Case Study: Square 9 Softworks achieves 360° customer visibility, faster billing and improved margins with FinancialForce

Square 9 Softworks - Customer Case Study

Square9 Softworks, a small software/SaaS company in New Haven, faced rapid global growth and fragmented processes that left them without visibility across customers, projects, finance and services. They struggled with multi-currency reporting, GAAP-compliant revenue recognition, slow month-end close, manual contract renewals and cumbersome order processing that required repeated manual handoffs. To address this, Square9 implemented FinancialForce solutions on the Force.com platform, including FinancialForce Accounting and FinancialForce PSA.

By integrating FinancialForce with their Salesforce environment, Square9 achieved a unified, real‑time 360° view of customers and automated quoting, invoicing, contract renewals and professional services tracking. FinancialForce delivered measurable gains: elimination of double data entry, faster billing, improved analytics, and time savings (about 16 hours/month saved on order processing, another 16 hours on renewals, 12–16 hours on professional services tasks, plus 10–15 hours on reporting), improved project margins and avoided hiring one FTE (~$60–70K), while ensuring GAAP compliance.

Square 9 Softworks

Stephen Young

President/CEO