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About

DocuWare is a trusted provider of cloud solutions for workflow automation, document management, and enterprise content management (ECM). The company’s reliable office automation solution delivers smart digital workflow and document control that improves workforce productivity and boosts business performance. DocuWare’s cloud services are recognized for automating, digitizing, and transforming key processes for over 930,000 users across the world.

About

Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

DocuWare serves organizations in various sectors and departments, including finance, accounting, human resources, legal, and more.

Audience

Organizations that need powerful ECM and document automation software

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$225.00/month
Additional packages are available.
Free Version Not Supported
Free Trial Supported

Pricing

$50/month/user
Square 9 Process Automation Essentials delivers the tools you need to begin your digital transformation with solutions for Accounts Payable, Accounts Receivable, Human Resources, and Contracts Management. Or Square 9 can help build your own custom application design based on your individual industry needs.

- Secure SOC2 and HIPAA certified cloud content repository
- Fully Encrypted Storage
- Business Process Automation
- Document Versioning
-Audit Trail
- OCR Assisted Keyless Indexing
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 3.5 / 5
design 3.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.7 / 5
design 4.4 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I like that Docuware is effortless to deploy and that it comes with great features. It is easy to use and makes content collaboration seamless. The user interface is also one of the best.
  • You are able to hold a TON of information within this software. It is nicely organized and categorized. Great for keeping files all in one place. Also, stamps are a nice touch in auditing.

Cons

  • Since Docuware has not presented any challenges, I have no reasons to complain.
  • Searching for documents can sometimes be difficult, as the software is finicky and you have to input the EXACT spelling and abbreviation to find anything you are looking for. Also, uploading can be a pain, as it is all manual scans and folders have to be created by using manual cover pages. If there could be a more tech savvy way of uploading, this would be great.

Pros & Cons from Real Users

Pros

  • Easy to use. The workflow generation and application is intuitive and allows for a variety of process integrations.
  • I like its ability to centralize and efficiently organize documents. It offers advanced encryption, access control and change tracking options, which ensures the confidentiality and integrity of information. In addition, its ability to automate workflows, perform advanced searches and generate detailed reports helps us optimize document management and improve operational efficiency in our company.
  • For the most part, it is easy and intuitive to use. The online training is a huge bonus and has helped me figure out how to do many things.
  • Square 9 offers powerful document capture and workflow automation tools. It's highly customizable and integrates well with other business systems.
  • We are really enjoying using Global search to rid ourselves of paper files. We also use Global Search to automate the AR process for our online payments system. The document capture workflows are very easy to set up with no programming at all in a drag and drop web browser interface. The software is constantly being updated to add new features, including AI for smart document capture

Cons

  • Hosted environment is too pricey, but the on prem is perfect for us.
  • One of the limitations I find is the lack of advanced customization options in the user interface. I would like more flexibility to tailor the look and feel and functionality of the platform to specific needs.
  • Some of the nodes are a little complicated and the online training is not available.
  • The user interface could be more modern and intuitive. Initial setup can be a bit complex for smaller teams.
  • Although I do believe we get special pricing based on our organization which is non-profit, we can only afford a single CPU license for our on-prem setup for document processing which makes things a little slow. So depending on what volumes you need to process, you can get a backlog of documents in the capture cue waiting to be processed. In an ideal situation where funds are unlimited, we would likely utilize their cloud solution with additional CPU cores and also the AI add-on for more efficient document capture.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

DocuWare
Founded: 1988
United States
docuware.com

Company Information

Square 9
Founded: 2001
United States
www.square-9.com

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.

Alternatives

DocuForte

DocuForte

ESUOR
DocuB@se

DocuB@se

SHUBA Solutions
CapturePoint

CapturePoint

Ademero

Categories

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Not Supported
Cash Management Not Supported
Check Writing Not Supported
Duplicate Payment Alert Not Supported
Fraud Detection Not Supported
General Ledger Entry Supported
Vendor Management Supported

Business Continuity Features

Backup Log Not Supported
Backup Scheduling Not Supported
Compression Not Supported
Continuous Backup Not Supported
Encryption Not Supported
Incremental Backup Not Supported
Local Server Options Supported
Multiple System Support Supported
Remote Server Options Supported
Secure Data Storage Supported
Web Access / Restoration Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Not Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Enterprise Content Management (ECM) Features

Archiving & Retention Not Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Supported
Document Management Supported
Electronic Signature Supported
Information Governance Supported
Mobile Access Supported
Search Supported
Version Control Supported
Workflow Management Not Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Not Supported
Version Control Supported

Integrations

QuickBooks Online Supported
Agvance Accounting Not Supported
Axon Ivy Supported
Deluxe Payment Exchange (DPX) Not Supported
Docusign Not Supported
EzeScan Supported
FactWork Supported
GoFormz Supported
Microsoft Dynamics 365 Not Supported
Microsoft SharePoint Supported
Motileo Supported
NetSuite Not Supported
PDI Not Supported
PSIcapture Supported
ReturnPro Supported
Salesforce Not Supported
Tyler Data & Insights Not Supported
VIDchain Supported
VIDsigner Supported
YSoft SAFEQ Supported

Integrations

QuickBooks Online Supported
Agvance Accounting Supported
Axon Ivy Not Supported
Deluxe Payment Exchange (DPX) Supported
Docusign Supported
EzeScan Not Supported
FactWork Not Supported
GoFormz Not Supported
Microsoft Dynamics 365 Supported
Microsoft SharePoint Not Supported
Motileo Not Supported
NetSuite Supported
PDI Supported
PSIcapture Not Supported
ReturnPro Not Supported
Salesforce Supported
Tyler Data & Insights Supported
VIDchain Not Supported
VIDsigner Not Supported
YSoft SAFEQ Not Supported
Claim DocuWare and update features and information
Claim DocuWare and update features and information
Claim Square 9 and update features and information
Claim Square 9 and update features and information