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

What makes Square 9 Softworks ideal for Workflow Management?

How can Square 9 Softworks optimize your Content Management Workflow?

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.

Dimensional Health Care Associates, Inc. - Hospital & Health Care

GlobalSearch helped Dimensional Health Care Associates, Inc. replace paper files with digital document management. Nurses can now access client records quickly in the field. The system is easy for st...aff to use and maintain. GlobalSearch ensures compliance with regulations. The company saves over $70,000 each year in labor and office space. Workflows are faster and more efficient.

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Floyd County Clerk - Government

GlobalSearch from Square 9 helped Floyd County Clerk improve document management. The office struggled with lost files and slow manual data entry. GlobalSearch automated document storage and retrieva...l. KeyFree Indexing made it easy to search and file records by name. Staff now find documents quickly and avoid misplaced paperwork. The solution improved workflow and helped meet government rules.

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Mahoning County, Ohio - Government Administration

GlobalSearch document management helped Mahoning County, Ohio, cut paperwork and improve workflow. The county faced slow approvals, lost files, and high printing costs. GlobalSearch let staff track d...ocuments, share data, and automate tasks. Approval times dropped from 4 weeks to less than 5 days. Printing costs fell by over $5,000 a year. Paperwork was reduced by 300%. Staff now access files instantly and work faster.

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Sandler & Travis Trade Advisory Services (STTAS) - Transportation

GlobalSearch and GlobalCapture helped Sandler & Travis Trade Advisory Services (STTAS) move from paper to digital document management. STTAS used OCR to extract data and automate filing, saving time ...and reducing manual work. The solution eliminated over 150,000 printed pages. STTAS saved $1,500 per month in storage fees and $2,000 per year on printer costs, totaling $20,000 in savings. The scalable system lets STTAS add features as needed and improves efficiency for their global trade operations.

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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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Park 100 Foods - Food & Beverages

GlobalSearch by Square 9 helped Park 100 Foods, a food manufacturer, replace outdated paper processes. The company needed a flexible document management system to improve efficiency and automate work...flows. With GlobalSearch, they automated document routing and eliminated manual tasks. The accounting team processed over 50,000 documents in less than a year. Productivity increased by 40% and they no longer needed to hire extra staff.

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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

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.

Awards

Square 9 Achieves Impressive 4-Quarter Run as Results Leader

Square 9 has been recognized as a leader in G2's Fall Rankings, earning 20 badges, including top spots for Best Results and Small Business Relationships. This marks the fourth consecutive quarter of leading ROI and the second for top-quality service. Square 9's intelligent information management platform continues to excel in categories like OCR, ECM, and BPM, supported by strong customer feedback.

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