In This Article
Square 9 Softworks plans to demonstrate how generative AI can extract information from business documents and route it into Microsoft Dynamics. At Community Summit in Nashville on October 13, 2026, the company will showcase document-processing capabilities aimed at reducing manual data entry and helping organizations make more of their ERP investments.
Key takeaways
- Square 9 says its platform can turn documents such as invoices, contracts and forms into usable data without relying on traditional templates.
- No-code workflows connect captured information with Dynamics 365 Business Central and Dynamics GP.
- Demonstrations will cover accounts payable, order processing, contract management and vendor onboarding.
The announcement focuses on getting information from documents into business systems more efficiently. For companies whose ERP processes depend on manually entered data, the approach could reduce repetitive work and improve the flow of information used in operational decisions.
From documents to Dynamics
Square 9’s platform captures content from documents and external sources, transforms it into searchable, structured data, and securely shares it with Dynamics and other systems. The company says generative AI can handle complex materials—including handwritten documents—without requiring organizations to build a separate template for each document type.
The release cites an estimate that as much as 90% of critical operational data remains in unstructured formats. Square 9 positions intelligent document processing as a way to make more of that information available to ERP workflows, rather than leaving it outside core systems or relying on staff to rekey it.
What attendees will see
Square 9 will present “Making Microsoft Dynamics Smarter with AI and Intelligent Information” at 11 a.m. on October 13 in Delta Mezzanine 4. A short presentation, “AI Isn’t Replacing Dynamics. It’s Making It Smarter,” is scheduled for 3 p.m. at the Legends Stage. The company will also demonstrate its technology at booth #449.
The sessions will illustrate how document data can support processes including invoice handling, order processing, contract management and vendor onboarding. Square 9 CEO Stephen Young said the value of an ERP environment depends in part on the quality and usability of the information flowing into it.
Why the data flow matters
Capturing information in Dynamics is one part of a broader enterprise data strategy. Organizations also need consistent, trustworthy data for reporting and analytics. For example, Spargent helps enterprises build Microsoft Fabric and Power BI capabilities that turn business data into scalable analytics; document-processing tools can address an earlier point in that flow by converting unstructured inputs into usable records. The systems serve different roles, but both highlight the importance of reliable data moving through business operations.
Square 9’s Community Summit demonstrations will give Dynamics users a chance to assess how AI-assisted document processing could fit into existing workflows and reduce friction between incoming documents and ERP processes.
- Square 9’s Generative AI Unlocks Microsoft Dynamics’ Value, The Cannata Report -.
