Empower Your Business: Seamless Integrations

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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  • Fuel your business processes with integrations that work with the tools you are already using.
  • Unlock a world of efficiency enabling access to the information your organization needs to enable intelligent decision-making.
  • 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 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


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

GlobalAutomation for Dynamics 365 Business Central

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

GlobalAutomation for QuickBooks Online

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


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


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


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


Our integration with SAP enables seamless communication and data exchange, enhancing efficiency and streamlining business processes.

See what our customers are saying on G2


Square 9 Softworks reviews sourced by G2

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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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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