Likelihood to Recommend When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt. This is very handy for me. Hubdoc also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time. I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn't use it for personal stuff as I don't track personal that strictly.
Read full review 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.
Rick Hahn Consultant \ Law Office Practice Management & Accounting Software
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 I think this is one of the easiest apps to use on both mobile and desktop. Once it was all set up by my bookkeeper all I needed to do was upload things. I recall the set up being quite simple and we've only made a few small changes over the years.
Read full review 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.
Read full review Performance 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.
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 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.
Read full review Alternatives Considered 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.
Read full review 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
Hummingbird . 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 We are processing much faster than expected Clients are getting receipts in faster and allowing us not to stalk them to process their banking It is a file for us besides attaching to the invoice we also have the history of bills/receipts in Hubdoc 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 ScreenShots