Hubdoc, a Xero company since the 2018 acquisition, is a bill management software solution, allowing users to capture and sync bills, receipts, bank statements and related documents to the user's preferred accounting software (e.g. Quickbooks, Xero, etc.).
$12
per month
IT Glue
Score 8.0 out of 10
N/A
IT Glue, a Kaseya company since the December 2018 acquisition, is an information management platform that allows for efficient storage and retrieval of all the documentation an organization needs to help their MSP run better. By integrating PSA and RMM data, the vendor says they can help increase efficiency, and reduce onboarding times.
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.
It is best suited for an MSP but it is also best not suited for an MSP. It is well suited for folks with a minimal knowledge of a client and are attempting to learn what they can. Perhaps just bumbling about and can find the same thing consistently. At my particular work, we pay somebody full time to manage the system. I feel this is unnecessary.
The UI has been set up perfectly, there is a sub-menu for every possible bit of information you wish to store.
There are a number of excellent features such as the autohiding passwords and quick searching from anywhere on the page.
The recent addition of the IT Glue is also an excellent feature, it features online self-guided courses to become a certified IT Glue user.
You can create and group custom documents together.
IT Glue can be integrated with a number of platforms such as Autotask.
IT Glue also integrates well with N-Central to automatically populate the configurations tab with all the relevant Workstation, Printer, and Server information making client on-boarding a breeze.
Like many other MSPs we had the majority of our SOPs and KBs in Word docs. The best case scenario would be to simply drop those files directly into ITG without having to import them into the ITG documentation format. The import function is so broken as to not be an option because it completely ruins formatting and tends to drop images. Thus we have to manually copy/paste text and individually upload each image.
They marketed the product as having true branding but that is stretching the truth. SSL is not an option so client-facing documents will give security errors in browsers. ITG does not appear to be concerned about this even though security is a major concern for all MSPs.
Easy to train and use. Everything is in the same place. Multi factor authentication and access from anywhere make secure and convenient. Can do my job with out it. It also has a free read and paid write option for the client. We up sell this option making it a money maker as well.
Other than a few access outages, ITGlue is always up and available to us. Their ability to export Playbook, that contain our customers data, and securely send those over to them is amazing and are produced pretty fast. We have IT Glue linked with several other services and software and we have not found that it slows anything down.
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.
No problems with support when needed it. Their answers on how to handle DR/BC situations when ITG is down are not stellar. They don't seem to get the business risks of their suggestions to just give the xls backup to engineers (aka give all passwords of ALL clients to engineers in an unencrypted flat-file where it is easy to copy, print, etc.)
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!
We chose IT Glue particularly because it's tailored to IT documentation. As a managed IT service provider, it's perfectly in line with what we were looking for. The flexibility and tagging in particular were the kind of features we were looking for. Confluence is very good, and can be used for a number of things, not just IT documentation, but IT Glue shines for that.
