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
JungleDocs
Score 7.6 out of 10
N/A
JungleDocs takes properties and parts of an existing document and puts them into a new one. The vendor’s value proposition is that this prevents possible mistakes and saves up to 90% of the user’s time that would be used on inputting and copy-pasting operations. Key features include: Word and PowerPoint document generation and automation Document mail merge from SharePoint lists Template processing engine uses Open XML technology for very fast and…
It is well suited for clients who are on the road and they can send their receipts in for purchases from their phones. This has enabled us to get receipts prior to being lost or damaged so it makes the matching process in QBO much easier for us. Clients like to scan multiple pages at one time and vendors invoices/bills. This is less suitable as they need to do individual scans since Hubdoc cannot separate them out.
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.
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.
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)
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.
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.
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.
I don't have actual hard figures but I know it will save a lot of time for us. We can save an incredible amount of time letting Hubdoc do the tedious renaming and filing.
By syncing with cloud storage like Google Drive or Dropbox, Hubdoc provides an extremely valuable service of information security by backing up our data.
Hubdoc allows us to let an intern or newer employee be more productive because all they have to do is make sure that the scans are good quality and then upload the files to Hubdoc (which has a very easy to use interface). Any files that need special attention can then be addressed by a more senior member of our staff.
