Square 9

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

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.

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.

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.

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.

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

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Cons: The user interface feels a bit outdated, and the initial configuration process can be time-consuming.

Pros: It's very interactive and allows for the user to follow along with the tutorials

Cons: Too much time was spent covering low-level concepts such as X button being used to exit the screen.

Pros: Being a IT/Power user, I appreciate the great support team and prompt responses on any questions or issues that may arise.

Cons: At the moment I do not have any complaints

Pros: The localized storage makes it easy for employees throughout the office to locate, view and send different documents relating to all of our members.

Cons: Once in the application, some of us find it hard to navigate, especially when we were first introduced to the program.

Pros: The Square 9 system itself is laid out efficiently and stays up to date/modern. We've recently converted to direct support and they are very helpful and attentive. Good setup for dealing with cases.

Cons: The system can be hard to navigate at first until you get the hang of it.

Pros: Square 9 is simple to use and easy to navigate. Stored documents are easily found through a variety of filters.

Cons: I would prefer to have customizable shortcuts. Sometimes requires a lot of clicks for simple tasks.

Pros: I like Square 9 for the main purpose of getting the invoices entered and directed to the correct personal to work them, and then the process of them getting the invoices back for payment is pretty seamless. And being about to be paperless and searching for an invoice by so many different fields is nice. I also like the fact that it finds duplicate invoices so reducing accidental duplicate payments.

Cons: I don't like that sometimes it can be slow. Which may or may not be internet speeds or just how it is. This can cause delays in the amount of time invoices reach their destination to be worked. But, overall, I don't have too many issues with not liking Square 9.

Pros: I like that there are a lot of ways to search for things. I also like how you can customize every aspect of it.

Cons: It has a tendency to get bogged down and become slow.

Pros: How I can index for different departments in different buckets.

Cons: When I index, I can only index every other document. I have to skip every other one.

Pros: It's easy to find your document once it's scanned into square 9.

Cons: The only issue I have had it with, was it got logged out twice and none of my documents were being processed, but opened a support ticket and the issue was resolved within minutes.

Pros: Square 9 is an remarkable document management solution that has significantly streamlined our customer's workflow and enhanced productivity. Its intuitive interface and robust features make document storage, retrieval, and sharing effortless, helping teams to collaborate more effectively and efficiently. Overall, Square 9 has proven to be a reliable and indispensable tool that has transformed our document management processes for the better.

Cons: Well, there was a 32 page SoW to dig through. But, it was very thorough.

Pros: We are currently working with Square9 on creating workflows to automate the flow of documents. Currently, it fits our needs without breaking the bank, but it looks like there is a lot of untapped potential in the system that we are currently working towards taking advantage of.

Cons: As with most document management systems, there is a learning curve. Fortunately there is free training included that lays the groundwork for using the system.

Pros: Like the ability to get rid of all the filing cabinets and keep them gone.

Cons: Takes a little use to getting to all the options that are available for settings and security.

Pros: Square 9 offers a comprehensive and scalable solution for modern document management needs. Its user-friendly interface, robust features, workflow automation, integration capabilities, and excellent customer support make it a valuable asset for businesses seeking to enhance efficiency, productivity, and compliance in their document processes

Cons: We haven't encountered any issues as of yet.

Pros: Square9 is very intuitive and easy to navigate

Cons: Lack of logs to investigate issues and I have to go through a reseller as we are currently not an SQ9 partner

Pros: When it works, it works. We have been using this product for a few years now and it helps keep everything organized and easily searchable. Users can move / edit / export with ease. Ties right in with our AD for users and security permissions. Makes it easily manageable from an IT perspective.

Cons: Set up and some modifications can be a bit daunting, but with the help of Square 9's support team it usually ends up being not so bad.