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 Sohodox is a beneficial paperless office software product that is quick to install, cost-effective, and easy to operate; it works very well with any TWAIN compatible scanner. It is a perfect solution for small business document management that features all tools which are needed to manage electronic and paper documents more efficiently. It lets you scan, index, organize, store, search and manage 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 Supports all document types as well as versioning. Integrated across all computer and mobile device operating systems for complete access to data. Complex indexing that allows for advanced and fast searching. Easy to use interface that is not challenging for the average user. 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 Not a truly scalable software package, best fit for single or smaller organizations up to 15 users. Does not force structure and is less document management and more document storage / organization. Pricing is not cheap but is relative to what you receive, online document storage and advanced access across devices. Read full review Usability It's easy to operate.
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 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 Well, it a good product at an affordable price, which makes it suitable for me to chose Sohodox.
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 Very scalable, but only to a certain level (1-15 users or so max). Interface and usability are user-friendly, without sacrificing features and power. Advanced tagging and searching allows users to save documents and organize them "their way" without forcing specific workflows. Read full review ScreenShots