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

Bookkeeping Business Simplifies Uploading and Storing Financial Documents with GlobalSearch and GlobalCapture

Books N Billing, a woman- and USAF Veteran‑owned bookkeeping firm in Melbourne, FL, needed to replace an outdated document storage solution that was no longer compatible with upgraded software. Konica Minolta recommended Square 9 Softworks’ GlobalSearch® and GlobalCapture® to handle daily scanning of receipts, invoices and mail and to provide a modern, searchable document management workflow.

Square 9 Softworks implemented GlobalSearch and GlobalCapture, using QR coversheets for automatic document separation, bulk scanning, and remote indexing. The solution let Books N Billing scan 100–600 documents per session, index from home during COVID shutdowns, and significantly reduce ingestion delays—delivering faster processing, greater usability, and measurable improvements in staff efficiency.

Books N Billing

Sheila Burak-Farquharson

Office Manager