Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website. # Square 9 Softworks: Common Tasks Simplified by Document Management ## Sitemaps [XML Sitemap](https://www.square-9.com/sitemap_index.xml): Includes all crawlable and indexable pages. ## Posts - [20 Lessons from 20 Years, Part 4: Preparing for the Next Era of Intelligent Work](https://www.square-9.com/blog/prepare-for-future-document-processing/): Twenty years ago, document processing was about digitizing filing cabinets, but today, the challenges organizations are looking to solve are much more complex. - [20 Lessons from 20 Years, Part 3: Why Outcomes Matter More in Intelligent Document Management](https://www.square-9.com/blog/business-outcomes-document-management/): Businesses have moved from “digital filing cabinets” to intelligent document management platforms, from manual data entry to OCR and now AI-assisted document capture, and from isolated solutions to connected digital ecosystems. - [20 Lessons from 20 Years Part 2: The Keys to Successful Workflow Automation](https://www.square-9.com/blog/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 exciting early wins.  - [20 Lessons from 20 Years, Part 1: The Foundations of Successful Automation](https://www.square-9.com/blog/20-lessons-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, and artificial intelligence was the stuff of science fiction. - [AP as a Strategic Data Source for Forecasting, Not Just a Cost Center](https://www.square-9.com/blog/ap-as-strategic-data-source-for-forecasting/): Historically, Accounts Payable was simply considered a necessary function. It focused on processing invoices, managing approvals, and paying vendors on time, but its broader value ended there. Efficiency and cost-reduction were the only improvement metrics worth considering - [When Accounts Payable Is the First Line of Defense Against Vendor Risk](https://www.square-9.com/blog/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 is identified and addressed, making it imperative that these teams operate efficiently. - [From Siloed Notes to Shared Insight: Automating Non-Transactional Data Movement](https://www.square-9.com/blog/siloed-to-shared-insight-automating-non-transactional-data/): Organizations that embrace non-transactional data automation see measurable gains: - [The Rise of Micro-Integrations: Tiny Connections Solving Massive Process Gaps](https://www.square-9.com/blog/the-rise-of-micro-integrations/): Large-scale integration projects can be time-consuming and costly, but the rise of micro-integrations bridges the gap between documents and systems in a simple and direct way. - [The Searchable Supply Chain: Bill of Lading Automation for Faster Freight Operations](https://www.square-9.com/blog/bill-of-lading-retrieval-for-faster-freight-operations/): Bills of lading, proof of delivery forms, packing lists, and rate confirmations contain critical operational data, but finding them amidst shared drives, file cabinets, and scattered sources creates a chaotic challenge. Bill of lading automation transforms this experience by creating a searchable supply chain that automates bills of lading, manages freight documents, and turns static shipping documents into instantly searchable data. - [The First 24 Hours: Bill of Lading Automation for The Most Error-Prone Window in Shipping](https://www.square-9.com/blog/bol-automation-in-the-first-24-hours/): This is the most vulnerable period in freight operations, and it’s where bill of lading automation delivers the greatest impact. - [The Electronic Bill of Lading: Why Data-First Logistics Starts Here](https://www.square-9.com/blog/electronic-bill-lading-data-first-logistics/): Bills of lading are vital shipping documents that ensure the smooth transition of goods. They confirm receipt, define shipment terms, and protect both carriers and shippers. But many organizations still store these documents as physical files or PDFs, leading to data entry errors, bottlenecks, and missed opportunities to leverage the information. But data-first logic offers another way forward, effortlessly archiving information, sharing it with other systems, and streamlining processes for peak efficiency. - [When Supply Chain Disruptions Start on Page One: Avoiding Errors at PO Creation](https://www.square-9.com/blog/avoid-purchase-order-errors/): Supply chain disruptions aren’t limited to economic uncertainties, labor shortages, or transportation delays. In fact, they often begin on the very first page with PO creation errors. - [Document First Automation: Rethinking the Digital Supply Chain](https://www.square-9.com/blog/document-first-automation/): But most supply chain work doesn’t begin with these platforms. For many, document-first automation is the start. - [Invisible Automation: When Great Technology Works in Silence](https://www.square-9.com/blog/invisible-automation-when-great-technology-enhances-work-in-silence/): Automation can often lead to powerful gains in efficiency, but at times it can also create disruption. New systems frequently require staff to adapt to processes, new interfaces, and new training. This disruption frequently requires employees to relearn how they work, even when the work itself hasn’t changed. The most successful automation efforts take a different approach. Invisible automation works with your existing processes, offers ease of use, and doesn’t force change. It simply remove friction silently. - [Data Security and ERP Integration: What Your IT Team Needs to Know](https://www.square-9.com/blog/data-security-and-erp-integration-what-your-it-team-needs-to-know/): Enterprise resource planning (ERP) systems sit at the center of business operations, managing financial data, inventory, vendors, customers, and much more. But as organizations automate more processes, ERPs can no longer operate alone. - [Balancing Ease with Expertise: Why AP Automation Implementations Still Benefit from Technical Oversight](https://www.square-9.com/blog/balancing-ease-with-expertise-why-ap-automation-implementations-still-benefit-from-technical-oversight/): Accounts payable automation has never been simpler, as AI-driven data capture, no-code workflows, and low-code integrations have transformed complex implementation projects into easy, accessible, and user-friendly processes that many teams can adopt without writing a single line of code. - [Simplifying Fulfillment Compliance: Eliminate Order Processing Risk with IDP](https://www.square-9.com/blog/simplifying-fulfillment-compliance-eliminate-order-processing-risk-with-idp/): As businesses scale, order processing quickly becomes more time-consuming, error-prone, and difficult to coordinate. Every purchase order, sales order, and bill of lading must align perfectly to ensure customers receive exactly what they expect at the right price, quantity, and time. - [Connecting Your Business: Automating Order Processing from Purchase to Fulfillment](https://www.square-9.com/blog/automating-order-processing-purchase-to-fullfillment/): From purchase to fulfillment, customers expect fast deliveries and clear communication. And to meet these demands, speed, accuracy, and collaboration define success.  - [The Best of Both Worlds: How Integrations Can Offer Speed & Flexibility](https://www.square-9.com/blog/integrations-can-offer-speed-flexibility/): You’ve probably seen a clothing tag that reads “one size fits all,” and you’ve probably also discovered that it rarely does. The same is true for software integrations. Every business operates differently, with its own workflows, vendor relationships, and compliance obligations. Yet many organizations still try to make rigid, one-size-fits-all integrations work across complex systems, and end up with frustration instead of functionality. - [Why AP Automation Is Less Expensive Than You Think](https://www.square-9.com/blog/why-ap-automation-is-less-expensive-than-you-think/): AP automation is a highly effective way to streamline and scale your processes. But for many finance teams, the idea of implementing new technology into existing processes feels risky, and the perception that these systems are costly and disruptive furthers their apprehension. - [From Boomers to Gen Z: How Cloud IIM Bridges the Generational Workforce Divide](https://www.square-9.com/blog/how-cloud-iim-bridges-the-generational-workforce-divide/): For the first time in history, five generations are working side by side, and each brings unique strengths to the workplace. But with these strengths also come distinctions in how they prefer to work and interact with the world. - [Democratizing Document Capture: How to Write Prompts That Put Your Data in Motion](https://www.square-9.com/blog/writing-prompts-to-extract-data/): Generative AI has transformed the way organizations extract data, capturing any document with simple, natural language prompts. But like any tool, its value depends on proper use and implementation. The good news is that generative AI capture is incredibly easy to use due to natural language prompts, allowing those with limited technical expertise to make changes within minutes. - [Breaking Down Barriers: How Remote Access Transforms C-Store Operations](https://www.square-9.com/blog/how-remote-access-transforms-c-store-operations/): It’s 7:30 a.m. and you’re halfway to your first store visit when a supplier calls about a missing invoice. Ten years ago, that would have meant turning the car around, heading back to the office, and digging through a file cabinet. - [When Oil Prices Fluctuate, Can Your AP Processes Keep Up?](https://www.square-9.com/blog/when-oil-prices-fluctuate-can-your-ap-processes-keep-up/): The fuel and convenience industry is no stranger to change. When oil prices shift, so does the way these businesses operate. Aspects of these businesses, like cash flow and vendor relationships, need to be carefully managed. And with razor-thin margins, every dollar (and every hour) counts. - [From Day One to Day Done: What to Expect During a Generative AI Capture Implementation](https://www.square-9.com/blog/implementing-generative-ai-capture/): New solution implementations are often met with hesitation, and for good reason. Traditional software rollouts can be time-consuming, resource-heavy, and disruptive to your day-to-day operations. - [Breaking Down Skill Barriers: Capture that Works Like Your Team Thinks](https://www.square-9.com/blog/breaking-down-skill-barriers-capture-that-works-like-your-team-thinks/): Information is the lifeblood of nearly every business process, but much of this data is trapped in documents, PDFs, and other stagnant sources that limit efficiency. And while traditional capture methods offer ways to leverage some of this information, they are often complicated, error-prone, and difficult to use. With traditional capture automation, managing invoices, orders, contracts, and more requires specialized training and comes with a steep learning curve. Traditional systems aren’t just clunky and comparatively inefficient; they create skill barriers that prevent teams from operating at full capacity. - [Cultivating Confidence: How IIM Simplifies Compliance in Agriculture](https://www.square-9.com/blog/cultivating-confidence-how-iim-simplifies-compliance-in-agriculture/): Regulatory compliance is a must across countless industries as organizations log adherence to local, state, and federal guidelines. Among these industries, agribusiness is archiving safety logs, transaction records, pesticide permits, and worker documentation. Tracking this information can be an immense challenge, especially under tight timelines and with limited staff. - [From the Field to the Office: Solving Automation Challenges Unique to Agriculture](https://www.square-9.com/blog/solving-automation-challenges-for-agriculture/): In agribusiness, every moment counts, but the sheer volume of operational tasks can make it feel like those moments are never enough. From processing and procuring payments to onboarding seasonal staff, agricultural office workers face high-volume workloads where even small inefficiencies can have a significant impact. - [The End of Traditional Capture Automation: How Generative AI is Changing The Game Entirely](https://www.square-9.com/blog/the-end-of-traditional-capture-automation-how-generative-ai-is-changing-the-game-entirely/): Countless business decisions depend on fast access to reliable data, and with the rise in AI-powered business tools, this data is becoming ever more critical. But what happens when that data is buried in your documents? Scanned PDFs, emails, invoices, contracts, and countless other records contain valuable information that your systems can’t leverage without assistance. - [Dispelling Automation Fears: How AP Automation Enhances and Creates Jobs](https://www.square-9.com/blog/dispelling-automation-fears-how-ap-automation-enhances-and-creates-jobs/): When people hear “automation,” a common fear follows: What does this mean for my job? - [More Than The Sum: How IIM Integrations Make 1 + 1 = 3 for Effortless Information Access](https://www.square-9.com/blog/more-than-the-sum-how-iim-integrations-make-1-1-3-for-effortless-information-access/): Countless business processes depend on access to timely, accurate information. But when data lives in disconnected systems—like ERPs, CRMs, or HR platforms—it creates barriers that hinder productivity, slow decision-making, and frustrate teams. - [When is “Seamless Integration” Really Seamless? The Truth About IIM Integration](https://www.square-9.com/blog/when-is-seamless-integration-really-seamless-the-truth-about-iim-integration/): "Seamless integration" is a frequent selling point for intelligent information management (IIM) systems that promise information exchanges across platforms. But how often do these integrations truly live up to this promise? Too often, businesses invest in IIM expecting an effortless connection to an enterprise resource planning (ERP) or a customer relationship management (CRM) system to find that "seamless" requires unexpected workarounds, additional costs, or manual interventions. - [The Data Privacy Challenge: Securing Education Records in a Digital Age](https://www.square-9.com/blog/securing-education-records-in-a-digital-age/): Research from Educause shows that 70% of higher education are investing in digitizing their information-based processes.  - [Using The Right Processes to Drive AP Automation Success](https://www.square-9.com/blog/using-the-right-processes-for-ap-automation-success/): Accounts Payable departments are vital in ensuring timely payments from your business. However, these departments often face challenges such as manual data entry, time-consuming approvals, and a lack of visibility in key details like payment status and early discount deadlines. - [Beyond Automation: How Intelligent Data Recognition Enables Strategic Decision-Making](https://www.square-9.com/blog/beyond-automation-how-intelligent-data-recognition-enables-strategic-decision-making/): Intelligent Information Management (IIM) has transformed how businesses facilitate the flow of data, eliminating repetitive tasks, improving efficiency, reducing costs, and controlling risk. However, new innovations are pushing the boundaries of what these systems can do. - [How Effective is AP Automation? Using Intelligent Data Recognition to Achieve Success](https://www.square-9.com/blog/using-intelligent-data-recognition-to-achieve-success/): Accounts Payable (AP) automation has streamlined invoice processing, reduced errors, and provided impactful financial returns for countless organizations, making it a powerful tool for modern businesses to stay competitive. In fact, an AIIM survey estimated that 29% of respondents saved 50% or more on invoice processing from their solutions. This estimate is bolstered by the top and bottom accounts payable performer data in (Figure 1).Adopting technology is only part of the equation for achieving effective results from automation. Using the right processes that are optimal for your organization’s goals, especially when capturing invoices, purchase orders, and other transaction documents, will maximize the implementation's results. In this blog post, we’ll explore what makes AP automation truly effective and how using optimal processes, especially around document capture, can set organizations up for success. - [Breaking Down Silos: The Role of Intelligent Information Management in Building Collaborative Workplaces](https://www.square-9.com/blog/breaking-down-silos-the-role-of-intelligent-information-management-in-building-collaborative-workplaces/): Organizational silos, or isolated groups within a company, often operate independently with limited communication and information sharing. This separation among your workforce can lead to process bottlenecks, hampered communication, and ineffective information access, reducing overall efficiency. According to JP Morgan, a recent study estimates data silos eat up 2.4 hours from the average employee’s workday. - [Beyond ROI: Measuring The True Impact of Intelligent Information Management](https://www.square-9.com/blog/measuring-impact-of-intelligent-information-management/): Return on investment (ROI) is a crucial component of measuring the success of business solution implementations, ensuring your organization sees financial gains as a result. While important to consider, ROI often only captures part of the picture during investment assessments with a slew of intangible benefits in the backdrop that enhance the value of your business. Intelligent Information Management (IIM) goes far beyond simply reducing costs or improving efficiency; its impact can be felt by employees, partners, and customers alike in the form of greater satisfaction, collaboration, transparency, and trust. - [4 Crucial Accounts Payable Trends to Know for 2025](https://www.square-9.com/blog/4-crucial-accounts-payable-trends-to-know-for-2025/): Accounts payable automation continues to be a key point of investment for organizations of all shapes and sizes. In fact, research from the Association for Intelligent Information Management (AIIM) shows that 50% of organizations have already implemented automated AP systems, and the benefits are clear: - [2024 Recap: A Year of Service and Success with Customer-Backed Recognition from Gartner](https://www.square-9.com/blog/2024-success-recap/): With 2024 quickly coming to a close, We’d like to take a moment to highlight some of the incredible feedback and recognition we’ve received from customer reviews through Gartner Digital Markets. Across Capterra, Software Advice, and GetApp, the Square 9 community has made their voices clear, highlighting their satisfaction with their solutions. Because of this satisfaction, we’ve been recognized as a leading solution across multiple Gartner categories and lists. Below, we’ll detail this recognition, showcase some of our favorite quotes from customer reviews, and reaffirm our vision and commitment as we enter 2025. - [The Next Generation of IIM: Working Efficiently Your Way with GlobalSearch Go](https://www.square-9.com/blog/the-next-generation-of-iim-working-efficiently-your-way-with-globalsearch-go/): Square 9’s latest platform, GlobalSearch Go, brings forward the next generation of intelligent information management with lightning-fast loading times, enhanced collaboration features, and an easy-to-navigate interface. With this robust functionality and ease of navigation, GlobalSearch Go allows organizations to work how they want to and boost their efficiency. In this blog, we highlight GlobalSearch Go’s full feature and functionality set and how to make the most of it in your business. - [Safeguarding OCR Information: How Providers Can Protect Extracted Data for Maximum Security](https://www.square-9.com/blog/safeguarding-ocr-information-how-providers-can-protect-extracted-data-for-maximum-security/): Using the swaths of data that organizations collect has become crucial to a successful business. In fact, BARC research surveys show that businesses leveraging big data saw an 8% increase in profit and a 10% reduction in cost. Optical Character Recognition (OCR) and AI-assisted capture have become key technologies for digitizing documents and extracting valuable data, but the sensitivity of many documents processed by these technologies sets up data security as a top priority for those looking to implement this technology.  - [6 Essential Factors to Shape Your Document Capture Strategy](https://www.square-9.com/blog/essential-factors-for-document-capture/): Being able to leverage crucial information to make informed business decisions is a must for organizations looking to stay efficient and competitive. In fact, according to McKinsey Global Institute, data-driven organizations are not only 23 times more likely to acquire customers, but they’re also six times as likely to retain customers and 19 times more likely to be profitable! But for many organizations, data is stuck in difficult-to-leverage formats such as paper and PDF. This is where document capture technology comes into play. By transforming images into computer-legible characters, this technology allows organizations to eliminate time-consuming manual transcription while making complete strategic use of their data. But like all business solutions, a solid strategy is needed for document capture that keeps the conditions and goals of your own business in mind. - [5 Crucial Steps for Ensuring Data Security in Your Intelligent Information Management Solution](https://www.square-9.com/blog/5-crucial-steps-for-ensuring-data-security-in-your-intelligent-information-management-solution/): 2023 saw a 72% increase in data breaches since 2021, which held the previous all-time record, while breaches are causing organizations and individuals a collective average of $4.88 million in 2024 (Forbes). While switching to a cloud provider allows server security to be handled by highly trained professionals, a few best practices still fall to individual organizations, including protecting individual accounts, educating staff, and mitigating risks.  - [Navigating the Cloud: Critical Considerations for Migrating Your Intelligent Information Management System](https://www.square-9.com/blog/navigating-the-cloud-critical-considerations-for-migrating-your-intelligent-information-management-system/): Cloud platforms have become a highly attractive option for organizations looking for digital solutions, and it’s easy to see why. With a heightened need for remote collaboration, an increasingly complex cyber security landscape, and fluctuating costs for crucial computing resources, remote access and provider-led server security are powerful incentives to make the switch. In fact, Spending on Software as a Service (SaaS) solutions is expected to grow 20% to a total of 247.2 billion by the end of 2024 (Gartner). - [3 Tell-Tale Signs of a Secure Cloud Solution](https://www.square-9.com/blog/3-tell-tale-signs-of-a-secure-cloud-solution/): Cloud platforms are becoming an increasingly preferred option for intelligent information management solution buyers, offering unparalleled information accessibility and cost consistency while shifting the burden of data security from their business to the cloud provider. That last part is essential in a world where cybersecurity is becoming increasingly complex, threats are ever-present, and organizations are being held to higher standards of accountability. 18 U.S. states, for example, have enacted data privacy laws, many of which call for more stringent controls to prevent leaks, and 11 states have introduced similar bills in 2023 and 2024 (Bloomberg Law). - [Perfecting The Wheel: How AI Completely Solved Stagnant Challenges for Invoice OCR](https://www.square-9.com/blog/perfecting-the-wheel-how-ai-completely-solved-stagnant-challenges-for-invoice-ocr/): Accounts payable automation has created significant productivity increases amongst organizations adopting it. With a proven return on investment achievable in about a year and a half, it remains a highly chosen spot for countless businesses to begin automating their processes. In fact, an AIIM survey estimated that 29% of respondents saved 50% or more on invoice processing from their solutions, and about 80% of our own customers have begun their automation efforts in accounts payable.  - [Crush Invoice Processing Challenges with Automation](https://www.square-9.com/blog/crush-invoice-processing-challenges-with-automation/): Manual invoice processing is monotonous, time-consuming, and error-prone for many businesses, leading to missed payments, misplaced invoices, time-consuming corrections, and high financial costs. Despite this, many businesses overcome these challenges, as evidenced by the key performance metrics of top and bottom invoice processing performers (Figure 1). A crucial part of turning invoice processing from a stressful and inefficient chore into a streamlined, highly effective process is automation. Below, we’ll cover the most pressing challenges around invoice processing and how to solve them with intelligent information management (IIM). - [Conquering Compliance: How Information Management Eliminates Risk in Human Resources](https://www.square-9.com/blog/conquering-compliance-how-information-management-eliminates-risk-in-human-resources/): Human resources compliance involves countless regulations around employee privacy, federal audits, and record retention for potential litigation. Navigating this regulatory maze is a demanding task that can easily result in thousands of pages of information to track, archive, store, and, when needed - retrieve. This level of information is impossible to manage without a proper system in place reliably, but there are strategies and solutions. Below, we’ll cover how intelligent information management solutions can help you conquer compliance by simplifying audits, ensuring employee privacy, and preparing for litigation to eliminate risk and easily navigate challenging times. - [Efficiency, Security, and Compliance: 3 Ways Employee Onboarding Automation Returns Your Investment](https://www.square-9.com/blog/3-ways-employee-onboarding-automation-returns-your-investment/): Employee onboarding is a time-consuming, monotonous, yet necessary process that ensures all federal and local regulations are met and that new hires understand the requirements and expectations for the job at hand. All of this ultimately translates into a pile of forms and contracts that new hires must navigate and sift through to begin their new position.  ## Pages - [Why Square 9 vs Tungsten?](https://www.square-9.com/why-square-9-tungsten/) - [Awards & Recognitions](https://www.square-9.com/awards-recognitions/) - [20th Anniversary](https://www.square-9.com/20th-anniversary/) - [Square 9 vs. DocuWare](https://www.square-9.com/square-9-vs-docuware/) - [InquireAI Copiers Northwest](https://forms-square9demo.mysquare9.com:5454/view/#!/form/68151f98456398139c4cd156?clearonsubmit=true&pid=bWJvd2VuQGNvcGllcnNudy5jb20%3D) - [Manufacturing](https://www.square-9.com/wp-content/uploads/2026/04/Square-9-Manufacturing-Playbook.pdf) - [S9 Migration Analyzer Beta](https://square9psg-hosting.s3.amazonaws.com/S9MigrationAnalyzer/Media/S9MigrationAnalyzerBeta.zip) - [S9 Migration Analyzer Beta](https://square9psg-hosting.s3.amazonaws.com/S9MigrationAnalyzer/Media/S9MigrationAnalyzerBeta.zip) - [InquireAI BOL Kyocera](https://forms-square9demo.mysquare9.com:5454/view/#!/form/68750f5accacf81364c24d0f?clearonsubmit=true&cid=kyocera) - [InquireAI Contacts Kyocera](https://forms-square9demo.mysquare9.com:5454/view/#!/form/67d977b61660a80ce830b371?clearonsubmit=true&cid=kyocera) - [InquireAI PO/SO Demo Kyocera](https://forms-square9demo.mysquare9.com:5454/view/#!/form/67d9cff81660a80ce830b38e?clearonsubmit=true&cid=kyocera) - [InquireAI Invoice Demo Kyocera](https://forms-square9demo.mysquare9.com:5454/view/#!/form/68151f98456398139c4cd156?clearonsubmit=true&cid=kyocera) - [Generative AI Powered Capture GenAI](https://www.square-9.com/products/generative-ai-powered-capture-ppc/) - [Generative AI Powered Capture](https://www.square-9.com/products/document-capture-automation/) - [Reseller Sign Up](https://www.square-9.com/become-a-reseller/) - [Try Square 9 InquireAI](https://www.square-9.com/products/document-capture-automation/) - [InquireAI Bill of Lading](https://forms-square9demo.mysquare9.com:5454/view/#!/form/68750f5accacf81364c24d0f?clearonsubmit=true) - [InquireAI Invoice Demo](https://forms-square9demo.mysquare9.com:5454/view/#!/form/68151f98456398139c4cd156?clearonsubmit=true&cid=km) - [InquireAI PO/SO Demo KM](https://forms-square9demo.mysquare9.com:5454/view/#!/form/67d9cff81660a80ce830b38e?clearonsubmit=true&cid=km) - [Acumatica Integration](https://info.square-9.com/acumatica-integration) - [AP Guide](https://info.square-9.com/ap-automation-guide) - [Square 9 & Deluxe Partnership](https://info.square-9.com/square-9-deluxe-partnership) - [InquireAI Invoice Demo](https://square9.to/56162c) - [Home](https://www.square-9.com/home-2/) - [InquireAI PO/SO Demo](https://forms-square9demo.mysquare9.com:5454/view/#!/form/67d9cff81660a80ce830b38e?clearonsubmit=true) - [InquireAI Contracts Processing Demo](https://forms-square9demo.mysquare9.com:5454/view/#!/form/67d977b61660a80ce830b371?clearonsubmit=true) - [Square 9 Ethical AI Policy](https://www.square-9.com/ai-policy/): Effective: March 1, 2025 - [Try TransformAI Image 2000](https://forms-bbanet.mysquare9.com:5454/view/#!/form/640ba4c861a7c812ac6f8c20?header=0&cc=image2000) - [Try TransformAI Image 2000](https://forms-bbanet.mysquare9.com:5454/view/#!/form/640ba4c861a7c812ac6f8c20?header=0&cc=image2000) - [Move to the Cloud](https://info.square-9.com/en-us/move-to-the-cloud) - [Square 9 Customer Referral Program](https://info.square-9.com/square-9-shareworks) - [Reseller Learning](https://www.square-9.com/resources/reseller-e-learning/) - [Interactive Demos](https://info.square-9.com/product-library) - [MIP Fund Accounting](https://info.square-9.com/mip-integration) ## Jobs ## Press Releases - [Square 9 Releases Workflow Bottleneck Assessment to Help Organizations Identify Hidden Operational Inefficiencies](https://www.square-9.com/press-releases/square-9-releases-workflow-bottleneck-assessment/): New Haven, CT, July 15, 2026 – As organizations accelerate investments in AI and automation, many continue to struggle with inefficient manual workflows that slow approvals, increase costs, and reduce visibility across critical business processes.  - [Square 9 Highlights Document-First Automation as the Missing Link in ERP Success](https://www.square-9.com/press-releases/square-9-highlights-document-first-automation-as-the-missing-link-in-erp-success/): By capturing and validating information at the document level, organizations can reduce processing delays, improve inventory visibility, accelerate supplier transactions, and provide ERP systems with more accurate operational data. Implementing document-first automation strategies, companies are contributing to a broader realization: automation efforts are most effective when they begin where processes actually start.  - [Hidden in Plain Sight: Accounts Payable Data Becomes a Competitive Advantage](https://www.square-9.com/press-releases/accounts-payable-data-becomes-competitive-advantage/): New Haven, CT. June 18, 2026 – As organizations face ongoing economic uncertainty, finance leaders are discovering that accounts payable contains some of the most valuable forecasting intelligence in the business. Beyond invoice processing and vendor payments, AP documents provide early visibility into spending trends, supplier risks, and future financial obligations. - [Customer Reviews Propel Square 9 to Top Industry Honors After Delivering ROI in Just 15 Months](https://www.square-9.com/press-releases/reviews-propel-square-9-to-honors/): New Haven, CT. June 11, 2026 –   Square 9 Softworks customers have driven further recognition from G2 and TrustRadius, underscoring the impact its intelligent document processing solutions continue to deliver for organizations looking for easy-to-use, fast-acting solutions that drive real results. - [Square 9 Softworks Honors Customers with 20 Years of Simplifying Workflows](https://www.square-9.com/press-releases/20-years-celebration/): New Haven, CT. June 2, 2026 – Twenty years ago, many organizations were still buried in slow manual paperwork that made information inaccessible. Since then, the workplace has transformed drastically, and Square 9 Softworks is highlighting key contributions to this success. - [Why Accounts Payable Is Emerging as the Front Line of Vendor Risk Management](https://www.square-9.com/press-releases/why-accounts-payable-is-emerging-as-the-front-line-of-vendor-risk-management/): New Haven, CT. May 21, 2026 –  As organizations face mounting pressure to control costs, prevent fraud, and maintain compliance, finance leaders are reshaping payables departments into a front line for transaction security. Solutions like Square 9 bolster these efforts by helping teams expose duplicate invoices, unauthorized fees, and expired contracts through real-time access to information. - [AP Priorities Redefined by AI as Automation Is No Longer About Efficiency Alone](https://www.square-9.com/press-releases/ap-automation-no-longer-about-efficiency-alone/): New Haven, CT. May 14, 2026 – At the start of 2026, industry leaders in AP automation readied their predictions for what the year would have in store. One of these industry leaders, Square 9 Softworks, forecasted that AI would become a crucial source for real-time financial intelligence. Just 5 months into the year, this prediction has proven astoundingly true. - [Square 9 Softworks to Exhibit Intelligent Document Processing Solutions at DynamicsCon 2026](https://www.square-9.com/press-releases/square-9-softworks-to-at-dynamicscon-2026/): New Haven, CT. May 7, 2026 – Square 9 Softworks continues to pave the way as a leader in AI-powered document processing, exhibiting at DynamicsCon 2026, booth #417. The conference will take place in Las Vegas, Nevada, on May 12-15, with expo hours starting each day at 8:00 AM. - [Small Connections, Big Impact: Why “Micro-Integrations” Are Reshaping Business Automation](https://www.square-9.com/press-releases/small-connections-big-impact-why-micro-integrations-are-reshaping-business-automation/): New Haven, CT. April 30, 2026 –  As organizations continue investing in ERP, CRM, and HR platforms, a more subtle automation challenge persists just out of view: the critical data powering these systems remains trapped in documents like invoices, purchase orders, contracts, and forms. 80-90% of the world’s data is unstructured according to the Association for Intelligent Information Management (AIIM), and these disconnected data points result in costly inefficiencies that slow operations and limit process visibility. - [Square 9 Softworks to Deliver Breakout Session at Directions North America on AI-Driven Data Flow for Dynamics](https://www.square-9.com/press-releases/square-9-softworks-to-deliver-breakout-session-at-directions/): New Haven, CT. April 23, 2026 – Square 9 Softworks will present a featured breakout session at Directions North America, offering attendees a fresh perspective on one of the most persistent challenges in ERP performance: the quality and flow of data entering the system. - [SEIU Reclaims 15+ Hours Per Week by Automating Dues Processing](https://www.square-9.com/press-releases/seiu-automating-dues-processing/): New Haven, CT. April 9, 2026 –   Unions are often at the forefront of workers' rights, but with success often comes new challenges as growing membership leads to more documentation. Many Unions are now turning to intelligent document processing solutions like Square 9 to digitize paper forms, eliminate manual data entry, and meet growing compliance requirements for greater efficiency. - [Manufacturers Rethink Efficiency as Workflow Automation Moves Beyond the Shop Floor](https://www.square-9.com/press-releases/manufacturers-rethink-efficiency/): New Haven, CT. April 7, 2026 – In manufacturing, efficiency is everything. Strict timelines and razor-thin margins require carefully measured output, uptime, and cost control. But a growing number of operations leaders are turning their attention to a less visible constraint: how information moves throughout their plants. - [Real Results, Real Reviews: Customers Earn Square 9 Top G2 Honors](https://www.square-9.com/press-releases/customers-earn-square-9-top-g2-honors/): New Haven, CT. March 26, 2026 –    Square 9 Softworks customers are driving several top awards for the company through G2 reviews, a platform that connects software buyers and sellers through real user feedback. Square 9 users continue to share how the company’s AI-powered platform has reduced manual data entry, accelerated document workflows, and improved efficiency and visibility across their organizations. - [Square 9 Softworks Celebrates Top-Performing Resellers with 2026 Partner Excellence Awards](https://www.square-9.com/press-releases/square-9-partner-awards/): New Haven, CT. February 10, 2026 – Square 9 Softworks, a leading provider of intelligent document processing (IDP) and AI-powered automation solutions, today announced the recipients of its 2026 Partner Excellence Awards, recognizing outstanding performance, innovation, and customer impact across its global reseller community during 2025. Square 9’s reseller partners play a critical role in extending the company’s award-winning solutions to organizations worldwide, helping customers achieve faster results, improved efficiency, and greater visibility into their information. - [Square 9 Launches Readiness Checklist [How AI-Ready Are Your Document Processes?] to Operationalize AI for Growing Businesses](https://www.square-9.com/press-releases/square-9-launches-ai-checklist/): New Haven, CT. January 22, 2026 – Square 9 Softworks has released a detailed checklist to prepare teams for AI-powered success. Square 9 is a leading name in AI-powered intelligent information management. Their checklist, ‘How AI-Ready Are Your Document Processes?’ covers foundational requirements like data readiness, workflow prioritization, security considerations, and change management. - [Square 9 Celebrates New G2 and Buyer’s Choice Wins Fueled by Customer Success](https://www.square-9.com/press-releases/square-9-celebrates-new-g2-and-buyers-choice-wins-fueled-by-customer-success/): New Haven, CT. December 11, 2025 - Square 9 Softworks is feeling the warmth this season with recognition from both G2 and TrustRadius. A leading provider of AI-powered solutions that make managing information easy, Square 9 has earned 18 badges, including a Momentum Leader award from G2 and the Buyer’s Choice Award from TrustRadius, all symbols of hard-earned customer satisfaction. - [Square 9’s CTO Shares Insights on the Future of Generative AI Capture](https://www.square-9.com/press-releases/square-9s-cto-shares-insights-on-the-future-of-generative-ai-capture/): New Haven, CT. November 20, 2025 – The future of work is being rewritten in real time, and Generative AI is the pen. As organizations race to adapt this technology, Square 9’s Chief Technology Officer is calling attention to a critical and often overlooked starting point: capture automation. - [Square 9 Unveils Generative AI Data Automation Solution for Microsoft Dynamics at Community Summit](https://www.square-9.com/press-releases/square-9-unveils-generative-ai-data-automation-solution-for-microsoft-dynamics-at-community-summit/): New Haven, CT. Oct. 2, 2025 – Community Summit North America is being held October 19th to 23rd in Orlando, Florida, and Square 9 Softworks will be a Premier Sponsor of the event. The Community Summit is the preeminent event for Dynamics users and partners, providing a platform for connection and gaining new insights and strategies. Square 9 will showcase its generative AI-powered platform, which drives the ability to put data into motion within Microsoft Dynamics. - [Square 9 Guide Tackles Information Challenges for C-Stores](https://www.square-9.com/press-releases/square-9-guide-tackles-information-challenges-for-c-stores/): New Haven, CT. August 21, 2025 – Square 9 Softworks, a leading AI-powered intelligent information management provider, has released an expert guide to help convenience stores overcome the challenges of managing information. The fuel and convenience industry is expected to expand by 10.23% by 2028 (Yahoo Finance). With expansion often comes growing pains, especially as demand volume and site locations increase.  - [Square 9 Continues Its Dedication to Security and Compliance with Renewed SOC 2 and HIPAA Certification](https://www.square-9.com/press-releases/square-9-continues-its-dedication-to-security-and-compliance-with-renewed-soc-2-and-hipaa-certification/): New Haven, CT. July 23, 2025 -Square 9 Softworks, a leading AI-powered intelligent information management provider, successfully completed its 2025 SOC 2 audit on July 15th. This accomplishment highlights Square 9's dedication to maintaining the highest standards of data security and operational excellence.  - [Kristin Bernor, Square 9 Marketing VP, Named President of American Marketing Association, Connecticut Chapter](https://www.square-9.com/press-releases/square9-kristinbernor-ama-president/): New Haven, CT. July 2, 2025 - Square 9 Softworks is proud to announce that Kristin Bernor, Vice President of Marketing, has been appointed President of the American Marketing Association (AMA), Connecticut Chapter, effective July 1, 2025. With three decades of experience leading high-impact marketing strategies in the technology sector, Bernor brings a dynamic, connection-centered approach to her new leadership as she listens to and addresses organizational needs. - [Square 9 Softworks Blazes into Summer with New G2 and TrustRadius Recognition](https://www.square-9.com/press-releases/square-9-softworks-blazes-into-summer-with-new-g2-and-trustradius-recognition/): New Haven, CT. June 25, 2025 - Square 9 Softworks has blazed its way into the Summer with significant recognition from G2 reviews and TrustRadius. As a leading provider of AI-powered Intelligent Information Management solutions, Square 9 is the recipient of 20 awards in G2’s Summer 2025 Report, as well as a Top-Rated Award from TrustRadius - [Harvest Efficiency in Agribusiness with Square 9’s AI Automation Guide](https://www.square-9.com/press-releases/harvest-efficiency-in-agribusiness-with-square-9s-ai-automation-guide/): New Haven, CT. June 18, 2025 – Agribusiness automation doesn’t have to end with their fields, storehouses, and sites. Countless information-based tasks like accounts payable, receivable, order processing, and contracts can be simplified for greater efficiency and collaboration using AI-powered automation. - [Square 9’s InquireAI Sets a New Standard for Intelligent Capture Automation](https://www.square-9.com/press-releases/square-9s-sets-new-standard-for-intelligent-capture/): New Haven, CT. May 14, 2025 - Square 9 Softworks has announced the release of InquireAI, a ground-breaking generative AI-powered capture automation solution designed to completely streamline how your organization works with data. Many business decisions depend on timely and accurate information, but before any action can be taken, information needs to be accessible. InquireAI addresses this need by providing data extraction with 100% accuracy for all your business documents, including invoices, purchase orders, sales orders, contracts, and more.  - [Square 9 and Deluxe Announce Strategic Partnership to Deliver Complete Invoice-to-Payment Automation](https://www.square-9.com/press-releases/square-9-and-deluxe-announce-strategic-partnership-to-deliver-complete-invoice-to-payment-automation/): New Haven, CT & Minneapolis, MN, May 8, 2025 - Square 9 Softworks, a leading provider of intelligent information management solutions, and Deluxe, a trusted Payments and Data company, are excited to announce a strategic partnership designed to streamline and simplify the entire accounts payable process, from invoice capture through final payment. - [Square 9 Softworks Celebrates New Recognition from G2 and Trusted Seller Verification From TrustRadius](https://www.square-9.com/press-releases/square-9-celebrates-new-recognition-from-g2-and-trustradius/): New Haven, CT. March 26, 2025 - Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management solutions, has received sizable recognition in G2's Spring 2025 reports, marking its 13th consecutive quarter of accolades. In addition to this recognition, the company has received Trusted Seller verification from TrustRadius, demonstrating Square 9’s transparent, responsive, unbiased, and ethical use in sourcing reviews. - [Square 9 Softworks Launches Exclusive New Customer Referral Program With Exciting Rewards](https://www.square-9.com/press-releases/square-9-softworks-launches-exclusive-new-customer-referral-program-with-exciting-rewards/): New Haven, CT. February 18, 2025 - Square 9 Softworks is excited to announce the launch of Square 9 Shareworks, a customer referral program designed to grow our network and show appreciation to customers who contribute to this growth. For every referral a customer shares with us this program rewards them for helping spread the word about the advantages of efficient information management. By doing so, Square 9 reinforces its commitment to building strong relationships with its customers and recognizing their vital contributions to the company’s success. The positive impact that countless organizations experience through Square 9 creates a mutually beneficial opportunity for our customers and the company. - [Control The Flow of Business Data: Square 9’s New Guide Tackles Intelligent Information Management in Detail](https://www.square-9.com/press-releases/control-the-flow-of-business-data-square-9s-new-guide-tackles-intelligent-information-management-in-detail/): New Haven, CT. January 22, 2025 – Information access is crucial to nearly every facet of business, but scaling organizations frequently find that they have outgrown the systems they have in place. Square 9’s new expert guide provides crucial insight to solve this challenge. - [Square 9’s Winning Streak Continues into 2025 with G2 and SourceForge Accolades](https://www.square-9.com/press-releases/square-9s-winning-streak-continues-into-2025-with-g2-and-sourceforge-accolades/): NEW HAVEN, CT, January 15, 2025 - Square 9 Softworks begins 2025 with its 12th consecutive quarter of recognition as a top Intelligent Information Management solution provider. G2’s newest report demonstrates customers’ incredibly positive view of Square 9’s performance as the provider earned 20 awards, including 2 ‘Leader’ badges and 12 ‘High Performer’ badges across several reports. Square 9 has also been recognized with a Winter 2025 ‘Top Performer’ award by SourceForge.  - [Square 9’s New Guide Tackles Security, Compliance, and Information Management in Government](https://www.square-9.com/press-releases/square-9s-new-guide-tackles-security-compliance-and-information-management-in-government/): New Haven, CT. December 11, 2024 – According to a 2023 state CIO survey, 69% of respondents reported their data governance as “in the beginning phase,” highlighting much-needed changes in the way government agencies manage their information. - [Celebration Time: Square 9 Recognized with Multiple Major Awards in 2024 from Gartner Digital Markets](https://www.square-9.com/press-releases/square-9-recognized-with-major-awards-in-2024/): NEW HAVEN, CT, December 10, 2024 - As 2024 comes to a close, Square 9 Softworks is celebrating success with major, customer-backed recognition from Gartner Digital Markets across the year. Gartner’s objective platform for researching and purchasing software solutions includes Capterra, Software Advice, and GetApp. Square 9 has been featured across various flagship reports released in 2024, a testament to the value the company provides to its users and partner communities.  - [Square 9 Solutions Marketplace Maximizes Customer Investments](https://www.square-9.com/press-releases/square-9-solutions-marketplace-maximizes-customer-investments/): New Haven, CT. November 22, 2024 – Connecting customers to the solutions that will best enhance their information management experience, Square 9 Softworks, a leading provider of AI-powered intelligent information management(IIM) solutions, just unveiled its all-new Solutions Marketplace. By introducing a hub to browse third-party and Square 9 offerings, customers can discover new solutions to work in ways best for them and increase their ROI.  - [Square 9 Unveils Its Next-Generation Intelligent Information Management Platform](https://www.square-9.com/press-releases/square-9-unveils-its-next-generation-intelligent-information-management-platform/): New Haven, CT. November 19, 2024 – Featuring lightning-fast loading times, an easy-to-navigate interface, and powerful new functionality, Square 9 Softworks, a leading provider of AI-powered intelligent information management(IIM) solutions, just unveiled its next-generation IIM platform. Building on the success of its award-winning predecessor, GlobalSearch Go offers a flexible IIM experience helping organizations work more efficiently by tailoring to their own unique work experience. - [Square 9 Earns 2025 Buyer’s Choice Award From TrustRadius](https://www.square-9.com/press-releases/square-9-earns-2025-buyers-choice-award-from-trustradius/): New Haven, CT. October 30, 2024 – Even with a new, more rigorous set of criteria for TrustRadius’ Buyers Choice Awards (Formerly Top-Rated Awards), Square 9 continues to soar high, receiving this coveted recognition. Buyer's Choice Awards are based entirely on vetted, unbiased customer reviews and are selected for having the best capabilities, value for price, and customer relationships. - [Square 9 Achieves Impressive 4-Quarter Run as Results Leader](https://www.square-9.com/press-releases/square-9-achieves-impressive-4-quarter-run-as-results-leader/): New Haven, CT. September 25, 2024 – Square 9 has earned an impressive 20 badges in G2’s Fall Rankings, including number 1 spots for Best Results and Small Business Relationships. This reinforces its reputation for leading ROI for the 4th consecutive quarter and for top-quality service for the 2nd consecutive quarter. G2 provides a place for businesses and organizations to research, compare, purchase, and manage software and services. G2’s rankings are based on real customer feedback for a verifiable and objective approach to product reviews.  - [Drive Manufacturing Productivity with Intelligent Information Management](https://www.square-9.com/press-releases/drive-manufacturing-productivity-with-intelligent-information-management/): New Haven, CT. September 18, 2024 – When you think of lean manufacturing operations, physical processes like equipment maintenance, warehousing, and production lines likely come to mind. However, each of these processes also involves swaths of information—frequently sequestered to specific systems or departments—that can be managed far more effectively. - [Square 9 Softworks Achieves 9.8 out of 10 Rating on TrustRadius](https://www.square-9.com/press-releases/square-9-softworks-achieves-9-8-out-of-10-rating-on-trustradius/): New Haven, CT – August 20, 2024 – Square 9 Softworks, a leading provider of intelligent information management solutions, continues to showcase excellence, achieving a 9.8 out of 10 review score on TrustRadius. As a customer-led review platform for business-to-business software, TrustRadius strives to provide highly vetted, unbiased information to organizations looking for solutions. This remarkable rating underscores Square 9’s unwavering commitment to delivering high-quality solutions and support. - [Square 9 Softworks Demonstrates Commitment to Industry Excellence by Once Again Joining AIIM](https://www.square-9.com/press-releases/square-9-softworks-demonstrates-commitment-to-industry-excellence-by-once-again-joining-aiim/): New Haven, CT. July 30, 2024 - Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management (IIM) solutions, is a member of AIIM, the world’s leading association dedicated to the information management industry. As a leadership council member, Square 9 will work with AIIM and its members to shape the industry's state, assessing trends and paths forward to meet customer and partner needs. - [Drive Value-Adding Processes in Human Resources with New Guide from Square 9](https://www.square-9.com/press-releases/drive-value-adding-processes-in-human-resources-with-new-guide-from-square-9/): New Haven, CT. July 16, 2024 – Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management solutions, released an extensively updated expert guide on human resources automation. The guide offers all-new insights and strategies to help human resources departments meet the most current challenges they face while using fresh data to support the findings within. - [Square 9 Continues to Score High in G2’s Quarterly Rankings](https://www.square-9.com/press-releases/square-9-continues-to-score-high-in-g2s-quarterly-rankings/): New Haven, CT. July 2, 2024 – Square 9 Softworks continues to be recognized as a top provider of intelligent information management solutions for the 10th consecutive quarter as G2’s newest report highlights the provider’s strong commitment to customer return on investment. As a trusted and unbiased source for researching business-to-business software, G2 Reviews bases its rankings on feedback from real solution users who are willing to share their experiences. - [New Square 9 Integration Brings Information Together for a More Informed, Connected Organization](https://www.square-9.com/press-releases/new-square-9-integration-brings-information-together-for-a-more-informed-connected-organization/): New Haven, CT. June 4, 2024 – Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management solutions, has recently announced a new integration, GlobalAutomation for QuickBooks Online. This integration is poised to heighten communication between Square 9 and QuickBooks’ cloud solutions, leveraging the latest advancements in AI and machine learning capture technology to eliminate data entry and provide new opportunities for automation. - [Improve Information Management in Higher Education with New Guide from Square 9](https://www.square-9.com/press-releases/improve-information-management-in-higher-education-with-new-guide-from-square-9/): New Haven, CT. May 22, 2024 – Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management solutions, has recently published an all-new expert guide on intelligent information management in higher education. This guide, The Future of Higher Education: Your Guide to Efficient Information Management, aims to provide colleges and universities with key insights, strategies, and information on how to best automate processes and streamline information access across their institution. - [Square 9 Shines in TrustRadius’ Top-Rated Awards Earning Recognition Across 8 Categories](https://www.square-9.com/press-releases/square-9-shines-in-trustradius-top-rated-awards-earning-recognition-across-8-categories/): New Haven, CT. May 8, 2024 – Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management solutions, continues its streak of strong customer recognition by earning TrustRadius’ 2024 Top Rated award in 8 categories. Based on real customer reviews, the TrustRadius Top Rated Awards serve as an unbiased indicator for outstanding technology products in the B2B space. - [The Dutch Group Improves Efficiency and Information Visibility with Square 9](https://www.square-9.com/press-releases/dutch-group-improves-efficiency-with-square-9/): New Haven, CT. April 23, 2024—The Dutch Group, a fuel, convenience store, and medical chain with over 50 consecutive years of positive sales growth, has streamlined its accounts payables processes using an AI-assisted solution from Square 9. This intelligent information management solution takes advantage of AI document capture to manage invoices and eliminate data entry into the Dutch Group’s ERP system from PDI Technologies. - [Square 9 Secures 25 Badges and 5 Top Rankings in G2’s Spring Reports](https://www.square-9.com/press-releases/square-9-secures-25-badges-and-5-top-rankings-in-g2s-spring-reports/): New Haven, CT. April 4, 2024 – Square 9 Softworks continues its impressive streak of recognition on G2 reviews, solidifying its position as a top provider of AI-powered Intelligent Information Management solutions for the 9th consecutive quarter. In G2's Spring 2024 report, Square 9 secured prestigious recognition, earning 25 badges, 5 number 1 rankings, and 19 top 3 rankings across 86 categories. - [Square 9 and PDI Technologies Announce Strategic Alliance for Intelligent Information Management and ERP](https://www.square-9.com/press-releases/square-9-and-pdi-technologies-announce-strategic-alliance-for-intelligent-information-management-and-erp/): New Haven, CT. March 26, 2024 – Square 9 Softworks, a leading provider of AI-powered intelligent information management solutions, and PDI Technologies, a global leader in the convenience retail and petroleum wholesale ecosystem, have announced a new agreement designed to benefit their new and existing base of shared customers.  - [Square 9’s New Guide Offers Direction on Records Management and Digitization for K-12 Educators](https://www.square-9.com/press-releases/square-9s-new-guide-offers-direction-on-records-management-and-digitization-for-k-12-educators/): New Haven, CT. March 6, 2024 – Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management solutions, has recently published an updated, comprehensive guide to implementing document management and automation in K-12 schools.  - [Square 9 Softworks Secures Top 10 Spot in G2’s 2024 Best Software Awards](https://www.square-9.com/press-releases/square-9-softworks-secures-top-10-spot-in-g2s-2024-best-software-awards/): New Haven, CT. February 20, 2024 – Square 9 Softworks, a leading provider of an AI-powered Intelligent Document Processing Platform, has recently been recognized as a Best Software Awards Winner for 2024 on G2, securing a top spot in the Content Management Products category.  - [Square 9 Enters Valentine’s Day with ‘Most Loved’ Award from TrustRadius](https://www.square-9.com/press-releases/square-9-enters-valentines-day-with-most-loved-award-from-trustradius/): New Haven, CT. February 13, 2024 – Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management solutions, is feeling the love this Valentine’s Day as a winner of TrustRadius’ Most Loved award. This was announced by TrustRadius as a Valentine’s Day-themed form of recognition based on peer reviews. - [Square 9 Unveils Comprehensive Guide For Understanding Document Management](https://www.square-9.com/press-releases/square-9-unveils-comprehensive-guide-for-understanding-document-management/): New Haven, CT. January 10, 2024 – Square 9 Softworks, a leading provider of AI-powered Intelligent Information Management solutions, has recently announced its new comprehensive guide on document management. This essential resource is expertly crafted to help organizations understand document management fundamentally, from common features and benefits to implementation strategies and best practices. ## Courses - [Administrator Live Education](https://www.square-9.com/course/administrator-live-education/): Third Thursday of Each Month 2 PM ET Whether you’re new to Square 9 administration or looking to sharpen your skills, this live online session is designed to help you master the most common tasks you encounter every day. - [End User Live Education](https://www.square-9.com/course/end-user-live-education/): First Thursday of Each Month 2 PM ET Whether you’re new to the platform or simply looking for a refresher, this session will guide you through the foundational elements of using your Square 9 solution so you can begin working with your documents right away. - [Reseller Live Class](https://www.square-9.com/course/reseller-live-class/): July 21 - 23, 2026 Learn how to install, deploy & support GlobalSearch and GlobalCapture with this live class. - [Customer Live Class](https://www.square-9.com/course/customer-live-class/): August 25 & 27, 2026 Learn how to enhance your Square 9 solution with Searches, Security, Archives, Workflows, and Preconfigured Solutions. - [End User Education 1: Getting Started with Square 9](https://www.square-9.com/course/end-user-education/): Get the foundational skills you need to begin using your solution. Explore what GlobalSearch and GlobalCapture have to offer and become familiar with the different features and functionality you’ll use most often. - [End User Education 2: Expanding your Square 9 Knowledge](https://www.square-9.com/course/end-user-education-2-expanding-your-square-9-knowledge/): Gain a deeper understanding of the powerful tools available to you when working with documents.  Whether you need to markup documents with notes, search the content of documents, or find GlobalSearch documents from other line of business applications, this curriculum will give you what you need to grow your skills. - [Reseller Online Education](https://www.square-9.com/course/reseller-online-education/): eLearning courses and video series designed for Resellers to gain the information to successfully source, propose, and close solutions-focused opportunities. - [Sales & Marketing](https://www.square-9.com/course/sales-marketing/): Utilize this section to download brochures, templates, logos and more to successfully market and sell the Square 9 product suite. - [IT/Power User 1: GlobalSearch](https://www.square-9.com/course/it-power-user-level-1/): Learn how GlobalSearch works and how to administer the solution. - [IT/Power User 2: GlobalCapture](https://www.square-9.com/course/it-power-user-level-2/): Learn how you can utilize GlobalCapture to begin automating the intake of documents. - [IT/Power User 3: GlobalForms and GlobalAction](https://www.square-9.com/course/it-power-user-level-3/): Master Square 9 online forms and document workflows. Learn how to design efficient, paperless business processes for approvals, retention of documents, and more with GlobalAction. - [Reseller Technical Expert 1: GlobalSearch](https://www.square-9.com/course/reseller-technical-expert-level-1/): The first level of technical training is intended to allow the engineer to establish a solid base of knowledge on the deployment of customized and preconfigured GlobalSearch solutions. - [Reseller Technical Expert 2: GlobalCapture](https://www.square-9.com/course/reseller-technical-expert-level-2/): The second level of technical training in intended to allow the engineer to establish a solid base of knowledge on the deployment of customized and preconfigured GlobalCapture solutions. - [Reseller Technical Expert 3: GlobalForms and GlobalAction](https://www.square-9.com/course/reseller-technical-expert-level-3/): Master Square 9 online forms and document workflows.  Learn how to design efficient, paperless business processes for approvals, retention of documents, and more with GlobalAction. - [Getting Started Selling GlobalSearch](https://www.square-9.com/course/getting-started-selling-globalsearch/): Differentiate yourself from your competition and add value with Square 9.  Solutions are an excellent way to become invaluable to your customer and generate recurring revenue.  Learn how to engage your customer with simple questions and how to get the solutions expert involved to help complete the sale. - [Reseller Sales Expert 1: Selling Square 9 Solutions](https://www.square-9.com/course/reseller-sales-expert-level-1/): Understand the history and structure of Square 9. Differentiate between different solutions in the Square 9 suite of products and recognize Square 9 opportunities. - [Reseller Sales Expert 2: Using Square 9 and Preconfigured Solutions](https://www.square-9.com/course/reseller-sales-expert-level-2/): Understand the basic operation of GlobalSearch and learn how to compare the different preconfigured solutions offered by Square 9. - [Reseller Sales Expert 3: Demonstrating Square 9](https://www.square-9.com/course/reseller-sales-expert-level-3/): Effectively gather information and demonstrate GlobalSearch to your customer, and learn how to construct a custom GlobalSearch Database for demonstration. - [Reseller Roadmap: Sales Expert Level 1](https://fs.hubspotusercontent00.net/hubfs/1783551/S_-_Reseller_Sales_Expert_Level_1_01062022%5B1%5D.pdf#new_tab): This roadmap covers the company and available solutions with an emphasis on how this knowledge can help your sales process. - [Roadmap: IT Power User Level 1](https://f.hubspotusercontent00.net/hubfs/1783551/Education/IT%20Power%20User%20Level%201%2010-20.pdf#new_tab): This roadmap learning track covers using, managing and expanding your GlobalSearch solution. - [Reseller Roadmap: Subject Matter Expert](https://www.square-9.com/course/reseller-roadmap-subject-matter-expert/): This roadmap goes deep into user functionality, integrations, with an emphasis on how this knowledge can help your sales process. ## Videos - [Square 9 Tech Tips](https://www.square-9.com/resources/product-videos/technical-tip-series/): In the following quick videos, Square 9 Softworks helps users acquire maximum efficiency from managing their documents through GlobalSearch. By highlighting features of security, workflow automation, toolbar tricks and OCR data extraction, Square 9’s Technical Tip Series provides insight to the many capabilities of GlobalSearch. Reviewing these quick document automation videos will ensure you get the most out of your solution. To see more tech tips, sign up for an elearning account, register here. - [Square 9 GlobalSearch Integrates with DocuSign](https://www.square-9.com/resources/product-videos/square-9-globalsearch-integrates-with-docusign/): Learn how you can get digital signatures on contracts, agreements, waivers, and other documents you securely store in GlobalSearch from anywhere, faster, and easier than ever before. Watch this short video and see how easy it is to collect secure digital signatures on your critical business documents using GlobalSearch and DocuSign. - [Education Essentials](https://www.square-9.com/resources/product-videos/education-essentials/): K-12 school districts of all sizes are discovering how digital transformation saves on paper, file cabinets, and physical space and frees educators from the continuous processing, filing, and searching of documents that reside outside their student information systems. - [Business Essentials](https://www.square-9.com/resources/product-videos/business-essentials/): Digitally transform how you capture, share, and manage information by transforming core business departments including Accounts Payable, Accounts Receivable, Human Resources, and Contract Management. - [What Digital Transformation using Education Essentials can do for K-12 Schools](https://www.square-9.com/resources/product-videos/what-digital-transformation-using-education-essentials-can-do-for-k-12-schools/): Digitally Transform your K-12 school with Square 9 Softworks Education Essentials. - [Accounts Payable Automation](https://www.square-9.com/resources/product-videos/accounts-payable-automation/): Accounts Payable processing is a universal challenge that organizations must look at from a strategic approach. By digitally transforming your AP process with Business Essentials from Square 9, you can streamline routine tasks, fuel your organization’s growth, and gain an advantage over your competition. See how it works. ## Case Studies - [Union Solves Dues Processing and Compliance with AI](https://www.square-9.com/case-studies/union-solves-dues-processing-and-compliance-with-ai/): I’ve worked with so many companies over the years, and it’s been so painless; the ease of setting it up, the ease of use, and the ease of training…It’s such a beautiful, perfect solution. - [Farmward Cooperative Streamlines Accounts Payable with Square 9’s AP GlobalAutomation for Agvance](https://www.square-9.com/case-studies/farmward-cooperative-streamlines-accounts-payable-with-square-9s-globalautomation-for-agvance/): Farmward Cooperative, founded in 2017 through the merger of several legacy cooperatives, serves its agricultural community with a variety of essential services. Headquartered in Morgan, Minnesota, Farmward provides a variety of products and services across several divisions such as grain handling and marketing services, agronomy products and services, bulk energy deliveries, and much more. Farmward is focused on being at the forefront of progression and innovation, understanding its customers’ needs to build strong relationships with its member owners and supporting the communities they serve. - [Senior Living Community Improves Flexibility, Scalability, and Efficiency with Square 9](https://www.square-9.com/case-studies/senior-living-community-improves-flexibility-scalability-and-efficiency-with-square-9/): “With the previous solution, each department had to go in, tell it what account it belongs to, put in the amount, put in the vendor, and put in if it’s taxed or not,” explained Sills. “But with TransformAI, the department gets the invoice, either approves or rejects it, and then they just click a drop-down that tells it what account it belongs to, and it moves on.” - Cory Sills, Technology Director at Covenant Village - [Property Management Firm Cuts Process Times in Half with Square 9](https://www.square-9.com/case-studies/property-management-firm-cuts-process-times-in-half-with-square-9/): Towne Properties is one of the largest privately held property management companies in the U.S., managing homeowners associations, condo associations, apartment communities, and commercial properties while owning numerous apartment communities of their own. Their responsibilities as managers of these communities include financial oversight and ground and building maintenance. Between those living in and working for these communities, Towne Properties is responsible for approximately 275,000 to 350,000 people. - [The AI Advantage: Fuel, Convenience Store, and Pharmacy Chain Gains Financial Visibility Using Square 9](https://www.square-9.com/case-studies/the-ai-advantage-fuel-convenience-store-and-pharmacy-chain-gains-financial-visibility-using-square-9/): “With Square 9, all the information is in there. You can see whether an invoice was sent or not,” stated Setiawan. “That really speeds up the payment process, and we haven't heard about any accounts being shut down because of non-payment.”   - [Public Advocacy Organization Saves Days of Labor with AI](https://www.square-9.com/case-studies/public-advocacy-organization-saves-days-of-labor-with-ai/): "It’s been a painless and effortless solution to our archival needs. It’s a time saver versus other solutions.  It does not require any additional infrastructure to maintain. Everything that we have in place serves our needs, so that’s been outstanding. I would highly recommend it to anyone who asked about a document archival solution." - [Ontario-Based Conservation Authority Takes The Pain Out of Payments with Square 9](https://www.square-9.com/case-studies/ontario-based-conservation-authority-takes-the-pain-out-of-payments-with-square-9/): Unique to Ontario, Conservation Authorities are local watershed management agencies that aim to protect and manage impacts on water and other natural resources. They do so in partnership with all levels of government, landowners, and countless other organizations. St. Clair Region Conservation Authority has jurisdiction over the Sydenham River watershed and smaller watersheds that drain into Lake Huron, the St. Clair River, and northeastern Lake St. Clair. St. Clair Region Conservation Authority aims to protect, manage, and restore the woodlands, wetlands, and natural habitats within its jurisdiction; ensure that the rivers, lakes, and streams within its jurisdiction are properly safeguarded, managed, and restored; develop and maintain programs to protect life and property from natural hazards like flooding and erosion; and provide opportunities for the public to enjoy, learn from, and respect the natural environment. - [Non-Denominational Religious Organization Takes Control of Their Tasks With GlobalSearch](https://www.square-9.com/case-studies/non-denominational-religious-organization-takes-control-of-their-tasks-with-globalsearch/): Child Evangelism Fellowship (CEF®) is an international para-church organization whose three-fold purpose is to evangelize children with the Gospel, disciple them in the word of God, and establish them in bible believing churches. This mission is carried out through two main ministries, the Good News Club®, an international collection of more than 36,000 set locations, and the 5-Day Club®, a traveling program that aims to reach children where they are. These programs occur in neighborhood settings such as homes, backyards, schools, and community centers and are designed to bring the Gospel to children on their level in their environment. Along with these clubs, CEF also has a variety of ministries for children, including fairs, camping, open air, and online. Last year, all of these ministries combined reached 16.4 million children worldwide. In conjunction with CEF's evangelization efforts, the organization trains other Christians to evangelize with the Gospel, produces and distributes Bible and missionary lessons and related materials through its own CEF Press®. The Child Evangelism Fellowship of Ohio includes 10 chapters, each assigned a certain number of counties. Combined, these chapters contain 185 Good News Clubs, reaching about 18,000 kids and operating with close to 700 volunteers. - [Senior Living Centers Streamline Contract Management With GlobalSearch](https://www.square-9.com/case-studies/senior-living-centers-streamline-contract-management-with-globalsearch/): Since its implementation, Elder Care Alliance has already used GlobalSearch to collaborate and sign off on a new contract with great success. “It’s nice because it’s one document in one place,” said Haas. This allows her and other employees to collaborate more effectively on the contract, ensuring that both parties sign it and that the terms are acceptable. In addition to saving time and boosting collaboration, Elder Care Alliance has a green initiative and plans to have the company’s human resources, finance, and information technology departments completely paperless by 2030. - [Convenience Store Chain Streamlines Office Work With GlobalSearch](https://www.square-9.com/case-studies/convenience-store-chain-streamlines-office-work-with-globalsearch/): Square 9 promised EZ GO a custom integration that could serve as a base for future PDI customers, and EZ GO decided to take Square 9 up on this promise because of the software’s ease of use. “As far as I could tell from all the sessions I saw for other document management software,” said McDonald, “ seemed so much easier to use.” - [Mortgage Lender And Servicer Saves Time and Trees With GlobalSearch](https://www.square-9.com/case-studies/mortgage-lender-and-servicer-saves-time-and-trees-with-globalsearch/): McCue Mortgage is a Connecticut-based, customer-focused mortgage lender and servicer founded in 1949. The company primarily focuses on servicing loans which includes: administering the collection of payments, remitting insurance premiums, and forwarding taxes to municipalities. The company has raised the standards of excellence for mortgage services in Connecticut, providing superior customer service and education. During the 2007-2008 housing crisis, then McCue Mortgage president William J McCue was appointed to a state committee to make policy recommendations for the state, and in 2009, Connecticut Governor M. Jodi Rell proclaimed November 29 to be “McCue Mortgage Day.” - [Food Servicer Saves Space and Time with GlobalSearch and GlobalCapture](https://www.square-9.com/case-studies/food-servicer-saves-space-and-time/): Kuna Food Service started in 1918 as a small, family-owned butcher shop in St. Louis. Nearly 100 years later, the company had grown into one of the largest independent, privately-owned food service companies in the Midwest, distributing wholesale to restaurants, institutional facilities, and retail locations regionally and through national partners. - [Tax Compliance Firm Files Faster With GlobalCapture](https://www.square-9.com/case-studies/tax-compliance-firm-files-faster-with-globalcapture/): IntraVAT is a small subsidiary of the LEMAN transportation group working in the field of VAT compliance. IntraVAT files value added tax returns for businesses based out of European countries i.e. Denmark, Norway, Germany, and the U.K. and has subsidiaries in Norway, UK, Finland, and Sweden - [Bookkeeping Business Simplifies Uploading and Storing Financial Documents with GlobalSearch and GlobalCapture](https://www.square-9.com/case-studies/globalsearch-globalcapture-simplies-uploading-storing/): Based in Melbourne, Florida, Books N Billing, a woman-owned and USAF Veteran owned business, works as a back-office specialist for a businesses bookkeeping needs. Focusing on small businesses, entrepreneurs, and salespersons regularly on the go, Books N Billing helps companies streamline their accounting processes and organize their financial documents to help them increase productivity and have a clearer picture of their business finances. - [GlobalSearch® Increases Administration Team Efficiency for Their Search of Compliance Documents](https://www.square-9.com/case-studies/globalsearch-increases-efficiency-searching-compliance-documents/): Starting in 2003, Nasmyth West Middlesex Ltd. (NWM), part of the Nasmyth Group, broke into the aerospace, defense, and motor sports industries specializing in surface treatments of metals. Since then, they have continued to grow the business specializing in various complex industries worldwide. - [Economic Development Organization Sparks Productivity and Efficiency with GlobalSearch and QuickBooks Integration](https://www.square-9.com/case-studies/organization-sparks-productivity-efficiency-globalsearch-quickbooks-integration/): Based in the Ann Arbor region of Michigan, Ann Arbor Spark is an economic development organization and business accelerator. Focusing on supporting small start-up organizations in the technology industries, Ann Arbor Spark helps provide business accelerator grants to organizations to help them complete jobs across various aspects of their business, including website development, coding, video production, and more. - [Commers Water Keeps Information Flowing Throughout Their 3 Locations](https://www.square-9.com/case-studies/commers-water-keeps-information-flowing-3-locations/): Commers Water is a Minnesota-based water treatment and conditioning retailer specializing in the sale, rental, and maintenance of various water treatment systems. Founded in 1947 on the promise of delivering a better water softener for Minnesota’s notoriously hard water, Commers Water is a 3rd generation, family-owned business with 3 locations. Their Blaine office houses their accounting and service departments, and their other two sites are for retail. - [GlobalSearch and GlobalAction Helps Environmental Corporation Gain Maximum Efficiency in Their Accounting Department](https://www.square-9.com/case-studies/globalsearch-and-globalaction-helps-environmental-corporation-gain-maximum-efficiency-in-their-accounting-department/): As a leader in North America’s unsaleable beverage destruction and recycling, Parallel Environmental Services Corp strives to recover and reuse the maximum amount of resources from the products and waste they receive. These unsellable products produce waste-derived fuel-grade ethanol used by major oil companies as a clean air additive in gasoline blends. - [GlobalSearch Helps Travel Conscious Hostel Brand Become Paper Conscious](https://www.square-9.com/case-studies/globalsearch-helps-hostel-become-paper-conscious/): A member-based non-profit organization, HI Canada is a part of a global network of 3,300 hostels in 64 countries. With over 80 years of experience in the hostel industry, HI Canada provides a community of like-minded people committed to travel, companionship, and the exploration of diverse cultures. One of HI Canada’s guiding principles is environmental stewardship, viewing sustainable tourism as a key responsibility that will help ensure positive travel experiences today and for many generations to come. - [GlobalSearch Serves Multiple Needs for an Ambitious Non-Profit](https://www.square-9.com/case-studies/globalsearch-solves-multiple-needs-for-an-ambitious-non-profit/):  For over 85 years, Volunteers of America North Louisiana has provided an array of programs serving those intellectually or physically disabled, veterans, seniors, families, and children in northwest and central Louisiana. As a faith based non-profit organization, they have created a community where all people have opportunity, dignity, and success. The agency has grown through the years and provides close to 40 different programs and services to over 8,000 people in need. To support their services, they have approximately 400 employees and volunteers across departments and in multiple locations. - [Imaging Solution Provider Teams Up With Square 9 For A One-Stop Document Scanning Experience](https://www.square-9.com/case-studies/document-scanning-experience/): Respected as a world-class imaging and surveillance solution provider, Plustek Inc. is dedicated to manufacturing high-quality, professional scanners as well as security devices for businesses, professionals and consumers. Since 1986, Plustek has been committed to customers and partners with innovative products designed to meet and exceed expectations. Plustek’s large investments in technology, coupled with a close-knit network of global sales, marketing and support teams, demonstrates their long-lasting commitment to end users and the imaging industry. - [GlobalSearch® Document Management Software Subtracts Bulky Paper Documents for Accounting Firm](https://www.square-9.com/case-studies/subtract-bulky-paper-accounting-firm/): Custom Professional Accounting was seeking a profitable solution to better manage 20 years of document accumulation. Since implementing GlobalSearch Document Management, the firm has reduced 90% of its storage space, streamlining processes business-wide and increased efficiency of the firm's accounting processes by 35 to 45%. - [Aerospace Company Takes Flight with GlobalSearch® ECM](https://www.square-9.com/case-studies/aerospace-company-globalsearch-ecm/): GlobalSearch lets HARCO Laboratories streamline document management in a cost-efficient manner. By scanning and indexing their 17-page contract procedures, the aerospace manufacturing company has increased workflow, avoided $16,000 in annual storage costs and has made retrieving and storing documents and convenient and fast. - [GlobalSearch Integrates with Geographic Information System to Improve the Management of Water Supply](https://www.square-9.com/case-studies/gis-integration/): Since 1902, Farmers Reservoir and Irrigation Company (FRICO) has been known as one of the largest ditch and reservoir companies in all of Colorado. FRICO provides water to over 650 shareholders who are made up of farmers, oil and gas companies, sporting groups, and Denver Metro Cities, through 400+ miles of canal, four large reservoirs and several smaller lakes. - [Square 9 Solved the Root of Paper-Based Problems at Agricultural Retailer, Heritage Cooperative](https://www.square-9.com/case-studies/globalsearch-agriculture/): “Working Together. Winning Together,” that’s the Heritage Cooperative moto. But with an outdated document management system, the agricultural retailer wasn’t winning at all. Serving over 3,500 farmer members and 4,000 customers, Heritage was facing difficulties locating important document data across their 30 locations. - [With GlobalSearch Document Management Software, DriveTime Gets Auto Loans Approved Fast!](https://www.square-9.com/case-studies/globalsearch-auto-loans/): GO Financial is a sales finance company that provides the underwriting, financing and account servicing of used auto loans. With the use of Square 9’s Data Extraction Software, GO Financial has saved over 500 pages of paper each week by streamlining tasks through the automated workflow commands of GlobalSearch and importing and indexing files through the use of Capture Workflow. - [National Bank Counting Unforeseen Dividends with GlobalSearch® Document Management Software](https://www.square-9.com/case-studies/national-bank-globalsearch/): By reducing hours spent on tedious audits, GlobalSearch has allowed Valley National Bank to save almost $150,000 in year one alone. With a $100,000 annual reduction from printing, they successfully downsized in storage space while also preserving the integrity of their files during routine audits. - [GlobalSearch® Document Management Proves Therapeutic for a Behavioral Health Organization](https://www.square-9.com/case-studies/behavioral-health-organization/): A non-profit human services agency, The Village for Families and Children utilizes GlobalSearch to securely consolidate records to be accessed through multiple locations. The agency increased business-wide efficiency with a reduced carbon footprint by eliminating 75% of paper intake, saving the equivalent of one full-time employee’s compensation. - [GlobalSearch® Drives Efficient Deliveries for Established Beverage Distributor](https://www.square-9.com/case-studies/globalsearch-beverage-distributor/): Delivering beer, wine and other beverages throughout the Northwestern US, General Distributors built up an enormous amount of paperwork. But in under a year of using GlobalSearch, the company was able to eliminate storage supplies, improve document retrieval to 1/6 of the time it previously took and increase collaborative efforts between employees with workflow commands. - [GlobalSearch® Puts the Power of Accounting Accuracy in OTA Management’s Hands](https://www.square-9.com/case-studies/globalsearch-brokerage-firm/): With 12,000 records digitally stored, OTA now saves over 260 hours annually on paper management tasks with GlobalSearch. Square 9’s Image XChange has also enabled staff to coordinate review processes of purchase data before writing a check for payment. Image XChange enables OTA to get more done faster by automatically populating key index fields when scanning documents into GlobalSearch. - [Caltronics Business Systems Improves Document Workflow with GlobalSearch](https://www.square-9.com/case-studies/caltronics-business-systems/): Caltronics Business Systems implements Square 9’s solutions for companies nationwide, while also using GlobalSearch internally. With over 150 GB of files stored, employees now have immediate access to 1.5 million documents, increasing customer service by 30% and reducing the retrieval time of documents from hours to minutes. - [GlobalSearch® Document Management Software Insures Against Inefficiency and Loss](https://www.square-9.com/case-studies/globalsearch-insurance/): After implementing GlobalSearch, Construction Risk Partners has saved nearly $15,000 annually by downsizing their workforce. GlobalSearch allowed project managers to access confidential documents remotely through a secure and reliable system, streamlining a confident and efficient workflow. - [Building the Foundation for Improved Efficiency, Document Capture Automation Demolishes Manual Data Entry!](https://www.square-9.com/case-studies/capture-automation-construction/): Serving the natural gas industry since 2004, Gas Field Services in Rosedale, Virginia, specializes in well tending, site construction, pipelines, facility operations, water disposal and consulting. With construction crews spread out across four states, Gas Field Services is committed to providing top quality service at every project site. - [GlobalSearch® Takes A Heavy Burden Off Of A Consumer Finance Company](https://www.square-9.com/case-studies/globalsearch-consumer-finance/): Industrial Acceptance Corporation (IAC) has continued to praise the effectiveness of GlobalSearch Document Management in decreasing its overall workload. IAC has reduced the cost and space of an entire office building floor, by electronically storing over 336,000 documents into GlobalSearch, increasing efficiency and saving IAC up to one half or more of the cost of one full-time employee. - [GlobalSearch® Document Management Software Makes Dental College Smile](https://www.square-9.com/case-studies/globalsearch-dental-college/): The Ohio State University College of Dentistry (OSU) was able to efficiently manage tens of thousands of student records and save $10,000 annually by implementing GlobalSearch. Overall efficiency has jumped by 30% and now other OSU departments are looking to adopt the easy-to-use GlobalSearch software. - [Document Capture Automation Enables Trucking Company to Go Above and Beyond to Deliver Your Freight Ahead of Schedule](https://www.square-9.com/case-studies/document-capture-trucking-company/): With 20 years of experience in the distribution industry, JAS Trucking knows what their customers need in a delivery service. Offering a personal, customized experience, JAS prides themselves on ensuring every shipment arrives as intended – orderly, and on time. - [Distribution Company Efficiently Processes the Growing Volume of Sales Orders with GlobalSearch® Document Management Software](https://www.square-9.com/case-studies/distribution-company-globalsearch/): With hundreds of daily sales, Durst Corporation was faced with the challenge of tracking orders through its unmanageable document filing system. After applying GlobalSearch Document Management, Durst measured a positive impact in customer service, plus increased savings in labor costs. - [Prestigious Catholic High School Graduates to Document Management Software with High Honors in Capture Automation!](https://www.square-9.com/case-studies/capture-automation-for-education/): Thanks to Square 9’s solutions, the majority of the school’s documents have been digitized and shredded. Having easy and immediate access to important information across departments is helping the Catholic high school operate like an enterprise. - [Medical Services Company Saves Lives and Shreds Files with GlobalSearch®](https://www.square-9.com/case-studies/medical-company-shreds-files/): GlobalSearch has helped Rockland Paramedic Services (RPS) save them both time and money while improving operations company-wide. RPS has found great success with GlobalSearch by eliminating off-site storage, reducing 95% of manual processing, and accumulating $83,000 in annual savings. - [Energy Co-op Powers Efficiency with Document Management Integration](https://www.square-9.com/case-studies/document-management-integration/): Harrison REMC is a not-for-profit electric utility organization, locally owned and operated by the members it serves. Since 1938, Harrison REMC has provided electricity across Southern Indiana and today, the co-op continues to provide reliable, affordable and safe electricity to over 23,000 people. - [Music Publishing Powerhouse, SonyATV Leverages the Power of Process Automation Across Multiple Departments](https://www.square-9.com/case-studies/sonyatv-music-publishing/): Headquartered in New York, SonyATV is the world’s No. 1 music publishing company with a network of 37 offices in 29 cities and 22 countries around the world. With Square 9's solutions, SonyATV's US-based offices have taken invoice processing fully digital, which saves the company 400 hours of manual work annually! In addition, 28,000 cue sheets detailing the use of music in films and TV are processed via GlobalAction document workflows, helping SonyATV organize their mass volume of music documentation. - [Invoice Automation Gives Non-Profit More Time to Grow the Community](https://www.square-9.com/case-studies/nonprofit-grows-community/): Tree Trust, a non-profit environmental organization established in 1976, focuses on solving two community problems; the devastation of the urban tree canopy and high unemployment rates. As part of their daily mission, Tree Trust works on improving the community by investing in people. The organization provides case management services, job training, and community forestry and landscape maintenance to empower people to give back to their communities. - [GlobalSearch Helps Conservation Authority Save the Environment](https://www.square-9.com/case-studies/environmental-science/): Located in Ontario, Canada, the St. Clair Region Conservation Authority is a non-profit organization committed to implementing programs that reduce the risk of flooding and erosion. St. Clair is also focused on water and land stewardship, wildlife habitat creation, and outdoor recreation. The organization’s commitment to environmental health has made their increasing piles of documents counterproductive. With a mission to improve business processes while helping the environment, St. Clair decided it was time to search for a document management solution that met their needs. - [Disaster Recovery Made Simple with GlobalSearch® Document Management Software](https://www.square-9.com/case-studies/disaster-recovery-globalsearch/): Franklin Regional Retirement Systems invested in GlobalSearch for its protection and superior recovery in the possibility of disaster. The reliability of GlobalSearch is ultimately saving financial data entry failures which could potentially equate to millions of dollars in losses system-wide. - [GlobalSearch® Gave a Foundation the Fuel to Power the Future of Ministry](https://www.square-9.com/case-studies/globalsearch-foundation-ministry/): GlobalSearch solution, including the KeyFree Indexing module, have cut administrative time spent working within the software in half, while eliminating $3,000 in yearly paper costs and increasing productivity by 30%. - [GlobalSearch® Takes Content Management to New Heights](https://www.square-9.com/case-studies/globalsearch-content-management/): Airline Reporting Corporation has delegated 150 million ticket transactions between 16,000 travel agencies and 190 airline carriers. After implementing GlobalSearch Document Management Software, ARC has saved nearly $95,000 in expenses by avoiding a costly file room expansion while eliminating three million pages in records. - [Subway Restaurants Avoid Expensive Audit Penalties with Compliant Document Management Software](https://www.square-9.com/case-studies/compliant-document-management/): Located in Eden Prairie, Minnesota, Armstrong Subway, Inc. has been in operation for 33 years since it first opened its doors in 1986. A leading fast food provider in the area, Armstrong Subway has managed as many as 24 Subway restaurants at one time, employing well over 250 people across all locations. - [GlobalCapture® Enables Distributor to Produce High Quality Data to Deliver High Quality Goods](https://www.square-9.com/case-studies/globalcapture-kuna-foodservice/): With File XChange, Kuna Foodservice's Marketing, Accounting, and Services departments can search, view, edit and save documents from their everyday business applications, making collaboration more effective. In addition, document capture automation is allowing employees to save around 20 hours per week, resulting in a 20% increase in productivity in the Services department and an additional 10% on filing alone. - [GlobalSearch® Document Management Software Delivers Efficiency for Wholesale Distributor](https://www.square-9.com/case-studies/globalsearch-wholesale-distributor/): Bozzuto’s Inc., wholesale distributor of choice for New England grocery stores, chooses GlobalSearch to streamline document-intensive processes. Bozzuto’s Accounts Receivable Department is generating over 500 delivery tickets daily, saving 35 hours each week using GlobalSearch, equating to well over $20,000 in labor costs annually. - [GlobalSearch® is the Perfect Recipe For Indiana Based Food Manufacturer](https://www.square-9.com/case-studies/globalsearch-food-manufacturer/): Producing custom food solutions since 1976, Park 100 Foods is a manufacturer of soups, sauces, and side dishes for national restaurant chains. They specialize in helping food service operators in the areas of product consistency, food safety, research & development and quality assurance. ## Webinars - [Square 9 University Office Hours – Maintaining Compliance with Document Deletion](https://www.square-9.com/webinar/999960702/) - [The Hidden Cost of Inefficiency: A Step-by-Step Guide to Modernizing Your Workflows](https://www.square-9.com/webinar/the-hidden-cost-of-inefficiency-a-step-by-step-guide-to-modernizing-your-workflows/) - [Connecting Convenience: Streamlining Operations with Square 9 & PDI](https://www.square-9.com/webinar/connecting-convenience-streamlining-operations-with-square-9-pdi/) - [Finish 2026 Strong: Transform Your Document Processes with AI-Powered Automation](https://www.square-9.com/webinar/finish-2026-strong-transform-your-document-processes-with-ai-powered-automation/) - [From Data Silos to Connected Systems: Turning Unstructured Information into ERP-Ready Data](https://www.square-9.com/webinar/from-data-silos-to-connected-systems-turning-unstructured-information-into-erp-ready-data/) - [Sprouting Success: Grow Your Agribusiness with Intelligent Document Processing](https://www.square-9.com/webinar/sprouting-success-grow-your-agribusiness-with-intelligent-document-processing/) - [The Square 9 Difference: Streamline Processes with AI Powered Capture](https://www.square-9.com/webinar/the-square-9-difference-streamline-processes-with-ai-powered-capture/) - [The Cost of Manual Invoicing: 5 Ways AP Automation Reduces Cost and Improves Efficiency](https://www.square-9.com/webinar/the-cost-of-manual-invoicing-5-ways-ap-automation-reduces-cost-and-improves-efficiency/) - [Beyond Data Entry: How Generative AI is Redefining AP Efficiency in Business Central](https://www.square-9.com/webinar/beyond-data-entry-how-generative-ai-is-redefining-ap-efficiency-in-business-central/) - [From Dock to Data: Automate Bills of Lading with Square 9](https://www.square-9.com/webinar/from-dock-to-data-automate-bills-of-lading-with-square-9/) - [3 Ways to Automate Your Order Process without Changing Your ERP](https://www.square-9.com/webinar/3-ways-to-automate-your-order-process-without-changing-your-erp/) - [Getting Ready for 2026: The AP Automation Trends You Can’t Ignore](https://www.square-9.com/webinar/getting-ready-for-2026-the-ap-automation-trends-you-cant-ignore/): Automating Accounts Payable is about more than just efficiency. It's about unlocking strategic benefits like enhanced security, real-time data insights, and a competitive advantage in... - [From Data to Decisions: How Square 9 and PDI Streamline ERP Workflows for C-Stores](https://www.square-9.com/webinar/from-data-to-decisions-how-square-9-and-pdi-streamline-erp-workflows-for-c-stores/): Join us to see how your business can streamline processes with AI-powered automation and manage your documents easily from any location. With AI-powered workflows, extract... - [Maximizing Your Square 9 Solution: Unlocking the Full Potential of Your Investment](https://www.square-9.com/webinar/maximizing-your-square-9-solution-unlocking-the-full-potential-of-your-investment/): You've already invested in Square 9 and seen its benefits in your daily operations. But as technology and your organization continue to evolve, it's a... - [All Things Square 9: Streamline Your Document Processes with Generative AI Powered Capture](https://www.square-9.com/webinar/all-things-square-9-streamline-your-document-processes-with-generative-ai-powered-capture/): Explore how Square 9's intelligent information management solutions can help your organization digitize operations, streamline workflows, and work smarter across every department. We'll walk through... - [Accelerate Your Sales Cycle: Square 9’s AI-Powered Order Process Automation](https://www.square-9.com/webinar/accelerate-your-sales-cycle-square-9s-ai-powered-order-process-automation/): Are manual steps in your order pipeline & customer onboarding processes slowing down your business and introducing costly errors? Square 9's InquireAI, a generative AI... - [The Future of AP is Available Now: Generative AI Powered Automation with Dynamics 365 Business Central](https://www.square-9.com/webinar/the-future-of-ap-is-available-now-generative-ai-powered-automation-with-dynamics-365-business-central/): This webinar will demonstrate how to automate your Accounts Payable process from start to finish with Square 9, eliminating common bottlenecks such as manual invoice... - [Streamline Your AP & AR Departments with AI-Driven Data Extraction](https://www.square-9.com/webinar/streamline-your-ap-ar-departments-with-ai-driven-data-extraction/): Watch this webinar to explore InquireAI for Accounts Payable and Accounts Receivable departments, a powerful, AI-driven document capture solution designed to streamline operations. - [Put Your Data in Motion with Square 9’s Intelligent Information Management](https://www.square-9.com/webinar/put-your-data-in-motion-with-square-9s-intelligent-information-management/): Watch this 30-minute webinar exploring how Square 9's intelligent information management solutions can help your organization digitize operations, streamline workflows, and work smarter across every... - [Seamless Information Access: Unlock Your High-Value Data with InquireAI](https://www.square-9.com/webinar/seamless-information-access-unlock-your-high-value-data-with-inquireai/): InquireAI delivers just that. With nearly 100% accurate data extraction from key business documents, including invoices, purchase orders, sales orders, contracts, and more, InquireAI ensures... - [Simplify Accounts Payable Automation with Deluxe and Square 9](https://www.square-9.com/webinar/simplify-accounts-payable-automation-with-deluxe-and-square-9/): Watch executives and product experts from Square 9 and Deluxe to learn how this partnership delivers greater efficiency, accuracy, and control with an end-to-end invoice-to-payment... - [Grow Your Agri-Business with Document Management](https://www.square-9.com/webinar/grow-your-agri-business-with-document-management/): Managing paperwork in the agriculture industry can be overwhelming—from invoices and compliance records to equipment logs and employee documentation. Manual processes slow productivity, increase errors,... - [Simplify Document Management with Dynamics 365 Business Central and AI](https://www.square-9.com/webinar/simplify-document-management-with-dynamics-365-business-central-and-ai/): Take control of your payables with next-generation document capture and GlobalAutomation for Dynamics 365 Business Central—powered by Square 9's advanced automation platform with seamless two-way... - [Exclusive Preview: InquireAI, a Generative AI Capture Solution from Square 9](https://www.square-9.com/webinar/exclusive-preview-inquireai-a-generative-ai-capture-solution-from-square-9/): Learn about this exclusive launch to our user community on how you can perform prompt-driven, human-caliber analysis of your documents to access the information you... - [Square 9 Solutions: Digitize Work with Intelligent Information Management](https://www.square-9.com/webinar/square-9-solutions-digitize-work-with-intelligent-information-management/): Watch for an in-depth look at Square 9's powerful digital transformation solutions. This webinar explores the challenges of a paper-reliant workplace, the advantages of going... - [Optimizing Agricultural Operations with AI-Driven Intelligent Information Management and Agvance](https://www.square-9.com/webinar/optimizing-agricultural-operations-with-ai-driven-intelligent-information-management-and-agvance/): With Square 9's intelligent information management platform, automating these processes improves efficiency, ensures accuracy, and keeps your farm or agribusiness running smoothly. Discover how Square... - [Enhancing Educational Efficiency with Intelligent Information Management](https://www.square-9.com/webinar/enhancing-educational-efficiency-with-intelligent-information-management/): In today's educational landscape, managing student records while maintaining HIPAA and FERPA compliance presents significant hurdles. Join us for our live event to increase efficiency... - [Leveraging Artificial Intelligence to Enhance Your Accounts Payable Processes](https://www.square-9.com/webinar/leveraging-artificial-intelligence-to-enhance-your-accounts-payable-processes/): Square 9's cutting-edge AI-powered solution, TransformAI, captures data from documents by intelligently discerning the identity and location of information on each page and completely forgoes... - [Kickstart Efficiency 2026: Transform Your Document Processes with AI-Powered Automation](https://www.square-9.com/webinar/kickstart-efficiency-2026-transform-your-document-processes-with-ai-powered-automation/) - [The Square 9 Difference: Put an End to Paperwork](https://www.square-9.com/webinar/the-square-9-difference-put-an-end-to-paperwork/): From vendor invoices to HR documentation, contracts, and more, join us as we show you an introduction to all things Square 9 and dive into... - [Exploring the Square 9 Solutions Marketplace](https://www.square-9.com/webinar/exploring-the-square-9-solutions-marketplace/): Discover the full potential of Square 9's Solutions Marketplace, where you'll find a range of tools and integrations designed to streamline your business operations. With... - [Transforming Accounts Payable: Essential Tools and Trends for 2025](https://www.square-9.com/webinar/transforming-accounts-payable-essential-tools-and-trends-for-2025/): Automating accounts payable offers numerous benefits, such as improved tracking of invoices, purchase orders, and other documents, taking advantage of early payment discounts, and eliminating... - [The Paperless Office: Revolutionizing Document Management with Square 9](https://www.square-9.com/webinar/the-paperless-office-revolutionizing-document-management-with-square-9/): Discover the benefits of Square 9, a solution designed to address the challenges of paper-based environments. We'll demonstrate how to manage vendor invoices, HR documentation,... - [Solve Document Challenges with TAI and Dynamics 365 Business Central](https://www.square-9.com/webinar/solve-document-challenges-with-tai-and-dynamics-365-business-central/): Streamline your payables with next-generation capture and GlobalAutomation for Dynamics 365 Business Central, powered by Square 9's comprehensive document automation platform with seamless two-way data... - [Transforming Accounts Payable: The Power of AI-Assisted Capture](https://www.square-9.com/webinar/transforming-accounts-payable-the-power-of-ai-assisted-capture/): Capturing AP documents with templates can be complex, especially when it involves line item data extraction, often necessitating new templates for each vendor and format... - [Say Goodbye to Paper: Transform Your Business with Square 9](https://www.square-9.com/webinar/say-goodbye-to-paper-transform-your-business-with-square-9/): Join our webinar to discover the benefits of Square 9, a solution designed to tackle the challenges of paper-based environments. We'll explore how to manage... - [Streamline Onboarding & Human Resources Departments with Automation](https://www.square-9.com/webinar/streamline-onboarding-human-resources-departments-with-automation/): Human resources departments face a number of document-related challenges, including managing the completion of onboarding packets, accessing and sharing documents in a hybrid workspace, securely... - [Reimagine the QuickBooks Experience with TransformAI & GlobalAutomation](https://www.square-9.com/webinar/reimagine-the-quickbooks-experience-with-transformai-globalautomation/): Using TransformAI, Square 9's AI-Capture tool, you can extract data from documents, including line item data, and send that data into QuickBooks in a seamless... - [Going Paperless: Maximizing Productivity with Square 9](https://www.square-9.com/webinar/going-paperless-maximizing-productivity-with-square-9/): Join us for our webinar as we introduce you to the world of Square 9 and address the challenges posed by paper-based environments. We'll walk... - [Transforming Student Record Management Through Automation](https://www.square-9.com/webinar/transforming-student-record-management-through-automation/): In today's educational landscape, managing documents outside the student information system while maintaining HIPAA and FERPA compliance presents significant hurdles. Join us for our live... - [Solving Accounts Payable Capture Challenges with TransformAI!](https://www.square-9.com/webinar/solving-accounts-payable-capture-challenges-with-transformai/): Capturing AP documents with templates can be highly involved, often requiring additional templates to be created for each new vendor and format change. But now,... - [Taking the Paper Out of Work: An Overview of Square 9](https://www.square-9.com/webinar/taking-the-paper-out-of-work-an-overview-of-square-9/): Join us for our webinar where we introduce you to the world of Square 9 and address the challenges inherent in paper-based environments. From vendor... - [The Roadmap to Seamless AP Automation: Tools, Tips, and Trends for 2024](https://www.square-9.com/webinar/the-roadmap-to-seamless-ap-automation-tools-tips-and-trends-for-2024/): There are a myriad of benefits to automating accounts payable, including keeping better track of invoices, purchase orders, and other documents, capitalizing on early payment... - [Taking the Paper Out of Work: An Introduction to All Things Square 9](https://www.square-9.com/webinar/taking-the-paper-out-of-work-an-introduction-to-all-things-square-9/): From vendor invoices to HR documentation, contracts, and more, join us as we show you an introduction to all things Square 9 and dive into... - [Elevating Efficiency: The Role of AI in Accounts Payable Automation](https://www.square-9.com/webinar/elevating-efficiency-the-role-of-ai-in-accounts-payable-automation/): Capturing invoices with templates can be challenging as each new vendor or format change can result in additional professional service charges. But by taking advantage... - [Reimagine the Business Central Experience: TransformAI and Dynamics 365 GlobalAutomation](https://www.square-9.com/webinar/reimagine-the-business-central-experience-transformai-and-dynamics-365-globalautomation/): Leverage Square 9's world class document capture and complete document automation platform with two way data flow with Dynamics 365! - [Unleashing the Power of Next Gen Search: Revolutionizing Public Portals](https://www.square-9.com/webinar/unleashing-the-power-of-next-gen-search-revolutionizing-public-portals/): Bring your organization together with next gen technology! Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation,... - [3 Ways to Streamline Your Accounts Receivable Customer Onboarding](https://www.square-9.com/webinar/3-ways-to-streamline-your-accounts-receivable-customer-onboarding/): Time-consuming processes, error-prone data entry, and a lack of visibility into customer payments are all common accounts receivable challenges that automation can solve! - [Reimagine Contracts Management in Salesforce using GlobalForms](https://www.square-9.com/webinar/reimagine-contracts-management-in-salesforce-using-globalforms/): In this fast-paced webinar, you'll discover just how easy it is to manage contracts using GlobalSearch and GlobalForms from within your Salesforce interface! Need to... - [GlobalCapture to Sharepoint: Empowering Your Workflows with Cloud Transformation Services](https://www.square-9.com/webinar/globalcapture-to-sharepoint-empowering-your-workflows-with-cloud-transformation-services/): For many customers, Cloud Transformation Services is mainly used to index documents in GlobalSearch. But did you know it can also be used to facilitate... ## Marketplace - [PDI Enterprise](https://www.square-9.com/marketplace/pdi-enterprise/) - [Form Processor](https://www.square-9.com/marketplace/form-processor/) - [Selectec: Time Custom Node](https://www.square-9.com/marketplace/selectec-time-custom-node/) - [Selectec: ODBC Custom Node](https://www.square-9.com/marketplace/selectec-odbc-custom-node/) - [Selectec: PaperCut Tracking Custom Node](https://www.square-9.com/marketplace/selectec-papercut-tracking-custom-node/) - [Selectec: Foldr Export Custom Node](https://www.square-9.com/marketplace/selectec-foldr-export-custom-node/) - [Selectec: Foldr Import Custom Node](https://www.square-9.com/marketplace/selectec-foldr-import-custom-node/) - [Selectec: Templating Custom Node](https://www.square-9.com/marketplace/templating-custom-node/) - [PDF Auto Redaction](https://www.square-9.com/marketplace/pdf-auto-redaction/) - [QuickBooks Online Connect](https://www.square-9.com/marketplace/quickbooks-online-connect/) - [Netsuite Connect](https://www.square-9.com/marketplace/netsuite-connect/) - [Universal Square 9 iPaaS Connector](https://www.square-9.com/marketplace/universal-square-9-ipaas-connector/) - [Cron Scheduler](https://www.square-9.com/marketplace/cron-scheduler/) - [Citrix ShareFile Release](https://www.square-9.com/marketplace/citrix-sharefile-release/) - [Google Drive Release](https://www.square-9.com/marketplace/google-drive-release/) - [Delete Document Node](https://www.square-9.com/marketplace/delete-document-node/) - [Delete Page Range](https://www.square-9.com/marketplace/delete-page-range/) - [SFTP Import](https://www.square-9.com/marketplace/sftp-import/) - [SQL Set Field](https://www.square-9.com/marketplace/sql-set-field/) - [Import InBox](https://www.square-9.com/marketplace/import-inbox/) - [Agvance Connect](https://www.square-9.com/marketplace/agvance-connect/) - [QuickBooks Online Workflow Node](https://www.square-9.com/marketplace/quickbooks-online-workflow-node/) - [Dynamics 365 Integration Node](https://www.square-9.com/marketplace/dynamics-365-integration-node/) ## Guides - [Solving Workflow Bottlenecks: Your Step-by-Step Companion for Effective Automation](https://www.square-9.com/blog/guides/solving-workflow-bottlenecks-your-step-by-step-companion-for-effective-automation/) - [Your Playbook to Workflow Automation Success in Manufacturing](https://www.square-9.com/blog/guides/your-playbook-to-workflow-automation-success-in-manufacturing/) - [How AI-Ready Are Your Document Processes? AI Readiness Checklist](https://www.square-9.com/blog/guides/how-ai-ready-are-your-document-processes-ai-readiness-checklist/) - [The Order Process Automation Playbook](https://www.square-9.com/blog/guides/the-order-process-automation-playbook/): Receive Your Playbook › - [Your Complete IIM Integrations Checklist](https://www.square-9.com/blog/guides/your-complete-iim-integrations-checklist/): Receive Your Checklist › - [Putting Your Data into Motion: Your Complete Guide to AI-Powered Intelligent Capture Automation](https://www.square-9.com/blog/guides/ai-powered-intelligent-capture-guide/): Receive Your Guide › - [The Ultimate AP Automation Checklist](https://www.square-9.com/blog/guides/ultimate-ap-automation-checklist/): Receive Your Checklist › - [Harvesting Efficiency: Your Complete Guide to Document Automation in Agribusiness](https://www.square-9.com/blog/guides/harvesting-efficiency-agribusiness/): Receive Your Guide › - [Fueling Efficiency: Your Guide to Managing C-Store Information](https://www.square-9.com/blog/guides/fueling-efficiency-guide-to-managing-c-store-information/): Receive Your Guide › - [Your Ultimate Guide to Accounts Payable Automation with GlobalAutomation for Dynamics 365 Business Central](https://www.square-9.com/blog/guides/ultimate-guide-ap-automation-d365-business-central/): Receive Your Guide › - [The Path to Data Efficiency: A Comprehensive Guide to AI-Powered Intelligent Information Management](https://www.square-9.com/blog/guides/path-to-data-efficiency-iim-guide/): Receive Your Guide › - [Your Ultimate Guide to Accounts Payable Automation](https://www.square-9.com/blog/guides/ultimate-accounts-payable-automation-guide/) - [Streamlining Information Management in Government: A Complete Guide to Efficiency, Security, and Data Centralization](https://www.square-9.com/blog/guides/government-information-management-guide/): Receive Your Guide › - [Your Guide to Efficient Information Management in Manufacturing](https://www.square-9.com/blog/guides/efficient-information-management-manufacturing/): Receive Your Guide › - [Your Essential Guide to Human Resources Automation](https://www.square-9.com/blog/guides/human-resources-automation-guide/): Receive Your Guide › - [The Future of K-12: Your Guide to Embracing Document Management and Automation](https://www.square-9.com/blog/guides/k-12-document-management-automation/): Receive Your Guide › - [The Future of Higher Education: Your Guide to Efficient Information Management](https://www.square-9.com/blog/guides/higher-education-information-management-guide/): Receive Your Guide › - [Your Complete Guide to Enterprise Content Management](https://www.square-9.com/blog/guides/complete-guide-enterprise-content-management/): Receive Your Guide › - [Your Comprehensive Guide to Document Management](https://www.square-9.com/blog/guides/comprehensive-guide-document-management/): Receive Your Guide › ## Categories - [Accounting](https://www.square-9.com/blog/category/accounting/) - [API](https://www.square-9.com/blog/category/api/) - [Automation](https://www.square-9.com/blog/category/automation/) - [Barcode](https://www.square-9.com/blog/category/barcode/) - [Business Continuity](https://www.square-9.com/blog/category/business-continuity/) - [Capture](https://www.square-9.com/blog/category/capture/) - [Cloud](https://www.square-9.com/blog/category/cloud/) - [Collaboration](https://www.square-9.com/blog/category/collaboration/) - [Compliance](https://www.square-9.com/blog/category/compliance/) - [Contract Management](https://www.square-9.com/blog/category/contract-management/) - [Customer Service](https://www.square-9.com/blog/category/customer-service/) - [Digital Signature](https://www.square-9.com/blog/category/digital-signature/) - [Digital Storage](https://www.square-9.com/blog/category/digital-storage/) - [Digital Transformation](https://www.square-9.com/blog/category/digital-transformation/) - [Document Management Software](https://www.square-9.com/blog/category/document-management-software/) - [Document Management Solutions](https://www.square-9.com/blog/category/document-management-solutions/) - [Document Workflow](https://www.square-9.com/blog/category/document-workflow/) - [Education](https://www.square-9.com/blog/category/education/) - [Efficiency](https://www.square-9.com/blog/category/efficiency/) - [Encompass Conference](https://www.square-9.com/blog/category/encompass-conference/) - [End User Experience](https://www.square-9.com/blog/category/end-user-experience/) - [Enterprise Content Management](https://www.square-9.com/blog/category/enterprise-content-management/) - [Healthcare](https://www.square-9.com/blog/category/healthcare/) - [Human Resources](https://www.square-9.com/blog/category/human-resources/) - [Improved Business Productivity](https://www.square-9.com/blog/category/improved-business-productivity/) - [Integration](https://www.square-9.com/blog/category/integration/) - [KeyFree Indexing](https://www.square-9.com/blog/category/keyfree-indexing/) - [Legal Industry](https://www.square-9.com/blog/category/legal-industry/) - [Marketing](https://www.square-9.com/blog/category/marketing/) - [Mobile Document Management](https://www.square-9.com/blog/category/mobile-document-management/) - [Non-Profit](https://www.square-9.com/blog/category/non-profit/) - [OCR](https://www.square-9.com/blog/category/ocr/) - [Operations](https://www.square-9.com/blog/category/operations/) - [Paperless Office](https://www.square-9.com/blog/category/paperless-office/) - [Press](https://www.square-9.com/blog/category/press/) - [Productivity](https://www.square-9.com/blog/category/productivity/) - [Quickbooks](https://www.square-9.com/blog/category/quickbooks/) - [Real Estate](https://www.square-9.com/blog/category/real-estate/) - [ROI](https://www.square-9.com/blog/category/roi/) - [Scanning](https://www.square-9.com/blog/category/scanning/) - [Security](https://www.square-9.com/blog/category/security/) - [Storing and sharing documents](https://www.square-9.com/blog/category/storing-and-sharing-documents/) - [Support](https://www.square-9.com/blog/category/support/) - [Uncategorized](https://www.square-9.com/blog/category/uncategorized/) - [Web Forms](https://www.square-9.com/blog/category/web-forms/) ## Types - [Customer](https://www.square-9.com/course_type/customer/) - [Customer E-Learning](https://www.square-9.com/course_type/customer-e-learning/) - [Live Class](https://www.square-9.com/course_type/customer-live-class/) - [Reseller](https://www.square-9.com/course_type/reseller/) - [Reseller E-Learning](https://www.square-9.com/course_type/reseller-e-learning/) - [Reseller Resources](https://www.square-9.com/course_type/reseller-resources/) ## Categories - [Agriculture](https://www.square-9.com/blog/case_study_categories/agriculture/) - [AgVance](https://www.square-9.com/blog/case_study_categories/agvance/) - [AgVantage](https://www.square-9.com/blog/case_study_categories/agvantage/) - [AP Automation](https://www.square-9.com/blog/case_study_categories/ap-automation/) - [AR Automation](https://www.square-9.com/blog/case_study_categories/ar-automation/) - [Automotive](https://www.square-9.com/blog/case_study_categories/automotive/) - [Basic Capture Automation](https://www.square-9.com/blog/case_study_categories/basic-capture-automation/) - [Business Applications](https://www.square-9.com/blog/case_study_categories/business-applications/) - [Compliance](https://www.square-9.com/blog/case_study_categories/compliance/) - [Contract Management](https://www.square-9.com/blog/case_study_categories/contract-management/) - [Data Extraction](https://www.square-9.com/blog/case_study_categories/data-extraction/) - [Distribution](https://www.square-9.com/blog/case_study_categories/distribution/) - [Education](https://www.square-9.com/blog/case_study_categories/education/) - [File XChange](https://www.square-9.com/blog/case_study_categories/file-xchange/) - [Financial](https://www.square-9.com/blog/case_study_categories/financial/) - [Food and Beverage](https://www.square-9.com/blog/case_study_categories/food-and-beverage/) - [GlobalAction](https://www.square-9.com/blog/case_study_categories/globalaction/) - [GlobalCapture](https://www.square-9.com/blog/case_study_categories/globalcapture/) - [GlobalForms](https://www.square-9.com/blog/case_study_categories/globalforms/) - [GlobalSearch](https://www.square-9.com/blog/case_study_categories/globalsearch/) - [Government](https://www.square-9.com/blog/case_study_categories/government/) - [Healthcare](https://www.square-9.com/blog/case_study_categories/healthcare/) - [HR Automation](https://www.square-9.com/blog/case_study_categories/hr-automation/) - [Image XChange](https://www.square-9.com/blog/case_study_categories/image-xchange/) - [Industries](https://www.square-9.com/blog/case_study_categories/industries/) - [Insurance](https://www.square-9.com/blog/case_study_categories/insurance/) - [Integrated Solutions](https://www.square-9.com/blog/case_study_categories/integrated-solutions/) - [Legal](https://www.square-9.com/blog/case_study_categories/legal/) - [Manufacturing](https://www.square-9.com/blog/case_study_categories/manufacturing/) - [MFP Integration](https://www.square-9.com/blog/case_study_categories/mfp-integration/) - [Non-Profit](https://www.square-9.com/blog/case_study_categories/non-profit/) - [OCR](https://www.square-9.com/blog/case_study_categories/ocr/) - [QuickBooks](https://www.square-9.com/blog/case_study_categories/quickbooks/) - [Religious Organizations](https://www.square-9.com/blog/case_study_categories/religious-organizations/) - [Tax](https://www.square-9.com/blog/case_study_categories/tax/) - [Transportation](https://www.square-9.com/blog/case_study_categories/transportation/)