Info Table
TierPaid Plan
Affiliate ProgramYes [view all]
White LabelYes [view all]
APIYes [view all]
Pricing From$45
SupportYes
 [email protected]
Social Media Platforms     

Description

Square9 offers intelligent document processing solutions that eliminate paper-based inefficiencies in business operations. Founded in 2005, Square 9 provides tools for document capture, indexing, and process automation, serving over 3,000 organizations. Their scalable platform supports digital transformation for companies of all sizes, simplifying business automation.

Founded in2005
Location🇺🇸 United States
Founders Stephen Young

Plans

No free plan available for this product.
Process Automation Essentials
Starting at $45 per user per month
Accounts Payable
Accounts Receivable
Human Resources
Contracts Management
Document Versioning
Audit Trail
OCR Assisted Keyless Indexing
Table Data Extraction
Multiple Company Support
Digital Transformation Essentials
Starting at $68 per user per month
All Process Automation Essentials Features
Intelligent Capture Automation
Web Forms
CloudBridge Integration Services
Secure SOC 2 and HIPAA-certified Cloud Content Repository
Fully Encrypted Storage
Business Process Automation
Enterprise Transformation Essentials
Starting at $75 per user per month
All Digital Transformation Essentials Features
Unlimited Workflow and Web Forms Capabilities
Advanced Integration Capabilities
Document Access from Any Application
Options for Public Portals, Colocation Services, and Sandbox Environment
Refund Policy

Square 9 does not publicly provide a detailed refund policy on its website or through available customer reviews. For specific refund inquiries, it is recommended to contact Square 9’s customer support directly to discuss terms and conditions related to refunds.

Ratings

g2(4.5/5)

Ai Opinion

AI Rating(4.6/5)

Based on reviews from various sources, www.square-9.com earns a 4.6/5 stars rating.

What users like: powerful document capture and workflow automation tools, highly customizable and integrates well with other business systems, easy to use, intuitive interface, robust features, excellent customer support, fast document retrieval, real-time visibility and insights, ability to eliminate duplicate work, comprehensive and scalable solution, user-friendly interface, robust features, workflow automation, integration capabilities, excellent customer support, ability to centralize and efficiently organize documents, advanced encryption, access control, and change tracking options, automated workflows, advanced searches, and detailed reports, great customer service, multiple search components, easy to set up and maintain, quick customer support, regularly updated software with new features, including AI for smart document capture.

What users don't like: lack of advanced customization options in the user interface, some nodes can be complicated, online training not always available, occasional long response times from support, need for a dedicated staff person to administer the system, occasional issues with setup and import if done alone, default settings can lead to records being overlooked in searches.

Conclusion: Square 9 offers a powerful and flexible document management solution with excellent customer support, but some users may find the user interface customization limited and the setup process occasionally challenging.

Expert Opinion

Expert Rating(4.6/5)

After testing Square 9, I found it to be an impressive document management platform that excels in streamlining workflows and reducing paper-based processes. Square 9 is designed to help businesses digitize their documents, automate workflows, and improve overall efficiency. Here are my insights:

Square 9 offers a user-friendly interface that simplifies document storage, retrieval, and sharing. One of the standout features is its ability to automate document capture and processing using Optical Character Recognition (OCR), which significantly reduces manual data entry. The platform also integrates well with other business systems, allowing seamless data flow between different departments. This makes it particularly valuable for industries that handle large volumes of paperwork, such as finance, education, and construction.

The software's search functionality is robust, enabling users to find documents quickly with multiple search options. Additionally, the workflow automation tools are highly customizable, allowing businesses to tailor processes according to their specific needs without complex programming. This flexibility makes Square 9 a versatile solution for both small businesses and larger enterprises.

However, there are a few areas where the platform could improve. Some users might find the setup process time-consuming, especially when customizing workflows or importing large amounts of data. Additionally, while the system is generally fast, there can be occasional delays when exporting large batches of documents or performing certain operations.

Overall, Square 9 is a powerful tool for businesses looking to digitize their document management processes and improve operational efficiency. With excellent customer support and a feature-rich platform, it’s a great choice for organizations aiming to go paperless and automate workflows.

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