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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
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
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
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