Hubdoc Features

Hubdoc

Import, archive and export financial documents in one place

4.36/5 (44 reviews)

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Mobile apps

iOS App


10 reviews

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

Android App


39 reviews

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Hubdoc Feature Reviews

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

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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ellen Gugenberger

Makes our lives so much easier!

2018-08-15

Pros

Our bookkeeper introduced us to HubDoc to track expenditures and expenses.

Cons

We have no complaints about the software so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

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

Save administrative time chasing documents

2019-09-18

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mandy Ribout

Saves paper

2019-06-30

So far I love being able t help the environment by not printing all the time

Pros

That we can upload payment summaries without having to print stuff off

Cons

Kind of hard to find files uploaded.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Aaron Tatum

I love it! It makes everything so much easier

2017-11-21

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Krystle Ellis

Needs to update their banking compatibility

2019-02-04

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Markie Antle, CPB

Verified Reviewer

Hubdoc fast tracks my day

2018-02-02

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

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