What users are saying about
37 Ratings
7 Ratings
37 Ratings
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Score 8.5 out of 100
7 Ratings
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Score 9 out of 100

Attribute Ratings

  • GlobalSearch is rated higher in 2 areas: Likelihood to Recommend, Support Rating

Likelihood to Recommend

7.4

Hubdoc

74%
12 Ratings
9.0

GlobalSearch

90%
6 Ratings

Likelihood to Renew

Hubdoc

N/A
0 Ratings
8.6

GlobalSearch

86%
3 Ratings

Usability

Hubdoc

N/A
0 Ratings
7.5

GlobalSearch

75%
2 Ratings

Availability

Hubdoc

N/A
0 Ratings
9.1

GlobalSearch

91%
2 Ratings

Performance

Hubdoc

N/A
0 Ratings
8.2

GlobalSearch

82%
2 Ratings

Support Rating

4.1

Hubdoc

41%
5 Ratings
6.4

GlobalSearch

64%
4 Ratings

In-Person Training

Hubdoc

N/A
0 Ratings
7.3

GlobalSearch

73%
1 Rating

Implementation Rating

Hubdoc

N/A
0 Ratings
8.1

GlobalSearch

81%
4 Ratings

Ease of integration

Hubdoc

N/A
0 Ratings
7.3

GlobalSearch

73%
1 Rating

Product Scalability

Hubdoc

N/A
0 Ratings
7.3

GlobalSearch

73%
1 Rating

Vendor post-sale

Hubdoc

N/A
0 Ratings
9.1

GlobalSearch

91%
1 Rating

Vendor pre-sale

Hubdoc

N/A
0 Ratings
9.1

GlobalSearch

91%
1 Rating

Likelihood to Recommend

Xero

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.
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Square 9 Softworks

Not really. This is a smart product built by a bunch of former Xerox Docushare and Westbrook Fortis developers and sales directors who got tired of doing it wrong at their old employment.
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Pros

Xero

  • 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.
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Square 9 Softworks

  • Sends email notifications to appropriate individuals when expiration or renewal notice dates are approaching.
  • Offers an easy and fast way to search for specific documents.
  • It allows managers to simply drop documents into the inboxes for Legal to permanently archive.
  • Allows documents to be easily emailed. No more sorting through various files on the desktop to try to find the correct document.
  • Is set up in an organized manner that is appropriate for the documents that are contained in the archives.
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Cons

Xero

  • 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.
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Square 9 Softworks

  • GlobalSearch is easy to use, but it does take a level of training to be able to create workflows, groups, and set up security. I created a template to stay consistent.
  • I know there are some ERP integrations that our Accounting department would like to have more of that aren't built in.
  • There may already be a cloud based version of this application, but for now, we have it installed on our server. That causes an extra step for remote users to access the software.
  • I don't have many complaints about this software, as it works well for our purposes.
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Pricing Details

Hubdoc

Starting Price

$12 per month

Editions & Modules

Hubdoc editions and modules pricing
EditionModules
Starting Price$12.001

Footnotes

  1. per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

GlobalSearch

Starting Price

Editions & Modules

GlobalSearch editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    Xero

    No answers on this topic

    Square 9 Softworks

    We are definitely renewing our SmartSearch. This is the only place all of our companies contracts and regulatory filings are kept. Our company would lose track of all expiring contracts if we did not renew. We would also need to spend many hours figuring out a new organizational system for all of our files, as well as savings the documents from SmartSearch onto the computer.
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    Usability

    Xero

    No answers on this topic

    Square 9 Softworks

    Need to fix the preview utility.
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    Reliability and Availability

    Xero

    No answers on this topic

    Square 9 Softworks

    Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.
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    Performance

    Xero

    No answers on this topic

    Square 9 Softworks

    With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
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    Support Rating

    Xero

    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.
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    Square 9 Softworks

    I'd give them a 10, but sometimes the initial contact or call-back is a little slow. They are a rapidly growing company and new client base, so this is to be somewhat expected.
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    In-Person Training

    Xero

    No answers on this topic

    Square 9 Softworks

    It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
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    Implementation Rating

    Xero

    No answers on this topic

    Square 9 Softworks

    Just let it happen. It's very quick and smooth.
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    Alternatives Considered

    Xero

    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!
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    Square 9 Softworks

    I did not comparison shop. It was offered by a very trustworthy local business that we were currently doing business with. I was presented with the software, and bought it without hesitation. No regrets.
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    Scalability

    Xero

    No answers on this topic

    Square 9 Softworks

    The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
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    Return on Investment

    Xero

    • 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
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    Square 9 Softworks

    • We have much more efficient document processes. While putting the software in, we were forced to review how each document flowed through the organization and what the process should be. That helped not only from the perspective of have a tool to automate the monotonous steps, but helped us as an organization more strictly define our processes and standards.
    • We are far more prepared for a flood, fire, etc... now that are documents are electronic and backed up off site.
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