M-Files vs. Square 9 Comparison


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About M-Files is a Context-First document management system that uses metadata-driven architecture, workflow automation, and AI to improve visibility, compliance, and efficiency. By organizing information based on what it is rather than where it resides, M-Files reduces manual handling, improves document reliability, and strengthens governance across industry-specific processes. M-Files is the only document management system native to Microsoft 365. This unified approach brings Microsoft collaboration, Copilot, and Purview governance directly to curated M-Files content, creating a secure, connected environment that protects Microsoft investments while improving productivity and policy-driven consistency.	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 Not 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 M-Files serves a variety of industries and business needs for mid-market to Enterprise global B2B companies. The M-Files platform is especially suitable for knowledge workers that need to quickly find, collaborate, and process a large number of documents every day.	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 Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing €65/seat Starting at €65/seat Free Version Not Supported Free Trial Not 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 4.8 / 5 ease 4.5 / 5 features 4.2 / 5 design 4.0 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 4.8 / 5 ease 4.6 / 5 features 4.7 / 5 design 4.4 / 5 support 4.8 / 5 Read all reviews
Pros & Cons from Real Users Pros I have been using M-Files for over 4 years now and I can say it is one of the best. First, I like that the interface is amazing and that it is easy to understand the many features. Secondly, I like that the tool is very secure. Thirdly, I like the ease of uploading, retrieving and sharing files. There is a lot I like about M-Files. First, the tool is secure which is amazing. The tool comes with an intuitive User Interface. This software makes content collaboration seamless. M-files is easy to deploy and comes with great security features. I like the ease of archiving, retrieving and sharing documents. Accessing files is easy. I like that there is both mobile and web version. Easy to use, if you can use Google, you can use M-Files. The idea of using metadata instead of a file structure is very intelligent. Everything I need to know about my customers, their bills and emails are all in one place. No going to multiple programs/applications to get the full scope of their business. Cons With my great encounters using M-Files, I cannot think of any flaw. This software is more than great. My only concern is that M-Files is not the most affordable. However, it works well. The user interface is not the best. The vendor should improve on this. Takes a little bit of time to re-think document management.	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 M-Files Founded: 1989 United States www.m-files.com	Company Information Square 9 Founded: 2001 United States www.square-9.com
Alternatives UnForm Synergetic Data Systems, Inc.	Alternatives onPhase
Nuxeo Hyland	Rossum
Square 9	Automation Anywhere
NetExplorer	KnowledgeLake
Microsoft 365 Microsoft View All	Jotform View All
Categories Document Management Supported File Sharing Supported IT Documentation Supported	Categories Accounts Payable Supported AI Automation Supported AP Automation Supported AR Automation Supported Business Continuity Supported Business Process Automation Supported Business Process Management Supported Contract Management Supported Data Collection Supported Data Extraction Supported Document Management Supported Document Scanner Supported Electronic Data Capture Supported Enterprise Content Management (ECM) Supported Forms Automation Supported Intelligent Document Processing Supported OCR Supported Online Form Builders Supported Workflow Automation Supported Workflow Management Supported
Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Not Supported Document Capture Not 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 Not Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Supported Show More Features File Sharing Features Audit Trail Supported Chat / Messaging Not Supported Collaboration Supported Document Management Supported Drag & Drop Supported Electronic Signature Supported Encryption Supported File Synchronization Supported Search Supported User Management Supported Version Control Supported Workflow Management 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 Show More Features 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 Docusign Supported Microsoft Dynamics 365 Supported Salesforce Supported Adobe Acrobat Sign Supported Agvance Accounting Not Supported ArcGIS Supported AutoCAD Supported AutoCAD LT Supported BlueIrisIQ Not Supported Cadcorp Supported ChronoScan Supported DMSFACTORY DocumentsPipeliner Supported Deluxe Payment Exchange (DPX) Not Supported Docusign Identify Supported Microsoft Dynamics 365 Business Central Not Supported NetSuite Not Supported PDI Not Supported QuickBooks Online Not Supported Sage 100 Not Supported Tyler Data & Insights Not Supported Show More Integrations View All 17 Integrations	Integrations Docusign Supported Microsoft Dynamics 365 Supported Salesforce Supported Adobe Acrobat Sign Not Supported Agvance Accounting Supported ArcGIS Not Supported AutoCAD Not Supported AutoCAD LT Not Supported BlueIrisIQ Supported Cadcorp Not Supported ChronoScan Not Supported DMSFACTORY DocumentsPipeliner Not Supported Deluxe Payment Exchange (DPX) Supported Docusign Identify Not Supported Microsoft Dynamics 365 Business Central Supported NetSuite Supported PDI Supported QuickBooks Online Supported Sage 100 Supported Tyler Data & Insights Supported Show More Integrations View All 14 Integrations
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