounts-payable-software/)[Electronic Data Capture](https://www.capterra.com/electronic-data-capture-software/)

Recognitions

Shortlist

Overall rating

Based on 141 user reviews

Reviews sentiment

Positive

94%

Neutral

4%

Negative

2%

Starting price

$50

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

-   Contract Management / 2026
-   Document Management / 2026
-   Forms Automation / 2026

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Square 9 alternatives

Highest Rated

[4.7 (9,364)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.7 (4,218)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.7 (2,895)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.5 (1,250)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/161845/Square-9/alternatives/)

## FAQs about Square 9

Overview

### What problems does Square 9 solve?

Square 9 solves slow document retrieval, paper-heavy filing, manual AP invoice entry, and disconnected approval workflows by centralizing storage, search, OCR capture, and routing. Accounting, finance, healthcare, school administration, and office operations teams benefit most from faster audits, cleaner records, stronger document security, and easier access across departments.

Answer based on 107 reviews

Overview

### Which roles and teams benefit most from Square 9?

Square 9 is most used by office managers, administrative teams, and finance leaders who need faster document capture, routing, and record retrieval. IT managers, directors, and system administrators benefit from centralized control, integrations, and security. HR managers, project managers, and executives use it to streamline approvals, compliance, and operational visibility.

Answer based on 141 reviews

Overview

### What company size and industries is Square 9 built for?

Square 9 is built mainly for small businesses, which make up 57% of reviewers, and is most common in Education Management at 8%. It also serves midsize businesses at 33% and enterprises at 10%, with notable adoption in Food & Beverages at 7% and Hospital & Health Care at 6%.

Answer based on 141 reviews

Features and Usability

### What are the key features of Square 9?

Square 9 includes core document management features like document storage, OCR-based capture, indexing, and full-text search for fast retrieval. Differentiator features include workflow automation for approvals and accounts payable, role-based permissions with Active Directory support, plus GlobalSearch, GlobalCapture, and GlobalForms for configurable forms and document processing.

Answer based on 73 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Square 9 starts at $50/user/month for Process Automation Essentials for up to five users; Digital Transformation Essentials costs 68, and Enterprise Essentials 75 for up to 10 users. Reviewers often call pricing reasonable and cost-competitive, though one noted recent price hikes. Setup costs and yearly maintenance were described as reasonable.

Answer based on 12 reviews

Integrations

### Which third-party tools and platforms does Square 9 integrate with?

Square 9 integrates with AgVantage Edge and Microsoft Excel, with reviewer mentions confirming ERP data import and invoice export workflows. It also connects to QuickBooks, NetSuite, Dynamics 365 Business Central, Microsoft Dynamics GP, Sage 200, and Sage CRM, covering accounting, ERP, and finance-related systems.

Answer based on 12 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Square 9?

Square 9 is generally easy to onboard for everyday users, especially for document search, filing, and approvals. Training is available in person, live online, through webinars, videos, and documentation. Nontechnical staff often get productive quickly, while admins and workflow builders usually need more time for setup, security, and advanced configurations.

Answer based on 24 reviews

Getting Started and Support

### What customer support options does Square 9 offer, and how do users rate the experience?

Square 9 offers email/help desk, FAQ/forum, knowledge base, and phone support. Users often describe support as knowledgeable, responsive, and quick to resolve issues, especially during implementation. Some report slower replies, difficulty reaching someone by phone, limited weekend coverage, and documentation gaps for more complex setup questions.

Answer based on 33 reviews

Security

### How does Square 9 handle data security and access control?

Square 9 uses Active Directory integration, domain user groups, and user and group permissions to control access while keeping documents securely stored and accessible to authorized users across departments. Reviewers note security setup can be cumbersome, security-heavy settings require careful configuration, and one version may not handle multiple domains well.

Answer based on 22 reviews

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Document Storage

4.7 (47)

74.47% of 47 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Secure Data Storage

4.7 (40)

75.00% of 40 reviewers that rated this feature as important or highly important

Securely stores data to prevent data loss or breaches

File Sharing

4.6 (30)

53.33% of 30 reviewers that rated this feature as important or highly important

Public or private sharing of digital files such as documents, audio/video, images, and more

Access Controls/Permissions

4.6 (25)

80.00% of 25 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Content Management

4.5 (21)

42.86% of 21 reviewers that rated this feature as important or highly important

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Invoice Processing

4.8 (21)

80.95% of 21 reviewers that rated this feature as important or highly important

Creation, processing, verification, and execution of invoices till the payment is made

Square 9 113 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Highlight content and/or make notations about parts of content

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Automatically populating fields or sections within a form

Software's ability to perform similar action on multiple similar files simultaneously

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Define and maintain business rules that determine workflow capabilities and criteria

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Configure existing workflows to meet your organization's needs

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Facilitates online authoring and publishing of the content

Create, edit, convert to and from PDF files

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Import, collect, and capture data from multiple sources

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Manage and store data in a database

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Electronic signing method that validates the authenticity and integrity of a digital document

Plan and implement business continuity measures in case of unforeseen events

Uses decentralized resources such as network scanners, multi-function devices (MFD), and desktop scanners to collect data and documents

Automated or logic-based workflows that assist in the creation of electronic documents

Scan, move or upload electronic files within the software's repository

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Convert documents and images into editable file formats

Custom forms to streamline repetitious aspects of a document

Convert paper files into digital images

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Digital forms that are shared and accessed online

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Monitor and record expenses such as purchases or charges incurred

Convert files to a different format

Create, save, and store files

Recover lost, deleted, or damaged files

Public or private sharing of digital files such as documents, audio/video, images, and more

Move files across different systems or networks

Find & retrieve relevant data or documents

Automate repetitive tasks such as filling out information or creating certain types of forms

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Store, manage and track all forms in a centralized location

Search for specific words or phrases within a document or database

Use AI to generate content in the form of text, images, videos, etc.

Create, design and modify the flow and processes of tasks in a project

Compliant with HIPAA, which sets standards for sensitive patient data protection

Scan and validate an ID barcode

Edit, touch up, and convert images for publishing

Compile and organize data into specific metrics

Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.

Creation, processing, verification, and execution of invoices till the payment is made

Retrieval of embedded metadata that is present within a file

Collect and maintain structured information that describes data or content

Access software remotely via mobile devices

Manage and support multiple languages

Create content in various formats, such as print, PDF, HTML and more

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Ability of websites, web applications, or mobile applications to function without an active internet connection

Ability to recognize printed or written text within digital images or scanned documents

Convert other file formats to and from PDF.

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Visually identify, define, and map all details and relationships surrounding business process models and elements

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Upload, track, and submit receipts in a central database

Capture data electronically

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Allow users to access multiple services after entering their login credentials once

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Manage all supplier data and operations

Gauge satisfaction and receive information for improvement and success

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track the status and progress of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Edit text as needed

Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)

Set up connections to third-party platforms to improve business processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Track revisions and updates made to files and navigate between different versions

Web form that allows users to enter data that is sent and processed for different reasons

Streamlining repetitive tasks and activities through automated and predefined workflows

Alter the default workflow to meet your organization's needs

Create, design and manage workflows for repetitive tasks

Selects specific portions of images, files, texts, websites or documents

Get Advice

We can help you find the software with the features you need.

Features

4.4 (141)

4.4

Based on 141 reviews

## Pricing

Value for money

4.3 (133)

[View pricing plan details](https://www.capterra.com/p/161845/Square-9/pricing/)

Square 9 Process Automation Essentials

$50.00

Per User,Per Month

It includes:

-   Secure SOC 2 and HIPAA certified cloud content repository
-   Fully Encrypted Storage
-   Business Process Automation
-   Document Versioning
-   Audit Trail
-   OCR Assisted Keyless Indexing

Square 9 Digital Transformation Essentials

$68.00

Per User,Per Month

It includes:

-   Intelligent OCR Extraction Tools
-   Table Data Extraction
-   Multiple Company Support
-   CloudBridge Integration Platform

Square 9 Enterprise Essentials

$75.00

Per User,Per Month

It includes:

-   Integration with Sage, Dynamics, SAP and other ERP Platforms
-   Integration with Microsoft Office 365 Business Central
-   Document access from any application in seconds with native Image XChange

Value for money

4.3 (133)

4.3

Based on 133 reviews

## Integrations

[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

QuickBooks Payroll](https://www.capterra.com/p/174981/QuickBooks/)[

Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/)[

Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/)[

Sage 200](https://www.capterra.com/p/227604/Sage-200cloud/)[

PDI](https://www.capterra.com/p/119843/PDI/)[

Sage 500](https://www.capterra.com/p/227242/Sage-500/)[

PDI CStore Essentials](https://www.capterra.com/p/145882/PDI-Retail-Suite/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.4 (132)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.4 (132)

4.4

Based on 132 reviews

## User reviews

Overall rating

4.5

Based on 141 reviews

Filter by rating

5(84)

4(48)

3(6)

2(2)

1(1)

Mentioned topic

Sorted by most recent

MH

Matt H.

IT Manager

Financial Services

### "Easy Deployment/ Excellent Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 18, 2026

Overall a very positive experience. Havent needed to contact support very much but when I do, they have resolved our issues quickly

Pros

The setup costs and yearly maintenance is very reasonable expaecially compared to other products. Support has resolved our issues quickly

Cons

The licensing and user setup was a little clunky for us. Although some of this might be how we have our users set up in AD.

Alternatives considered

[M-Files](https://www.capterra.com/p/122215/M-Files/)

Reasons for choosing Square 9

main reason was cost. Mfiles was almost triple

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 19, 2026

Thanks for your review, Matt. We've made some enhancements to how user security can be configured, we now integrate with MFA's such as Microsoft Entra, Okta, Google and more which makes the overall management perhaps a little easier.

GS

Gisele S.

Manager

Food Production

### "Implementation made easy"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 25, 2026

We are currently going through implementation but so far they have been great. Well organized training and very open communication. The system is easy to use and access, and the AI feature is a plus.

Pros

I like how organized their implementation team are and how easy it is to use the system. Their support response is quick, and the features of the system keep all our documents organized in one easily accessible place.

Cons

Cost was a little over our budget but compared to our current document management system it seems to be worth it.

Switched from

[Zetadocs Expenses](https://www.capterra.com/p/164782/Zetadocs-Expenses/)

Our current doc management didn't integrate with our new ERP system.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 27, 2026

Hi Gisele, thanks for your review. We are glad to hear you are having a smooth implementation. Thank you for choosing Square 9!

FA

Frank A.

IT Production Support Lead

Financial Services

### "long time Square9 GlobalSearch admin/user: A++"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 6, 2026

I've been an IT Admin user of Square 9's GlobalSearch (and previously SmartSearch) and GlobalCapture for our company's document repository solution for around 8 years. We're currently in a project to migrate to the latest version. They're a good team to work with.

Pros

The software platform is pretty stable, a occasional to rare need for an IIS Reset, support is knowledgable, responses are quick.

Cons

The Capture Batch Manager should allow grouping by Batch Number like the old tool from SmartSearch Capture. Not a Con about the company though, just a place for improvement.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

February 13, 2026

Hi Frank, thanks for the review and feedback! We'll pass that along to our development team. If you are not using our latest version of GlobalCapture, the whole Batch Manager has been redesigned to allow you to better interact with your processes. We appreciate you being a Square 9 customer.

AU

Anonymous User

Administrative Clerk

Events Services

### "Square 9 is perfect for small business"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 26, 2026

I love Square 9 software as I can prepare all my documents without any issues. Plus if I am out of office I can still sign urgent documents

Pros

I can customize templates and manage my documents as it is easy to use. This software is great value for money and the customer support is excellent

Cons

There is nothing I can point to that I do not like. I have not done any collaboration as yet so, I cannot speak on it

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 2, 2026

Thanks for your review! We are glad to hear our platform has improved your document needs. If you haven't checked out InquireAI yet, you should. It'll make dealing with those templates easier and your extraction even more accurate. You can try it yourself on our website: www.square-9.com/products/document-capture-automation

GC

Greg C.

Vice-President of Finance and Administration

Food Production

### "My (Greg's) Square 9 review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 8, 2026

Overall, our experience with Square 9 has been very positive. Its performance is solid, and since we primarily use it for the retrieval of finalized AP and AR documents, it has proven to be a reliable system for accessing files when we need them—especially during accounting and tax audits.

Pros

What I like most about Square-9 is how easy it is to scan documents and use templates to automatically populate indexed fields, making documents simple and fast to search and retrieve later.

Cons

Template setup and adjustments can take some time to fine-tune, particularly when our scanned documents or forms change.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 12, 2026

Thanks for your review, Greg! We are glad to hear our platform made your document processes easier. Our InquireAI product has made templates the way of the past. With simple instructions you can extract data off of all sorts of documents and the best part - no coding required. Please reach out to your Square 9 representative and they will be happy to assist. We appreciate your feedback.

JB

John B.

System Administrator

Higher Education

### "Powerful Document Capture Solution with Responsive Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 3, 2025

I use GlobalCapture and GlobalSearch to automate invoice coding for bill payment and as a document management solution. The platform delivers strong automation capabilities at an affordable price point. Support has been a standout as they take a creative approach to building solutions that fit our specific processes. Overall, it's been a reliable system that has improved efficiency for our team.

Pros

Excellent value for money compared to other solutions. The AI-assisted invoice coding is highly accurate and has streamlined our accounts payable process. Customization and workflow building is much easier than competing products. User and group management provides robust access control while remaining easy to configure. Customer support is responsive and works collaboratively to solve problems. Document management offers secure storage with robust indexing.

Cons

When a document gets lost or misrouted during processing, it can be confusing to troubleshoot and get it back on track. Clearer recovery options or better visibility into where a document went wrong would be helpful.

Switched from

[Etrieve](https://www.capterra.com/p/154915/Etrieve-Flow/)

Etrieve could not accommodate our complex requirements and the implementation stalled. Square9 provided the adaptability we needed and delivered where the previous solution fell short.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 5, 2025

Hi John, thanks for your review! Because our workflow engine is highly customizable and flexible, we can add some new buttons or options to help you better handle those misrouted documents. If you can reach out to us at info@square-9.com, I'll connect you with one of our resources who can assist. We appreciate your feedback.

NM

Nikki M.

Office Manager

Farming

### "Works for us"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

August 4, 2025

It has been a useful tool for everyone in our office for filing, invoice processing, and research. It's easier to use than physical file cabinets.

Pros

The efficiency of digitalizing, processing, and filing of documents is what I most appreciate about Square 9.

Cons

Keyword search can be a challenge at finding things. Make sure to use the correct spelling or the same spelling used when indexed.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 7, 2025

Thanks for your review, Nikki! We are glad to hear our platform has improved your document processes. Thank you for being a Square 9 customer.

TR

Tom R.

IT Director.

Hospital & Health Care

### "SQ9 best DB for document management "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 18, 2025

Quick service when new projects come up. Fast data searches. Creation if workflow automation makes us very productive.

Pros

Easy of use creating client databases. Searching and retrieval of data, workflow capabilities for automation.

Cons

Been using the product for 15 years, don not have any, hence using for 15 clients data over 15 years.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 30, 2025

Thanks for your Tom! We are glad to hear that our workflow automation tools have made you more productive. We appreciate your feedback.

JT

Jeremy T.

Chief Financial Officer

Accounting

### "Adaptable and innovative"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 18, 2025

Our experience with Square 9 has allowed paperless invoice storage with automated workflows customized to our company's needs.

Pros

Square 9’s ability to adapt and accommodate our unique needs as a business is definitely one of their strongest points.

Cons

This is more situational than anything - in the last project we needed coded and implemented, we went through about three support specialists. We landed with \[sensitive content hidden\] , who was truly exceptional. It did, however, cause us to have to start from the beginning a few times

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 19, 2025

Thanks for your review, Jeremy! We are glad to hear your invoice process has become paperless. We appreciate your feedback.

AA

Ar-jay Angelo M.

System Adminstrator

Food & Beverages

### "A Powerful Document Management Tool "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

May 13, 2025

My experience with Square 9 has been mostly positive. It’s reliable and streamlines many manual tasks.

Pros

I liked the way Square 9 simplifies document storage and retrieval, saving time and improving accuracy.

Cons

The user interface feels a bit outdated, and the initial configuration process can be time-consuming.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 19, 2025

Thanks for your review Ar-jay! We are glad to hear our platform has helped streamlined your manual tasks.

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