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.
15-minute call About your firm, not a pitch SOC 2 Type II in progress At a glance
Different jobs, honestly.
Hubly statements below come from myhubly.com, checked October 3, 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 and IDs, then fills your forms | Not described on their site, as of this writing |
| NIGO prevention | Every form fills from one source record, so mismatches never get typed in | Not a forms tool |
| CRM sync | Wealthbox & Redtail, live | Native Wealthbox & Redtail; Zapier for other apps (per their site) |
| Available today | Yes, live in production. See it on your own forms in a 15-minute call | 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.
Let's stop it.
Book 15 minutes. We'll learn how your firm works, then show Emma filling your own forms.
15-minute call · About your firm, not a pitch · SOC 2 Type II in progress