Likelihood to Recommend Helps in creating forms that we normally used to create in Excel. For this reason alone it's a huge upgrade. Plus is relatively easy to use once you know how to use it. Also, it works best for forms that you need to fill in.
Read full review 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.
Read full review Pros It enables me to quickly update and distribute forms that have been changed. The layout features help ensure that the forms look professional. The ability to preview what the final form will look like and how it will work, while still editing, is extremely helpful. Read full review 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. Read full review Cons Biggest issue is the user friendliness for the designer. It is hard to get elements to do what you want if you are adding any sort of design to your form. In my case I make flyers which require not only the form fills, but also other elements like pictures and background design elements. The import from PSD or AI function does not work properly most of the time. If you create a document with lots of visual elements, your best bet is to convert as much of that as possible to a rasterized image and then popping that in as the background rather than trying to import elements. They come out very wonky, colors are lost in conversion, and the layout doesn't come over. Read full review 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. Read full review Support Rating 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.
Read full review Alternatives Considered We chose this solution because it offered more flexibility , decreased our overall expenses and is what allowed us to execute our operations and business needs effectively. Adobe LiveCycle is a step above all of its competitors. Your only setback will be the initial training time investments.
Read full review 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!
Read full review Return on Investment Easier for employees to fill forms Read full review 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 Read full review ScreenShots