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

"...This tool has very efficient digitization functions, which guarantee a dynamic and highly organized workflow...." Peer review by Harry M, Technological Support Specialist

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,

Comprehensive Insights on Square 9 Softworks Use Cases

How can Square 9 Softworks optimize your Workflow Management Workflow?

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.

Case Studies

Retail

CASE STUDY Kenny Family ShopRites of Delaware

GlobalSearch helped Kenny Family ShopRites of Delaware save money and improve onboarding. They used GlobalSearch and GlobalForms to cut down on paper and storage needs. The company stored over 30,000... documents digitally and cleared out a basement full of files. New hire packets are now digital, saving time and paper. Human resources and accounting teams can focus more on their work and less on searching for documents.

Transportation/Trucking/Railroad

CASE STUDY V&S Midwest Carriers Corp.

GlobalCapture and GlobalSearch from Square 9 helped V&S Midwest Carriers Corp. automate document capture and storage. The company faced slow billing and lost productivity due to manual paperwork. Wit...h the new solution, they automated 60% of administrative work and integrated document capture with their Mobile Driver App. Drivers now scan documents instantly, and billing happens in minutes. The company eliminated nearly $35,000 in labor costs each year and improved workflow and document retrieval.

Construction

CASE STUDY The Miami Corporation

Square 9’s GlobalCapture helped The Miami Corporation automate document capture for invoices. The company wanted a cost-effective way to handle thousands of invoices, most sent electronically. Before..., staff spent a lot of time manually separating and naming files. With GlobalCapture, files drop into a hot folder and the system uses over 70 templates to sort and name documents. This saves their Accounts Payable Specialist 16 hours each week. Accounts Payable productivity increased by 40% after using Square 9’s solution.

Information Technology and Services

CASE STUDY Applied Technology Solutions (ATS)

GlobalSearch integrates with OpenOne to help ATS automate document storage and retrieval. ATS customers can now scan and index documents without manual data entry. The integration increased productiv...ity by 30% and improved efficiency in accounting by 40%. Accounts payable workflows are faster and more accurate. Employee records are now easy to access from the ATS platform.

Utilities

CASE STUDY Cato, Inc.

GlobalSearch from Square 9 helped Cato, Inc. digitize forms and documents. The company faced problems with paperwork in accounting and HR. Square 9's ECM, GlobalForms, and workflow tools let Cato sca...n, index, and store documents fast. HR workflows now manage six businesses and new locations are added easily. Cato avoided hiring two clerical staff and cut paper and toner costs by 60%. All departments now access invoices digitally.

Transportation/Trucking/Railroad

CASE STUDY Kobussen Buses LTD

Square 9's GlobalSearch and GlobalCapture helped Kobussen Buses LTD automate accounts payable. The company struggled with a high volume of invoices and risked missing payments. With GlobalSearch, eac...h location uploads invoices digitally, saving time and storage. The system integrates with existing software and uses KeyFree Indexing for fast data entry. Kobussen Buses saved money on paper and printing and improved audit efficiency.

Video

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

Square 9 Continues Its Dedication to Security and Compliance with ...

Square 9 Softworks has successfully renewed its SOC 2 and HIPAA certifications, reinforcing its commitment to data security and compliance. This achievement assures customers of secure data handling, meeting the SOC Trust Services Criteria and HIPAA standards. The certifications enhance Square 9's reputation as a provider of AI-powered intelligent information management solutions.

Product

Square 9 Continues Its Dedication to Security and Compliance with Renewed SOC 2 and HIPAA Certification - PR Newswire

Square 9 Softworks has successfully renewed its SOC 2 and HIPAA certifications, reinforcing its commitment to data security and compliance. The SOC 2 audit, completed on July 15, 2025, evaluated the company's adherence to Security, Availability, and Confidentiality standards, ensuring secure data handling for customers. This certification enhances Square 9's reputation as a reliable provider of AI-powered information management solutions.

Product

From Day One to Day Done: What to Expect During a Generative AI Capture Implementation

Square 9 introduces a generative AI-powered capture solution that simplifies document management with no-code workflows and seamless integrations. This platform enhances data extraction accuracy, reduces manual entry, and accelerates ROI. It supports scaling from accounts payable to broader document automation needs, ensuring efficient data management and decision-making.

Executive

Kristin Bernor, Square 9 Marketing VP, Named President of American ...

Kristin Bernor, VP of Marketing at Square 9, has been appointed President of the American Marketing Association's Connecticut Chapter. Her leadership aims to enhance professional development and community engagement for marketers in Connecticut.

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