The paperwork, done. Not just routed.
Hubly organizes your firm's workflows — the steps, the reminders, who does what. Finpace does one of those steps for you: the paperwork itself. Emma reads your client's documents, fills the custodian forms, and syncs Wealthbox and Redtail. Live today.
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Different jobs, honestly.
Hubly statements below come from myhubly.com, as of July 2026 — this table compares what's checkable, not marketing.
| Finpace | Hubly | |
|---|---|---|
| Built around | Doing the paperwork: documents → filled forms → CRM | Workflow & process management — an “operating system for your firm” (per myhubly.com) |
| Document extraction & form fill | Yes — reads 1040s, statements, IDs; fills custodian packets | Not described on their site, as of this writing |
| NIGO prevention | Fills every form from one source record; firms run under 5% NIGO | Not a forms tool |
| CRM sync | Wealthbox & Redtail, live | Native Wealthbox & Redtail; Zapier for other apps (per their site) |
| Available today | Yes — start free, $50 in credits, no card | Yes |
Want the full breakdown? Read Finpace vs. Hubly: Organizing the Work vs. Doing the Paperwork.
Organizing the work isn't the same as doing it.
A workflow tool tells you the account application is due and who owns it. Finpace fills it — Emma reads the client's 1040 and statement, completes the custodian packet from one source record, and keeps every field consistent so it doesn't bounce as NIGO. If the step that actually eats your team's hours is the data entry, that's the step Finpace removes.
“The forms experience alone is a gamechanger for our practice. Well worth the investment!”
Rachelle Hast
Hast Advisors
Hubly alternative questions, answered.
Your team is retyping data right now.
Emma can stop that today.
Upload your first document. See every form fill itself. No credit card. No demo call. No commitment.
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