Hubdoc Features

- 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

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

It allows document storage and email forwarding, as well as syncing with a bookkeeping software.

It stopped downloading documents from banks and other service providers.

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.

Organizing documents into folders is a bit tricky, buy can easily search for and find what you are looking for.

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.

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.

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.

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.

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...

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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.

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

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.

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.

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.

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.

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.

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.

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.

Very simple interface - one screen to get all your work done. It processes documents quite fast and does the job well.

Mobile app is limited with some of the features, not all of the web-based features translate across to the mobile app.

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.

No cons were added to this review

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.

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.

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

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

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.

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.

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

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

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.

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.

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.

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

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.

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.

- 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.

- There's nothing that we don't love about this sowftare, but we do use it for a very limited use case.

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.

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

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.

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.

Simple price, unlimited documents, automatic fetch documents and statements from banks and other service providers.

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.

Alternative to expensify and other poorly designed products

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.