Hubdoc Features

Hubdoc

Import, archive and export financial documents in one place

4.35/5 (52 reviews)

Competitor Feature Comparison

API
Accounting Integration
Accounting Management
Application Integration
Automatic Backup
Billing & Invoicing
Document Storage
Financial Management
Mobile Integration
SSL Security
Secure Data Storage
Learn moreCompare App
API
Accounting Integration
Accounting Management
Application Integration
Automatic Backup
Billing & Invoicing
Document Storage
Financial Management
Mobile Integration
SSL Security
Secure Data Storage
Learn moreCompare App
API
Accounting Integration
Accounting Management
Application Integration
Automatic Backup
Billing & Invoicing
Document Storage
Financial Management
Mobile Integration
SSL Security
Secure Data Storage
Learn moreCompare App

Mobile apps

iOS App


13 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


139 reviews

Hubdoc Feature Reviews

25 reviewers had the following to say about Hubdoc's features:

Ariel Picillo

Hubdoc

2020-02-18

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Doug Hupp

Hubdoc has changed the way we store paperwork!

2017-10-05

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Valerie Martineau

good add on to quickbooks

2020-02-11

Satisfactory. I think they should expand the number of companies they can pull docs from.

Pros

I like the fact that hubdoc integrates with quickbooks.

Cons

So if they are not big companies, you can't get automatic downloads of your bills

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris McGregor

Simple Inexpensive OCR Solution for Document Intake

2020-04-11

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

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rachel Fitzpatrick

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

2017-11-22

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

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Alexander Novitskiy

Very useful software for bookkeeping.

2018-04-22

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Consumer Goods company, 11-50 employees)

Great tool for sharing information with outside accountants

2018-03-24

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

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

2018-03-20

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff Henkel

Making my life easier

2018-02-13

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Travis Krantz

Perfect for getting all your receipts online

2020-09-22

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

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alexandra Bono

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

2018-03-07

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Johnny Northcutt

Xero took over, and the software died

2020-07-17

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Samantha Remillard

Hubdoc for organization on the go

2019-02-25

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

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kyle Sangret

Game Changing

2018-03-15

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Owner (Accounting company, myself only employees)
Verified Reviewer

A great addition to automated accounting workflow

2017-12-21

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Joseph Omollo

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

2018-05-11

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, 501-1000 employees)

excellent

2017-11-21

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Aislinn Kenyon

Entreflow Consulting Group's use of Hubdoc

2019-04-19

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Relatively simple to use, having slight difficulty separating mine and my clients' accounts

2018-06-26

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Joel Ragar

Works as it should and saves us lots of time.

2018-01-08

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Travis Earls

How can this be rated so high by so many when connections always break?

2019-04-26

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Brett Goodlin

Verified Reviewer

Hubdoc is part of my software suite

2017-12-21

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Kevin McCoy

Good app, execution could improve however

2018-04-27

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

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Lombana

Hubdoc is an amazing resource!

2019-11-19

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephan Bell

Great for Storing Financial Docs!

2019-08-30

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more