12d Synergy vs. Hubdoc

12d Synergy and its ability to handle all file types really suited the engineering industry.

If you're looking to automate categorization of expenses and help avoid human error, this is a good option. It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own. Splitting invoices and other customizations was helpful in cases of large complicated invoices.

Incentivized

• Manages multiple files in a folder, while allowing file sharing (AutoCAD, xrefs, etc.)
• Delivers HUGE (2, 3, or 5GB) files with minimal bandwidth

• Extracts data from documents both from a feed and a scan really quick.
• Availability of automated feeds directly from the supplier.
• Integration with accounting software e.g. Xero (now owned by them) and QBO.
• Ability to auto-archive to many different cloud storage locations such as Google Drive and ShareFile.

Incentivized

• 12d Synergy could provide additional analytical reporting on user behavior and usage out of the box.
• Improved speeds when referencing shared files from other 12d model projects.

• Although it is great that they can automatically get bank statements and transactions once linked, these links have been very unreliable historically.
• Figuring out how to set up the automatic feed is cumbersome. You can land up being inundated with useless transaction data.
• you have to upload each document separately. The program cannot differentiate/split PDFs.

Incentivized

The 12d Synergy team is always ensuring our issues and needs are resolved promptly. Whether it be on the forum or phone, they are kind and helpful

At the time we implemented Hubdoc (more than 2 years ago) it was quite cutting edge and did have strong advances from the competition plus its pricing was definitely more competitive (flat rate vs price per data extraction model). However, currently the competition has caught up and now many of Hubdoc's core features are being built into online accounting software natively.

Incentivized

Hands down prefer 12d Synergy. Bentley ProjectWise is overly complex, expensive and has a very cluttered interface.

I don't have hands-on experience with any of the other software I mentioned. I have done a good deal of research with them, but did not find any particularly compelling reasons why they were better. The real reason I selected Hubdoc was because they offered a free, no-strings-attached lifetime account for QuickBooks ProAdvisors. Had they not offered that, I would not have tried it or been writing this review. Great job on the partner program, Hubdoc!

Incentivized

• 12d Synergy has solved our multiple office syncing issues, adding the ability to have staff from remote offices collaborate together on projects.
• Email saving used to be a nightmare, however, staff finds 12d Synergy's email saving easy to use and are able to search for saved emails quickly.

• It made our scheduling more reliable because we have the documents we need more quickly
• We have less annoying client contacts where we were traditionally constantly bugging them to send us documents
• It has made the bill input process much more efficient, saving us time

Incentivized