# Square 9 Software 2026: Features, Integrations, Pros & Cons | Capterra

> Capterra's in-depth exploration of Square 9 Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Square 9 Software pricing, features, integrations, and potential alternatives.

Source: https://www.capterra.com/p/161845/Square-9

---

# 

 Square 9 Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 27, 2025

Written byShubham Gupta

Shubham Gupta

Shubham is a writer at Capterra, specializing in project management. His research for Capterra is informed by nearly 200,000 authentic user reviews and more than 10,000 interactions between Capterra software advisors and project management sof...

[See bio & all articles](https://www.capterra.com/resources/author/sgupta/)

Edited byMehar Luthra

Mehar Luthra

Content Editor

Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade...

[See bio & all articles](https://www.capterra.com/resources/author/mehar-luthra/)

Content Editor

Written by [Shubham Gupta](https://www.capterra.com/resources/author/sgupta/)

Shubham is a writer at Capterra, specializing in project management. His research for Capterra is informed by nearly 200,000 authentic user reviews and more than 10,000 interactions between Capterra software advisors and project management software buyers.

Edited by [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/)

Content Editor

Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade in the editorial space, having served as a content writer, editor, editorial head, and now as a team lead.

[Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Square 9

Square 9 Overview:

### Key takeaways

Insights from verified Capterra reviews

Square 9 helps small and midsize businesses (SMBs) manage document-heavy workflows with secure storage, fast search, and automation for accounts payable and data capture. It’s most used by administrative and IT teams in the education and utilities industries. Reviewers highlight its centralized layout and OCR-assisted indexing. Recent updates like browser-based form mapping and table data extraction improve speed and layout control.

### Our verdict

It’s a practical choice for SMBs that need to digitize and control document workflows without investing in custom development. Its strength is balancing automation with strong security, but make sure you plan for the time needed to set up forms, workflows, and indexing rules before rollout.

Overall rating

Based on 141 user reviews

Reviews sentiment

Positive

94%

Neutral

4%

Negative

2%

Starting price

$50

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Square 9 alternatives

Square 9 may not suit every team, especially if your priorities include faster setup, broader integration options, or a more modern interface for managing high-volume document workflows. Explore other tools that align better with your operational style and business requirements.

Highest Rated

[4.7 (9,256)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.7 (4,165)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.7 (2,781)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.5 (1,242)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/161845/Square-9/alternatives/)

## Square 9's interface

The interface is structured for document-heavy workflows, with centralized access and strong search filters. While it offers clarity and indexing, some mention that navigation can feel layered and it takes time to configure permissions and shortcuts.

2+

Shubham Gupta

Square 9’s centralized layout and multi-filter search help manage large document volumes. Reviewers note that initial configuration takes effort, but once set, the interface supports consistent daily use with minimal friction.

Ease of Use

4.3 (141)

4.3

Based on 141 reviews

## Key features

View by:

These features have been rated as most important by users based on their reviews.

View by:

Get Advice

We can help you find the software with the features you need.

Shubham Gupta

Square 9’s top-rated features support secure, centralized workflows that reduce paper reliance and improve access control. These capabilities help teams manage sensitive data confidently while maintaining operational speed and clarity across departments.

Features

4.4 (141)

4.4

Based on 141 reviews

Reviewers rated these Square 9 features the highest. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years.

Secure data storage

4.7 (38)

38 reviewers rated this feature

Enables firms to store sensitive documents—such as payroll and personnel files—securely. Reviewers highlight permission controls, online access, and in-house options that support compliance and reduce unauthorized access.

Document storage

4.6 (44)

44 reviewers rated this feature

Centralizes access to documents for audits and daily operations. It offers strong indexing, multi-format imports, and time savings from eliminating paper files. Some request cold storage options for rarely accessed content.

CloudBridge integration platform

0 reviewers rated this feature

Connects Square 9 with enterprise resource planning (ERP) systems like Sage, Dynamics, SAP, and Microsoft Office 365 Business Central. This enables seamless data exchange across platforms, helping teams centralize operations and reduce manual entry errors.

OCR-assisted keyless indexing

0 reviewers rated this feature

Automates document classification without requiring manual field mapping. This feature uses optical character recognition (OCR) to identify and sort documents, reducing setup time and improving accuracy in high-volume environments.

Table data extraction

0 reviewers rated this feature

Captures structured data from tables within scanned documents. This supports reporting, analytics, and workflow automation by converting static content into usable fields for downstream processes.

Unlimited workflow and web forms

0 reviewers rated this feature

Enables organizations to build and deploy complex workflows and custom forms across departments. This supports scalable automation for approvals, data collection, and compliance tracking.

GlobalSearch Go interface

0 reviewers rated this feature

Offers faster load times and mobile-friendly navigation. Users can favorite and refine searches, improving collaboration and access across departments.

Multiple import node support

0 reviewers rated this feature

Allows teams to input files, emails, and documents into a single workflow, reducing setup duplication and simplifying maintenance.

PDF snapshot forms

0 reviewers rated this feature

Enables real-time form creation and editing without source documents. Users can adjust layout, remove page breaks, and save submissions as PDFs.

Browser-based form mapping

0 reviewers rated this feature

Combines and updates multiple form elements in one step. This speeds up deployment and improves layout control for cloud-hosted forms.

All key features (121)

Define levels of authorization for access to specific files or systems

80.00% of 25 reviewers that rated this feature as important or highly important

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

0% of 0 reviewers...

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

0% of 0 reviewers...

Track and document all activities across devices, networks, and other systems

0% of 0 reviewers...

Software program that continuously adjusts its behavior based on observed data

0% of 0 reviewers...

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

50.00% of 2 reviewers that rated this feature as important or highly important

Highlight content and/or make notations about parts of content

0% of 0 reviewers...

Application programming interface that allows for integration with other systems/databases

0% of 0 reviewers...

Manage the process of evaluating documents or requests submitted for approval

60.00% of 5 reviewers that rated this feature as important or highly important

Route documents and other data through one or more stakeholders for review and approval

0% of 0 reviewers...

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

0.00% of 1 reviewers that rated this feature as important or highly important

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

0% of 0 reviewers...

A record of all activities within the system, including user access, changes made, etc.

81.25% of 16 reviewers that rated this feature as important or highly important

Automatically populating fields or sections within a form

0% of 0 reviewers...

Software's ability to perform similar action on multiple similar files simultaneously

0% of 0 reviewers...

Combines and updates multiple form elements in one step. This speeds up deployment and improves layout control for cloud-hosted forms.

0 reviewers rated this feature

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

50.00% of 2 reviewers that rated this feature as important or highly important

Define and maintain business rules that determine workflow capabilities and criteria

0% of 0 reviewers...

Connects Square 9 with enterprise resource planning (ERP) systems like Sage, Dynamics, SAP, and Microsoft Office 365 Business Central. This enables seamless data exchange across platforms, helping teams centralize operations and reduce manual entry errors.

0 reviewers rated this feature

Provides a channel for team members to share media files, communicate, and work together

0% of 0 reviewers...

Leave comments and notes on documents for others to view

0% of 0 reviewers...

Track and manage adherence to policies for any service, product, process, or supplier

37.50% of 8 reviewers that rated this feature as important or highly important

Track and report regulatory data to either internal management or external stakeholders

0% of 0 reviewers...

Configure existing workflows to meet your organization's needs

0.00% of 1 reviewers that rated this feature as important or highly important

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

42.86% of 21 reviewers that rated this feature as important or highly important

Facilitates online authoring and publishing of the content

0% of 0 reviewers...

Create, edit, convert to and from PDF files

100.00% of 1 reviewers that rated this feature as important or highly important

Add customized logos and colors to align with company branding

0.00% of 2 reviewers that rated this feature as important or highly important

Customize data fields to support various needs and use cases

120.00% of 5 reviewers that rated this feature as important or highly important

Customize contracts and forms to collect specific information

100.00% of 6 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

0.00% of 3 reviewers that rated this feature as important or highly important

Import, collect, and capture data from multiple sources

100.00% of 11 reviewers that rated this feature as important or highly important

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

50.00% of 2 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

85.71% of 7 reviewers that rated this feature as important or highly important

Manage and store data in a database

66.67% of 3 reviewers that rated this feature as important or highly important

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

0% of 0 reviewers...

Process of checking different types of data for accuracy to avoid errors or inconsistencies

100.00% of 2 reviewers that rated this feature as important or highly important

Electronic signing method that validates the authenticity and integrity of a digital document

100.00% of 1 reviewers that rated this feature as important or highly important

Plan and implement business continuity measures in case of unforeseen events

0% of 0 reviewers...

Uses decentralized resources such as network scanners, multi-function devices (MFD), and desktop scanners to collect data and documents

0% of 0 reviewers...

Automated or logic-based workflows that assist in the creation of electronic documents

0.00% of 1 reviewers that rated this feature as important or highly important

Scan, move or upload electronic files within the software's repository

0% of 0 reviewers...

Assign categories, labels, tags, or attributes to documents for organization, search and storage

100.00% of 1 reviewers that rated this feature as important or highly important

Convert documents and images into editable file formats

0% of 0 reviewers...

Custom forms to streamline repetitious aspects of a document

0.00% of 2 reviewers that rated this feature as important or highly important

Convert paper files into digital images

0% of 0 reviewers...

Store, manage, and track all electronic documents in a centralized location

62.50% of 8 reviewers that rated this feature as important or highly important

Review and analyze existing information across documents

0% of 0 reviewers...

Centralizes access to documents for audits and daily operations. It offers strong indexing, multi-format imports, and time savings from eliminating paper files. Some request cold storage options for rarely accessed content.

44 reviewers rated this feature

Assemble applications and processes by dragging over and arranging pre-built components

100.00% of 1 reviewers that rated this feature as important or highly important

Receive an automatic notification when the exact same payment is about to be initiated for the second time

0% of 0 reviewers...

Digital forms that are shared and accessed online

0% of 0 reviewers...

Digitally sign online documents

38.46% of 13 reviewers that rated this feature as important or highly important

Manage, store and organize emails within the system or via third-party apps

0% of 0 reviewers...

Monitor and record expenses such as purchases or charges incurred

0% of 0 reviewers...

Convert files to a different format

0% of 0 reviewers...

Create, save, and store files

0% of 0 reviewers...

Recover lost, deleted, or damaged files

50.00% of 10 reviewers that rated this feature as important or highly important

Public or private sharing of digital files such as documents, audio/video, images, and more

53.33% of 30 reviewers that rated this feature as important or highly important

Move files across different systems or networks

0% of 0 reviewers...

Find & retrieve relevant data or documents

0% of 0 reviewers...

Automate repetitive tasks such as filling out information or creating certain types of forms

0% of 0 reviewers...

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

100.00% of 3 reviewers that rated this feature as important or highly important

Store, manage and track all forms in a centralized location

0% of 0 reviewers...

Search for specific words or phrases within a document or database

0.00% of 1 reviewers that rated this feature as important or highly important

Use AI to generate content in the form of text, images, videos, etc.

100.00% of 1 reviewers that rated this feature as important or highly important

Offers faster load times and mobile-friendly navigation. Users can favorite and refine searches, improving collaboration and access across departments.

0 reviewers rated this feature

Create, design and modify the flow and processes of tasks in a project

0% of 0 reviewers...

Compliant with HIPAA, which sets standards for sensitive patient data protection

0% of 0 reviewers...

Scan and validate an ID barcode

0% of 0 reviewers...

Edit, touch up, and convert images for publishing

0% of 0 reviewers...

Compile and organize data into specific metrics

0% of 0 reviewers...

Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.

0.00% of 2 reviewers that rated this feature as important or highly important

Creation, processing, verification, and execution of invoices till the payment is made

80.95% of 21 reviewers that rated this feature as important or highly important

Retrieval of embedded metadata that is present within a file

0% of 0 reviewers...

Collect and maintain structured information that describes data or content

0% of 0 reviewers...

Access software remotely via mobile devices

0.00% of 1 reviewers that rated this feature as important or highly important

Manage and support multiple languages

0% of 0 reviewers...

Allows teams to input files, emails, and documents into a single workflow, reducing setup duplication and simplifying maintenance.

0 reviewers rated this feature

Create content in various formats, such as print, PDF, HTML and more

0% of 0 reviewers...

Drag and drop/visual interfaces that allow non-tech users to build without writing code

0% of 0 reviewers...

Automates document classification without requiring manual field mapping. This feature uses optical character recognition (OCR) to identify and sort documents, reducing setup time and improving accuracy in high-volume environments.

0 reviewers rated this feature

Ability of websites, web applications, or mobile applications to function without an active internet connection

50.00% of 2 reviewers that rated this feature as important or highly important

Ability to recognize printed or written text within digital images or scanned documents

0% of 0 reviewers...

Convert other file formats to and from PDF.

0% of 0 reviewers...

Enables real-time form creation and editing without source documents. Users can adjust layout, remove page breaks, and save submissions as PDFs.

0 reviewers rated this feature

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

0% of 0 reviewers...

Visually identify, define, and map all details and relationships surrounding business process models and elements

0% of 0 reviewers...

Streamlining repetitive tasks and activities through automated and predefined workflows

100.00% of 2 reviewers that rated this feature as important or highly important

Receive data and information in real time

57.14% of 7 reviewers that rated this feature as important or highly important

Active reporting of data and metrics

0% of 0 reviewers...

Receive system updates as soon as any changes are made

0% of 0 reviewers...

Upload, track, and submit receipts in a central database

50.00% of 6 reviewers that rated this feature as important or highly important

Capture data electronically

0% of 0 reviewers...

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

0.00% of 1 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

0% of 0 reviewers...

Set & manage permission levels based on user roles and restrict access to only authorized individuals

100.00% of 1 reviewers that rated this feature as important or highly important

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

0% of 0 reviewers...

Search and filter data across systems to locate required information by entering keywords or certain criteria

25.00% of 4 reviewers that rated this feature as important or highly important

Enables firms to store sensitive documents—such as payroll and personnel files—securely. Reviewers highlight permission controls, online access, and in-house options that support compliance and reduce unauthorized access.

38 reviewers rated this feature

Allow users to access multiple services after entering their login credentials once

0% of 0 reviewers...

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

0% of 0 reviewers...

Manage all supplier data and operations

0.00% of 2 reviewers that rated this feature as important or highly important

Gauge satisfaction and receive information for improvement and success

0% of 0 reviewers...

Captures structured data from tables within scanned documents. This supports reporting, analytics, and workflow automation by converting static content into usable fields for downstream processes.

0 reviewers rated this feature

Attach digital tags to documents and assets for identification, search, or monitoring purposes

0% of 0 reviewers...

Create, manage and track all task activities and progression

75.00% of 4 reviewers that rated this feature as important or highly important

Track the status and progress of tasks

0% of 0 reviewers...

Create, save, and re-purpose templates for emails, forms, etc.

0% of 0 reviewers...

Sample files or documents that could be customized as needed or used as is

100.00% of 1 reviewers that rated this feature as important or highly important

Edit text as needed

0% of 0 reviewers...

Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)

100.00% of 1 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

0.00% of 2 reviewers that rated this feature as important or highly important

Enables organizations to build and deploy complex workflows and custom forms across departments. This supports scalable automation for approvals, data collection, and compliance tracking.

0 reviewers rated this feature

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

0% of 0 reviewers...

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

0% of 0 reviewers...

Track revisions and updates made to files and navigate between different versions

0% of 0 reviewers...

Web form that allows users to enter data that is sent and processed for different reasons

0% of 0 reviewers...

Alter the default workflow to meet your organization's needs

0% of 0 reviewers...

Create, design and manage workflows for repetitive tasks

72.73% of 11 reviewers that rated this feature as important or highly important

Selects specific portions of images, files, texts, websites or documents

0% of 0 reviewers...

Get Advice

We can help you find the software with the features you need.

Shubham Gupta

Square 9’s top-rated features support secure, centralized workflows that reduce paper reliance and improve access control. These capabilities help teams manage sensitive data confidently while maintaining operational speed and clarity across departments.

Features

4.4 (141)

4.4

Based on 141 reviews

## Pricing

Value for money

4.3 (133)

Square 9’s Process Automation Essentials plan starts at $50 per user per month (with a minimum of five users), which aligns with the lower end of the average SMB budget for legal management software, which is $45–90 per user per month. Pricing scales with tier complexity.

[View pricing plan details](https://www.capterra.com/p/161845/Square-9/pricing/)

Square 9 Process Automation Essentials

$50.00

Per User,Per Month

It 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

It includes:

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

Square 9 Enterprise Essentials

$75.00

Per User,Per Month

It 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

Value for money

4.3 (133)

4.3

Based on 133 reviews

## Integrations

It connects with finance, customer relationship management (CRM), and document management platforms. These integrations, offered through a mix of native and third-party links, support automation, data sharing, and process control.

Popular integrations

[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

QuickBooks Payroll](https://www.capterra.com/p/174981/QuickBooks/)[

Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/)[

Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/)[

Sage 200](https://www.capterra.com/p/227604/Sage-200cloud/)[

PDI](https://www.capterra.com/p/119843/PDI/)[

Sage 500](https://www.capterra.com/p/227242/Sage-500/)[

PDI CStore Essentials](https://www.capterra.com/p/145882/PDI-Retail-Suite/)

Shubham Gupta

Senior Content Analyst

Connecting Square 9 with systems for accounting, CRM, and file management helps your finance lead reduce manual entry, your ops team automate approvals, and your sales team access documents without switching tools.

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.4 (132)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.4 (132)

4.4

Based on 132 reviews

## User reviews

Overall rating

4.5

Based on 141 reviews

Filter by rating

5(84)

4(48)

3(6)

2(2)

1(1)

Mentioned topic

Sorted by most recent

MH

Matt H.

IT Manager

Financial Services

### "Easy Deployment/ Excellent Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 18, 2026

Overall a very positive experience. Havent needed to contact support very much but when I do, they have resolved our issues quickly

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.

Alternatives considered

[M-Files](https://www.capterra.com/p/122215/M-Files/)

Reasons for choosing Square 9

main reason was cost. Mfiles was almost triple

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 19, 2026

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.

GS

Gisele S.

Manager

Food Production

### "Implementation made easy"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 25, 2026

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.

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.

Switched from

[Zetadocs Expenses](https://www.capterra.com/p/164782/Zetadocs-Expenses/)

Our current doc management didn't integrate with our new ERP system.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 27, 2026

Hi Gisele, thanks for your review. We are glad to hear you are having a smooth implementation. Thank you for choosing Square 9!

FA

Frank A.

IT Production Support Lead

Financial Services

### "long time Square9 GlobalSearch admin/user: A++"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 6, 2026

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.

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

February 13, 2026

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.

AU

Anonymous User

Administrative Clerk

Events Services

### "Square 9 is perfect for small business"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 26, 2026

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

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 2, 2026

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

GC

Greg C.

Vice-President of Finance and Administration

Food Production

### "My (Greg's) Square 9 review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 8, 2026

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.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 12, 2026

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.

JB

John B.

System Administrator

Higher Education

### "Powerful Document Capture Solution with Responsive Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 3, 2025

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.

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.

Switched from

[Etrieve](https://www.capterra.com/p/154915/Etrieve-Flow/)

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 5, 2025

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.

NM

Nikki M.

Office Manager

Farming

### "Works for us"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

August 4, 2025

It has been a useful tool for everyone in our office for filing, invoice processing, and research. It's easier to use than physical file cabinets.

Pros

The efficiency of digitalizing, processing, and filing of documents is what I most appreciate about Square 9.

Cons

Keyword search can be a challenge at finding things. Make sure to use the correct spelling or the same spelling used when indexed.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 7, 2025

Thanks for your review, Nikki! We are glad to hear our platform has improved your document processes. Thank you for being a Square 9 customer.

TR

Tom R.

IT Director.

Hospital & Health Care

### "SQ9 best DB for document management "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 18, 2025

Quick service when new projects come up. Fast data searches. Creation if workflow automation makes us very productive.

Pros

Easy of use creating client databases. Searching and retrieval of data, workflow capabilities for automation.

Cons

Been using the product for 15 years, don not have any, hence using for 15 clients data over 15 years.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 30, 2025

Thanks for your Tom! We are glad to hear that our workflow automation tools have made you more productive. We appreciate your feedback.

JT

Jeremy T.

Chief Financial Officer

Accounting

### "Adaptable and innovative"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 18, 2025

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

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 19, 2025

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

AA

Ar-jay Angelo M.

System Adminstrator

Food & Beverages

### "A Powerful Document Management Tool "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

May 13, 2025

My experience with Square 9 has been mostly positive. It’s reliable and streamlines many manual tasks.

Pros

I liked the way Square 9 simplifies document storage and retrieval, saving time and improving accuracy.

Cons

The user interface feels a bit outdated, and the initial configuration process can be time-consuming.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 19, 2025

Thanks for your review Ar-jay! We are glad to hear our platform has helped streamlined your manual tasks.

[View all Reviews](https://www.capterra.com/p/161845/Square-9/reviews/)

## FAQs

Square 9 starts at $50 per user, per month (with a minimum of five users) for its Process Automation Essentials plan. Higher tiers like Digital Transformation and Enterprise Essentials cost $68 and $75 per user, per month respectively, with seat minimums required.

Yes. Square 9 supports contract versioning through its GlobalSearch platform. Users can store redlined versions, track revisions, and archive executed copies to maintain a full negotiation history.

Square 9 supports both cloud-hosted and on-premise deployments. Cloud users benefit from managed infrastructure, daily backups, and secure access, while on-premise users retain full control over local installations.

Square 9 provides support via certified resellers and a direct support team. Users can submit tickets, access a live queue, and browse a knowledge base. Support hours are Monday to Friday, 8:30 a.m. to 7:30 p.m. ET.

Yes. Square 9 enables automation through graphical workflows, OCR-assisted indexing, and form-based routing. These tools help streamline approvals, data capture, and compliance tracking.

Yes. Square 9 offers prebuilt Salesforce integrations via its GlobalCapture platform. These allow bidirectional data sharing and syncing of account lists, with licensing required for iPaaS nodes.

### Have more questions?

Connect with one of our advisors for a free consultation and save time in your software search.

## Sources

-   **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/).
    
-   **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology).
    
-   This product information came from Square 9’s own online content in August 2025, including the product's website and its social media channels.
    

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