Square 9 Features

Square 9 allows us to easily access our accounts payable checks and accompanying invoices. This has saved so much time in filing and retrieval efforts. And time is money. It allows multiple users to access the information at the click of a button.

Despite having the functionality to remove idle users, it never seems to work correctly. The cloud version is not quite as user-friendly as the original network version.

Thanks for your review, Melinda. We are glad to hear you can easily access your accounts payable documents, saving you time and money. We appreciate your feedback.

Pricing is reasonable, and support is responsive. Support is all based within the company, which is located in CT, and there are wait times posted online. They are easy to contact, and generally get back to you within the day. Since the company is small, you can be escalated through the support and dev teams rather quickly depending on the severity of your issue.

Interface is clunky, and pushing updates company wide is not easy. Updates and hotfixes are frequent, but not advertised. You must request them. Additional modules implemented have not been successful. Base product is worth looking into for a small solution, but modules have not been reliable.

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!

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.

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.

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.

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...

Read more

The ease of the document flow by moving from handling paper to working with scanned documents within multiple locations and ability of electronic data transfer to our accounting system.

The services come at cost, but Square 9 employees are very knowledgeable about their products and services provided.

Thanks for your review, Ela! We are glad to hear you can easily move and retrieve key document data using our solution. Thanks for being a Square 9 customer.

The kickoff team was great at was helpful and informative when we reached out to them.

We passed our project time window but did not receive a warning we were at the end of the project time frame. Reaching out a week before with a red flag would have been great. We ended up expanding the project and addressed any lingering issues at that time.

Thanks for your review Tanya! We are glad to hear that you had a great experience with our kick off team! We appreciate your feedback.

The workflow for AP invoices and the document imaging storage is a lifesaver at our company. We process dozens of invoices daily, and automating the process through Square 9 is crucial to the efficiency at which we operate.

I am least satisfied with the speed at which my documents export. It doesn't take that long, but to import a batch of invoices to be processed typically takes one minute to populate in an Excel sheet.

Thanks for your review, Alexis! We are glad to hear our workflows are improving your organization's efficiency. We appreciate your feedback.

Ease of use. User friendly. Creates many efficiencies for us. We use to create 3 way matches for AP and this software does it great. I love the options to customize searches and permissions. I like that I can do some level of customization without outside help.

Small bugs or quirks. Increasing wait time for key free. Limited options to "burn" items such as signatures or annotations. Missing a strong phone or tablet ap. Worflows are improving but not to a point that satisfies the needs of my company. Would be great to have option to print index fields in margin of shrunk document...or even on a second page.

Easily configurable and adjustable to fit our processes. Administration is extremely easy, one does not need a degree in computer science to make it work or troubleshoot an issue. Users find it easy to learn and use.

We use the desktop client; when we upgrade, it is cumbersome in that we have to touch each workstation and takes a long time on each. It would be nice to retain the number of records displayed in the user settings - as the number of records grows, the default of 50 in the display often leads to records being overlooked in a search.

The ease of accessing files that we would otherwise have to look thru files drawers for.

Integration when purchasing a new scanner was not all that easy

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.

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!!

There really are not features I have encountered that make me think of any issues.

Thanks for your review, Kim! We are glad you had a smooth implementation and are enjoying our platform. We appreciate your feedback.

I like how easy it is to enter my documents into the system and that I can quickly locate a document when necessary.

I do not have any complaints at this time.

Hi Sarah, thanks for your review! We are glad to hear how easily you can find your documents with our solution.

Document management and the work flow creation is great for processing.

We do talk with IT Support often because the program constantly needs updating and bug fixes. But they have always fixed the problems

Thanks for your review, Wyatt! We are glad to hear you are seeing success with our platform's document management and workflow capabilities. We appreciate your feedback.

It's very user friendly. If I want to search for something, all I have to do is type in a keyword and I can easily find what i'm looking for. Having the ability to create separate inboxes for each type of document made GlobalSearch a really good fit for us. Now, instead of my back office being filled with file cabinets, I've been able to get rid of them entirely and scan everything into GlobalSearch.

I wish there were more online courses to take. With the few Square 9 has, I've learned a lot, but i'd love to be able to learn more about the features from my desk or at home.

We have a backend system that can connect via REST api. They have a good documentation and sample on how to use the REST API.

Wish they have the online version for SmartSearch with full features as the desktop client. That will be nice. Everything should be web app and no more desktop client.

The ability to retrieve documents in seconds makes all of our tasks easier regardless of the department. We have moved all document workflows into GlobalForms and GlobalSearch. Their Support and Implementation Departments are second to none. Their goal is to make customers happy.

No, I don't have any document management needs that the Square 9 products don't solve.

Hi Timothy, thank you for your review! We are glad to hear our solutions have revolutionized your document workflows and made tasks much easier. Customer satisfaction is our priority, so thank you for your kind words.

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...

Read more

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!

I particularly like the people involved. The process of implementing your project is very streamlined. Communication is outstanding. I felt very confident in the projects/products we have implemented because the people we dealt with - every step of the way - had it together. I feel like the support behind the products are invaluable.

Honestly, it can be a bit intimidating. There's a lot of functionality that the user can access and play around with. Square 9 does offer a lot of resources to try and help you navigate it, but it still can be a lot to process.

Thanks for your review, Caladonia! We are glad you had a successful implementation and have been managing your applications through the cloud. If you ever need assistance implementing a feature, don't hesitate to reach out to support@square-9.com. We appreciate your feedback.

We've been using Square 9 for over 10 years. Very easy to implement. Forms has enabled us to provide our users with an online Purchase Order solution.

Not a lot of Cons, but maybe a way to show the admins there is an update available and list what improvements are available thru updates.

Thanks for your review, Michael! We are glad to hear you are seeing success with our forms and AP workflows. Thank you for being a longtime Square 9 customer.

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

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.

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

The workflow runs pretty smooth, and we are able to get these invoices to the people that need to see them, quickly. Once AP enters the invoice, they don't need to revisit the invoice until it is time to print the check. Therefore, the process is pretty easy for the AP person after the initial invoice entry.

There are disconnects often between Square 9 and our server. Some of the issues come from our end with the server, but when there is an issue with Square 9, it can take a while to get it fixed. I believe there aren't a ton of people working between our software company and Square 9, so that is probably the biggest issue we have.

Thanks for your review, Rodney. Glad to hear our solution has improved your company's AP processes. If you ever have issues, don't hesitate to reach out to our support team and they will be able to address you quickly. Thanks for being a Square 9 customer.

User friendly enough for people with low computer literacy skills.

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.

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

When it is setup, it just works and without any issues or problems. It does a good job of connecting multiple scanned documents to a single output file following defined naming rules. This is our main use of it at the moment, though there are lots of additional functions and processes I would like to implement. It is a new application for me and was setup before I started, so I have a bit to learn before I can add things.

I have found the connection to the server to be very slow and unresponsive at times. I have not been able to trace the source of the lag. There have been times the screen is unresponsive, but not clearly because the application has locked up either.

Thanks for your review, Shawn! We are glad to hear that our platform is improving your document process. We appreciate your feedback.

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.

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.

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/.