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OnBase logovsSquare 9 logo

OnBase vs Square 9

document management head-to-head for ERP teams: evidenced capabilities, published pricing, and which ERPs each actually integrates with.

OnBase logoOnBaseSquare 9 logoSquare 9
Starting priceCustom quote / contact salesFrom $50/user/mo (published)
DeploymentCloud, On-premise, HybridCloud, On-premise
Company sizeMid-market, EnterpriseSMB, Mid-market, Enterprise
Stated ERP integrationsSAP, Oracle Fusion Cloud, Workday, Microsoft Dynamics 365, InforSage X3, Microsoft Dynamics 365, SAP, NetSuite, Acumatica, QuickBooks
VendorHylandSquare 9 Softworks

Our take

Where OnBase leads

  • Stronger evidenced coverage on 7 of the 14 capabilities where they differ (led by low-code case / app builder and related document linking).
  • Stated Oracle Fusion Cloud, Workday, Infor integration the alternative doesn't list.

Where Square 9 leads

  • Stronger evidenced coverage on 7 of the 14 capabilities where they differ (led by ocr / text recognition and handwriting recognition).
  • Published pricing where the alternative quotes.
  • Stated Sage X3, NetSuite, Acumatica, QuickBooks integration the alternative doesn't list.

Where they differ

The 14 capabilities (of 51 in the document management taxonomy) where the evidence separates them, biggest gaps first. “Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

CapabilityOnBase logoOnBaseSquare 9 logoSquare 9
OCR / text recognitionCapture & IngestionNot evidencedCore strength

OCR-based capture

Low-code case / app builderPlatform, Reporting & IntegrationsCore strength

WorkView application platform for case-style solutions

Not evidenced
Handwriting recognitionCapture & IngestionNot evidencedSupported

Handwritten note extraction

Metadata-driven tagging & classificationRepository & OrganizationNot evidencedSupported
Full-text & metadata searchRepository & OrganizationNot evidencedSupported

Multi-level search

Related document linkingRepository & OrganizationSupported

Consolidated view of related content in case management

Not evidenced
Certified records managementRecords Management & ComplianceSupported

SEC 17a-4 broker-dealer recordkeeping support

Not evidenced
Encryption at rest & in transitSecurity & Access ControlNot evidencedSupported

Encrypted document storage

Single sign-on / identity federationSecurity & Access ControlNot evidencedSupported

Identity and access management with third-party login support

Real-time co-authoringCollaboration & AccessSupported

Secure content sharing with version control and co-authoring

Not evidenced
Reporting & operational dashboardsPlatform, Reporting & IntegrationsSupported

Real-time interactive dashboards, OnBase Insights

Not evidenced
Visual / no-code workflow designerWorkflow & Process AutomationCore strength

Configurable rules-based workflows

Supported

Graphical no-code workflow designer

AP invoice automationWorkflow & Process AutomationSupported

AP connector framework with two-way ERP data validation

Core strength

AP invoice approval automation with AI-assisted invoice coding

Mobile accessCollaboration & AccessSupported

Web and mobile access

Partial

Browser-based access (GlobalSearch Go); no dedicated native mobile app documented

Both grade identically on the other 37 capabilities — see each product's full profile: OnBase, Square 9.

OnBase vs Square 9 — FAQs

Is OnBase or Square 9 better for ERP integration?

Both state integrations with SAP, Microsoft Dynamics 365. OnBase additionally lists Oracle Fusion Cloud, Workday, Infor. Square 9 additionally lists Sage X3, NetSuite, Acumatica, QuickBooks. Always verify the connector against your ERP version with a reference customer.

Which is cheaper, OnBase or Square 9?

Square 9 publishes a starting rate ($50/user/mo); OnBase prices by quote, so a like-for-like number requires asking both.

Get pricing for both

Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what OnBase and Square 9 should each cost you — and whether a third option belongs on your shortlist.

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