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What is MetaDocs?

MetaDocs, developed by MetaOption LLC, offers a comprehensive document management solution that effortlessly connects with Microsoft Dynamics 365 Business Central. This system enables users to swiftly scan physical documents into Dynamics 365 Business Central, while also allowing for easy drag-and-drop uploads of digital files from various sources directly into NAV. Additionally, users have the capability to establish rules that dictate how different document types are stored within Business Central, with these rules applicable across SharePoint Intranet, local drives, cloud storage, or designated folders. Conveniently, users can access their documents from any location outside the office using any web browser, as well as on mobile devices through our Android and iOS applications. This flexibility ensures that essential documents are always within reach, enhancing productivity and collaboration across teams.

What is Hubdoc?

Hubdoc provides a convenient way to import your financial documents and transform them into formats that can be easily used. Capturing these documents is simple, allowing you to use your mobile device for photos, send them via email, scan them, or upload files directly to the Hubdoc platform. All vital documents are securely stored in one online location for easy access. The system automates the process of data entry by extracting essential details from invoices and receipts, including vendor names, amounts, invoice numbers, and due dates, which can then be used to create transactions in Xero and QuickBooks Online, while also keeping the original documents attached. By inviting your accountant to your Hubdoc account via email, they can effortlessly monitor your bookkeeping tasks. This arrangement keeps your accountant well-informed and actively involved in your financial management, enhancing the efficiency of collaboration while ensuring that no detail is overlooked. This seamless integration of document management and accounting provides significant time savings and reduces the potential for errors in your financial processes.

Media

Media

Integrations Supported

Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Microsoft SharePoint

Integrations Supported

BILL
Bookkeeper360
Box
Desktop.com
QuickBooks Online
QuickBooks Online Advanced
Shift
SmartVault
Timworks
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$12 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

MetaOption

Date Founded

2005

Company Location

United States

Company Website

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

Company Facts

Organization Name

Hubdoc

Date Founded

2011

Company Location

Canada

Company Website

www.hubdoc.com

Categories and Features

Document Management

Collaboration Tools
Document Archiving
Document Assembly
Document Indexing
Document Retention
File Type Conversion
Offline Access
Optical Character Recognition
Version Control

Document Scanner

Not specified

Categories and Features

Bookkeeping

Expense Tracking
Spend Management

Data Extraction

Disparate Data Collection
Document Extraction

Document Collection

Not specified

Document Scanner

Not specified

Financial Audit

Not specified

Financial Reporting

Audit Trail
Multi-Department / Project

Receipt Scanner

Not specified

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