Hubdoc vs Workbooks

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Hubdoc

Category: Task Management Tool

Industries: Education, Marketing, Social Media

Pricing

Starting From:

$12.00 /month

Workbooks

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$34.00 /month

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Most popular feedback for Hubdoc

Overall I was very happy with the software and when I was working as an online accountant, all my clients were subscribed to it for receipt submittal. I still use it for my personal businesses. I would highly recommend it for all small businesses that accumulate a lot of receipts. Cuts down on the paperwork.

Margaret Ana F.

About Hubdoc

Data extraction solution that helps businesses extract information from invoices, receipts, emails to store in a centralized hub.

Most popular feedback for Workbooks

I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

Abigail D.

About Workbooks

Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. With Workbooks, marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. And with software and services from a single supplier, you get co-funded implementation to make sure you get a made-to-measure CRM for an off-the-shelf price.

Hubdoc reviews

Hubdoc is one of our favorite apps here at Entreflow, it's a perfect place for us to store all of our client's documentation. It's super easy for our clients once everything is set up to just take a picture of a receipt, and forward an email to the unique email address.

- Aislinn K. Marketing Assistant

Overall this is a good entry level solution for automating the entry of your paperwork. As Xero include it with their standard subscriptions it is very cost effective

- Michael D. Director

Receipt management for company paid cards and reimbursable employee expenses is lacking. Hubdoc doesn't read the receipts to determine which card was used and automatically allocate that receipt to X employee. Employees should be able to setup Hubdoc inboxes with their own email address to send receipts to. Feeds break often so if that could be improved that would be great as well.

- Ariel P. Accountant

Workbooks reviews

Overall workbooks has helped me to reduce the time I spend maintaining all the details related to customers and sales. Now this tool has helped me to organise and bring out more details from that. The account management and forecast has really helped me to do planning.

- Ruban D. Member of Technical Staff 3

It helps me sell. We capture leads directly from our Website and track the prospect from initial enquiry right through to final sale and beyond using workbooks.

- Dianne M. Sales Director

We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner.

- Rioghan B. Software Developer

Pros & cons

Hubdoc

Pros
I am very pleased - I love Hubdoc
My clients upload their receipts using the app and I categorize them and push them to QBO
Hubdocs is a really great way to store information in a format that makes it easy to find
No more shoe boxes or receipts
My tax preparer loves that I am so organized with my receipts and statements
Instead of having to scan items into your computer and organizing items, it is all in the app
Useful tool in catch up projects to obtain pdf and csv files of bank and credit card statements
Cheque images and e-transfer details make reconciliation easy and perfect for backing up work."
Cons
They seem to have a problem with Bank of America's security forcing our clients to log in each month and verify their identity
You waste more time just trying to use Hubdoc as design
It's been six months and they still have not fixed issues with the 15 tickets open
Hubdoc is terrible and I wouldn't recommend them for anything
One negative feature is the inability to tag the bank accounts with the last four digits of the credit/debit card that was used so the Hubdoc can push directly to that bank account."

Workbooks

Pros
We have been working with Workbooks for 4 years and have been delighted with it
The on-boarding was easy, and has stood the test of time
They will work with you to perfect the system to be exactly like you want it to be
The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database
It is also free to use for up to 2 users, which is fantastic value for a voluntary project or small business
It was so easy to convert over the data from our existing Works database into Workbooks."
Cons
Lack of built in lead allocation functionality
Automated lead allocation would required custom php code
There is very little that i dis-like about this software as any issues can be raised and put into development
We are using GatorMail via Workbooks, we have had a few teething problems in rolling out the change
This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows
Also the modification costs can get really high since not very many programmers know Workbooks."

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