--- title: "Square 9 Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Square 9. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Square 9 is a good fit for you!" source_url: "https://www.softwareadvice.com/cms/square-9-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / [Square 9](https://www.softwareadvice.com/cms/square-9-profile/) / Square 9 Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/cms/square-9-profile/) Reviews [Alternatives](https://www.softwareadvice.com/cms/square-9-profile/alternatives/) # Square 9 User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 144 ### Secondary ratings - Ease of use: 4.3/5 - Customer support: 4.4/5 - Value for money: 4.3/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 86 reviews (60%) - 4 stars: 48 reviews (33%) - 3 stars: 7 reviews (5%) - 2 stars: 2 reviews (1%) - 1 star: 1 reviews (1%) ### Most mentioned pros - It saves my team from manually saving hundreds of documents in a day and the templates work for the most part. - The AI-assisted invoice coding is highly accurate and has streamlined our accounts payable process. - The software platform is pretty stable, a occasional to rare need for an IIS Reset, support is knowledgable, responses are quick. ### Most mentioned cons - You submit a ticket via email/voicemail and are at the mercy of them getting back to you. - The system can be hard to navigate at first until you get the hang of it. - I don't like that sometimes it can be slow. ## Square 9 customer reviews Showing reviews 1-25 of 144 (page 1). ### Great Document Management and Availability - Overall rating: 5/5 - Reviewer: Jeff W. - Verified reviewer: Yes - Industry: Logistics and Supply Chain - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Customer service is exceptional. Response time combined with the depth and breadth of knowledge by support is amazing. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Document Processing - Overall rating: 5/5 - Reviewer: Esnayde M. - Verified reviewer: Yes - Industry: Import and Export - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall it has been positive and we have been able to see and quantify the value added by square 9. They are very attentive and any time there have been issues their support team responds with urgency. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the ease of integration with QuickBooks. Others had quoted a similar service, but we ultimately went with square 9 due to their experience and confidence when it came to QuickBooks. #### Cons My least favorite part was the amount of time it took to setup the product. Timelines where more of a suggestion than an actual hard date. #### Reasons for choosing Square 9 The ease of integrating with quickbooks and the price #### Vendor response Thanks for the constructive feedback, we're always trying to improve. We are glad to hear you've had success with our QuickBooks integration. We do have some support options that might make your experience better including partnering with a dedicated support rep or some hours with our professional services team. Replied August 2026 --- ### Decent Automation, but Slow and Hard-to-Reach IT Support - Overall rating: 3/5 - Reviewer: Meghan C. - Verified reviewer: Yes - Industry: Packaging and Containers - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered The system does the basics for us. It saves us from the manual work, but it could be better. The more I've had to deal with IT support, the less I like the company. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 3/5 #### Pros It saves my team from manually saving hundreds of documents in a day and the templates work for the most part. #### Cons The IT support model. There is no way to get in contact with an actual person. You submit a ticket via email/voicemail and are at the mercy of them getting back to you. Last time our system was down for 5 days because it took that long for somebody to reach out to me. #### Vendor response Thank you for your review. We are sorry to hear you have had issues with support. We are staffing and added 2 folks to our support desk who can open a case through https://help.mysquare9.com/ and help self triage for faster responses. Replied July 2026 --- ### Powerful Document Capture Solution with Responsive Support - Overall rating: 5/5 - Reviewer: John B. - Verified reviewer: Yes - Industry: Higher Education - Company size: 201-500 employees - Product usage: Used weekly for less than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Easy Deployment/ Excellent Support - Overall rating: 5/5 - Reviewer: Matt H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered Overall a very positive experience. Havent needed to contact support very much but when I do, they have resolved our issues quickly #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The setup costs and yearly maintenance is very reasonable expaecially compared to other products. Support has resolved our issues quickly #### Cons The licensing and user setup was a little clunky for us. Although some of this might be how we have our users set up in AD. #### Reasons for choosing Square 9 main reason was cost. Mfiles was almost triple #### Vendor response Thanks for your review, Matt. We've made some enhancements to how user security can be configured, we now integrate with MFA's such as Microsoft Entra, Okta, Google and more which makes the overall management perhaps a little easier. Replied March 2026 --- ### Implementation made easy - Overall rating: 4/5 - Reviewer: Gisele S. - Verified reviewer: Yes - Industry: Food Production - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We are currently going through implementation but so far they have been great. Well organized training and very open communication. The system is easy to use and access, and the AI feature is a plus. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like how organized their implementation team are and how easy it is to use the system. Their support response is quick, and the features of the system keep all our documents organized in one easily accessible place. #### Cons Cost was a little over our budget but compared to our current document management system it seems to be worth it. #### Reasons for switching to Square 9 Our current doc management didn't integrate with our new ERP system. #### Vendor response Hi Gisele, thanks for your review. We are glad to hear you are having a smooth implementation. Thank you for choosing Square 9! Replied February 2026 --- ### long time Square9 GlobalSearch admin/user: A++ - Overall rating: 5/5 - Reviewer: Frank A. - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered I've been an IT Admin user of Square 9's GlobalSearch (and previously SmartSearch) and GlobalCapture for our company's document repository solution for around 8 years. We're currently in a project to migrate to the latest version. They're a good team to work with. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The software platform is pretty stable, a occasional to rare need for an IIS Reset, support is knowledgable, responses are quick. #### Cons The Capture Batch Manager should allow grouping by Batch Number like the old tool from SmartSearch Capture. Not a Con about the company though, just a place for improvement. #### Vendor response Hi Frank, thanks for the review and feedback! We'll pass that along to our development team. If you are not using our latest version of GlobalCapture, the whole Batch Manager has been redesigned to allow you to better interact with your processes. We appreciate you being a Square 9 customer. Replied February 2026 --- ### Square 9 is perfect for small business - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Events Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### My (Greg's) Square 9 review - Overall rating: 5/5 - Reviewer: Greg C. - Verified reviewer: Yes - Industry: Food Production - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: January 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### SQUARE 9 REVIEW - Overall rating: 5/5 - Reviewer: MICHAEL S. - Verified reviewer: Yes - Industry: Industrial Automation - Company size: 10000+ employees - Product usage: Used monthly for more than 2 years - Reviewed: August 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros OUR COMPANY USED SQUARE 9 FOR DOCUMENT MANAGEMENT AS IT PERTAINS TO MATERIAL TEST REPORTS. THE EASE OF USE WHEN RETRIEVING MTR'S IS WHAT I LIKED MOST ABOUT SQURE 9. #### Cons GIVEN THE AMOUNT OF INFORMATION FOUND ON A MATERIAL TEST REPORT, SOMETIMES LESS WAS MORE WHEN SEARCHING FOR MTR'S ON SQUARE 9. #### Vendor response Thanks for your review. Michael. Less is always more when it comes to searching. Sometimes being too specific can filter out documents, but do know there are many ways we can setup our software to help you find your MTRs, including custom searches, saved searches and very powerful content searches. Replied August 2026 --- ### A great addition to any workplace with a large volume of documents. - Overall rating: 4/5 - Reviewer: Ashley F. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Overall, Square 9 has been a welcome addition to our office, helping us organize large volumes of data which is easily accessed. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Square 9 is simple to use and easy to navigate. Stored documents are easily found through a variety of filters. #### Cons I would prefer to have customizable shortcuts. Sometimes requires a lot of clicks for simple tasks. #### Vendor response Thanks for your review, Ashley! We are glad to hear our platform has helped you organize your business documents. We appreciate your feedback. Replied November 2024 --- ### Excellent Product - Overall rating: 5/5 - Reviewer: Meredith D. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall Square9 has made an enormous positive impact on our organization and we are very happy with the decision to use their products. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The best part of Square9 is the visibility and fast access to documents, both in process and archived. #### Cons The worst part of Square9 is that we are not completely reliant on it for our Accounts Payable processing, so when the system stops working, our entire ability to move forward with processing and paying invoices is held up until it is fixed. Fixes for those urgent problems do not happen as quickly as we need them done. #### Reasons for choosing Square 9 Square9 was a known product to me from a previous job, and I have found Square9 to be more customizable than other products I have seen. #### Vendor response Hi Meredith, thanks for your review! We are thrilled to hear your organization has improved using our solutions. Thank you for being a Square 9 customer. Replied June 2023 --- ### Square9 Global Search Software Review - Overall rating: 5/5 - Reviewer: Vern S. - Verified reviewer: Yes - Industry: Maritime - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered We have been using the Square 9 product for well over 5 years and the more you use it, the more you want to load into the system for simple retrieval and multi-user access throughout the organization. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros The Auto Indexing using templates has had a greater impact on our efficiency than we ever expected! Every company needs document management and storage, but how it gets done is the real key and Square9 excels in that area! #### Cons We have had a few struggles with integration of the security pass-through with Windows Active Directory, but by utilizing security group permissions, it was easier to manage and is no longer an issue. #### Vendor response Thanks for your review, Vern! We are glad to hear our platform has improved your document management. We appreciate your feedback and thank you for being a continued Square 9 customer. Replied August 2023 --- ### The advantages of Square 9 - Overall rating: 5/5 - Reviewer: Tammi D. - Verified reviewer: Yes - Industry: Education Management - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered Square 9 is primarily used for document storage at our office. It is easy and fast to use and it eliminates the storage of so much paper. I love that and enjoy using the program. I spend 6-8 hours on it each day and feel like my job is much easier. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The search function is the best element in my opinion. There are several ways you can conduct a search. It makes my job much easier. #### Cons The time it takes to "pull" up the document is frustrating. It is not all that long but the rest of the program is so fast that it makes this feel like forever. #### Vendor response Thanks for your review Tammi! We are glad to hear our platform is eliminating paper and making your job easier. We appreciate your feedback. Replied August 2023 --- ### Square 9 - THE solution to bringing our district into the digial age. - Overall rating: 5/5 - Reviewer: Kim P. - Verified reviewer: Yes - Industry: Education Management - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The benefits of digitizing our records into a easy to use system has been a blessing to say the least. This shift has saved our employees so much time. It also has allowed us to implement district-wide procedures across all of our buildings that we were not able to do so in tha past! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The product is utilized by various employees in our schools. All with different technology skills. The Square 9 product line is very easy learn and use. Our employees are SO happy! The deployment team we worked with was TOP NOTCH!! #### Cons There really are not features I have encountered that make me think of any issues. #### Vendor response Thanks for your review, Kim! We are glad you had a smooth implementation and are enjoying our platform. We appreciate your feedback. Replied August 2023 --- ### The Konica Minolta Professional Services team delivers Square 9 as a document management solution! - Overall rating: 5/5 - Reviewer: Korey H. - Product usage: Used daily for less than 2 years - Reviewed: July 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The Square 9 solution platform offers a wide variety of products for document capture, storage, retention, retrieval and workflow processes to increase our customers productively and enable them to work efficiently. Square 9 is the perfect fit for our existing customers already utilizing Bizhub multi-function devices. The Square 9 bEST connector directly integrates with our devices, simplifying scanning, indexing, and searching of documents from the panel. The user interface design is easy to use and significantly cuts down on training costs. The simplistic GlobalSearch and GlobalCapture configuration interface enables our customers to really own the solution and makes it easy for them to apply changes or expand the system to other business areas within the company. The recent advancements with GlobalCapture provides enhanced capabilities to automate the capture of information for unstructured documents. The ability to automatically separate, classify, and extract data from unstructured documents is a major enhancement to the Square 9 platform. The GlobalAction workflow design canvas provides many tool and options to design a solution to meet specific business requirements. The flexibility of the configuration provides several benefits for document workflow automation increasing our customer's return on investment! #### Cons Software and re-seller / customer support can always be improved, however the software works great and the Square 9 support team does a great job responding to cases! Square 9 regularly releases new updates and enhancements to their software. At times, response times may be long depending on a variety of situations. A regularly updated knowledge base for customers and re-seller's on common issues and request would be a great help or a community for re-seller's and customer to share or post new ideas, enhancements, or common problems may expand the community. Overall great system and support. Highly recommend! --- ### At the tip of your fingers - Overall rating: 5/5 - Reviewer: Kathie L. - Verified reviewer: Yes - Industry: Aviation & Aerospace - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2023 - Review source details: This review was submitted organically. No incentive was offered Overall we have had a great experience. We have to save 40 years worth of information and this frees up a lot of real estate #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ease of accessing files that we would otherwise have to look thru files drawers for. #### Cons Integration when purchasing a new scanner was not all that easy #### Vendor response Thanks for your review, Kathie! We are glad to hear you are able to easily access your documents with our platform. Thank you for being a Square 9 customer. Replied July 2023 --- ### Does what it says, good value for money - Overall rating: 4/5 - Reviewer: Jake D. - Verified reviewer: Yes - Industry: Automotive - Company size: 5001-10000 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros low-code approach to processing logic design #### Cons little/no support on the weekends - our business operates 6 days/week so if we have issues on Saturday we sometimes have to wait #### Reasons for switching to Square 9 Product end of life #### Vendor response Thanks for your review, Jake. We are glad to hear you've had success with our solutions. Our support team does their best to respond to any support needs quickly. Thank you for being a Square 9 customer. Replied May 2023 --- ### New to Document Archiving - Overall rating: 5/5 - Reviewer: David R. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2023 - Review source details: This review was submitted organically. No incentive was offered We had many years of client files that we are required to maintain. We have saved so much space it is incredible, and our documents are much more secure. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Our agency had always done everything on paper and we were not very technologically savvy. Square 9 got us up to speed with their training and support and we have been able to dramatically reduce our amount of paper documents with a goal of making everything electronic. #### Cons Being new to document archiving, many of the processes were foreign and the terminology was unfamiliar. It was a slow start for us but Square 9 walked us though it and we were able to develop processes that worked for us. #### Vendor response Thanks David for your review! We are glad to hear that you are reducing the amount of paper documents and digitally transforming your office! We are here to help, so please reach out to see how we can continue to improve your processes and check out our Education resources at www.square-9.com/resources/customer-e-learning/. Replied May 2023 --- ### Evaluation of Square 9 - Overall rating: 5/5 - Reviewer: George W. - Verified reviewer: Yes - Industry: Education Management - Company size: 501-1000 employees - Product usage: Used weekly for more than 2 years - Reviewed: December 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. I am very satisfied with the Square 9 usage and ability for our school system. We mainly use it to store and recall documents on a daily basis throughout the school year. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like the Document storage and working in each document plus the PDF conversion of each document. #### Cons Should be easier to troubleshoot issues instead of having to know SQL to do so plus information regarding the locations and troubleshooting. #### Vendor response Thanks for your review, George! We are glad you are having success storing your documents with our platform. We appreciate your feedback. Replied December 2023 --- ### Square 9 really does help! - Overall rating: 5/5 - Reviewer: Trevis L. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered They have been fantastic each time I have had to interact with them. Very helpful & very professional. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Square 9 is an remarkable document management solution that has significantly streamlined our customer's workflow and enhanced productivity. Its intuitive interface and robust features make document storage, retrieval, and sharing effortless, helping teams to collaborate more effectively and efficiently. Overall, Square 9 has proven to be a reliable and indispensable tool that has transformed our document management processes for the better. #### Cons Well, there was a 32 page SoW to dig through. But, it was very thorough. #### Vendor response Thanks for your review Trevis! Glad to hear you are seeing success with document management, we appreciate your feedback. Replied July 2024 --- ### Easy to customize for specific needs - Overall rating: 4/5 - Reviewer: Kristen K. - Verified reviewer: Yes - Industry: Accounting - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Square 9 assisted our company with going paperless with electronic approvals for all AP. We have employees who work in different locations, and this has helped greatly. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros We had a lot of customization requests for our business needs. The original set up process was successful, and as we used the product adaptations were easily made. #### Cons The one drawback to Square 9 is the delay in downloading. It seems to lag a bit at times. #### Reasons for choosing Square 9 Cost and functionality. #### Vendor response Thanks for your review, Kristen! We are glad to hear you are going paperless using our platform. Thanks for your feedback. Replied July 2023 --- ### New Client, Take With A Grain of Salt - Overall rating: 4/5 - Reviewer: Chris A. - Verified reviewer: Yes - Industry: Government Administration - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. So far so good #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I do like how much training is available. #### Cons Training can be outdated and sometimes answers can be flat out wrong on quizzes. #### Reasons for choosing Square 9 It's cheaper #### Vendor response Thanks for your review, Chris. We are glad you have had success using our training. We update our learning manager frequently and if you have any questions regarding the LMS, please contact education@square-9.com. Thank you for being a Square 9 customer. Replied October 2023 --- ### Super happy with our implementation so far. We're just getting into things now... - Overall rating: 5/5 - Reviewer: Chris D. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2017 - Review source details: This reviewer was invited by the software vendor to submit an honest review. one step closer to going paperless #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Love the workflow design interface for global capture and global action. Also, the batch manager is SO useful in tracking the workflows and how they are working (or not working). The ability to tie documents to other databases with lookups is also very powerful. #### Cons I wish the documentation had some examples, esp with the OCR template setup. An example in particular of the directional OCR zones with repeats for line item data extraction into a table field. Even a walk through video would be VERY helpful. The current documentation doesn't explain all the settings and how to configure them for repeating zones. Since its difficult to explain in text, a visual would REALLY help. I've been fighting with it for some time now and I still don't have it working. A hyperlink data type for URL fields would be a great add on. We have many documents that we would like to link to a mapping application ie. work permits link to a location. Many of our documents have a spatial reference that i have in a lookup field in another database that has geographic coordinates based on address. I can't believe this hasn't been implemented yet?! The proposed workaround in the forum doesn't work. The ability to click a hyperlink field that opens a new browser window to a specific URL would be SO nice. --- ### Square 9 - Overall rating: 5/5 - Reviewer: Sara P. - Verified reviewer: Yes - Industry: Aviation & Aerospace - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall using Square 9 has been easy and it has made finding documents much easier since we now have everything stored in one place. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Square 9 is a very easy and functional tool to use in order to keep all important documents in one central location. #### Cons Sometimes documents take a long time to open/download. However, this is combatted by using the desktop version instead of the web browser version. #### Vendor response Thanks for your review, Sarah! We are glad to hear our platform has made finding documents a breeze. We appreciate your feedback. Replied July 2023 ## More reviews [Next reviews](https://www.softwareadvice.com/cms/square-9-profile/reviews/?page=2) --- Square 9 Reviews, Pros and Cons - 2026 Software Advice