Hubdoc vs. Vasion

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

We transformed a paper-intensive operation, child support enforcement, to an almost completely electronic environment. Our child support case managers can now easily find all case file documentation (no longer searching through the file room or on someone's desk) and have access to these files from any secure location, including the court room where we need these documents during the hearings.

• 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

• Easy to add content in a user friendly manner.
• Provides significant control over of the notification and workflow process.
• Enables document access from just about anywhere.
• Integrates with a significant number of modern systems.

• 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

• MaxxVault has several products that can and do all work together, but it can be tough to articulate the various product names.

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 are currently using both programs. But it would be better if they were to sync together.

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

• We scaled down our file room size and cut our leasing costs.
• We transformed several processes from iterative physical hand-offs to being completely done within MaxxVault workflow. The turnaround for a few of these processes went from days to minutes.