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ease
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support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Hubdoc allows you to seamlessly import your financial documents and convert them into usable data formats. The process of capturing your financial documents is straightforward and can be accomplished by taking photos with your mobile device, sending emails, scanning, or directly uploading files to Hubdoc. All of your essential documents are securely stored online in a centralized location. The platform automates data entry by extracting critical information from bills and receipts, such as supplier names, amounts, invoice numbers, and due dates, which can then be utilized to create transactions in Xero and QuickBooks Online, complete with the original source documents attached. By granting your accountant access to your Hubdoc account through an email invitation, they can effortlessly oversee your bookkeeping activities. This ensures that your accountant remains informed and engaged with your financial management, making collaboration more efficient.

Description

MetaDocs by MetaOption LLC is a complete document management system that seamlessly integrates with Microsoft Dynamics 365 Business Central. MetaDocs allows you to quickly scan documents into Dynamics 365 Business Central. You can also drag and drop electronic documents from multiple locations directly into NAV. Users can create rules to store different types of documents in Business Central. These rules can be set up on the SharePoint Intranet, local file storage, cloud storage, or in a specific location. You can access your data from anywhere outside your office with any Web Browser, or mobile using our Android and iOS apps.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BILL Yes 
Bookkeeper360 Yes 
Box Yes 
Desktop.com Yes 
Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft OneDrive No 
Microsoft SharePoint No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Shift Yes 
SmartVault Yes 
Timworks Yes 
Xero Yes 

Integrations

BILL No 
Bookkeeper360 No 
Box No 
Desktop.com No 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Shift No 
SmartVault No 
Timworks No 
Xero No 

Pricing Details

$12 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Hubdoc

Founded

2011

Country

Canada

Website

www.hubdoc.com

Vendor Details

Company Name

MetaOption

Founded

2005

Country

United States

Website

www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management Yes 
Tax Management No 

Data Extraction

Disparate Data Collection Yes 
Document Extraction Yes 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project Yes 
Profit / Loss Statement No 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

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