The Square 9 AI-powered intelligent document processing 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.

Optimize your core business processes and automate tedious tasks for improved visibility and organizational communication.

Keep your documents secure with role-based access to prevent unauthorized users from viewing or editing content.

Gain easy access to all of your documents and data to boost efficiency and enhance business flexibility and decision making.

Square 9 is packed with all the tools you need to improve productivity across your most document-intensive departments.

Minimize repetitive processes with intuitive web forms that collect information and securely store your data for improved visibility and easy access.

Simplified user interface with drag-and-drop form fields

Custom form layouts, templates, and use-cases

Automatic data routing for document approval and integrated capture workflows

Expedite how you capture, classify, and validate high volumes of documents, reducing manual work while increasing accuracy.

AI-driven capture for faster, more accurate, and more convenient data validation

Advanced OCR and data extraction rules

Multiple sharing options and single-point entry for identity and access management

Save time searching for missing or lost records. Easily file, index, store, retrieve, and share documents in a secure environment.

Flexible search with keywords, phrases, addresses, and more

Anywhere, anytime access with permission-based security

Disaster recovery and audit trail logs

Automate and map workflows for end-to-end process visibility to keep your results aligned with your business goals.

Send automated notifications

Real-time, on-demand BI and analytics 

Graphical document presentations and embedded webforms

"Square 9 has had a great impact on the speed at which we locate files. Their workflow also allows us to review documents generated quicker than ever. We haven't had to call support too often. When we were deploying Square 9, they were always helpful and fantastic, treating our business like their business."

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Focus on growth and reach new levels of efficiency with Square 9. Phase out tedious, manual processes with intelligent accounts payable and process automation in one unified platform.

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Capterra reviews constitute the subjective opinions of individual end-users based on their own experiences and do not represent the views of Capterra or its affiliates. Reviews have been edited to account for errors and readability.