Hubdoc vs. PowerDMS by NEOGOV

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.

Incentivized

Getting 100% signature compliance on policy updates used to take months but since automating out policy management updates in PowerDMS, we can get 100% compliance in as little as 2 weeks. Internal requests for things such as training, purchases, etc used to be pushed up the chain of command via a paper copy and would often get misplaced or lost in a full mailbox. Using PowerDMS to automate those requests put the power back in the requester's hands and increased transparency and accountability across the organization.

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

• PDMS is extremely user-friendly from both the administrator aspect and the user.
• The workflow process is awesome and easy to set up.
• PDMS's support team is barred none. We've never had issues with reaching out to find a simple solution to our challenges.

• 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

• The Workflow process in PowerDMS is not as easy to grasp as some of the other concepts and requires a little more explaination, especially for non-administrative background users.
• Users are unable to view the steps in a Workflow template in order to determine which Workflow would work best for their needs when routing documents.
• It would be great to have multiple message options for past due inbox notifications in addition to the options for past due tasks to encourage users to go to their inbox to review their messages.

Incentivized

I have had nothing but positive experiences with PowerDMS from day one. If we ever run into a situation we are unsure of, PowerDMS support has ALWAYS been able to answer us basically immediately. I really love that they are constantly seeking to improve and expand.

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.

Incentivized

While not necessarily user-intuitive, with a small amount of dedication to training and learning how the system functions, it becomes very usable. I would say that the usability scale is quite user-dependent. For a standard user that just needs to review and sign documents, it is very easily used. On the other end, management does a bit more of a learning curve.

Never had an issue with PowerDMS not being available. Speed is an issue from time to time

We use PowerDMS in the cloud so our performance might be different from other users who use on-premise. The program has always been up with very minimal downtime and always seems responsive and snappy when navigating the UI and searching documents. We don't currently have any integrations with other software.

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 just wish we had some in-state support. The contacts I have had with customer support have been great. Awesome communication, problem-solving, and support. I have talked to and met Stephanie Williams (CSA for Power DMS) at the most recent Entrust conference. She was professional and devoted time to addressing our agency needs.

In-person training works really well.

Online training works well and keeps from having to have classroom training

Implementation of PowerDMS was near seamless. The product was able to input existing policies and procedures within a few hours, which helped to lay the foundation for future use. Having PowerDMS on-boarding readily available was also a huge benefit.

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.

Incentivized

Our previous document product was Image Silo. It was a stable-enough product, but was strictly an indexed filing system. PowerDMS goes well beyond indexing (which it does very well) and provides countless more features and functions as described above. I would describe the difference between our previous product and PowerDMS like the difference between the library and the Internet. Both contain information, but on is limited, while the other has it all.

Because of features and functions.

• 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

Incentivized

• Created efficient processes for approving document revision
• Migrated what originally was a paper system to electronic
• Accessible for any employee by logging in, employees do not have to seek out policy and procedure binders, and updated documents can be automatically sent to inboxes when updated.

Incentivized