Likelihood to Recommend 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.
Read full review Great for content management and records even for organizations whose staff are not much experienced in the technical backgrounds as it's easy to use and no previous knowledge on HTML is required. It is great for storing invoices and payment proofs and for organizations dealing with global clients for general use documents.
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 Document Management is being done well since it allows you to put in a corporate folder structure that applies to the business unit you currently work in. Records Management works well in this organisation as it allows you to classify the document according to the file plan, as well as manage it according to the retention schedule for tat file plan. The ability to collaborate on files works really well. You can share with users within your group, as well as allow other users access to the files for either read access to read/write access. Access control of the folder and even individual files allows you to ensure only necessary people can have the right type of access. This is especially welcome in the government environment where document management is of utmost importance. 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 user interface and configurability of that interface lack a lot of flexibility and modern tools. There needs to be stronger and more powerful integration to electronic forms and workflow capabilities which are core to modern ECM. Management of audit and content history needs to be modernized and made more dynamic and sustainable. Read full review Likelihood to Renew The staff is comfortable with it and I doubt they'd change at this point.
Read full review Usability The interface is easy to understand and learn quickly.
Read full review Reliability and Availability I never had any issues with access internally or via VPN. But, the response via VPN, was a bit slow.
Read full review Performance I used OpenText nearly every day and I never had any performance issues that I can recall. That said, it's not terribly fast either. 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 OpenText has an outstanding support and knowledge base. All problems which couldn't be solved by us (high complexity cases) were promptly resolved and the resolution also shared with us.
Read full review Implementation Rating No, it's pretty easy to implement and use.
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 Having used OpenText Content Suite for a long time, I can say it stands the competition. It offers many versions which is unlike many products in its category. Also, while it is not affordable, I believe the cost is justified considering what a business can achieve with this software.
Read full review Return on Investment 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. Read full review With OpenText Content Suite, we can easily keep documents safe Document collaboration is easy with OpenText We can easily handle invoicing and automation thanks to features such as content capture and imaging. With OpenText Content Suite, there is better file sync and archiving Read full review ScreenShots