Square 9 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Square 9

4.5

(139)

FrontRunner 2026

Pricing

Starting at $50.00 per month

About Square 9

Square 9 is a document management solution that helps businesses handle and automate human resource processes. Teams can create a single, secure location where all employee records are organized and easily accessible from within a unified platform.

Using Square 9, employers can set deadlines for employee benefits enrollment, performance evaluations, and automated notifications according to requirements.

Square 9 Screenshots

Square 9 Pricing and Plans

Starting price: $50.00 per month

Free Trial

Free Version

Square 9 Process Automation Essentials

$50.00

per user, per month

Plan 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

Plan includes:

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

Square 9 Enterprise Essentials

$75.00

per user, per month

Plan 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Square 9 Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Square 9
Accounting
Activity Dashboard
Activity Tracking
AI/Machine Learning
Alerts/Notifications
Annotations
API
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Autofill
Batch Processing
Business Process Automation
Business Process Control
Commenting/Notes
Compliance Management
Configurable Workflow
Content Management
Content Publishing Options
Convert to PDF
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Data Capture and Transfer
Data Extraction
Data Import/Export
Data Storage Management
Data Synchronization
Data Verification
Digital Signature
Disaster Recovery
Distributed Capture
Document Automation
Document Capture
Document Conversion
Document Imaging
Document Management
Document Review
Document Storage
Drag & Drop
Duplicate Payment Alert
Electronic Forms
Email Management
Expense Tracking
File Management
File Recovery
File Transfer
Filtering
Forms Automation
Forms Creation & Design
Forms Management
Full Text Search
Generative AI
Graphical Workflow Editor
HIPAA Compliant
ID Scanning
Image Editing
Image Pre-processing
Indexing
Information Governance
Invoice Processing
Metadata Extraction
Metadata Management
Mobile Access
Multi-Language
Multiple Output Formats
No-Code
Offline Access
Optical Character Recognition
PDF Conversion
Pre-built Templates
Process Modeling & Designing
Process/Workflow Automation
Real-Time Data
Real-Time Reporting
Real-Time Updates
Receipt Management
Remote Data Capture
Reporting/Analytics
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Search/Filter
Secure Data Storage
Single Sign On
SSL Security
Supplier Management
Surveys & Feedback
Tagging
Task Management
Task Progress Tracking
Template Management
Templates
Text Editing
Text Extraction
User Management
Vendor Management
Web Forms
Workflow Configuration
Workflow Management
Zone Selection Tool

Square 9 Integrations

Sage CRM

QuickBooks Payroll

Sage 200

PDI CStore Essentials

Sage 500

Dynamics 365 Business Central

See all 8 integrations

Square 9 User Reviews

Overall Rating

4.5

Ratings Breakdown

60%

34%

Secondary Ratings

Ease of Use

4.3

Value for money

4.3

Customer support

4.4

Functionality

4.4

Jeff W.

Verified reviewer

Logistics and Supply Chain

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed January 2024

Great Document Management and Availability

Customer service is exceptional. Response time combined with the depth and breadth of knowledge by support is amazing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our on premise installation of the product is super easy to use and setup. The ability to customize workflows to be as simple or as complicated as necessary.

Cons:

I have nothing negative to say about this product.

Vendor Response

Thanks for your review, Jeff! We are glad to hear you are having success with custom workflows and our customer service team. We appreciate you being a Square 9 customer!

Replied January 2024

Karen L.

Verified reviewer

Chemicals

51-200 employees

Used daily for less than 2 years

Reviewed October 2024

Accounts Payable

I have come to really like Square 9 and how it has made my job easier.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like Square 9 for the main purpose of getting the invoices entered and directed to the correct personal to work them, and then the process of them getting the invoices back for payment is pretty seamless. And being about to be paperless and searching for an invoice by so many different fields is nice. I also like the fact that it finds duplicate invoices so reducing accidental duplicate payments.

Cons:

I don't like that sometimes it can be slow. Which may or may not be internet speeds or just how it is. This can cause delays in the amount of time invoices reach their destination to be worked. But, overall, I don't have too many issues with not liking Square 9.

Reasons for switching to Square 9

I was part of a company that merged with another, and they were already using Square 9.

Vendor Response

Thanks for your review, Karen! We are thrilled to hear our platform has drastically improved your invoice processes. We appreciate the feedback.

Replied November 2024

Greg C.

Verified reviewer

Food Production

51-200 employees

Used weekly for more than 2 years

Reviewed January 2026

My (Greg's) Square 9 review

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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.

Replied January 2026

Chris B.

Verified reviewer

Food & Beverages

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2021

Unusable at scale

Cocky and conceded staff, poorly written code, support unable to provide help for the simplest things.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User friendly enough for people with low computer literacy skills.

Cons:

No automatic cleanup options. File bloat is unmanageable. can only select 22~ docs ever minute. Max of 1,000 at a time. On own virtual server with 12gb ram. Support only suggestion add more ram, at 24gb sever is using under 30% but still move as slow and crashes when tiring to delete more than 1,000 docs at a time. If you buy this product be prepared to dump unlimited storage space to it.

Reasons for choosing Square 9

Because a sales rep walked in the door while our [SENSITIVE CONTENT] was out and the [SENSITIVE CONTENT] feel for his pitch and saddled us with this burden before she was her to talk him out of it.

Vendor Response

Dear Chris, As a customer who has been with us for 11 years, we appreciate your feedback. We're sorry your experience didn't match your expectations, but we thank you for bringing this issue to our attention. We always aim to deliver a great experience, and we are disappointed when we don't meet expectations. I have contacted our head of support, customer service manager, and account manager, so they can address your concerns. You may reach our head of Customer Success anytime at ekeller@square-9.com to discuss further. Again, thank you for your feedback. -Dawn

Replied October 2021

John B.

Verified reviewer

Higher Education

201-500 employees

Used weekly for less than 2 years

Reviewed December 2025

Powerful Document Capture Solution with Responsive Support

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Square 9

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.

Vendor Response

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.

Replied December 2025

Amry R.

Verified reviewer

Wholesale

201-500 employees

Used daily for more than 2 years

Review source

Reviewed July 2024

Square 9 hands down is the easiest and best software to use.

I have only had one issue with it so far. Everything is easy to use, easy to find, it stores your documents where it's easy to access. Square 9 has been the best decision.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to find your document once it's scanned into square 9.

Cons:

The only issue I have had it with, was it got logged out twice and none of my documents were being processed, but opened a support ticket and the issue was resolved within minutes.

Reasons for switching to Square 9

Doc records kept losing my documents, it wouldn't scan right, couldn't read anything once it was saved.

Vendor Response

Thanks for your review, Amry! We are glad to hear our platform has made finding your documents easier. We appreciate your feedback.

Replied August 2024

Verified

Reviewer

Events Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed January 2026

Square 9 is perfect for small business

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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

Replied February 2026

Jeremy T.

Verified reviewer

Accounting

201-500 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

Adaptable and innovative

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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

Replied June 2025

Nikki M.

Verified reviewer

Farming

51-200 employees

Used daily for more than 2 years

Reviewed August 2025

Works for us