---
title: "iDocuments Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about iDocuments Software - reviews, pricing plans, popular comparisons to other Other Finance & Accounting Software products and more."
source_url: "https://www.capterra.com/p/133437/iDocuments/"
page_type: "product"
language: "en"
---

# 

 iDocuments Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

iDocuments

## What is iDocuments?

Self-service business application that standardizes document flow for purchasing, expenses, timesheets, HR, and resource planning.

## What is iDocuments used for?

[Other Finance & Accounting Software](https://www.capterra.com/other-finance-accounting-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Expense Report](https://www.capterra.com/expense-report-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial available

Capterra Shortlist charts the highest-rated and most popular products...

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### iDocuments

5.0 (1)

VS.

[4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.0 (9)

Value For Money

5.0 (1)

Value For Money

3.9 (6)

Customer Service

5.0 (1)

Customer Service

3.8 (5)

## iDocuments alternatives

[4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (4,881)](https://www.capterra.com/p/172127/Rippling/reviews/)

Starting price

$8.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

## FAQs about iDocuments

Overview

### What company size and specific industries is iDocuments built for?

iDocuments is designed for companies of various sizes across professional and financial services, retail, IT, software, manufacturing, distribution, pharmaceuticals, and charities. Its broad industry fit suggests it is suitable for organizations needing document management in both commercial and nonprofit settings.

Features and Usability

### What are the key features of iDocuments?

iDocuments offers invoice processing, document storage, and data extraction for handling accounts payable records. It also includes approval process control, purchase order reconciliation, duplicate payment alert, and fraud detection, plus vendor management, recurring payments, aging tracking, and reporting/analytics for tracking invoices and accounting activity.

Getting Started and Support

### What training and onboarding options does iDocuments offer?

iDocuments provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars cover group learning sessions, and documentation offers written reference material for self-paced review and setup guidance.

Getting Started and Support

### What customer support options does iDocuments offer?

iDocuments provides 24/7 live rep support and chat. Without reviewer feedback on support experiences, no claims can be made about response speed, helpfulness, or common frustrations. The listed channels suggest direct contact options for getting assistance at any time.

## Features

AI summary

Based on 14,676 Other Finance & Accounting Software reviews

According to Capterra reviewers, these are the Human Resources features buyers prioritize most when evaluating a solution:

-   **Payroll Management** (**59%** of reviewers rated this feature as critical)
-   **HR Management** (**45%**)
-   **Employee Database** (**47%**)

iDocuments is positioned around other document-focused capabilities rather than these commonly prioritized Human Resources functions. Its feature set is geared toward handling and organizing records, giving teams a centralized way to manage files and maintain access to important documentation for day-to-day administrative work.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Aging Tracking

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Document Storage

Store and organize documents in a centralized system

Duplicate Payment Alert

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Fraud Detection

Identify and prevent suspicious activity

iDocuments 11 features

### All Features
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Aging Tracking: Categorizes outstanding invoices based on the amount of time they have remained unpaid
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Document Storage: Store and organize documents in a centralized system
- Duplicate Payment Alert: Receive an automatic notification when the exact same payment is about to be initiated for the second time
- Fraud Detection: Identify and prevent suspicious activity
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Purchase Order Reconciliation: Aligns purchase orders with incoming invoices and receiving reports
- Recurring Payments: Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

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Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

### Starting price

Free trial available

Value for money

5.0 (1)

5.0

Based on 1 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AM

Andrew M.

System Accountant

Food & Beverages

### "SAP B1 Integrated Purchase to Pay & Expenses with Mobile App"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 4, 2020

For me as a system accountant the main thing I want is good consultants to work with who don't try and lead you down the garden path. The consultants I worked with during this project were the best I have encountered so far, they were knowledgeable, approachable and understood our time line. As a coder myself I was so impressed with how quickly the system could be customised to our requirements and how I could describe the issues, they were understood and within days of an agreed solution it was ready for testing. It really was a pleasure to work with them

Pros

The ease of the out of the box integration with our ERP (SAP Business One). How easy it was to mirror our spend authority matrix within iDocuments, it was replicated via Purchase Order and Purchase Invoice approval workflows. A user could approve within the office or remotely via the mobile app. The OCR scanning software allowed for a fully automated AP process which fitted within an already fully automated Treasury process. So a decent chunk of invoices required no Finance human interactions at all. The Accountants really enjoyed iDocuments as it attaches the Invoice images within SAP Business One which allowed for more detailed Reporting Analysis. Feedback from Expense and Credit Card users was also positive with most enjoying not having to submit paper forms and the mobile app allowing them to also upload an image of their receipt. Finance feedback on expenses was positive as the expense came fully coded ready for repayment to the employee and the credit card hit the correct debtor control account which was offset when when the credit cards were paid.

Cons

The only cons were our implemented version of the OCR scanning tool didn't get the fully automated end to end success rate were looking for, but once we upgraded to the newer version we noticed a marked improvement. Client training on 'when an end user gets reminder notifications' could be improved.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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