Stop chasing documents.
Start moving work forward.
Square 9 helps you capture information, route it to the right people, and automate everyday tasks. Now your team can stop keying in data, chasing approvals, and working out of email.
See It In Action
Do you struggle with:
Too much manual data entry?
Your team is retyping information from PDFs, emails, and forms just to keep things moving.
Approvals that get stuck in email threads?
Documents get delayed, lost in inboxes, or require constant follow-up to move forward.
Processes that break down between systems?
Information doesn’t flow smoothly, which leads to errors, delays, and extra work.
Your processes shouldn’t depend on manual work to keep moving.
Capture, Route, and Automate Without Overcomplicating Things
Square 9 helps you take information from anywhere, documents, emails, or forms, and turn it into usable data. From there, it routes work automatically so nothing gets stuck or missed.
Schedule a Call
Capture information instantly
Pull data from invoices, forms, and documents without manual entry, so your team can stop retyping and start reviewing.
Route work automatically
Send documents to the right people at the right time with built-in workflows that keep approvals moving.
Keep processes moving with less follow-up
Automated notifications and task routing means that nothing sits in someone’s inbox waiting for action.
Start small and scale as needed
Solve one process, like accounts payable or onboarding, then expand as your needs grow.
We’ve Helped Hundreds of Companies Like Yours
Delaware-Based Specialty Insurance Company
"They simplify document management, ensuring we always meet regulatory compliance standards – it has never been easier.”
Chapman Auto Group
“By automating orders across all 7 locations, we’ve saved countless hours of manual work while significantly reducing costs. Overall, we’ve seen a 28% improvement in efficiency—freeing up our team to focus on higher-value tasks.”
Steve McCloskey
Thompson Organization, CFO“CPDOS has transformed our print operations. We’ve cut costs by over 50% while gaining full visibility into print spend across every store and device. The efficiency and transparency are unmatched."
Angelica Biehl
Precis Engineering + Architecture, CFO“Copy Products is a trusted solutions partner for our growing business. They have provided cost-effective, reliable technology and equipment services for our offices in multiple states, providing a single streamlined source of support and equipment lease management.”
Nick Rivett
Stover & Company"They simplified and consolidated our documents across manufacturing and distribution, improving record-keeping quality and compliance while saving our key staff hours every day."
Is Square 9 the right fit for your team?
Square 9 is a strong fit for teams that want to reduce manual work and improve how documents and data move through everyday processes. And do it all without adding complexity or changing how everything works.
You’re dealing with too much manual work
Your team is entering data, chasing approvals, or moving documents by hand just to keep things going.
You have specific processes that need fixing
Accounts payable, onboarding, or other workflows are slowing things down and causing delays.
You want to automate without involving IT
You want something your team can use and manage without bringing in IT or waiting months to get started.
You want to see results quickly
You’re looking for a solution you can roll out and start improving processes right away.
You need better visibility into day-to-day work
You want to know where things stand without digging through emails or asking for updates.
You want to start small and build from there
You don’t want to overhaul everything. You just need to fix what’s not working and expand over time.
Square 9 vs. More Complex Document Systems
Some teams need a full system overhaul. Others just need to fix what’s slowing them down.
Here’s how Square 9 compares.
Square 9
Best for teams that:
- Fix manual processes like data entry and approvals
- Capture information from documents and forms
- Automate workflows without a complicated setup
- Get up and running in a few weeks
- Improve one process at a time and expand as needed
- Give their team a system they can manage day to day
More Complex Systems
Best for teams that:
- Manage documents across systems and departments
- Build a centralized system for all document management
- Handle advanced compliance, permissions, and audits
- Customize workflows across the entire organization
- Invest more time upfront to support long-term complexity
- Create a connected document management environment
Not sure which direction makes the most sense?
We can walk you through different options and help you decide.
Schedule a CallSolutions Built for Your Industry
Auto Dealers
Architecture / Engineering / Construction
Manufacturing
Get Your Documents Organized and Workflows Running in 3 Steps
Schedule a Call1
We assess your workflows and tools to uncover bottlenecks and identify opportunities for improvement.
2
Then we use our years of experience to recommend the right products based on your needs.
3
We implement the solution, train your team, and provide ongoing support to keep it all running.
What to Expect With Square 9
Here are a few common questions we get about Square 9 and how it works day to day.