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.
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It is ideal where security is your number one concern or where there is a need to share securely across different physical locations. Speed is less than ideal in certain usage scenarios. It is limited by the speed of the internet and it can be difficult to pull large quantities of documents when researching or answering discovery requests, although, that being said, it can be addressed by maintaining your own secure server to contain a mirror of your online documents. But then the security for a mirror falls back on the organization.
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 Searching: NetDocuments' searching capabilities put it on par with other legal search engines used for research and knowledge management purposes. Scalability: Despite the ever-increasing number of items stored in the repository, time searching is unaffected. Innovation: NetDocuments continuously looks for new solutions and updates their product regularly. Ease of Update: Because it is Web-based, updates to the software do not require local installation. 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 Delay. At times, there is a delay between saving a document into Netdocuments and actually seeing them in the appropriate workspace. Such a delay is caused by the system indexing the newly added file. Netdocuments' servers slow down at times causing users to receive error messages. This can be quickly remedied, but can become a nuisance. Read full review Usability
The product is simple to learn and adheres to well-known web user protocols. The NetDocuments team spends a lot of time talking to customers regarding how to improve their interface, and are pretty quick about implementing good ideas. The system is reliable and repeatable, and similar functions are laid out consistently and in formats that users are used to.
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NetDocuments is a performant web app. It is reliable and provides all the functionality of a sophisticated document management system. It also can serve, through its APIs, as a base system for other applications, which enhances its value. Other vendors find the company easy to work with, and it consistently seems to be the first to offer new features and technologies to its customers.
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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.
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I've never had to contact support, but I won't give it a ten. We've had a few hiccups along the way, but nothing that couldn't be fixed within 24 hours.
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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!
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We switched to NetDocuments 11 years ago. So, to be fair and accurate... the OpenText product at that time was called PC Docs and the company (that OpenText acquired) was
. I can't remember who owned iManage at the time. Anyway, NetDocuments was a superior product at the time, in general, and more specifically because the search and remote access features\functions were superior (and still are).
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 Improved mobility Eliminated issues with strucutre The conversion was difficult, not ND fault, change is hard, but training and support helped. Read full review