Square 9 Softworks Overview

Square 9 offers a suite of products for capturing, extracting, and classifying documents. Information is integrated into existing business processes seamlessly.

Use Cases

Customers recommend Workflow Management, Content Management, Collaboration, as the business use cases that they have been most satisfied with while using Square 9 Softworks.

Other use cases:

  • Digital Signature
  • Engaging And Following Up
  • Products & Pricelist Management
See all use cases See less use cases

Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Square 9 Softworks.

Square 9 Softworks Use-Cases and Business Priorities: Customer Satisfaction Data

Square 9 Softworks's features include Recording. and Square 9 Softworks support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Square 9 Softworks analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Workflow issues being addressed and everyone communicating with each other...." Peer review by Harold F, CIO

Square 9 Softworks, belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Square 9 Softworks

Top Industries

  • Automotive
  • Information Technology and Services

Popular in

  • Small Business
  • Mid Market

Square 9 Softworks is popular in Automotive, and Information Technology And Services, and is widely used by Small Business, and Mid Market,

Square 9 Softworks Customer wins, Customer success stories, Case studies

How efficiently Does Square 9 Softworks manage your Workflow Management?

What makes Square 9 Softworks ideal for Content Management?

11 buyers and buying teams have used Cuspera to assess how well Square 9 Softworks solved their Content Management Systems needs. Cuspera uses 108 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.

OTA Management LLC - Financial Services

GlobalSearch helped OTA Management LLC improve accounting accuracy. The company used GlobalSearch to automate accounts payable and compliance tasks. They added Image XChange and KeyFree Indexing to s...peed up document review and reduce data entry errors. OTA now stores nearly 12,000 records digitally. The accounting team saves over 260 hours each year on paper management.

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Rockland Paramedic Services - Hospital & Health Care

GlobalSearch helped Rockland Paramedic Services manage sensitive medical documents and streamline HR onboarding. Before using GlobalSearch, staff spent a lot of time searching offsite storage for rec...ords. After implementation, document search and retrieval took only seconds. The software made it easy for staff to adapt because it looked familiar. Productivity improved, and staff could focus on other projects. GlobalForms also helped collect patient and HR information more efficiently.

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Elder Care Alliance - Healthcare

GlobalSearch helped Elder Care Alliance fix contract management problems. Before, contracts were hard to find and stored in many places. Employees wasted time searching for documents. GlobalSearch ga...ve them a central place to store and manage contracts. The solution was easy to set up. Now, staff can find contracts faster and work together better.

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Caltronics Business Systems - Business Solutions & Copier Dealer

GlobalSearch helped Caltronics Business Systems fix slow, paper-based sales and service order processes. Staff now use GlobalSearch and GlobalForms to access documents in minutes, not hours. Customer... service response times dropped. Teams can serve 30% more customers. Digital workflows cut lost paperwork and reduced meetings. Caltronics improved document access for sales, customer service, and technicians.

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Plustek, Inc. - Consumer Electronics

GlobalSearch and eScan network scanners helped Plustek, Inc. offer a simple document scanning solution. Plustek wanted to help users work faster, save money, and improve customer satisfaction. The eS...can device connects with GlobalSearch so users scan documents right into the system from the scanner's touch screen. This setup removes the need for desktop computers or extra scanners. It makes training easier and cuts costs for businesses. The solution is easy to use and works with both cloud and on-premise systems.

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Tri-State Wholesale Flooring - Consumer Goods

GlobalSearch by Square 9 helped Tri-State Wholesale Flooring save space and boost staff efficiency. The company had problems with paper storage and slow document retrieval. With GlobalSearch, all bus...iness documents are now digital and easy to find. Staff can scan about 200 documents a day, saving time on data entry and filing. The KeyFree Indexing feature makes searching fast and accurate. TSF no longer uses bankers boxes for storage, freeing up warehouse space for products.

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Square 9 - Life of a Piece of Paper

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Peers used Square 9 Softworks for workflow management and content management

Square 9 Softworks Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.62/5

Read Reviews (7)
Analytics

3.42/5

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.62/5

Read Reviews (7)
Analytics

3.42/5

Read Reviews (1)

Software Failure Risk Guidance

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for Square 9 Softworks

Top Failure Risks for Square 9 Softworks

Square 9 Softworks. News

Product

Document First Automation: Rethinking the Digital Supply Chain

Square 9 Softworks emphasizes the importance of document-first automation in the digital supply chain. Their generative AI-powered platform captures unstructured data from documents, transforming it into structured, searchable information. This approach reduces delays and operational risks, enhancing efficiency in processes like accounts payable and contract management.

Partnership

Square 9 and PDI Technologies Announce Strategic Alliance

Square 9 Softworks and PDI Technologies have formed a strategic alliance to enhance AI-driven solutions for automating data extraction and improving information flow into PDI Enterprise ERP systems. This collaboration aims to boost productivity by reducing manual data entry for accounts payable, with further automation plans in other areas. A joint webinar will detail these advancements.

Awards

Square 9 Softworks Blazes into Summer with New Recognition

Square 9 Softworks received significant recognition from G2 and TrustRadius, earning 20 awards in G2's Summer 2025 Report and a Top-Rated Award from TrustRadius. These accolades highlight Square 9's commitment to customer experience, with awards in document management, ECM, OCR, and AP Automation, among others.

Partnership

Square 9 and Deluxe Announce Strategic Partnership

Square 9 Softworks and Deluxe have formed a strategic partnership to deliver a comprehensive invoice-to-payment automation solution. This collaboration integrates Square 9's intelligent information management platform with Deluxe's payment automation technology, enhancing efficiency, accuracy, and security in accounts payable processes. The solution offers seamless integration with accounting systems and is available for new and existing customers of both companies.

Square 9 Softworks. Profile

Company Name

Square 9 Softworks.

Company Website

https://www.square-9.com

HQ Location

New Haven, CT

Employees

1001-5000

Social

Financials

IPO