User Reviews Overview

About Hubdoc

Hubdoc handles the complex process of manual data entry by business owners using spreadsheets. Simply snap paper invoices, bills or receipts using smartphone or tablet camera and the apps for iOS or Android scans those documents...

Learn more

Feature ratings

Value for Money
4.1
Features
3.8
Ease of Use
4.1
Customer Support
3.7

Browse Hubdoc Reviews

82 of 82 reviews
Sort by:
Aislinn
  • Industry: Management Consulting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 19/4/2019

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.

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.

Brett
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 21/12/2017

Hubdoc is part of my software suite

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.

Michael
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
3
Ease of Use
2
Customer Support
5

3
Reviewed on 9/2/2021

HubDoc - Streamline Data Entry into Xero

Overall this is a good entry level solution for automating the entry of your paperwork. As Xero include it with their standard subscriptions it is very cost effective

Pros

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

Cons

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.

Alternatives Considered

Dext Prepare and AutoEntry

Reasons for Switching to Hubdoc

Cost

Top Hubdoc Alternatives

Phillip Sinothi
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
2

5
Reviewed on 12/1/2023

Streamline Your Financial Management with Hubdoc

Hubdoc appears to be a useful tool for storing and organizing important financial documents, such as bills, receipts, and invoices. The platform offers advanced data extraction features, which can automatically extract important information from documents, and can help save time and effort compared to manual data entry.

Pros

Data extractionHubdoc offers an advanced data extraction feature that can automatically extract important information from your bills, receipts, and invoices, such as vendor name, invoice number, and total amount. This can save you a significant amount of time and effort compared to manual data entry.Centralized document storageHubdoc allows you to store all your financial documents in one central location, making it easy to find and access important information when you need it. This helps to streamline your financial management process and keep your documents organized.IntegrationsHubdoc has built-in integrations with many popular accounting software, such as QuickBooks, Xero, and more. This allows for seamless data transfer between the two platforms, which helps to automate certain aspects of accounting, such as bookkeeping, invoicing, and financial reporting. This improves efficiency and eliminates the need for manual data entry.

Cons

Limited accounting functionalityHubdoc is not a full-featured accounting software and may not have all the functionality that some users may need.Limited mobile functionalityThe app does not have all the functionality of the web-based version and is not user-friendlyLimited OCR capabilitiesThe OCR technology used by Hubdoc is quite advanced, but does not work perfectly on all types of documents, and the accuracy of the data extraction feature can vary depending on the quality of the original document.

Xy
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
N/A
Features
4
Ease of Use
5
Customer Support
N/A

4
Reviewed on 6/5/2022

Conveniently captures data for accounting software

Pros

- Syncs well with Xero
- Provided FOC with Xero
- Easy way for us to provide information to our bookkeeper/accountant
- Can just take a photo and send the attachment to a Hubdoc email address and the document will be captured in the system

Cons

Once in a while, data is read incorrectly. But this is very easy to fix and not a big issue

Courtney
  • Industry: Accounting
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
4

3
Reviewed on 5/12/2018

HubDoc helps with automation

Nice and informative support staff.

Pros

The auto-fetch of statements, invoices, receipts, etc. assists greatly collecting proper documentation. Love that it's easily accessible from any mobile device with a connection. Has the capability to be fed into accounting software which streamlines processes.

Cons

Maintenance of the feeds. It seems that the feeds are constantly going down and the majority of the battle (rather than collecting documentation manually) is ensure the feeds with whichever institution is functioning properly.

Susan
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
3

4
Reviewed on 18/9/2019

Save administrative time chasing documents

We've experienced some client hesitancy to use Hubdoc. I did not expect this - even the client who continues to mail in his bank statements and payroll records refuses to use this product. The customer service is not easy to reach. I have to contact them to send reminders to those who haven't accepted the invite.

Pros

We have saved HOURS each month bugging clients about providing statements and logging into various banks to get all of our clients bank and credit card statements. Hubdoc fetches the statements and they are available when we need them.

Cons

They seem to have a problem with Bank of America's security forcing our clients to log in each month and verify their identity. We thought we had a solution to save clients time, and now we have to ask them to log in every month.

Joseph
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 11/5/2018

Hubdoc is just the perfect solution to all my bookkeeping needs, easily integrates with other...

Bookkeeping made easy, it has changed the whole process and made it very enjoyable.

Pros

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.

Cons

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.

Jason
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
1
Features
1
Ease of Use
4
Customer Support
1

3
Reviewed on 14/4/2021

Worked an issue for a year and it’s not fixed. Bad service as well

Completely awful. Was so excited to automate my workflow. Now my process is worse because I built a system around their software that doesn’t work. They don’t seem to care either.

Pros

When it works it can do really great things. But when you create dependency on those things and they stop working then it’s not worth it.

Cons

Their service is bad. They give canned replies without investigation. They give no solutions or even a time line for when they will fix an issue on their end.

Kim
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 22/9/2022

Free add on to Xero

Incredibly easy to use, all invoices are stored and exported easily as draft in Xero. Search function is great and it flags duplicates.

Pros

This product is available for free with Xero, this is great for assisting your company to go paperless

Cons

Some gl codes from Xero will not work when entering in Hubdoc, so save as draft then update in Xero which can be frustrating.

Christine
  • Industry: Architecture & Planning
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 22/8/2021

Bookkeeping necessity

Hubdoc is a perfect example of work smarter not harder. Saves time and money when it comes to the data entry.

Pros

I love the ease of use and time that it saves me in entering receipts, bills and invoices.

Cons

I noticed when I downloaded a receipt and saved it into files on my computer the system would reload to a page and I wouldn't be able to figure out how to get back to the the regular menu without having to log out and back in.

Johnny
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
4
Customer Support
1

2
Reviewed on 17/7/2020

Xero took over, and the software died

Hubdoc is terrible and I wouldn't recommend them for anything. Xero is a horrible company and Hubdoc has taken a dive with them. I left Xero accounting because of the poor customer service, and now I am looking for a new solution for Hubdoc.

Pros

You can find all of your documents sent to Hubdoc

Cons

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

Stephan
  • Industry: Accounting
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/8/2019

Great for Storing Financial Docs!

Pros

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.

Cons

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

valerie
  • Industry: Cosmetics
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
4

3
Reviewed on 16/4/2021

Hubdoc is a good system to link up to Quickbooks

Liked it at first. Now more difficult with 2 step authentication.

Pros

We originally set up this service to manage our financial documents linked to Quickbooks. Its a great system that will go and fetch your documents and bills from different companies.

Cons

Now that 2 step authentication is a trend, they have not overcome that issue. With 2 step, the documents cannot be fetched defeating the purpose of the software.

Cindy
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 14/6/2022

Now an Organized Company

We would recommend this software. It has provided organization and efficiency to the company.

Pros

This software allows our our accounting department to remain organized and to pull up a receipt that is stored in Hubdoc with ease.

Cons

We did not find any cons to this program.

Mandy
  • Industry: Hospitality
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
5
Customer Support
3

4
Reviewed on 30/6/2019

Saves paper

So far I love being able t help the environment by not printing all the time

Pros

That we can upload payment summaries without having to print stuff off

Cons

Kind of hard to find files uploaded.
Not organized well

Verified Reviewer
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 3/10/2018

Best bookkeeping tool ever!

Awesome! I even get a discount for using through my bookkeeper. And it makes her life easier too.

Pros

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!!

Cons

No problems.

Samantha
  • Industry: Oil & Energy
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
N/A
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 25/2/2019

Hubdoc for organization on the go

When having multiple users or cardholders linked to one account, this is a very helpful software to organize all of those potential receipts and transactions into one platform and folders.

Pros

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.

Cons

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

Rachel
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Monthly for 1+ year
  • Review Source
Value for Money
3
Features
4
Ease of Use
4
Customer Support
N/A

4
Reviewed on 5/5/2022

Good for receipt management

Pros

I love being to send receipts to Quickbooks and having the expense already recorded there by the time I work through the bank feed. Clients can send receipts to Hubdoc instead of filling up my emil.

Cons

I don't like the price, it is only worthwhile if you have a decent paying client and they actually utilize it. I also wish they would allow you to send deposit type transactions to Quickbooks. The bank statement fetching doesn't always work either.

Jeff
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/2/2018

Making my life easier

Efficiency, organization, accessibility, cost savings

Pros

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.

Cons

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

Kevin
  • Used Monthly for 2+ years
  • Review Source
Value for Money
4
Features
3
Ease of Use
3
Customer Support
N/A

4
Reviewed on 27/4/2018

Good app, execution could improve however

Pros

I love that you can scan or take a picture of a receipt and it will sync with accounting software to create a transaction with the backup attached.

Cons

I wish it was automated so I don't have to log in and process the receipt. It should be able to pull the information directly from the document and "push" it to the accounting software without intervention.

Russell
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
N/A
Features
2
Ease of Use
2
Customer Support
N/A

3
Reviewed on 13/1/2022

Clunky and hard to use

It is unremarkable and not good enough to distinguish it from other vendors in my tech stack, so I am disinclined to use it in lieu of my existing document management and bank fetch solutions.

Pros

Alternative to expensify and other poorly designed products

Cons

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.

Verified Reviewer
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 6/5/2022

Hubdoc

Pros

Ease of use, admin rights, support and guides

Cons

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

Rhondalynn
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Monthly for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 17/8/2018

Great product and customer service

Pros

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

Cons

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

Susanne
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 23/11/2016

82 reviews