Integrations That Connect Your Business Ecosystem

Work the way you want to with the tools you’re already using everyday. With Square 9, integration becomes a catalyst for innovation, driving synergy and unlocking the full potential of interconnected technologies.

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  • Proven Track Record: With years of experience and a satisfied customer base, Square 9 is a trusted name in the document management industry.
  • Scalability: Our ECM solutions can grow with your business, accommodating your evolving document management needs.
  • Exceptional Support: We provide top-notch customer support to assist you every step of the way

Square 9 Integrations

GlobalAutomation for AP with Acumatica

Square 9’s customer-backed platform provides the tools you need to complement Acumatica and take your payables to the next level.

GlobalAutomation for AP with AgVantage

Our integration with AgVantage facilitates the synchronization of agricultural operations and financial data.

GlobalAutomation for AP with Agvance

Combine award-winning ECM and best-in-class capture with the power of Agvance to optimize your business.

GlobalAutomation for AP with Deluxe

By combining Square 9’s AI-driven platform with Deluxe’s industry-leading payment automation, you get one powerful, integrated solution that seamlessly takes you from invoice receipt to final payment.

GlobalAutomation for AP with Dynamics 365 Business Central

GlobalAutomation for AP with Dynamics 365 Business Central fuels your AP processes by delivering highly accurate, AI-driven capture results.

GlobalAutomation for AP with QuickBooks

Square 9 harnesses the power of AI to deliver precise capture results directly to QuickBooks, allowing comprehensive solution for automating your accounts payable.

GlobalAutomation for AP with Microsoft Dynamics GP

With Square 9 and Dynamics GP combined get a complete invoice payable transformation and a smarter, faster, and more efficient organization.

GlobalAutomation for AP with MIP Fund Accounting

Our MIP Fund Accounting integration helps your non-profit do more with less in your accounting department and beyond.

GlobalAutomation for AP with NetSuite

Our integration with NetSuite enables data exchange, streamlining business & elevating efficiency in your processes.

GlobalAutomation for AP with PDI

Allows communication between Square 9’s platform to PDI’s convenience-centric software.

GlobalAutomation for AP with Sage

Square 9 can seamlessly send extracted data from documents to Sage’s accounting, payroll, and Human Resources platform.

GlobalAutomation for AP with Tyler Enterprise

Tyler Enterprise and Square 9 come together to streamline the procure to pay process.

See what our customers are saying on G2

 

Square 9 Softworks reviews sourced by G2
PDI

The AI Advantage: Fuel, Convenience Store, and Pharmacy Chain Gains Financial Visibility Using Square 9

Despite expansion into multiple states and locations, the Dutch Group’s invoice processing remained very manual, with paper invoices being hand-delivered from service locations to local offices.

The Dutch Group quickly decided to implement a Square 9 solution to capture, index, and archive their invoices. This solution would also route the invoices throughout the approval process and share captured data with the company’s ERP system, PDI.

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AgVantage

GlobalSearch Solved the Root of Paper-Based Problems at Agricultural Retailer, Heritage Cooperative

Serving over 3,500 farmer members and 4,000 customers, Heritage was facing difficulties locating important document data across their 30 locations.

With GlobalSearch, Square 9’s award-winning Enterprise Content Management (ECM) solution, Heritage can now instantly search and retrieve information from any Accounts Payable document that goes into the system. This enabled employees to search content stored in GlobalSearch, directly from AgVantage in just one click.

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Integrations FAQ

Q.

Can IDP automatically push data into my ERP?

Answer

Yes, Intelligent Document Processing (IDP) solutions like Square 9 can automatically push captured data directly into your ERP system, eliminating manual entry and reducing delays.

Q.

How do integrations handle purchase orders, invoices, or bills of lading?

Answer

IDP integrations capture information on documents like purchase orders, invoices, and bills of lading, and route it directly into your other business applications. This removes bottlenecks, reduces errors, and accelerates cycle times across operations.

Q.

How does AI-powered IDP integrate with existing software?

Answer

AI-powered IDP solutions like Square 9 integrate with existing software through flexible, no-code methods like APIs and automated workflows. This allows for fast implementations, fewer potential points of failure, and condensed data exchange for greater security.

Q.

Can IDP integrations eliminate manual data entry completely?

Answer

Yes, in most cases, IDP integrations can eliminate nearly all manual data entry. AI-powered IDP solutions like Square 9 can handle challenging header, footer, line item, and even handwritten information on nearly any document type or format. This allows you to eliminate data entry across your entire organization.

Q.

How accurate is the data extraction?

Answer

AI-powered IDP solutions often have high accuracy rates. Square 9’s IDP solutions remain accurate even with challenging header, footer, line-item, and handwritten information. Confidence scoring also flags fields that may need review.

Q.

How long does it take to set up an integration?

Answer

In most cases, Square 9 integrations can be configured in days. Pre-built connectors and no-code tools allow your team to connect systems quickly without heavy IT involvement.

Q.

Do I need IT resources to maintain integrations?

Answer

No IT resources are needed. Square 9 Integrations can be managed by business users using no-code tools. IT may assist with initial setup, but ongoing changes don’t require development work.

Q.

Is my data secure during integration?

Answer

With Square 9, your data is fully secure. Information is encrypted in transit and at rest, while secure APIs and authentication protocols protect sensitive data.

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