---
description: Review of Square 9 Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Square 9 | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# Square 9

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> Managing information can be hard. We make it easy.&#10;&#10;Square 9 delivers Intelligent Document Processing solutions that remove the frustration of extracting data from documents, forms, and external sources, giving structure and meaning to the information your business depends on. By simplifying how information is captured and shared, we help teams focus on higher-value work instead of repetitive, manual tasks.
> 
> Verdict: Rated **4.5/5** by 144 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 144 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.3/5 | Based on overall reviews |
| Features | 4.4/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Square 9 Softworks
- **Founded**: 2001

## Commercial Context

- **Starting Price**: US$68.00
- **Pricing model**: Per User
- **Pricing Details**: Simple, Transparent Pricing for Intelligent Document Automation&#10;&#10;Automate AP, HR, Forms, Capture, and Workflows starting at $50/user/month
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise)
- **Supported Languages**: Dutch, English, French, German, Italian, Portuguese, Romanian, Spanish
- **Available Countries**: Albania, Antigua & Barbuda, Argentina, Austria, Azerbaijan, Bahamas, Barbados, Belarus, Belgium, Belize, Bolivia, Bosnia & Herzegovina, Brazil, Bulgaria, Canada, Chile, Colombia, Costa Rica, Croatia, Cuba and 58 more

## Features

- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Annotations
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Autofill
- Batch Processing
- Business Process Automation
- Business Process Control
- Collaboration Tools
- Commenting/Notes
- Compliance Management

## Integrations (19 total)

- AgVantage Edge
- Agvance Accounting
- Deluxe Payment Exchange
- Deluxe Payment Exchange+
- Dynamics 365 Business Central
- MIP Accounting
- NetSuite
- NetSuite Excel Add-in
- PDI
- PDI CStore Essentials
- PDI Enterprise
- QuickBooks Desktop
- QuickBooks Online
- QuickBooks Payroll
- Sage 200

... and 4 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Workflow Management Software](https://www.softwareadvice.co.nz/directory/4272/workflow/software)

## Related Categories

- [Workflow Management Software](https://www.softwareadvice.co.nz/directory/4272/workflow/software)
- [Document Generation Software](https://www.softwareadvice.co.nz/directory/4300/document-generation/software)
- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)
- [Forms Automation Software](https://www.softwareadvice.co.nz/directory/4223/forms-automation/software)
- [Electronic Data Capture Software](https://www.softwareadvice.co.nz/directory/4632/electronic-data-capture/software)

## Alternatives

1. [Google Drive](https://www.softwareadvice.co.nz/software/105807/google-drive) — 4.8/5 (28591 reviews)
2. [Revver](https://www.softwareadvice.co.nz/software/18244/revver) — 4.4/5 (1020 reviews)
3. [Google Workspace](https://www.softwareadvice.co.nz/software/344998/google-workspace) — 4.7/5 (17670 reviews)
4. [Klyck](https://www.softwareadvice.co.nz/software/402277/klyck) — 4.9/5 (29 reviews)
5. [Contentverse](https://www.softwareadvice.co.nz/software/357028/contentverse) — 4.1/5 (19 reviews)

## Reviews

### "Great Document Management and Availability" — 5.0/5

> **Jeff** | *2 January 2024* | Logistics & Supply Chain | Recommendation rating: 10.0/10
> 
> **Pros**: Our on premise installation of the product is super easy to use and setup.  The ability to customize workflows to be as simple or as complicated as necessary.
> 
> **Cons**: I have nothing negative to say about this product.
> 
> Customer service is exceptional.  Response time combined with the depth and breadth of knowledge by support is amazing.

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### "Powerful Document Capture Solution with Responsive Support" — 5.0/5

> **John** | *3 December 2025* | Higher Education | Recommendation rating: 9.0/10
> 
> **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.
> 
> I use GlobalCapture and GlobalSearch to automate invoice coding for bill payment and as a document management solution. The platform delivers strong automation capabilities at an affordable price point. Support has been a standout as they take a creative approach to building solutions that fit our specific processes. Overall, it's been a reliable system that has improved efficiency for our team.

-----

### "Document Processing" — 5.0/5

> **Esnayde** | *10 August 2026* | Import & Export | Recommendation rating: 7.0/10
> 
> **Pros**: I like the ease of integration with QuickBooks. Others had quoted a similar service, but we ultimately went with square 9 due to their experience and confidence when it came to QuickBooks.
> 
> **Cons**: My least favorite part was the amount of time it took to setup the product. Timelines where more of a suggestion than an actual hard date.
> 
> Overall it has been positive and we have been able to see and quantify the value added by square 9. They are very attentive and any time there have been issues their support team responds with urgency.

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### "Decent Automation, but Slow and Hard-to-Reach IT Support" — 3.0/5

> **Meghan** | *17 July 2026* | Packaging & Containers | Recommendation rating: 5.0/10
> 
> **Pros**: It saves my team from manually saving hundreds of documents in a day and the templates work for the most part.
> 
> **Cons**: The IT support model. There is no way to get in contact with an actual person. You submit a ticket via email/voicemail and are at the mercy of them getting back to you. Last time our system was down for 5 days because it took that long for somebody to reach out to me.
> 
> The system does the basics for us. It saves us from the manual work, but it could be better. The more I've had to deal with IT support, the less I like the company.

-----

### "Easy Deployment/ Excellent Support" — 5.0/5

> **Matt** | *18 March 2026* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: The setup costs and yearly maintenance is very reasonable expaecially compared to other products.  Support has resolved our issues quickly
> 
> **Cons**: The licensing and user setup was a little clunky for us.  Although some of this might be how we have our users set up in AD.
> 
> Overall a very positive experience.  Havent needed to contact support very much but when I do, they have resolved our issues quickly

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/240523/square-9)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/cms/square-9-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/240523/square-9> |
| en-GB | <https://www.softwareadvice.co.uk/software/240523/square-9> |
| en-IE | <https://www.softwareadvice.ie/software/240523/square-9> |
| en-NZ | <https://www.softwareadvice.co.nz/software/240523/square-9> |

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