Hubdoc vs. Zoho WorkDrive

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.

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Zoho WorkDrive is probably the best for small organizations because of its affordability and the easy of setting up. Zoho is very well suited for facilitating the sharing of documents securely to allow for efficient collaboration. It is also supported by enterprise grade security, making it well suited for storing and sharing documents securely.

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• 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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• It is every easy to share documents/ files using Zoho WorkDrive
• Zoho WorkDrive is far much cheaper than similar solutions, like OneDrive/ Google Workspace but still gives much more storage than those
• The support from the Zoho WorkDrive team is very solid, and always able to respond within minutes

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• 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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• Zoho WorkDrive has limitations in sync and performance.
• There is Sync limitations which lacks the selective or block and make it inefficient for large files
• There is navigation issues like trash and shared items and tasks are hidden in menus.
• Large files uploading and downloading is very slow. The speed lacks
• In the storage part if we edit the file, the file takes the full file version and store it.
• Missing feature is there is no proper encryption for the files and folders.

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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.

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Very user friendly and I've had difficulties with many other CRMs/ WorkDrives. This one is definitely top notch. In fact, I used Zoho WorkDrive back in 2015 for my first company, then I worked for a company which also used Zoho WorkDrive and now I have another company and we're using it again.

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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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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.

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We are using IDrive e2 since last 2 year for NAS storage backup and Idrive e2 pricing are very budget friendly.

• 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

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• Zoho WorkDrive makes knowledge transfer process easy, when someone leaves or join company.
• Zoho WorkDrive helps engineers and developer sharing API docs, code snippet, RCA etc.
• Zoho WorkDrive is part of zoho workplace, so we don't have to invest on standalone apps and services.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info