G2 Vendor Directory

Iris Document Management vs. Assembly

A side-by-side comparison based on G2 review data.

MetricIris Document Management

by IRIS Software Group

Assembly

by Assembly

Overall rating4.24.7
Review count18348
Ease of use8.79.4
Ease of setup8.69.4
Quality of support9.09.5
Meets requirements8.79.0
NPS38.88888984.057971
Small Business61.1%94.6%
Mid-Market27.8%5.1%
Enterprise11.1%0.3%
Total page views3032,443
Total LLM citations4458,967

Iris Document Management

Doc.It by IRIS was built by accountants for accountants. All of our products are designed to help accountants solve the problems we run into every week, helping you spend more of your time on billable hours instead of having to waste your time hunting for the documents you need. IRIS is focused on investing in people and products, and Doc.It is a perfect partner that provides an innovative solution to serve accounting customers.

Pros

  • Ease of Use
  • Data Management
  • Team Collaboration
  • Security
  • Easy Collaboration
  • Reliability

Assembly

Assembly is the AI-powered platform for professional service firms, from accounting and bookkeeping practices to agencies and consultants. It combines a branded client portal, a simple CRM, and an AI app builder that lets your firm add any software it needs without a dev team. Clients get one branded place for messages, files, forms, tasks, contracts and e-signatures, and invoices they can pay online. Your team runs on a CRM with automated reminders and an AI Assistant that knows full client context. When your firm needs something the portal doesn’t do yet, describe it.

Pros

  • Ease of Use
  • Easy Setup
  • Customer Support
  • Intuitive
  • Integrations
  • Features