FileHold Document Management vs. Hubdoc

FileHold is great for any size department or organization that is looking to "go paperless." It is a great tool for groups that need to have workflow management and tracking, especially with forms. It is well-suited for groups that are already familiar with Microsoft Office, and not so much for users of other Office Suites.

Incentivized

When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt. This is very handy for me. Hubdoc also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time. I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn't use it for personal stuff as I don't track personal that strictly.

Incentivized

• Document management
• File storage
• File sharing through cloud

Incentivized

• 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

• We could not find a graphical representation of the Workflow designer with drag-and-drop fields.
• We also could not find any easy, efficient way to import or convert from other storage platforms.
• The only other comment that my team had was that the color scheme could be tweaked to be more pleasing.

Incentivized

• 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

FileHold is the ideal solution if you are looking for an electronic library with workflow functionality. The ease of use and integration with other tools we already use was also a huge incentive. It also allows us to import and export data. The search features and the ability to accept electronic signatures further made our lives easier.

Incentivized

I think this is one of the easiest apps to use on both mobile and desktop. Once it was all set up by my bookkeeper all I needed to do was upload things. I recall the set up being quite simple and we've only made a few small changes over the years.

Incentivized

FileHold was easy to implement as well as to configure to meet our organization's business requirements. We all found the search capabilities to be wonderful, reducing the time it takes to find a particular document. FileHold is easy even for the most novice of users to become productive in a very short amount of time.

Incentivized

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

I selected file storage document because it has better security feature and some employees are used to the software already. Also, I wanted to try out new software to see if there are better software out there than what I'm currently using. Google Drive doesn't offer too much security in term of their file storage feature.

Incentivized

We did not get far into evaluating other solutions we were looking at because Hubdoc came highly recommended from peers, coupled with Xero and Gusto. The cost for Thompson-Reuters is high. We quickly honed in on Hubdoc due to cost and recommendation and are very glad that we did.

Incentivized

• Faster approval process
• Better relationships with our plant [locations]
• Improved employee efficiency by making the approval process faster
• Improved employee efficiency by allowing employees to find documents faster through the search function

Incentivized

• We are processing much faster than expected
• Clients are getting receipts in faster and allowing us not to stalk them to process their banking
• It is a file for us besides attaching to the invoice we also have the history of bills/receipts in Hubdoc

Incentivized