Taking the Paper Out of Work

How Square 9 Works

The Square 9 AI-powered Intelligent Information Management Platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today.

Offering more than AP invoice automation, we make it easy to extract information from scans or PDFs, store documents in a searchable archive, and build digital twins of your current processes through graphical workflows. Discover how to maximize your investment with an AI-driven intelligent information management platform.

Award-winning IIM

With the Square 9 Intelligent Information Management Platform, you’ll save time across a wide variety of tasks, leading to enhanced efficiency, heightened productivity, and time that can now be allocated to more value-driving activities.

  • Retention Compliance
  • Data Security
  • Information Visibility
  • Process Automation
  • Data Entry
  • Document Archival

The Square 9 Difference

Square 9 is a trusted name for getting the results you’re after. With an industry-leading return on investment achievable in just a year and a half, Square 9 customers benefit from better information management across their organizations.

A successful transition to automation requires resources and experience. Square 9 provides these to customers in spades with highly knowledgeable support and professional service teams, complimentary product education, and countless technical resources to take on challenges yourself.

Growing businesses flourish using Square 9. With easily adjustable server resources to help customers meet demand and the capacity to expand into countless departments, Square 9 customers benefit from their investment for years to come.

Why Square 9 Customers Continue to Back Their Investment

Square 9 Softworks reviews sourced by G2

Industry Recognition

Recognized by G2 as a Leader in Enterprise Content Management (ECM), Business Process Management, Document Management, and Optical Character Recognition (OCR) for Summer 2024

Top Rated in Document Management, Enterprise Content Management, OCR, Accounts Payable on TrustRadius for 2024

Added to Capterra Shortlist for Document Management

Top Rated in Survey & Forms Building, Business Process Management, Intelligent Document Processing & Data Extraction on TrustRadius for 2024

GetApp Category Leaders for Contract Management Software report in 2024

Most Loved Software on TrustRadius for 2024

Recognized by G2 as a Leader in Enterprise Content Management (ECM) and Business Process Management for Summer 2024

Recognized by TrustRadius as Best Feature Set for 2023

Recognized by G2 as a Best Results in Document Management for Summer 2024

Recognized by Capterra as Best Ease of Use in OCR

In the High Performer quadrant for Mid-Market in the OCR Asia Regional Grid for Summer 2024 on G2

In the High Performer quadrant for Mid-Market in the OCR Asia Pacific Regional Grid for Summer 2024 on G2

Recognized by TrustRadius as Best Value for Price for 2023

Recognized by G2 as a Leader for Mid-Market in OCR for Summer 2024

#1 fastest growing software company in Connecticut by CTC

Recognized by G2 as Best Support for Small Business in OCR for Summer 2024

Recognized by G2 as Easiest To Use for Small Business in Enterprise Content Management (ECM) for Summer 2024

Recognized by TrustRadius as Best Relationship for 2023

Recognized by G2 as Fastest Implementation for Mid-Market in OCR for Summer 2024

Recognized by Capterra as Best Value in OCR

Recognized by G2 as High Performer for Mid-Market in ECM, BPM, and AP Automation for Summer 2024

Received prestigious 5-star rating in 2015 from Buyer’s Lab

Recognized by G2 as Leader for Small Business in OCR for Summer 2024

Recognized by G2 as Leader in AP Automation and Onboarding for Summer 2024

#1650 fastest growing company in America on Inc. 5000 list

Recognized by G2 as Best Relationship for Small Business in Enterprise Content Management (ECM) and BPM for Summer 2024

Recognized by G2 as Easiest To Do Business With for Small Business in Enterprise Content Management (ECM) for Spring 2024

Recognized by G2 as Top 50 Content Management Products for 2024

Recognized by G2 as a Leader in Enterprise Content Management (ECM), Business Process Management, and Optical Character Recognition (OCR) for Fall 2023

Recognized by G2 as a Leader in Enterprise Content Management (ECM), Business Process Management, and Optical Character Recognition (OCR) for Spring 2024

Recognized by G2 as a Leader in Enterprise Content Management (ECM), Business Process Management, and Optical Character Recognition (OCR) for Winter 2024

Steps to Transforming Your Business

Initial Engagement

  • Contact Us for a brief discovery session to discern your unique set of needs.
  • You will be presented with a range of options to meet the challenges you face, in the way that suits your business best.
  • Together, we’ll plan out the details of your new solution for a satisfaction guarantee.

Implementation

  • Our dedicated professional services team will bring your automation vision to life, communicating with you throughout the process.
  • Complementary product education, resources, and support will be available throughout the implementation process and beyond.

Success

  • Your New Square 9 Solution will be ready to solve your organization’s information challenges and begin your return on investment.
  • The Square 9 Team will be behind you the entire way, ensuring your success and providing ongoing support, education, and resources.

Intelligent Information Management FAQs

Q.

What makes Intelligent information management different from traditional content management?

Answer

Intelligent information management provides additional functionality to automate tasks, optimize information flow, ensure compliance, and contextualize information beyond traditional content management.

Q.

What are the main benefits of intelligent information management?

Answer

Intelligent information management provides improved efficiency and productivity, enhanced decision-making, increased revenue, and cost reduction, a strengthened customer experience, improved compliance, and much more.

Q.

What are the common challenges organizations face in managing information?

Answer

Time-consuming retrieval, manual information-based processes, data silos, security and compliance risks, and high information management costs are some of the main challenges organizations face.

Q.

What factors should I consider when selecting an IIM solution?

Answer

Scalability to accommodate growth, integration capabilities with existing systems, AI and machine learning capabilities, security and compliance enhancements, ease of use, and vendor reputation and support are all crucial factors to consider.