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Hubdoc

Import, archive and export financial documents in one place

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Hubdoc Features

Features Summary

Functionality

3.9

/5

70

Total features

18

4 categories

Hubdoc features

Accounting
Accounting Integration
Audit Trail
Billing & Invoicing
Bookkeeping Services Integration
Data Aggregation and Publishing
Data Import/Export
Document Extraction

Common features of Document Management software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management

Price starts from

20

Per month

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

3.9

/5

70

Price starts from

20

Per month

learn more

Total Features

18

Unique features

  • Data Aggregation and Publishing

  • Spend Management

  • Accounting

  • Accounting Integration

Functionality

4.6

/5

24.3K

Price starts from

1.99

Per month

learn more

Total Features

29

Features in Common

4

Unique features

  • Role-Based Permissions

  • Remote Access/Control

  • Multi-Device Support

  • Real Time Synchronization

Functionality

4.5

/5

26K

Price starts from

Free

learn more

Total Features

19

Features in Common

3

Unique features

  • Team Chat

  • Chat/Messaging

  • Document Generation

  • Customizable Templates

Common Hubdoc comparisons

Hubdoc logo
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HubdocvsNeat
Hubdoc logo
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HubdocvsShoeboxed
Hubdoc logo
eFileCabinet logo
HubdocvseFileCabinet
Hubdoc logo
Zoho Docs logo
HubdocvsZoho Docs

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Entreflow Consulting Group's use of Hubdoc

Reviewed 3 years ago

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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Conveniently captures data for accounting software

Reviewed 2 months ago
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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Inexpensive and does basic functions

Reviewed 3 months ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Document Storage

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Good for receipt management

Reviewed 2 months ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Hubdoc is part of my software suite

Reviewed 5 years ago
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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Hubdoc

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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I use HubDoc nearly daily to process invoices for my business.

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Game Changing

Reviewed 4 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Needs to update their banking compatibility

Reviewed 3 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Simple Inexpensive OCR Solution for Document Intake

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Hubdoc has changed the way we store paperwork!

Reviewed 5 years ago

Hubdoc is fully integrated so you can also share info with your accountant which makes expense & report management a breeze.

Pros

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.

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great tool for automatically pulling, scanning, and inputting simple invoices and keeping records.

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Hubdocs is a great tool for managing your company's documents and payables

Reviewed a year ago

Useful tool in catch up projects to obtain pdf and csv files of bank and credit card statements Cheque images and e-transfer details make reconciliation easy and perfect for backing up work

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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I use hubdoc on multiple clients to fetch docs from multiple banks

Reviewed 5 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Hubdoc fast tracks my day

Reviewed 4 years ago
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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Great experience with document sharing and downloading

Reviewed 5 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great for Storing Financial Docs!

Reviewed 3 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great for fetching documents

Reviewed a year ago

They have a great fetching and integration program for documents. Their free training programs are great.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great tool for sharing information with outside accountants

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Hubdoc for organization on the go

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good app, execution could improve however

Reviewed 4 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Very useful software for bookkeeping.

Reviewed 4 years ago

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

Android application some times not working - you think you send document photo to HubDoc, but not... Hand written bills/invoices (and not only) not recognize very often. You need to control it every time.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Clunky and hard to use

Reviewed 6 months ago

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.