Hubdoc Reviews and Ratings

Rating: 8.9 out of 10

Score

8.9 out of 10

Community insights

TrustRadius Insights for Hubdoc are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

AI Simplifies Invoicing Process: Users have appreciated how the AI in the software simplifies handling recurring invoices, making the process much easier for them. This feature has saved users valuable time and effort by automating repetitive tasks efficiently.

Efficient Integration with Various Platforms: Customers find it convenient that the software seamlessly integrates with platforms like QBO and bill.com, streamlining their invoice processing workflow. The seamless integration has improved overall efficiency and reduced manual errors in data entry.

Reliable Performance Without Downtime: Users consistently praise the software's reliability, mentioning that it functions flawlessly without any downtime or issues. This high level of reliability has instilled trust among users, allowing them to depend on the software for their invoicing needs confidently.

Reviews

14 Reviews

Love Hubdoc for my small business

Rating: 10 out of 10

Incentivized

October 3, 2024

Use Cases and Deployment Scope

After years of using desktop bookkeeping software and having to drive my hard copy files to my bookkeeper each month I was looking for ways to go digital and save myself time, money and headache. My bookkeeper told me about Hubdoc as we made the switch to an online system and it was a no brainer to set it up. I love that I can snap a photo of a receipt and upload from my phone when I purchase something so it's off my plate right away. I am a huge fan of a recent feature that allows me to snap multiple pictures for multipage or bigger documents so that my bookkeeper sees the full picture together vs pieces. It's also super easy to upload anything digital form my computer as it comes in. Hubdoc is affordable, easy to use and makes my life as a small business owner less stressful. It's one of the best subscriptions I have invested in and I would highly recommend it for any small business owner who wants to make their operations easier.

Pros

Phone app is very easy to use
It's cost-effective
Makes working with a bookkeeper even easier

Cons

It logs out too soon on my phone now vs longer sign in before

Likelihood to Recommend

When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt. This is very handy for me. Hubdoc also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time. I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn't use it for personal stuff as I don't track personal that strictly.

Christie Wengranowski

President | CEO in Customer Service at Flying Horse Design Studio (1-10 employees)

Vetted Review

5 years of experience

View profile

Hubdoc great receipt/bill tool

Rating: 10 out of 10

Incentivized

May 2, 2024

Use Cases and Deployment Scope

We use Hubdoc for our clients. They will send receipts and invoices into Hubdoc and we then post those to QBO.

This allows us to have the invoice/receipt attached to the transaction in QBO which helps during Tax/Audit time in locating backup.

Hubdoc also allows us to process transactions quickly with its AI and we no longer have to add the bill in QBO and manually attach the backup

Pros

its AI makes processing recurring invoices much easier
attaches to not only QBO but bill.com etc
Faster to process invoices/receipts in Hubdoc than manually doing in QBO
The search to find vendors etc in Hubdoc is easy

Cons

We cannot process deposits from Hubdoc
I wish it set up folders for individual vendors and automatically filed the bills in them
you have to watch the information it automatically prefills as it sometimes reads dates/amounts from wrong areas

Likelihood to Recommend

It is well suited for clients who are on the road and they can send their receipts in for purchases from their phones. This has enabled us to get receipts prior to being lost or damaged so it makes the matching process in QBO much easier for us.

Clients like to scan multiple pages at one time and vendors invoices/bills. This is less suitable as they need to do individual scans since Hubdoc cannot separate them out.

Verified User

Director in Finance and Accounting (1-10 employees)

Vetted Review

4 years of experience

Okay

Rating: 7 out of 10

Incentivized

December 29, 2021

Use Cases and Deployment Scope

We use Hubdoc for all expense tracking. Miles better than keeping paper receipts and easy to use tags.

Good for recurring invoices and bills.

Nice that you can publish right to QBO (we use QBO for all accounting).

Pros

Tags
Recurring bill tracking
Cloud receipt storage

Cons

Can't select more than one receipt at once
doesn't auto-pull info from receipts unless they're super clear PDFs
Doesn't auto-populate the payment account code for QBO even if you've already tagged the receipt with a tag bearing the same name as the payment account code
When typing a new supplier name, you can type the new name, then select "+ new supplier" in the dropdown, and then you have to type the new name all over again.
Would be MASSIVELY HUGE if instead of creating 2 new line items for a receipt that includes sales tax (literally every receipt) you could just click a "includes sales tax" button before publishing to QBO. Would save ~60% of my time on Hubdoc.

Likelihood to Recommend

If you're the one using hubdoc daily for a company with a high volume of receipts, sorry. You very quickly find the holes in their UX/UI. Integration of some AI with their software that recognizes frequent moves or sequences within an enterprise's hubdoc account would take these guys to the next level. But it is extremely tedious in my opinion. I would recommend this only for companies where a massive chunk of expense are recurring or from the same set of vendors. If you're all over the place then this doesn't save a ton of time in my experience.

Verified User

Manager in Finance and Accounting (11-50 employees)

Vetted Review

1 year of experience

Very Helpful For Our Organization

Rating: 8 out of 10

Incentivized

April 27, 2021

Use Cases and Deployment Scope

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.

Pros

OCR automatically converts receipt images and invoices
Tie-in with accounting system works well
Customization of account assignments is flexible

Cons

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

Likelihood to Recommend

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.

Ian Hansen

Client Success Manager in Information Technology at Philantech3 (1-10 employees)

Vetted Review

2 years of experience

View profile

Great idea, poorly executed, cost our business much time and still not working.

Rating: 1 out of 10

Incentivized

June 18, 2020

Use Cases and Deployment Scope

Used to process receipts and invoices for expenses and purchases.

Pros

Scans invoice number, amounts.

Cons

Performance issues because of Xero integration.
Site crashes before invoices are configured and published to Xero.
Cost us time trying to set up, no response from Hubdoc when reporting issues.

Likelihood to Recommend

We can see value if it was quick to load Xero data, allow edits when configuring, then publishing. Unfortunately it's not worked yet.

Verified User

Manager (11-50 employees)

Vetted Review

1 year of experience

Streamlined bookkeeping and direct supplier feeds: living the paperless dream

Rating: 7 out of 10

Incentivized

March 6, 2020

Use Cases and Deployment Scope

We use Hubdoc with one of our larger accounting clients who use it as part of the software stack in the bookkeeping department. It's primarily used for automated feeds from suppliers including bank statements and other scanned in invoices to then be automatically filed by vendor which then archived in their preferred document management platform - ShareFile.

Pros

Extracts data from documents both from a feed and a scan really quick.
Availability of automated feeds directly from the supplier.
Integration with accounting software e.g. Xero (now owned by them) and QBO.
Ability to auto-archive to many different cloud storage locations such as Google Drive and ShareFile.

Cons

Ability to distinguish line details in an invoice.
Smarter AI/Machine Learning to improve process and remove manual processing.

Likelihood to Recommend

For those that use Xero and would like to digitise their invoices, along with direct supplier feeds, very fast data extraction and auto-archiving it can really streamline your bookkeeping function in any business. We also integrated their scanner functionality into a custom mobile app that fed straight into the Hubdoc system with document notes via metadata tags.

Alvin Landicho

Cloud Integration Consultant in Information Technology at Axle Cloud (1-10 employees)

Vetted Review

2 years of experience

View profile

Hubdoc Rocks!

Rating: 9 out of 10

Incentivized

November 20, 2019

Use Cases and Deployment Scope

We use Hubdoc for ourselves and our clients because it is an easy way to capture important third party documentation (invoices/bills/statements). We use it for all collectible documents for all clients. It gives us an easy way to capture relevant documents for transactions. The documents are organized in Hubdoc and the transactions are in Quickbooks online.

Pros

Great OCR capability. Very good at reading and remembering which vendors are associated with which accounts.
Well organized portal, easy to use and very accessible.
Simple, efficient, cost-effective
Great associated phone app.

Cons

Although it is great that they can automatically get bank statements and transactions once linked, these links have been very unreliable historically.
Figuring out how to set up the automatic feed is cumbersome. You can land up being inundated with useless transaction data.
you have to upload each document separately. The program cannot differentiate/split PDFs.

Likelihood to Recommend

Hubdoc is great for all your clients. It provides your business with a very easy way to capture important documents and link them to the related transactions. That said, it is a change in process and for some clients, this can be very challenging. It is only as good as the data input and the client/accountant's dedication to the process.

Andrew Newman CPA

Owner in Finance and Accounting at Newman Associates (1-10 employees)

Vetted Review

3 years of experience

View profile

Hubdoc works great!

Rating: 7 out of 10

Incentivized

August 7, 2018

Use Cases and Deployment Scope

Hubdoc is used to manage and record credit card receipts for our whole organization. It helps solve the problem of employees not keeping, or turning in, receipts.

Pros

Hubdoc interfaces with Quickbooks Online very well.
It has a well developed interface and is very intuitive to use.
Its ability to automate some parts of the organization of receipts is helpful.

Cons

I would love to be able to have separate accounts for each user that can be accessed by a single accountant, or that load receipts into a single accountant portal. There is some risk of corruption with all users having access to all other users' receipts.

Likelihood to Recommend

It is excellent for small businesses, especially for those with a single business card or user. It is workable for larger businesses with multiple users, but not optimal because of the inability to have multiple accounts for a single business.

Luis F. Garcia

Business & Operations Manager in Finance and Accounting at Pacifica Christian High School – Orange County (51-200 employees)

Vetted Review

1 year of experience

View profile

Hubdoc - huge time-saver!

Rating: 8 out of 10

Incentivized

February 15, 2018

Use Cases and Deployment Scope

Hubdoc is used across our organization and it is great as we are able to keep an 'electronic' file of all of our bills and invoices - no need for paper copies and paper filing anymore!

Pros

Fetches all bills and invoices - we do not have to go to separate emails or get these by mail any longer
Uptime - it is ALWAYS functional - never had any issues
It is easy to use - very intuitive

Cons

We have one credit card bill that Hubdoc is not able to retrieve - not sure if the issue is on the end of the bank or Hubdoc

Likelihood to Recommend

Any type of business where there are bills to retrieve or other types of documents to retrieve and file

Nicola (Nicki) Morris

President | Business Consultant | Certified Coach in Corporate at The Neoteric Group (1-10 employees)

Vetted Review

3 years of experience

View profile

Hubdoc Pros from a Hubdoc Pro

Rating: 8 out of 10

Incentivized

February 15, 2018

Use Cases and Deployment Scope

We became familiar with Hubdoc because it offers a lifetime free trial account for QuickBooks Online ProAdvisors. Some time back we registered for an account (why not, it's free, right?) and I did the certification course they offer. I held off for a while because I did not have a real need for it at the time. However, I picked it up again and thought I would play around with it. I was very satisfied with the performance overall and plan to implement it through our entire firm. Further, we plan to offer it as part of a package we offer to clients to help them go paperless.

Hubdoc does three main things. It renames and saves documents that you scan and upload (or email to the custom email address they provide) into folders based on the vendor name, bill date, and amount. It can also take the information from those documents and post it to several different accounting packages. Finally, it can save the documents to several cloud storage services.

Pros

Filing documents by vendor
Syncing with cloud accounting and storage services
Accuracy of character recognition

Cons

Cannot understand all documents
Does not provide option to sync files directly to local computer
Pricing may be a little bit high

Likelihood to Recommend

I would recommend Hubdoc in almost any situation, except where Ledger Docs, Neat, or one of the other options out there made more sense with their workflow or with regard to pricing. Also, if most of the documents that are being scanned are handwritten invoices, or similar documents that a computer may have a hard time determining the structure or making out the text body, Hubdoc will likely not handle it well.

Verified User

Professional in Finance and Accounting (1-10 employees)

Vetted Review

1 year of experience

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Reviews and Ratings

Hubdoc Pros from a Hubdoc Pro

Rating: 8 out of 10

Incentivized

February 15, 2018

Use Cases and Deployment Scope

Pros

Filing documents by vendor
Syncing with cloud accounting and storage services
Accuracy of character recognition

Cons

Cannot understand all documents
Does not provide option to sync files directly to local computer
Pricing may be a little bit high

Likelihood to Recommend

Verified User

Professional in Finance and Accounting (1-10 employees)

Vetted Review

1 year of experience