Most popular features of all Collaboration apps
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Hubdoc's features:
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Pros
Our bookkeeper introduced us to HubDoc to track expenditures and expenses.
Cons
We have no complaints about the software so far.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
The customer service is not easy to reach.
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.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
So far I love being able t help the environment by not printing all the time
Pros
And the sorting feature is nice when banks have a lot of checks or paypal transactions.
Cons
Some banks aren't supported. This is still hindering some clients from experiencing it as a whole. Would like to see more.
Rating breakdown
Time used: 2+ years
Frequency of use: Monthly
Likelihood to recommend
Pros
Great tool-- from what I know, this is the only provider that does what Hubdoc does.
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Pros
It will also fetch any bill that you have online access to like telephone and utilities.
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
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
