Hubdoc vs. KwikTag

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.

Incentivized

Works fine for accounting but we've found workflow capabilities are limited for those who aren't using our accounting system. License seats need to be concurrent instead of user specific.

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

• Helps keep track of multiple vendors' receipts and invoices.
• The integration with GP accounting is particularly helpful and it's why we chose the system.
• Users find the system easy to understand.

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

• It would be nice if we could automatically email invoices from KwikTag to responsible parties for approval.
• Need to provide a web interface that doesn't use up a license seat so other members than KwikTag users can view documents that go with what's been charged to their budget.

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 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!

Incentivized

We use Laserfiche for our legal and membership services departments. Laserfiche is a full blown workflow and document management system that runs on our own SQL server. Therefore we have much more control of how it's set up and we can customize it more easily.

Incentivized

• 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

Incentivized

• KwikTag has taken a large burden off our AP staff.
• Documents are readily available for retrieval without having to scan through directories full of files or boxes of paper.
• Would like to see the ability for others to at least search and view documents.

Incentivized