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

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

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

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

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

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Enterprise Content Management Solutions Enable Cato Inc. to Digitize Data and Streamline Departmental Productivity

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

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

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

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

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

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

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

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Farmward Cooperative Streamlines Accounts Payable with Square 9’s AP GlobalAutomation for Agvance

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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GlobalSearch® Document Management and the Case of Plopper vs. Paper

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

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

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Towne Properties cuts process times in half with Square 9 Softworks

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

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