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 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
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 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	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 Free Trial
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 Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information M-Files Founded: 1989 United States www.m-files.com	Company Information Square 9 Founded: 2001 United States www.square-9.com
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Microsoft 365 Microsoft View All	Nintex Process Platform Nintex View All
Categories Document Management File Sharing IT Documentation	Categories Accounts Payable AI Automation AP Automation AR Automation Business Continuity Business Process Automation Business Process Management Contract Management Data Collection Data Extraction Document Management Document Scanner Electronic Data Capture Enterprise Content Management (ECM) Forms Automation Intelligent Document Processing OCR Online Form Builders Workflow Automation Workflow Management
Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Show More Features File Sharing Features Audit Trail Chat / Messaging Collaboration Document Management Drag & Drop Electronic Signature Encryption File Synchronization Search User Management Version Control Workflow Management	Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Show More Features Accounts Payable Features Approval Process Control Bank Reconciliation Cash Management Check Writing Duplicate Payment Alert Fraud Detection General Ledger Entry Vendor Management Business Continuity Features Backup Log Backup Scheduling Compression Continuous Backup Encryption Incremental Backup Local Server Options Multiple System Support Remote Server Options Secure Data Storage Web Access / Restoration Business Process Management Features Access Controls / Permissions Alerts / Notifications Business Process Automation Business Rules Management Collaboration Process Change Tracking Process Mapping Process Modeling & Design Visual Workflow Management Contract Management Features Buy Side (Suppliers) Completion Tracking Compliance Tracking Contract Lifecycle Management Electronic Signature Full Text Search Government Contracts Pre-built Templates Sell Side (Customers) Specialty Contracts Version Control Workflow Management Electronic Data Capture Features Audit Trail CRF Tracking Data Entry Data Verification Distributed Capture Document Imaging Document Indexing Forms Management Remote Capture Study Management Enterprise Content Management (ECM) Features Archiving & Retention Collaboration Tools Content Lifecycle Management Digital Asset Management Document Management Electronic Signature Information Governance Mobile Access Search Version Control Workflow Management Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control
Integrations Docusign Microsoft Dynamics 365 Salesforce Adobe Acrobat Sign AgVantage Edge AutoCAD AutoCAD LT Cadcorp ChronoScan CloudOffix DMSFACTORY DocumentsPipeliner Docusign Identify Google Workspace Microsoft 365 Microsoft Dynamics 365 Business Central NetSuite OpenText CEM PDI QuickBooks Online SAP ERP Show More Integrations View All 17 Integrations	Integrations Docusign Microsoft Dynamics 365 Salesforce Adobe Acrobat Sign AgVantage Edge AutoCAD AutoCAD LT Cadcorp ChronoScan CloudOffix DMSFACTORY DocumentsPipeliner Docusign Identify Google Workspace Microsoft 365 Microsoft Dynamics 365 Business Central NetSuite OpenText CEM PDI QuickBooks Online SAP ERP Show More Integrations View All 9 Integrations
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