Square 9 Reviews

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.

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 REALLY help. I've been fighting with it for some time now and I still don't have it working.

A hyperlink data type for URL fields would be a great add on. We have many documents that we would like to link to a mapping application ie. work permits link to a location. Many of our documents have a spatial reference that i have in a lookup field in another database that has geographic coordinates based on address. I can't believe this hasn't been implemented yet?! The proposed workaround in the forum doesn't work. The ability to click a hyperlink field that opens a new browser window to a specific URL would be SO nice.

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.

We had a lot of customization requests for our business needs. The original set up process was successful, and as we used the product adaptations were easily made.

The one drawback to Square 9 is the delay in downloading. It seems to lag a bit at times.

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.

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.

It is next to impossible to find an equitable solution for a similar cost. They price very appropriately for what you get.

Standard headaches that you could get with any number of platforms. Things happen, stuff may not be configured correctly, etc. I wish it were more intuitive and modernized, but that sounds like something that's in the works anyways so we'll see how that turns out.

Ease of use and the cost of what you get with the product

It is a great system and is easy to use

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

Ease of saving, finding and sharing one or many documents

nothing love working with the database. reliable and easy to save and to locate documents

Availability of our invoices for all users
Searching for invoices is easier than going thru a paper file
E-mail capabilities of invoices

Sometimes the batch manager doesn't work properly for rejections.
Frustrating to have to reset the SSImp Engine...currently, having to do it 3 - 5 times per week.

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.

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

I enjoy the ability I have to customize it to my needs. I know I have just touched the surface of what my software has the ability to do.

The software support team is usually very slow to respond. There needs to be a rating system of how critical a support ticket is.

The desktop application runs much slower than the application on the server. Probably more of an issue with my network than anything else, but still annoying.

Ease of use / OCR / Invoicing / Workflows

Server sometimes crashes / administration

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.

i liked the improvements in the interface and the speed o f searching. Also, the addition and improvements to the web client have helped our organization massively.

Adding users and Fields is still nebulous. I wish that it was easier to spin up new archives or create them from already existing once.

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.