Business Details
AI-Powered Document Management Solutions in New Haven, CT
Square 9 has been at the forefront of intelligent information management solutions since its inception. Our team of experts specializes in developing cutting-edge software that leverages generative AI to transform document management processes. With decades of combined experience in enterprise content management, we have built a reputation for delivering scalable, secure, and compliant solutions trusted by organizations across industries. Our patented technologies automate data extraction, streamline workflows, and eliminate paper-based inefficiencies while maintaining SOC 2 and HIPAA compliance.Recognized by G2 as a Leader in Document Management and a Top Performer in Enterprise Content Management, we combine technical expertise with exceptional customer support to ensure long-term success. Our solutions integrate seamlessly with platforms like QuickBooks and Microsoft Dynamics, providing clients with future-proof systems that adapt to evolving business needs. Through continuous innovation and a commitment to client satisfaction, we empower organizations to harness the full value of their information assets.
Services
Enterprise Content Management
Document Capture Automation
Business Process Management
Cloud Solutions
Accounts Payable Automation
Web Forms Management
Professional Services
GlobalSearch
GlobalForms
GlobalCapture
Highlights and features
- We offer generative AI-powered document capture for fast, accurate data extraction
- Our solutions are SOC 2 and HIPAA compliant for secure information management
- We provide seamless integrations with QuickBooks, Microsoft Dynamics, and other enterprise platforms
- Our patented technology eliminates manual data entry through intelligent character recognition
- Recognized by G2 as a Leader in Document Management for Fall 2025
What people say
Time saver
Secure environment
Exceptional support
Seamless integrations
Easy to use
Services
Enterprise Content Management
Our GlobalSearch platform provides centralized, secure document storage with instant access to information. Using AI-powered search capabilities, organizations can eliminate paper-based workflows while maintaining compliance with industry regulations. The system supports both cloud and on-premises deployment options.
Document Capture Automation
GlobalCapture uses generative AI to extract data from any document format including scanned images and PDFs. This technology transforms unstructured content into searchable business information without requiring template-based processing, reducing implementation costs.
Business Process Management
GlobalAction streamlines core business processes through automated document routing and approval workflows. The system improves communication visibility while reducing manual tasks across departments like accounts payable and contract management.
Web Forms Management
GlobalForms replaces paper-based processes with dynamic web forms that automate data collection and routing. This solution eliminates inefficiencies while ensuring seamless integration with existing enterprise systems and databases.
Cloud Solutions
Our cloud platform offers scalable, secure document management with user-based pricing and multiyear rate locks. Features include expert-managed security, daily backups, and compliance certifications that allow organizations to focus on innovation rather than infrastructure.
Questions
What document formats does Square 9 support?
Our solutions handle scanned images, PDFs, digital records, and paper documents through AI-powered character recognition technology.
Is Square 9 compliant with industry regulations?
Yes, our platform maintains SOC 2 and HIPAA compliance for secure information management across industries.
How does the AI document capture work?
Generative AI analyzes documents to identify and extract relevant data without requiring template-based processing.
What enterprise systems can Square 9 integrate with?
Our platform integrates with QuickBooks, Microsoft Dynamics, Student Information Systems, and other enterprise platforms.
Do you offer cloud-based solutions?
Yes, we provide cloud deployment options with user-based pricing and multiyear rate locks for scalability.
What support options are available?
We offer phone support, email assistance, online ticketing, and a collaboration portal for remote support.
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Reviews (4)
Noel Santos
Feb 01, 2020
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Number 1 document management company in the Tri-State and beyond. From their platform to customer service our company has been a pleased and satisfied customer for over 5 years now.
Brian Bradley
Nov 24, 2017
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This company is a great one. Their support team is quick to respond and fix issues. We have been using Square 9 Softworks to go paperless is so many departments. They have the tools we've needed for every job we've thrown at them.
Nanda DeRoulet
Sep 26, 2017
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The people there were really nice, the quality of education received by our instructor was exceptional. Their installations were really clean and modern. The overall service provided by this company is top of the line. I definitely recommend this company for all your document management's needs.
Travis Shannon
Sep 01, 2017
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Square 9 Softworks has been a complete asset to our small accounting firm. We switched to their GlobalSearch product a few years ago from a similar application and have never looked back. Square 9 is always improving their product and they try to be as technically advanced as possible.
