Hubdoc

Hubdoc

by Hubdoc

Who Uses Hubdoc?

Document management solution which helps businesses of all sizes extract information from invoices, data categorization and more.

What Is Hubdoc?

Financial data aggregator that extracts information from invoices, receipts, and email and stores it in a centralized hub.

Hubdoc Details

Hubdoc

http://hubdoc.com

Hubdoc Pricing Overview

Hubdoc does not have a free version but does offer a free trial. Hubdoc paid version starts at US$20,00/month.

Starting Price

US$20,00/month

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Not Offered

Support

Business Hours

Online

Hubdoc Features

Bookkeeping Software
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Bookkeeping Services Integration
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll Management
Revenue Recognition
Spend Management
Tax Management
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
"What If" Scenarios
Access Controls/Permissions
Audit Trail
Balance Sheet
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Data Import/Export
General Ledger
Multi-Company
Profit/Loss Statement

Hubdoc Reviews

Showing 5 of 50 reviews

Overall
4,4/5
Ease of Use
4,2/5
Customer Service
4,1/5
Features
4,1/5
Value for Money
4,3/5
Aislinn K.
Marketing Assistant
Management Consulting, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/04/19

"Entreflow Consulting Group's use of Hubdoc"

Comments: 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 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.
With the phone app they can take pictures of receipts on the fly while they're out and about and they don't have to actually categorize those expenses through the app they just to take a picture and they're done. So we're able to get all of the documentation that we're required to close their books super easily.
Another stand-out feature for this app is the OCR technology; so it'll read what's on the image or the attachment that’s sent to Hubdoc, and the data that's on there, and try to categorize it as best it can. We're still involved in verifying and pushing the data. You can set up some automation in there but for the most part it reads the data quite well and it saves data entry time. So what happens with Hubdoc is once the transaction or the document comes in, the OCR is there to read the transaction level of data, you can then push the transaction over to Quickbooks Online or Xer

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.

  • Reviewer Source 
  • Reviewed on 2019/04/19
Ariel P.
Accountant
Accounting, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    3/5
  • Customer Support
    4/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2020/02/18

"Hubdoc"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2020/02/18
Julie S.
Accountant
Entertainment, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    1/5
  • Ease of Use
    3/5
  • Features & Functionality
    1/5
  • Customer Support
    5/5
  • Value for Money
    2/5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 2019/07/28

"Broken for Quebec users"

Comments: Quebec users please stay away. It's a frustrating app that thinks it's better than your own judgement to calculate the sale taxes!

Pros: The app is easy to use. You can start using it right away with few lessons.

Cons: The sale taxes feature is broken for Quebec users. The half-tax rule for meals and entertainment simply does NOT work. It's so frustration because at the end you need to download the invoice and do it yourself because the app won't allow to push your invoice if it thinks the sale taxes don't match. This is highly frustrating because in the end you are better to not use the software.

  • Reviewer Source 
  • Reviewed on 2019/07/28
Chris M.
General Manager - Operations
Construction, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2020/04/11

"Simple Inexpensive OCR Solution for Document Intake"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2020/04/11
Brett G.
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 2017/12/21

"Hubdoc is part of my software suite"

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 time of purchase, or forward the digital receipt to their specific email address. 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. No longer do you have to go to each of the client's bank's websites and manually download the statements for reconciliation. Hubdoc will grab them for you.

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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 2017/12/21