Square 9 Softworks B2B Case Studies & Customer Successes

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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.

Case Studies

Showing 100 Square 9 Softworks Customer Success Stories

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Accurate Professional Billing achieves rapid, HIPAA-compliant document retrieval and reduced billing errors with Square 9 Softworks' GlobalSearch

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Acute Care Experts achieves paperless efficiency and improved patient care with Square 9 Softworks GlobalSearch

Acute Care Experts logo

Airlines Reporting Corporation achieves streamlined records, business continuity and $95K cost avoidance with Square 9 Softworks' GlobalSearch

Airlines Reporting Corporation logo

Ann Arbor Spark achieves 10 hours/month savings and paperless invoicing with Square 9 Softworks' GlobalSearch & QuickBooks integration

Ann Arbor Spark logo

Ann Arbor Spark achieves faster invoice processing and 10 hours saved per month with Square 9 Softworks GlobalSearch

Ann Arbor Spark logo

Austin Board of Realtors eliminates paper processes with Square 9 Softworks

Austin Board of Realtors (ABoR) logo

Books N Billing achieves streamlined scanning, storage, and remote indexing with Square 9 Softworks' GlobalSearch and GlobalCapture

Books N Billing logo

Books N Billing simplifies document storage and remote indexing with Square 9 Softworks' GlobalSearch and GlobalCapture

Books N Billing logo

Bozzuto’s Inc achieves major time and cost savings with Square 9 Softworks' GlobalSearch

Bozzuto’s Inc logo

Buckley Associates, Inc achieves 20–30% efficiency gains and reduced paper bottlenecks with Square 9 Softworks' GlobalSearch

Buckley Associates, Inc logo

Caltronics Business Systems improves document workflow and customer service with Square 9 Softworks

Caltronics Business Systems logo

Cato Inc. achieves paperless efficiency and streamlined productivity with Square 9 Softworks

Cato logo

Child Evangelism Fellowship (CEF Ohio) achieves secure, fast, compliant access to records with Square 9 Softworks' GlobalSearch

Child Evangelism Fellowship logo

Child Evangelism Fellowship achieves secure, fast document access with Square 9 Softworks GlobalSearch

Child Evangelism Fellowship logo

Child Evangelism Fellowship of West Virginia streamlines document management with Square 9 Softworks

Child Evangelism Fellowship of West Virginia logo

City of Jackson, Mississippi achieves 30% paper reduction with Square 9 Softworks document management

City of Jackson, Mississippi logo

Clay Rural Water System improves records management and disaster recovery with Square 9 Softworks GlobalSearch

Clay Rural Water System logo

Commers Water improves document flow and order processing with Square 9 Softworks

Commers Water logo

Commers Water achieves centralized document access and faster order processing with Square 9 Softworks

Commers Water logo

Community FoodBank of New Jersey achieves paperless efficiency and faster audits with Square 9 Softworks GlobalSearch

Community FoodBank of New Jersey logo

Construction Risk Partners achieves secure, paperless document management and $14,500 in annual savings with Square 9 Softworks' GlobalSearch

Construction Risk Partners logo

Construction Risk Partners streamlines document management and cuts costs with Square 9 Softworks' GlobalSearch

Construction Risk Partners logo

Covenant Village achieves greater scalability and efficiency with Square 9 Softworks

Custom Professional Accounting achieves 35–45% greater efficiency and 90% less storage with Square 9 Softworks’ GlobalSearch

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Dimensional Health Care Associates achieves paperless workflow efficiency with Square 9 Softworks GlobalSearch

Dimensional Health Care Associates, Inc. (DHCA) logo

DriveTime Automotive Group, Inc achieves faster auto loan approvals and major efficiency gains with Square 9 Softworks' GlobalSearch

DriveTime Automotive Group, Inc logo

Durst Corporation streamlines sales order processing with Square 9 Softworks GlobalSearch

Durst Corporation logo

Elder Care Alliance achieves centralized, streamlined contract management with Square 9 Softworks' GlobalSearch

Elder Care Alliance logo

Elder Care Alliance streamlines contract management with Square 9 GlobalSearch

Elder Care Alliance logo

EZ GO Stores achieves streamlined accounts payable and paperless approvals with Square 9 Softworks' GlobalSearch

EZ GO Stores logo

EZ GO Stores streamlines accounts payable with Square 9 Softworks' GlobalSearch

EZ GO Stores logo

Farm Family Central CT boosts efficiency and cuts costs with Square 9 Softworks GlobalSearch

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Farmers Reservoir and Irrigation Company improves document search and workflow efficiency with Square 9 Softworks

Farmers Reservoir and Irrigation Company logo

Farmward Cooperative streamlines accounts payable with Square 9 Softworks

Farmward Cooperative logo

Floyd County Clerk saves over $18,000 annually with Square 9 Softworks GlobalSearch

Floyd County Clerk logo

Franklin Regional Retirement Systems achieves disaster recovery and secure document backup with Square 9 Softworks GlobalSearch

Franklin Regional Retirement Systems logo

Gardan, Inc achieves paperless, secure document management and faster workflows with Square 9 Softworks' GlobalSearch

Gardan, Inc logo

Gas Field Services, Inc. achieves 75% paper reduction and automated document capture with Square 9 Softworks' GlobalSearch & GlobalCapture

Gas Field Services, Inc logo

General Distributors, Inc. achieves faster document retrieval and reduced storage costs with Square 9 Softworks' GlobalSearch

General Distributors, Inc logo

General Tool achieves faster document capture and $250,000 in savings with Square 9 Softworks GlobalCapture

General Tool logo

Goodwill Industries of Tulsa reduces paper filing and retrieval time with Square 9 GlobalSearch

Goodwill Industries of Tulsa logo

Harco Laboratories, Inc achieves faster document retrieval and lower storage costs with Square 9 Softworks GlobalSearch

Harco Laboratories, Inc logo

Harrison County REMC boosts document efficiency with Square 9 Softworks

Harrison County REMC logo

Heritage Cooperative achieves a 20% productivity boost and $4K/year savings with Square 9 Softworks

Heritage Cooperative logo

HI Canada achieves faster invoice processing and less paper handling with Square 9 Softworks GlobalSearch

HI Canada logo

HI Canada achieves faster, paperless invoice processing with Square 9 Softworks' GlobalSearch

HI Canada logo

Horizon Industries saves storage space and scanning time with Square 9 Softworks GlobalSearch

Horizon Industries logo

Industrial Acceptance Corporation (IAC) achieves paperless document management, major space savings and reduced labor with Square 9 Softworks' GlobalSearch

Industrial Acceptance Corporation (IAC) logo

International School Services reduces paper waste and boosts efficiency with Square 9 Softworks GlobalSearch

International School Services (ISS) logo

IntraVAT boosts tax document capture accuracy with Square 9 Softworks GlobalCapture

IntraVAT logo

JAS Trucking streamlines document capture and search with Square 9 Softworks

JAS Trucking, Inc logo

Kenney Manufacturing Company achieves disaster recovery and paperless efficiency with Square 9 GlobalSearch

Kenney Manufacturing Company logo

Kenny Family ShopRites of Delaware saves money and streamlines employee onboarding with Square 9 Softworks

Kenny Family ShopRites of Delaware logo

Kobussen Buses LTD achieves efficient accounts payable automation with Square 9 Softworks

Kobussen Buses LTD logo

Korrect Plumbing, Heating & Air Conditioning boosts administrative productivity with Square 9 Softworks GlobalSearch

Korrect Plumbing, Heating & Air Conditioning logo

Kuna Food Service saves space and time with Square 9 Softworks GlobalSearch and GlobalCapture

Kuna Food Service logo

Kuna Food Service saves office space and 35 hours/week with Square 9 Softworks' GlobalSearch and GlobalCapture

Kuna FoodService logo

Mahoning County Streamlines Government Paperwork with Square 9 Softworks GlobalSearch

Mahoning County logo

McCue Mortgage saves time and reduces storage space with Square 9 GlobalSearch

McCue Mortgage logo

McCue Mortgage achieves 75% office-space reduction and rapid paperless document retrieval with Square 9 Softworks GlobalSearch

McCue Mortgage logo

Michigan Office Solutions achieves 31% productivity gains with Square 9 Softworks' GlobalSearch

Michigan Office Solutions (MOS) logo

Nasmyth West Middlesex boosts compliance document search efficiency with Square 9 Softworks

Nasmyth West Middlesex logo

OFI achieves 50% efficiency gains with Square 9 Softworks' GlobalSearch

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OTA Management LLC achieves accounting accuracy and annual time savings with Square 9 Softworks GlobalSearch

OTA Management LLC logo

Parallel Environmental Services Corp achieves accounting efficiency with Square 9 Softworks

Parallel Environmental Services Corp logo

Park 100 Foods boosts productivity and streamlines workflows with Square 9 Softworks

Park 100 Foods logo

Polsky, Shouldice & Rosen P.C. achieves 50% faster document handling and $50K annual office-space savings with Square 9 Softworks' GlobalSearch

Polsky Shouldice & Rosen PC logo

Retired Public Employees Council of Washington saves time and space with Square 9 Softworks

Retired Public Employees Council of Washington logo

Retired Public Employees Council of Washington achieves days of labor saved with Square 9 Softworks' AI-assisted archiving

Retired Public Employees Council of Washington logo

Rockland Paramedic Services achieves near‑paperless operations and 95% reduction in manual processing with Square 9 Softworks' GlobalSearch

Rockland Paramedic Services logo

Seal Dynamics achieves $300,000+ annual savings with Square 9 Softworks’ GlobalSearch

Seal Dynamics logo

Second Harvest Food Bank reduces invoice processing time with Square 9 GlobalSearch

Second Harvest Food Bank logo

Senior Living Community Improves Flexibility, Scalability, and Efficiency with Square 9

SEIU Local 6 achieves faster, compliant dues processing with Square 9 Softworks

Service Employees International Union, Local 6 logo

Snyder County Courthouse streamlines probation paperwork with Square 9 GlobalSearch

Snyder County Courthouse logo

SonyATV Music Publishing achieves cross-department process automation and 400 hours saved with Square 9 Softworks

SonyATV Music Publishing logo

St. Clair Region Conservation Authority achieves digital document management and streamlined online payments with Square 9 Softworks

St. Clair Region Conservation Authority logo

St. Clair Region Conservation Authority streamlines document management and online payments with Square 9 Softworks

St. Clair Region Conservation Authority logo

St. Clair Region Conservation Authority saves time and reduces paper with Square 9 Softworks GlobalSearch

St. Clair Region Conservation Authority logo

St. John Paul the Great Catholic High School achieves paperless operations and 200+ hours saved with Square 9 Softworks (GlobalSearch & GlobalCapture)

St. John Paul the Great Catholic High School logo

Stationers improves customer service and document efficiency with Square 9 Softworks

Stationers logo

Stephen Plopper & Associates achieves faster, paperless document management with Square 9 Softworks

Surgical Care Specialists improves document access and efficiency with Square 9 Softworks GlobalSearch

Surgical Care Specialists logo

The Dutch Group achieves AP automation and financial visibility with Square 9 Softworks

The Dutch Group logo

The Dutch Group achieves faster, more visible accounts payable processing with Square 9 Softworks

The Dutch Group logo

The Miami Corporation boosts Accounts Payable efficiency with Square 9 Softworks

The Miami Corporation logo

The Ohio State University College of Dentistry achieves efficient, FERPA-compliant student records management and $10,000/yr savings with Square 9 Softworks' GlobalSearch

The Ohio State University College of Dentistry logo

The Patterson Club Streamlines Document Management with Square 9 Softworks GlobalSearch

The Patterson Club logo

The Village for Families and Children achieves greater efficiency and secure records management with Square 9 Softworks GlobalSearch

The Village for Families and Children, Inc logo

Towne Properties cuts process times in half with Square 9 Softworks

Towne Properties logo

Towne Properties cuts process times in half with Square 9 Softworks

Towne Properties logo

Tree Trust improves invoice automation and remote work efficiency with Square 9 Softworks

Tree Trust logo

Tri-State Wholesale Flooring boosts efficiency and saves storage space with Square 9 GlobalSearch

Tri-State Wholesale Flooring logo

United Methodist Foundation of Indiana boosts productivity and cuts paper costs with Square 9 Softworks' GlobalSearch

United Methodist Foundation of Indiana logo

V&S Midwest Carriers boosts efficiency and cuts paperwork costs with Square 9 Softworks

V&S Midwest Carriers Corp logo

Valley National Bank achieves audit‑proof records and $150K annual savings with Square 9 Softworks' GlobalSearch

Valley Bank logo

Vantage Clinical Solutions cuts paper processing by 90% with Square 9 Softworks GlobalSearch

Vantage Clinical Solutions logo

Volunteers of America North Louisiana enhances multi-department document management with Square 9 Softworks GlobalSearch

Volunteers of America North Louisiana logo

WoodSpring Hotels Property Management streamlines HR onboarding with Square 9 Softworks

WoodSpring Hotels Property Management logo

Zarrow Family Foundations reduces paper and speeds document workflows with Square 9 Softworks

Zarrow Family Foundations logo

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