We implemented HubDoc for our company to automate recurring invoices from clients into the correct chart of accounts. It ended up saving a lot of time and helping to avoid mistakes that can happen when manually/arbitrarily assigning expenditures to accounts. It fit in well with our Xero accounting online package.
- OCR automatically converts receipt images and invoices
- Tie-in with accounting system works well
- Customization of account assignments is flexible
- Interface takes a bit of getting used to
- If an invoice isn't processed properly sometimes it's hard to know why
- Integration with QB on-premise did not exist
If you're looking to automate categorization of expenses and help avoid human error, this is a good option. It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own. Splitting invoices and other customizations was helpful in cases of large complicated invoices.