Square 9 GlobalSearch® Overview

Square-9's GlobalSearch ECM organizes and stores documents for easy retrieval. It offers virtually limitless storage for enterprises.

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 GlobalSearch®.

Other use cases:

  • Performance Management
  • Document Sharing
  • Contract Management
  • Category Management
  • Digital Signature
  • Proposal & Quote Management
See all use cases See less use cases

Business Priorities

Acquire Customers is the most popular business priority that customers and associates have achieved using Square 9 GlobalSearch®.

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

Square 9 GlobalSearch® works with different mediums / channels such as Offline. and On Premises.

Square 9 GlobalSearch®'s features include Recording. and Square 9 GlobalSearch® support capabilities include Email Support, Chat Support, Phone Support, etc. also Square 9 GlobalSearch® analytics capabilities include Analytics, and Custom Reports.

Reviews

"...and I love how it is able to collaborate with other software such as QuickBooks. . ...." Peer review by Mike W., IT Tech

Peer review evidence (same sources as the product rating summary)

"...Having all the invoices, contracts, tax forms, and crucial correspondence in one location is great for facilitating my workflow. . ...." Peer review by Fressia B., EA
"...Enterprise Content Management Software that enables organizations to easily capture, retrieve and distribute your business information...." Enterprise Content Management
"...From increased productivity and effective collaboration to business continuity and regulatory compliance, save both time and money and contribute to the overall growth and success of your business with GlobalSearch document management...." Peer review from Square 9 Softworks

Square 9 GlobalSearch®, belong to a category of solutions that help Data Management Platform. 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 GlobalSearch®

Top Industries

  • Hospital & Health Care
  • Oil & Energy
  • Medical Practice

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Square 9 GlobalSearch® is popular in Hospital & Health Care, Oil & Energy, and Medical Practice and is widely used by Mid Market, Small Business, and Enterprise.

Square 9 GlobalSearch® Customer wins, Customer success stories, Case studies

How does Square 9 GlobalSearch® facilitate Workflow Management?

What solutions does Square 9 GlobalSearch® provide for Content Management?

How efficiently Does Square 9 GlobalSearch® manage your Collaboration?

11 buyers and buying teams have used Cuspera to assess how well Square 9 GlobalSearch® solved their Data Management Platform needs. Cuspera uses 233 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 Data Management Platform needs.

 

Square 9 Softworks Automates Dues Processing for Local Union

SEIU Local 6 has implemented Square 9's intelligent document processing solution to automate dues processing, saving 15 hours per week, including 10 hours of paid overtime. The AI-powered platform ex...tracts data from handwritten documents in 30 languages, enhancing efficiency and compliance. SEIU Local 6's administration director praises the ease and adaptability of Square 9's solution.

Read on →

The Dutch Group - Retail - Medium

Square 9's GlobalSearch, GlobalCapture, and TransformAI helped the Dutch Group automate accounts payable and reduce manual invoice processing. The company integrated Square 9 with their ERP, PDI, to ...eliminate data silos and improve financial visibility. Staff now quickly find invoice and payment information, saving time and reducing errors. AI-powered document capture increased accuracy and freed pharmacists from manual data entry. The Dutch Group reports positive feedback and greater efficiency across accounting and pharmacy operations.

Parallel Environmental Services Corp - Consumer Services - Medium

GlobalSearch and GlobalAction helped Parallel Environmental Services Corp fix invoice approval and filing problems in their accounting department. The company replaced paper-based processes with digi...tal workflows. The team saw immediate benefits, including no more piles of paperwork and easier invoice tracking. Managers now prefer the new system. The company plans to expand the solution to HR.

Child Evangelism Fellowship of Ohio - Religious Institutions - Medium

GlobalSearch helped Child Evangelism Fellowship of Ohio digitize and secure 3,700+ documents. The organization needed fast, compliant access to HR and financial records. GlobalSearch Cloud enabled se...cure sharing, quick audits, and disaster protection. Staff now find records in seconds, saving time and money. The solution was implemented quickly, reducing risk and improving compliance.

Covenant Village - Hospital & Health Care - Medium

Square 9's GlobalSearch, GlobalCapture, and GlobalForms helped Covenant Village, a senior living community, improve accounts payable processes. The previous system lacked flexibility and required cos...tly changes. Square 9 delivered easy customization, AI-powered document capture, and web forms for future HR automation. Staff quickly adopted the new solution, saving significant time in accounting and HR. The AI capture tool reduced manual entry and improved accuracy.

Farmward Cooperative - Medium

Square 9’s GlobalAutomation helped Farmward Cooperative automate invoice digitization and approvals across 11 locations. The accounts payable team now processes nearly 500 invoices a month with less ...paper and faster tracking. Integration with Agvance ERP improved efficiency and secure access to records. Staff save hours previously spent filing and searching for documents. Farmward values Square 9’s responsive customer service and easy reporting features.

lightning

Peers used Square 9 GlobalSearch® for workflow management and content management

Square 9 GlobalSearch® Features

  • Low
  • Medium
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FEATURE RATINGS AND REVIEWS
Analytics

2.73/5

Read Reviews (2)
Custom Reports

2.45/5

Read Reviews (22)
CAPABILITIES RATINGS AND REVIEWS
Analytics

2.73/5

Read Reviews (2)
Custom Reports

2.45/5

Read Reviews (22)

Software Failure Risk Guidance

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for Square 9 GlobalSearch®

Overall Risk Meter

Low Medium High

Top Failure Risks for Square 9 GlobalSearch®

Square 9 Softworks. News

Product

Square 9 Highlights Document-First Automation as the Missing Link in ...

Square 9 Softworks is promoting a document-first approach to supply chain automation, emphasizing the importance of capturing and processing unstructured data from documents before it enters ERP systems. Their AI-driven platform enhances data accuracy and operational efficiency by automating data extraction and classification, reducing manual entry errors, and improving supply chain visibility.

Product

Square 9 Softworks to Exhibit Intelligent Document Processing Solutions at DynamicsCon 2026

Square 9 Softworks will showcase its AI-powered document processing solutions at DynamicsCon 2026 in Las Vegas. The company helps organizations using Microsoft Dynamics by converting unstructured data into ERP-ready information, enhancing efficiency in finance, operations, and HR. Attendees can experience AI capture technology firsthand, which improves data access and process automation.

Awards

Customers Earn Square 9 Softworks Top Honors from G2

Square 9 Softworks has received multiple top honors from G2, driven by positive customer reviews. The recognitions include Best Support Enterprise and Leader in Document Management, highlighting the effectiveness and user satisfaction with Square 9's AI-powered platform. Customers report significant improvements in efficiency and workflow management, showcasing the platform's impact across various document management tasks.

Awards

Customers Earn Square 9 Top G2 Honors

Square 9 Softworks earned multiple top honors on G2, driven by customer reviews highlighting the company's AI-powered platform's efficiency in document management and workflow automation. Recognitions include Best Support Enterprise and Leader in Document Management. Customers report significant improvements in efficiency and ROI, underscoring Square 9's impact across various organizational processes.

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