DocLink is an integrated document management system from Altec headquartered in Laguna Hills, California.
N/A
FreshBooks
Score9.2 out of 10
Small Businesses (1-50 employees)
FreshBooks is an accounting service for small businesses. The solution enables users to send and manage invoices, track billable time and collect online payments. The vendor’s value proposition this that their solution provides a straightforward service that simplifies the billing process.
It's a great tool that works well to automate processes and, once set up, reduce admin time on things like tracking the approval process. However, it can be challenging to initially set up because it requires an understanding of the process in the first place. We have a team of business analysts who work for us so one of them was assigned to understand our own internal processes and then set up the relevant workflows. I think without this we might have struggled. We also each use the expense receipt feature which is great. You can in a receipt and using OCR the expense forms are automatically populated. You do need to manually check it but this saves a lot of time in filling in forms. As we now have a workflow in place it is straightforward to submit your monthly expense report for approval straight afterward. The document tracking feature is good too - who has seen, worked on, or needs to see the document. It means we were able to stop using Slack.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I recommend FreshBooks to anyone running a service-based business that needs invoicing, time reporting, and accounting tools. FB is adept in all three of these scenarios and isn't overly complicated like similar accounting packages I have used. I love how I can write estimates and proposals, manage the business development process from the software, and quickly convert prospects to invoiced clients.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Invoicing - FreshBooks basically ensures our accountants spend less time on invoices via its automated invoicing system, which sends invoices to our customers and clients alike and also send them regular reminders for them to pay up their bills.
Collecting business insights - FreshBooks enable our company analysts measure our business performances via data reports provided by FreshBooks' intuitive dashboard. Allowing us do a comparative analysis of key business metrics of a current month against past months and determine if the business is growing.
Expense tracker - We have recently embraced FreshBooks as an expense tracker for teams at our company branch. Thusfar, FreshBooks has performed very well, making our expense management a perfect operation; ensuring teams do not exceed their planned budget and also eliminating the need for tracking expenses on excel spreadsheets.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I can brand invoices with my business logo, but I might like to change colours of the invoices themselves to match the rest of my business documents. That isn't a major point at all, but it's something that I'd like to see.
Freshbooks doesn't remember the categories that similar expenses were previously assigned to. It would be nice if Freshbooks would suggest a category for an already saved vendor, to ensure the consistency of expense reporting.
The home page of a Freshbooks account has a great graph display of expenses and income, but it only shows the last 6 months. This is still very useful, but I'd like to be able to see this kind of graph for different periods of time.
At the current needs of our business, FreshBooks suits us perfectly - it allows online access by our accountant to the system for GST purposes, easy input of expenses and tracking of Profit and Loss statements. FreshBooks customer service is great as well - very understanding and accommodating.
DocLink is VERY user-friendly! The daily functions are easily taught to non-financial individuals. It's easy to understand and easy to manipulate with a simple, functional layout. The Administrative module is not too complicated, but it would be more effective if there was a more thorough "help" section or an online forum for users. All of my knowledge is self-taught, trial and error, but it would be helpful for a new user to have an online resource to address questions or issues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
FreshBooks is very easy to use even for novices. If you're looking for an online accounting software that is full of features, has great aesthetics and is user-friendly, then this is definitely the software for you. I've been using it for several years now and despite being tempted to switch by other vendors, I like the feel of FreshBooks and it's mobile features.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
DocLink is quite reliable and effective. Scanned documents are easy to read with very slight loss of integrity. Pages load quickly with occasional lag loading very large files. We use DocLink with MS Dynamics SL, and the two systems perform well together without much interruption or ambiguity in the process. One issue we have is in relation to the number of licenses and issues we have when a session will not close upon exit, thus suspending an available license rendering it unusable. Although very infrequent, IT has had to manually "end" a session to clear the license.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think the support level for FreshBooks is on par with a 6 because the folks behind this application do a fairly good job at providing support for their customer base. I still don't think they are at an elite level when it comes to supporting but are getting there although too slow in my opinion.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Document sender u can only send one at a time, doclink sends mass emails all at once and can archive all your documents, making it a complete solution.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
FreshBooks does very well in comparison, especially since it is free software for Barclays bank users. Sage software is much worse than FreshBooks. However, Xero and QuickBooks, the market leaders, are still ahead with usability, additional features, reporting, and connection with third-party software providers. We chose FreshBooks as it does everything we require from this type of software.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Now set up it has significantly reduced admin time for everyone. I would say on average 1-2 hours per month per staff member spent on expense forms and submissions.
Cancelled paid version of slack as no longer needed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In reality, we do not implement all of its use at the moment in order to determine an adequate ROI.
In our approach to the use of the system, it seems to us a considerable time saving by achieving the integration of the Mexican subsidiary with its parent located in the US.
Financial reports meet the necessary USGAAP requirements.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
