Who Uses This Software?

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

Average Ratings

47 reviews
  • Overall 4.4 / 5
  • Ease of Use 4.2 / 5
  • Customer Service 4.1 / 5
  • Features 4 / 5
  • Value for Money 4.3 / 5

Product Details

  • 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

Vendor Details

  • Hubdoc
  • http://hubdoc.com

About Hubdoc

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

Hubdoc Features

  • 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
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement

Hubdoc Most Helpful Reviews

Entreflow Consulting Group's use of Hubdoc

Reviewed on 2019/04/19
Aislinn K.
Marketing Assistant
Management Consulting, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Hubdoc is part of my software suite

Reviewed on 2017/12/21
Brett G.
Used the Software for: 1+ year
Reviewer Source 
Source: GetApp
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Recently purchased by Xero

Reviewed on 2019/12/10
Denise W.
CPA
Accounting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Mostly positive. It is pricey but now included in the monthly cost of Xero

Pros: Fetching of popular bank statements and accounts is great - saves much time. The auto organization is also good if a bit confusing for new users

Cons: Xero just purchased this company which makes me leery of using it as a QBO user. I am considering moving to Xero now...

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

Reviewed on 2018/03/07
Alexandra B.
Owner
Restaurants, 13-50 Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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. 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.

Cons: 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.

Game Changing

Reviewed on 2018/03/15
Kyle S.
Partner
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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. 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.

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.

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