Square 9 Softworks
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New Haven, CT 06510
The Invoice Isn’t the Problem: Why AP Automation Should Start Before Accounts Payable
Accounts payable automation typically starts with an invoice. The data is captured, the information is validated, the purchase order is matched, and then the invoice is routed for approval, paid, […]
Workflow Debt: How Years of “Just One More Approval” Breaks Workflow Automation
Most workflow automation becomes complicated one reasonable decision at a time. An invoice slips through without the right review, so another approval gets added A manager wants greater visibility, so […]
Automating Fuel Delivery Documentation: The Paper Trail No Fuel Operator Wants to Manage
Fuel deliveries move quickly, but the paperwork documenting it often doesn’t. Every fuel delivery generates a trail of delivery tickets, bills of lading, invoices, meter readings, and other records, each […]
20 Lessons Every Business Should Know Before Investing in Intelligent Document Processing
Twenty years ago, automation looked very different. Organizations were replacing paper files with PDFs, introducing document processing systems, and beginning to digitize manual processes. But today, this focus has expanded […]
20 Lessons from 20 Years, Part 4: Preparing for the Next Era of Intelligent Work
Twenty years ago, document processing was about digitizing filing cabinets, but today, the challenges organizations are looking to solve are much more complex. These challenges include eliminating manual work with […]
20 Lessons from 20 Years, Part 3: Why Outcomes Matter More in Intelligent Document Management
Over the past two decades, technology has evolved drastically. Businesses have moved from “digital filing cabinets” to intelligent document management platforms, from manual data entry to OCR and now AI-assisted […]
20 Lessons from 20 Years Part 2: The Keys to Successful Workflow Automation
When organizations begin their workflow automation journey, success often starts with achieving a single goal. Reducing invoice processing time, simplifying access to records, or streamlining approval processes are all […]
20 Lessons from 20 Years, Part 1: The Foundations of Successful Automation
When Square 9 opened its doors in 2006, businesses were still filling file cabinets, faxing documents, and relying heavily on paper-based processes. Cloud information management was still merely a concept, […]
When Accounts Payable Is the First Line of Defense Against Vendor Risk
The crucial role that payables teams play in invoice fraud prevention and error detection is often highlighted as invoices arrive. Accounts payable is often the primary stage where vendor risk […]
The Rise of Micro-Integrations: Tiny Connections Solving Massive Process Gaps
ERP systems manage financials, CRM platforms track relationships, and HR systems handle employee data, but the information that fuels these systems is often locked in documents such as purchase orders, […]
The Searchable Supply Chain: Bill of Lading Automation for Faster Freight Operations
When managing shipping and logistics, speed is everything. Trucks deploy rapidly, orders change quickly, and customers expect immediate answers. Yet one of the most common bottlenecks in freight operations has […]
The First 24 Hours: Bill of Lading Automation for The Most Error-Prone Window in Shipping
In the first 24 hours of a shipment’s arrival, critical documents move through inboxes, clipboards, scanners, and shared drives. During that window, minor documentation errors such as missing signatures, mislabeled […]
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