Taking the Paper
Out of Work
The Square 9 AI-powered intelligent information management platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.
Square 9 leads in the Document Management Results Index on G2, based on factors including estimated ROI, Likelihood to Recommend, and Requirements Met, delivering the best results to our customers.
Why Square 9?
 |  | |
G2 Rating | 4.5 | 4.3 |
Has the product been a good partner in doing business? | 94% | 88% |
Product Direction (% positive) | 90% | 85% |
Likelihood to Recommend | 90% | 86% |
Ease of Admin | 85% | 85% |
Ease of Setup | 84% | 82% |
Ease of Use | 90% | 86% |
Meets Requirements | 92% | 89% |
Quality of Support | 92% | 87% |
APIs | 86% | 74% |
Activities | 88% | 85% |
Form Creation | 92% | 84% |
Case Management | 88% | 86% |
Collaboration | 87% | 86% |
Conditions | 91% | 81% |
Disposition | 86% | 83% |
Document Assembly | 89% | 83% |
File Type Support | 90% | 90% |
Form Creation | 92% | 84% |
Internationalization | 88% | 85% |
Metadata | 90% | 83% |
Mobile Apps | 92% | 78% |
OCR Scanning | 88% | 80% |
Performance and Reliability | 89% | 86% |
Portals and Sites | 85% | 84% |
Process Automation | 88% | 83% |
Reporting and Auditing | 86% | 81% |
Search | 90% | 86% |
System of Record Integration | 87% | 80% |
Versioning | 86% | 84% |
Web Interface | 91% | 83% |
Data From G2 User Satisfaction Ratings as of March 3, 2025
G2 is the world’s largest and most trusted software marketplace. More than 90 million people annually — including employees at all Fortune 500 companies — use G2 to make smarter software decisions based on authentic peer reviews. Thousands of software and services companies of all sizes partner with G2 to build their reputation and grow their business — including Salesforce, HubSpot, Zoom, and Adobe.
Square 9 is packed with all the tools you need to improve productivity across your most document-intensive departments.
Enterprise Content Management
Eliminate wasted time searching for lost or missing documents. File, index, store, retrieve, and share documents with ease in a secure and compliant environment. Enable your business to reach new levels of efficiency.
Web Forms Process Management
Collect information faster and easier than ever before with true web forms designed to automate your business processes and eliminate inefficient paper and PDFs. Never go searching for missing information again.
Document Capture Automation
Remove manual processes and capture your information more quickly and accurately than you thought was possible. Using character and format recognition, you’ll turn your data and documents into usable business information.
Business Process Management
Streamline your core business processes and automate tedious tasks. Route documents through your organization, simplifying approvals, improving communication, and heightening visibility into everyday business tasks.
Popular Software Integrations
- Powerful document management - find the documents and data you need in seconds with a searchable archive
- Get your work done faster - streamline processes and approvals with automated workflows and notifications
- Anywhere anytime access - enable company-wide access to business processes
See Square 9 in Action
