Hubdoc Reviews

The software integrates with Xero cloud accounting making it easy to get your invoices and receipts entered into your accounting records.

The setup is a little clunky when adding more users but once you have got your head around how to carry out the task it is fairly straight forward.

Great bit of software that is easy to use and easy to teach clients how to use. Keeps all my receipts organised and easy to track back to source documents.

I have nothing bad to say about this software. Xero now included it for free in their basic package.

I love that I can access HubDoc wherever there is an internet connection and go through my invoices. The coding makes it so much easier and faster to get through a tedious task. I have integrated HubDoc with Xero and having both tools synced together means that I can handle 90% of the bookkeeping for my business remotely. I also really like that invoices are stored so that I can access then later and not worry about paper copies taking up space. The text recognition is pretty accurate and HubDoc learns as it goes - saving time and minimizing errors.

Sometimes HubDoc doesn't read certain fonts properly and contacts are recreated multiple times. There doesn't seem to be a way to delete duplicate contacts which clogs up the list. Occasionally, document uploads fail which can be a pain, but this seems to be fairly infrequent.

I like the fact that hubdoc integrates with quickbooks. that's why we chose the product.

You can only access documents on companies they set up. So if they are not big companies, you can't get automatic downloads of your bills

Ease of sending invoices / receipts via multiple options.
Fetching of bank and supplier statements.
Fetches bank statements in .csv which is great for manual importing into Xero Ledger.
Fast and helpful tech support.

Usually needs some user input to push transactions to Xero correctly.

It works seamlessly with email and with multiple vendors. It has been very easy to add new vendors we work with as well as setup ways for us to automate a lot of invoices we receive. Now I can easily go in and quickly find documents that I used to worry about where they were located or how I would find them. I have had no issues thus far and the support team has been very helpful in adding new vendors I work with.

Hubdoc is simple to use and allows me to remain organized, efficient, and quickly utilize and procur any document I may need thanks to it's efficient layout.

I enjoy hubdoc and think it's vital for the finance industry.

We use Hubdoc to manage and share bookkeeping information with our accountant. It's easy to manage our accounts with this system and pull up any information when needed.

My only issue besides a few minor glitches here and there is that some banks do not support Hubdoc.

It collects from SO many banks. And the sorting feature is nice when banks have a lot of checks or paypal transactions.

Some banks aren't supported. This is still hindering some clients from experiencing it as a whole. Would like to see more.

This is a great place to store and save many accounts so you don’t have to log into many different places. Makes things simple.

It can be frustrating when an account won’t link and it has difficultuty reconnecting.

I liked that it was able to fetch the documents and statements I needed. Online cloud and customizable document storage was great. Integration with QuickBooks Online is a must.

It may seem silly, but my only real issue with this program was how I felt using it. Something about the flow and layout left me feeling kind of clumsy and awkward.

We implicated this solution for our document storage problem. This was out first document storage solution. Is easy to drop files into software or email into hubdoc.

Organizing documents into folders is a bit tricky, buy can easily search for and find what you are looking for.

This has provided me with a nice platform where i can set up all my clients and easily pull their statements and documents at my convenience whenever need arises.

Some glitches may occasionally arise like the auto fetch connections may sometimes go down. Thanks to the support team that always come in handy to fix any such issues.

Hubdoc connects easily to your bank accounts and your statements upload automatically. I love that all my receipts and statements are in one place and easily accessed.

I have not had any issues with Hubdoc at all. I have been using it for 2 years and it has been wonderful

Hubdoc is a great tool to fetch your bank and credit card statements. It will also fetch any bill that you have online access to like telephone and utilities. This saves me time as I no longer have to chase clients for data.
Clients also take a picture of their receipts so they are processed in right away and vendors email directly to Hubdoc email. All receipts and bills are processed, posted and attached to Quickbooks Online transaction

The rotate button doesn't always work and I would like to be able to use the item option on the main screen instead of clicking on multiple

I use Hubdoc to setup new clients so we can view their bank statements and check images in one place. I like that we can pull statements and docs easily from Hubdoc if needed.

I wish all the banks and software were setup to use Hubdoc. When I put out a software or bank sync request, I don't usually hear back from anyone on the Hubdoc team. When I have an issue using Hubdoc, I don't ever hear back from the customer service team.

The app is easy to use. You can start using it right away with few lessons.

The sale taxes feature is broken for Quebec users. The half-tax rule for meals and entertainment simply does NOT work. It's so frustration because at the end you need to download the invoice and do it yourself because the app won't allow to push your invoice if it thinks the sale taxes don't match. This is highly frustrating because in the end you are better to not use the software.

You can find all of your documents sent to Hubdoc

Where to start? Hubdoc used to be a very good problem. Since Xero.com purchased Hubdoc it has gone downhill.

1. I spend more time connecting to my vendors
2. Customer support is just as bad as Xero support
3. Publishing to your accounting software doesn't work
4. You waste more time just trying to use Hubdoc as design
5. It's been six months and they still have not fixed issues with the 15 tickets open

The receipt capture capabilities and the quick link between the mobile app and online platform is flawless. The feature is quick and you can capture, rename, and file within seconds. Data entry becomes a breeze.

More smart technology to read receipt information in the future would be great.

Auto-fetches online statements and invoices, thus saving time
Syncs invoices directly with QuickBooks Online and Xero, thus saving time
Allows for tagging feature to easily find information in the future

Can't tag receipts/invoices/statements uploaded through email