Hubdoc Reviews

Hubdoc, for me, functions best as an addon to Xero (or QBO) and Bill.com. I have bills forwarded from an email address into Hubdoc where I can code and push to the accounting software and bill.com. The biggest benefit is that the software automatically codes and stores invoices, based on rules or prior invoices. A simple sync pushes the bill to Xero with correct coding, along with a PDF. It also pushes to Bill.com to easily be paid. For the money, it is absolutely worth using.

There are a couple of minor issues that are not even worth mentioning here. Please note that I don't use the software to directly link with websites, since the selection is fairly limited. I push all documents to Hubdoc for processing.

You can link Hubdoc with your bookkeeping software, your bank account, and your credit card account. You take a picture of receipts and Hubdoc matches it up with the transactions in your software! No more hoarding pieces of paper to manually match up later!!

No problems.

- We use this service to share our banking and financial transactions with our outside bookkeeper. It gives us tremendous peace of mind knowing that we have full control over the original accounts while making it exceptionally easy for our bookkeeper to access the information they need.

- There's nothing that we don't love about this sowftare, but we do use it for a very limited use case.

Alternative to expensify and other poorly designed products

Bank fetch never works, and now they are discontinuing it. It wasted a lot of time where it was supposed to save it. Delegating access to me was difficult for my client.

Ease of use, admin rights, support and guides

Sometimes goes down and hard to get info on when it will be back online

This has simplified my bookkeeping so much! Its so easy to just take a picture of your receipts and it syncs them with your transactions in your bookkeeping system if you have your bank account and business credit card linked with your bookkeeping software.

This software makes the regular duties of ongoing bookkeeping for clients much easier. Once it's all set up and the client connects their accounts... bam! No more constant asking for necessary documents to complete my scope of work. I save myself time and I can do more. The software automatically organizes data by folder. I also don't need to worry about login data from my clients, so no concern about protecting their logins. The customer support team is quick to respond and follow up.

Some companies that the software automatic fetches statements or other documents have ran into problems and stopped working.

The fetch technology is world class. This is a great product that I recommend to accountants and bookkeepers.

To be honest, I don't have any negative feedback or dislikes at the present time.

Aside from the auto fetching, OCR, the App, the support team and the configuration capabilities, my favorite feature is the ability to integrate transaction level receipts directly into bookkeeping software like QuickBooks Online or Xero. The ability to drill into an transaction and see the physical source document (in seconds) is an absolute game changer! I also love that they are Canadian company.

Sometimes the auto fetch connections go down, but the support team fixes the issue as fast as possible. I would also appreciate SAML based SSO in the future.

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.

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.

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.

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 very easy to use and allows categorization of documents in a well-organized manner. The ability to code receipts then publish them to QuickBooks only is especially helpful and saves a lot of time.

Frequent interruptions of links with banks. I don't know if this is a bank problem or a Hubdoc problem.

E transfers and cheque images information for bank accounts to make bank reconciliation easier
Paypal statements and transaction for keeping track of payments and transfers
Powerful search function

Feed breaks down too frequently
Data recognition is not too strong in the publishing tool as manual entry still required
Too many failed files/images

It can be integrated with Xero as well as Quickbooks online which makes it the number one OCR solution for accountants and bookkeepers. It also offers a free partner account for accountants.

Sometimes it fails to recognize the receipts and shows an error message even though the receipt is from an existing supplier.

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.

Our bookkeeper introduced us to HubDoc to track expenditures and expenses. It's been an easy to use tool that streamlines our accounting and bookkeeping efforts. It's great that our entire team can be set up as vendors, so that we can be easily reimbursed.

We have no complaints about the software so far.

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.