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Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Hubdoc's features:
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.
Cons
Hubdoc doesn't read the receipts to determine which card was used and automatically allocate that receipt to X employee.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Hubdoc is fully integrated so you can also share info with your accountant which makes expense & report management a breeze.
Pros
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.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Satisfactory. I think they should expand the number of companies they can pull docs from.
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.
Cons
Mobile app is limited with some of the features, not all of the web-based features translate across to the mobile app.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Pros
I like the automatic document fetch and the ability to sync to our document storage platform.
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.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
It's save a lot of time any way.
Pros
Simple price, unlimited documents, automatic fetch documents and statements from banks and other service providers.
Cons
You need to control it every time.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Easy sharing of our financial information with outside accounting firms and bookkeepers while keeping the ultimate permissions internally.
Pros
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Monthly
Likelihood to recommend
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.
Cons
The training at the outset of using the program (the Hubdoc University, or their variant of this type of tool) was too basic.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Efficiency, organization, accessibility, cost savings
Pros
The software automatically organizes data by folder.
Cons
Some companies that the software automatic fetches statements or other documents have ran into problems and stopped working.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Hubdocs is a really great way to store information in a format that makes it easy to find.
Pros
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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.
Cons
Occasionally, document uploads fail which can be a pain, but this seems to be fairly infrequent.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
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
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
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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.
Cons
More smart technology to read receipt information in the future would be great.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
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.
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Pros
The biggest benefit is that the software automatically codes and stores invoices, based on rules or prior invoices.
Cons
I push all documents to Hubdoc for processing.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
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.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Peace of mind. I feel trendy. Cool. Techy. Also feels secure due to the simplicity of the product.
Pros
The user interface is very intuitive.
Cons
I've had instances where it was glitching within the web browser, but I believe this was due to having a not up to date browaser, so not a big deal.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Monthly
Likelihood to recommend
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
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.
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Pros
This will be more and more important in the future and the QBO integration really helps as well.
Cons
Web design is somewhat confusing to split multiple accounts, there could be some improvements on the layout to make lessconfusing.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Pros
The layout in the software is very easy to use.
Cons
When pulling documents from a shared work/personal account it makes it difficult and time consuming to turn off the personal account's auto upload.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Monthly
In the beginning all was fine. Everything worked like it should. (Over a year ago.) Within six months of using the product all auto fetch connections started to break causing us to have to continually re-enter credentials. Now it is to the point where several accounts are not working at all.
Pros
Great concept of all documents, statements etc.. in one location.
Cons
Connections ALWAYS break and seldom work for long periods of time. Support is slow to respond with a fix. Also NOT compatible with CAPITAL ONE (one of the largest banks in the US.)
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Pros
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.
Cons
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.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
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
It should be able to pull the information directly from the document and "push" it to the accounting software without intervention.
Rating breakdown
Time used: 2+ years
Frequency of use: Monthly
Likelihood to recommend
I am very pleased - I love Hubdoc! My clients upload their receipts using the app and I categorize them and push them to QBO. It's a great work flow!
Pros
Hubdoc is very easy to use and allows categorization of documents in a well-organized manner.
Cons
Frequent interruptions of links with banks. I don't know if this is a bank problem or a Hubdoc problem.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
