About Hubdoc






Hubdoc pricing
Hubdoc does not have a free version but does offer a free trial. Hubdoc paid version starts at US$12.00/month.
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- Industry: Accounting
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Hubdoc - The essential Xero companion
Very positiv experience and does the basics well
Pros
Easy to use and set up. It is bundled with Xero which makes it very affordable
Cons
The login and initial access is a but clumsy. Although you can use your Xero login, it does feel like a few too many screens to go through to set it up
Alternatives Considered
DextReasons for Switching to Hubdoc
The pricing of Hubdoc (free with Xero) is the main consideration- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Excellent software for capturing data from documents
I love Hubdoc and find the value for money outstanding.
Pros
The data extraction and setting up rules to push the bills through to Xero automatically. Included in the price of Xero. Automatic storage of documents by name of suppliers. Notes added by the client attached to bills is also very useful.
Cons
Adding new accounts requires a dummy email address, which is strange. More complex bills need quite a lot of manual input, especially with CIS and multicurrency. Quite an outdated layout and feel.
Alternatives Considered
DextReasons for Choosing Hubdoc
The client became more price-sensitive due to the recession and wanted to cut costs.Switched From
DextReasons for Switching to Hubdoc
The best solution for Xero especially for price sensitive clients, not willing for more premium product like dext prepare- Industry: Sports
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Since Xero started two factor authentication hubdoc is unworkable
The love affair is over for me. To get into the app, I have to login (re-enter email and password) and switch screens to the authenticator app, to authenticate every time I open the app. Then it acts slow & buggy. e.g. I have gone into the app today and it's taken the time of writing this review for the app to become responsive enough for me to photograph the first invoice.
Pros
Initially hubdoc was like a miracle. I could easily snap pics on invoices and the integration with Xero was seamless.
Cons
Unfortunately now, to get into the app, I have to login and switch screens to the authenticator app, to authenticate every time I open the app. Then it acts slow & buggy. e.g. I have gone into the app today and it's taken the time of writing this review for the app to become responsive enough for me to photograph the first invoice.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Inexpensive and does basic functions
I am used to it and so are my clients, so overall we have no current plans to change. But I wish we had the document fetching feature still.
Pros
It allows document storage and email forwarding, as well as syncing with a bookkeeping software.
Cons
It stopped downloading documents from banks and other service providers.
Alternatives Considered
DextReasons for Switching to Hubdoc
It had the features I needed at a reasonable price.- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Could not work without it
Pros
I like the way Hubdoc stores data in file folders similar to a windows/Apple document manager
I like the tag feature so I can also highlight documents into other groupings without having to chainge the vendor name.
I also love the reposting feature if there was an error when the item was posted originally.
Cons
Sometimes the AI is off significantly on the data extraction.
I dislike that they no longer have bank statement direct links
Alternatives Considered
DextReasons for Switching to Hubdoc
It was a better interface for that client. The folder setup and ability to tag items met their needs better- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great value & ease of use for the money!
Overall I was very happy with the software and when I was working as an online accountant, all my clients were subscribed to it for receipt submittal. I still use it for my personal businesses. I would highly recommend it for all small businesses that accumulate a lot of receipts. Cuts down on the paperwork.
Pros
I really like how the setup is easy and the integration with QuickBooks Online is smooth. I really like the mobile app and that you can upload receipts on the fly.
Cons
I was disappointed that the program does not allow us to setup suppliers on the fly that are in a currency other than our native one (other than the one setup as the "main" one in QBO). I also would get a bit frustrated when the syncing would randomly stop for the banks (but this may not be their fault).
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Hubdoc
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Monthly for 2+ years
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Review Source
Easy Program go use
Use Hubdocs with multiple clients. Easy to use, integrated with QBO and multiple other programs. Nice to have everything in one place
Pros
The ease to upload documents and integrations with QBO
Cons
Don't really have any issues with it at all
- Industry: Commercial Real Estate
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Makes bookkeeping more efficient
Pros
I love that Hubdoc makes bookkeeping more efficient. A great time saver that accurately imports data into our accounting system.
Cons
It took a little while to get the hang of using it regularly, but I think that is just the learning curve of implementing a new system.
- Industry: Entertainment
- Company size: Self Employed
- Used Monthly for 1+ year
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Review Source
Hubdoc is fantastic!
Pros
Hubdoc makes saving all of our paperwork in one spot a walk in the park. It’s so easy to go back and look for old receipts by supplier.
Cons
I find zooming in and out on a receipt not intuitive at all.
- Industry: Accounting
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
- Industry: Entertainment
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
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!
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
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.
Reasons for Switching to Hubdoc
Cost- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Fetching documents
Pros
Software used to be very good, when they had the ability to fetch document from various financial institutions, since they have lost it, would not recommend, especially if you are in Canada
Cons
It was a good software until they lost the ability to fetch documents
- Industry: Accounting
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Wholesale
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
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.

- Industry: Oil & Energy
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
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.
- Used Daily for 1+ year
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Review Source
Great experience with document sharing and downloading
Pros
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.
Cons
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.
- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Monthly for 2+ years
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Review Source
Never ever. Rather manually
Terrible. Will never use again. Rather pay for manual entry.
Pros
Upload was easy. Would be great if i could upload directly from google drive or dropbox.
Cons
It does not understand currency, so my travel expenses were a pain. A 100 000 IDR coffee (equivalent to 4 pounds) showed up as 100 000 GBP. And i couldn't even say "these invoices are IDR, these are GBP."
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Free From Mountains of Paper
Pros
I don’t have to deal with mountains of paper! Easy to use!
Cons
Sometimes the pictures of receipts can’t be found and I have to re upload them.
- Industry: Retail
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
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.
- Industry: Hospitality
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
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
- Industry: Telecommunications
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
Possibly the most mediocre product I've used in a while
Unimpressed - but mostly because it promises so much and is such a great concept poorly executed. Despite sending lots of detail to technical support including screenshots and example PDFs - they write back with demanding emails because they can't be bothered to get involved or answer a straightforward question. Really pants.
Pros
It's a simple interface but that's also it's biggest downfall because it's unintuitive.
Cons
It was slow and inconsistent. When it doesn't recognise something it doesn't tell you why, it just comes up with an icon. You can't copy and paste data from the PDF into the data fields. The integration with Xero is also pretty awful - you're expected to have a contact exist both in HubDoc and in Xero. The "automated" extraction of invoices literally only exists for a handful (maybe 12?) organisations.
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for 1+ year
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Review Source
Hubdoc - adinistration takes more time than it saves
Not impressed
Pros
It saves having to log in to multiple supplier accounts
Cons
The time spent trying to rectify communication problems, missed bills or missing attachments does not compensate for any time saved.
- Industry: Accounting
- Company size: 1,001–5,000 Employees
- Used Monthly for 6-12 months
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Review Source
Great to have in 1 place
Pros
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.
Cons
It can be frustrating when an account won’t link and it has difficultuty reconnecting.

- Industry: E-Learning
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Say Goodbye to Manual Data Entry with Hubdoc
Overall, Hubdoc is an excellent solution for businesses looking to streamline their financial document management processes. Its time-saving and error-reducing features make it a valuable asset to any finance team. However, it is important to keep in mind the limited storage capacity and customization options when considering this software.
Pros
As a user of Hubdoc software in a company, I can say that it has been a game changer for our document management processes. Hubdoc is a cloud-based application that automatically fetches financial documents such as bills, invoices, and receipts from various sources and converts them into digital files that can be easily accessed, managed and shared. One of the biggest pros of using Hubdoc is the significant amount of time it has saved us. Prior to using this software, we had to manually collect, organize and upload all of our financial documents, which was a very tedious and time-consuming process. With Hubdoc, all of our documents are automatically fetched and organized in one centralized location, which saves us a lot of time and makes it easier to stay on top of our finances. The accuracy of the data extraction is also noteworthy. Hubdoc uses advanced optical character recognition (OCR) technology to extract the necessary data from documents, which has greatly reduced the need for manual data entry and the potential for errors.
Cons
There are also some cons to using Hubdoc. One of the biggest drawbacks is the limited document storage capacity. The software only allows for a certain amount of document storage before additional fees are required. This can be problematic for companies with high document volumes.Another con is the limited customization options. While Hubdoc's interface is user-friendly and easy to navigate, there are limited options for customizing document management workflows, which may not meet the needs of all companies.

- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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.
- Used Daily for 1+ year
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Review Source
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.
- Industry: Architecture & Planning
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for 2+ years
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Review Source
A great addition to automated accounting workflow
Pros
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.
Cons
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.

- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Automated Bookkeeping... Almost
Generally happy with the product and I recommend it to my clients
Pros
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.
Cons
Usually needs some user input to push transactions to Xero correctly.

- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
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

- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
I use hubdoc on multiple clients to fetch docs from multiple banks
Pros
I like the automatic document fetch and the ability to sync to our document storage platform. I like that I can store all of my client accesses under one username.
Cons
Aesthetically I don't love the website. The document portion of the site is too small - you should be able to increase the size without opening the doc in a new tab. Also the add account button should maybe be labeled "manage accounts" as it is the place to do much more than add accounts.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Hubdoc fast tracks my day
Pros
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
Cons
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
- Industry: Entertainment
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
We only use it because it is free
Very poor
Pros
It syncs up with Xero easily helping us add documents to our accounting system
Cons
This software is horrible, the data extract is poor in comparison to Dext and it takes a long time to process. If it was not free and part of Xero, we would not use it. Xero could spend a little time and money on development to improve this to the same standard of Dext
Alternatives Considered
DextReasons for Choosing Hubdoc
Price was freeSwitched From
DextReasons for Switching to Hubdoc
Price- Used Daily for 2+ years
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Review Source
Game Changing
Pros
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.
Cons
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Recently purchased by Xero
Mostly positive. It is pricey but now included in the monthly cost of Xero
Pros
Fetching of popular bank statements and accounts is great - saves much time. The auto organization is also good if a bit confusing for new users
Cons
Xero just purchased this company which makes me leery of using it as a QBO user. I am considering moving to Xero now...
Alternatives Considered
DextReasons for Switching to Hubdoc
Fetching capability- Industry: Restaurants
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
I use HubDoc nearly daily to process invoices for my business.
Time Saving , Reduces Errors, Allows me to work remotely.
Pros
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.
Cons
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.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Foreign Currency transactions
Pros
How easy it is for the client and the bookkeeper to Work on the bookkeeping.
Cons
How I am not able to process USD and other foreign currency invoices to Quickbooks anymore.
Alternatives Considered
Plooto
- Used Daily for 6-12 months
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Review Source
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.

- Industry: Accounting
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
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.

- Industry: Accounting
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
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.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Simple Inexpensive OCR Solution for Document Intake
Our financial data entry used to be extremely manual - too much manual entry. We eliminated 75% of our data entry in this area, which in turn was a huge result in business efficiency.
We also reduced our paper printing by about 90pc; decreased turnaround time for vendor payments, and increased the accuracy of our books.
Pros
Very simple interface - one screen to get all your work done. It processes documents quite fast and does the job well.
Cons
Mobile app is limited with some of the features, not all of the web-based features translate across to the mobile app.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Needs to update their banking compatibility
Pros
Great tool-- from what I know, this is the only provider that does what Hubdoc does. I love all the features and tools available that are offered.
Cons
My main problem with Hubdoc is that the banks and credit cards that our client's use (we have over 50 clients) are not all compatible with Hubdoc. OR the feed will break continuously. We will usually need to contact our client to re-enter their credentials to get the feed back up and running (which seems to happen frequently) OR we have to work around the error if the bank isn't syncing at all.
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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!
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.
- Industry: Management Consulting
- Used Weekly for 1+ year
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Review Source
Great tool for automatically pulling, scanning, and inputting simple invoices and keeping...
Scanning and storing of receipts, statements, and invoices and an auto-push into QuickBooks Online with an attachment of the document.
Pros
The auto-pull of statements, invoices, and receipts is nice, but the better features are the automatic scanning of simple (and I stress simple) invoices when they are pulled or emailed to your Hubdoc email address. These can then automatically be fed into your accounting software, which makes AP really easy.
Cons
The learning curve is a little higher than other programs. The training at the outset of using the program (the Hubdoc University, or their variant of this type of tool) was too basic. At the end of the training I knew which functions existed, but had very little idea how to make them work. Expect to spend a few weeks really getting to know the program, but once you get it down it is extremely useful.
- Industry: Furniture
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Document Storage
A great first step into getting our essential documents all in one place.
Pros
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.
Cons
Organizing documents into folders is a bit tricky, buy can easily search for and find what you are looking for.
Alternatives Considered
Dropbox BusinessReasons for Switching to Hubdoc
We actual use both, 1 for storage and 1 for documents that we update.- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
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.
- Industry: Accounting
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Consumer Goods
- Company size: 11–50 Employees
- Used Monthly for 2+ years
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Review Source
Great tool for sharing information with outside accountants
Easy sharing of our financial information with outside accounting firms and bookkeepers while keeping the ultimate permissions internally.
Pros
- 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.
Cons
- There's nothing that we don't love about this sowftare, but we do use it for a very limited use case.