Hubdoc

Import, archive and export financial documents in one place

4,3 /5 (54 reviews) Write a Review!

Hubdoc Overview

What is Hubdoc?

Hubdoc is an online cloud-based service and mobile app for digitizing financial documentation. Designed to alleviate data entry for busy business owners and bookkeepers, Hubdoc captures, processes and syncs precious information between leading accounting applications. Simply snap paper invoices, bills or receipts using smartphone or tablet camera and the apps for iOS or Android scans those documents ready for upload. Single sign-in for associated online accounts and the ability to import pre-existing scans via upload or email also allows Hubdoc to automatically grab financial data.

With copies placed in fully customizable folder structures, documents can then be archived and viewed anywhere and across multiple devices via app or browser. Cloud-based storage features bank-level protection boasting industry-standard levels of encryption and verification technology. Financial data from uploaded documents or linked accounts can then be published between leading accounting software such as Xero and Quickbooks. Vendor Rules allow how Hubdoc codes docs and data to be changed, ensuring seamless integration within existing systems and user groups.

Hubdoc Overview

Pricing

Starting from
US$20,00/month

Pricing options

Free Trial
Subscription
Value for money

Free 14-day trial (no credit card required)
$20 per month


Hubdoc Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

Hubdoc iOS all documents
Hubdoc iOS bills & statements
Hubdoc iOS add account
Hubdoc accounting integrations
Hubdoc accounts screen
Hubdoc video Hubdoc video Hubdoc video Hubdoc screenshot: Hubdoc iOS all documents Hubdoc screenshot: Hubdoc iOS bills & statements Hubdoc screenshot: Hubdoc iOS add account Hubdoc screenshot: Hubdoc accounting integrations Hubdoc screenshot: Hubdoc accounts screen

Hubdoc Reviews

Hubdoc Reviews

Overall rating
4,3
/
5
Excellent
31

Very good
14

Average
5

Poor
2

Terrible
2

Value for Money
4,1
Features
4
Ease of Use
4,2
Customer Support
3,9
83% recommended this app
Aislinn K.

Entreflow Consulting Group's use of Hubdoc

Hubdoc is one of our favorite apps here at Entreflow, it's a perfect place for us to store all of our client's documentation. It's super easy for our clients once everything is set up to just take a picture of a receipt, and forward an email to the unique email address.


Ariel P.

Hubdoc

Great experience, easy to use, integrates with many providers to pull documents from.


Julie S.

Broken for Quebec users

Quebec users please stay away. It's a frustrating app that thinks it's better than your own judgement to calculate the sale taxes!


Travis K.

Perfect for getting all your receipts online

Hubdocs is a really great way to store information in a format that makes it easy to find. No more shoe boxes or receipts!


Brett G.

Hubdoc is part of my software suite


Aislinn K.
Industry: Management Consulting
Company size: 11-50 Employees

Entreflow Consulting Group's use of Hubdoc

Used Daily for 2+ years
Reviewed on 2019/04/19
Review Source: Capterra

Hubdoc is one of our favorite apps here at Entreflow, it's a perfect place for us to store all of our client's documentation. It's super easy for our clients once everything is set up to just take a picture of a receipt, and forward an email to the unique email address.

Pros

It has three amazing features:
It fetches statements, our client statements directly from the source. So, all of their bank statements, phone bills, hydro bills, any kind of account or they'd have a regular statement, it fetches those as soon as they're released and brings them to us.
They have a unique email address that they're given through Hubdoc. Anything that comes to their email; receipts for any purchases online or what have you, they can forward directly to Hubdoc and they can also set up email forwarding depending on their email service to have those automatically sent over.
With the phone app they can take pictures of receipts on the fly while they're out and about and they don't have to actually categorize those expenses through the app they just to take a picture and they're done. So we're able to get all of the documentation that we're required to close their books super easily.

Another stand-out feature for this app is the OCR technology; so it'll read what's on the image or the attachment that’s sent to Hubdoc, and the data that's on there, and try to categorize it as best it can. We're still involved in verifying and pushing the data. You can set up some automation in there but for the most part it reads the data quite well and it saves data entry time.

So what happens with Hubdoc is once the transaction or the document comes in, the OCR is there to read the transaction level of data, you can then push the transaction over to Quickbooks Online or Xer

Cons

So, where we’d like to see some development is in the multi-currency functionality. So, a lot of our clients have bills that come in in U.S. dollars. It's a little bit messy with the effects moving over to Quickbooks.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ariel P.
Industry: Accounting
Company size: 2-10 Employees

Hubdoc

Used Daily for 2+ years
Reviewed on 2020/02/18
Review Source: Capterra

Great experience, easy to use, integrates with many providers to pull documents from.

Pros

Amazing concept, documents in one place makes reconciliations and audits a breeze. Affordable partner pricing makes recommending Hubdoc to clients a no brainer.

Cons

Receipt management for company paid cards and reimbursable employee expenses is lacking. Hubdoc doesn't read the receipts to determine which card was used and automatically allocate that receipt to X employee. Employees should be able to setup Hubdoc inboxes with their own email address to send receipts to. Feeds break often so if that could be improved that would be great as well.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Julie S.
Industry: Entertainment
Company size: 2-10 Employees

Broken for Quebec users

Used Daily for 1+ year
Reviewed on 2019/07/28
Review Source: Capterra

Quebec users please stay away. It's a frustrating app that thinks it's better than your own judgement to calculate the sale taxes!

Pros

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

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Travis K.
Industry: Financial Services
Company size: 11-50 Employees

Perfect for getting all your receipts online

Used Daily for 2+ years
Reviewed on 2020/09/22
Review Source: Capterra

Hubdocs is a really great way to store information in a format that makes it easy to find. No more shoe boxes or receipts!

Pros

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.

Cons

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

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Brett G.

Hubdoc is part of my software suite

Used Daily for 1+ year
Reviewed on 2017/12/21
Review Source: GetApp

Pros

Hubdoc is a great all-in-one expense tracking/ document collecting software solution. I set up all of my clients with this software and show them how to use it on their phones and through email. Two great features for the accountant or bookkeeper.
1) Receipt capture. No longer will you need to contact your clients to request what a particular charge is because they can simply scan the receipt at the time of purchase, or forward the digital receipt to their specific email address. The software pulls the necessary information from the receipt and pre-populates an entry to the accounting software you have synced to their Hubdoc account.
2) Connection to banks and credit card companies is super by the automatic download of statements. No longer do you have to go to each of the client's bank's websites and manually download the statements for reconciliation. Hubdoc will grab them for you.

Cons

Hubdoc will categorize an expense to push the charge as a bill/invoice or directly to a bank account into the accounting software. One negative feature is the inability to tag the bank accounts with the last four digits of the credit/debit card that was used so the Hubdoc can push directly to that bank account. At this time of publication, we have to manually add the bank account to push the expense to - also assuming you have the last four digits of the cards memorized. Which I do not.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,3/10
Based on 54 user ratings
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Hubdoc Pricing

Hubdoc Pricing

Starting from
US$20,00/month
Free Trial
Subscription
Value for money

Free 14-day trial (no credit card required)
$20 per month

Free 14-day trial (no credit card required)
$20 per month

Value for Money
4,1/5
Based on 54 user ratings
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Hubdoc Features

Hubdoc Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Data Import/Export
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4/5
Based on 54 user ratings
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Categories

Additional information for Hubdoc

Additional information for Hubdoc

Benefits

  • Hubdoc acts as a digital assistant for business owners and accountants for better storage, archive and management of financial documents.
  • Hubdoc stores and arranges invoices, receipts and bills securely within the cloud, backed up and available anywhere.
  • Go paperless by photographing documents via the mobile app before Hubdoc scans and extracts the data.
  • Email documents to a personalized Hubdoc email address or upload existing digitized documents directly.
  • One-time account adding automatically retrieves latest bills and statements, building a historical document archive.
  • Integration with accounting software including Xero, QuickBooks Online and Bill.com allows up-to-date data to be synced within applications.
  • Hubdoc leverages 256 bit encryption and SSL/TLS security alongside verification from McAfee and TRUSTe to promise bank-level protection
  • Hubdoc FAQs

    Hubdoc FAQs

    Below are some frequently asked questions for Hubdoc.

    Q. What type of pricing plans does Hubdoc offer?

    Hubdoc offers the following pricing plans:

    Starting from: US$20,00/month

    Pricing model: Subscription

    Free Trial: Available

    Free 14-day trial (no credit card required) $20 per month

    Q. What are the main features of Hubdoc?

    We do not have any information about Hubdoc features

    Q. Who are the typical users of Hubdoc?

    Hubdoc has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does Hubdoc support?

    Hubdoc supports the following languages:

    English

    Q. What type of pricing plans does Hubdoc offer?

    Hubdoc has the following pricing plans:

    Subscription

    Q. Does Hubdoc support mobile devices?

    Hubdoc supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Hubdoc integrate with?

    Hubdoc integrates with the following applications:

    Bill.com, Bill.com, Box, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, SmartVault, Xero, Xero

    Q. What level of support does Hubdoc offer?

    Hubdoc offers the following support options:

    FAQs, Knowledge Base, Phone Support, Video Tutorials