Likelihood to Recommend 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 Great for maintaining consistent language in proposals, contracts, RFI responses, and other legal documents. We can make sure our language passes our legal, regulatory and compliance departments without burdening each document with detailed reviews. This saves us time. When responding to RFIs, we have some standard language to several hundred questions and we can answer them by clicking the boxes. We put in an RFI response question # so they can easily be sorted to match the RFI document. Again, I can't count the labor hours saved. We use this to build plan documents and plan adoption agreements using building blocks that are added by selecting the sections and clicking some checkboxes to determine what gets added. JungleDocs is great for these use cases.
Read full review Pros 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 Auto population of documents from files stored on SharePoint. Eliminates extra steps for more efficacy. Can also set up automation for managing documents. Our department uses specific naming conventions for our documents and JungleDocs allows the naming conventions to be automated to help eliminate human error. Read full review Cons 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 The ability to update fields in headers and footers, if they change after the document has been created When content or metadata change, the document doesn't auto update the fields in the document, you have to manually go and click the update option (excludes fields in headers or footers footers) 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 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 JungleDocs was intuitively easier to use than
eFileCabinet and Sharepoint. JungleDocs works with Sharepoint to extend its feature set and make it easier to use. Our team didn't feel that
eFileCabinet was suitable for all of our use cases, especially the RFI response documents. We used a scorecard to rank the products and JungleDocs proved to be the winner.
Read full review Return on Investment 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 Longer startup for member who are not familiar with metadata. Some support documents are hard to follow. Read full review ScreenShots