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 So Sitetracker is a future-proof cloud platform built on Salesforce to benefit from smarter document management, machine learning, enterprise-grade security, and more. And that's how it has made the ecosystem quite complete by introducing various feature sets for the construction process, and it has included AI Reports and Insights which are really helpful. The overall product engineering is an absolute treat for all the users, as most of the features are built keeping the target audience in mind.
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 Management of large-scale projects in one place Data analytics, reporting, & performance tracking System administration Customized OOB templates which eliminate the need of coding experience 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 So the availability of the platform should be more, i.e. it should give support for desktop, android and iOs apps with smartwatch widget support also The AI generated reports can be bit drilled down and made more user friendly as there are a lot of data so it can easily be quite wholesome for someone new. The overall speed of the application can be improved and it should have data centers in different regions too for faster delivery of services. 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 Because they worth it and actually they are just the best for my job
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 Better use case scenarios, better industry experience and better leverage on task and document Management. Integrated seamlessly with our ERP system (Oracle) for budget, costs tracking and forecasting of project phases and the overall project as well.
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 It has helped us with management of projects with more productivity and smartly. Increased our overall productivity 10X which transformed into ROI. Made our process streamlined. Read full review ScreenShots