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We use Hubdoc for all expense tracking. Miles better than keeping paper receipts and easy to use tags.
Good for recurring invoices and …
Good for recurring invoices and …
Starting at $12 per month
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What is Hubdoc?
Hubdoc, a Xero company since the 2018 acquisition, is a bill management software solution, allowing users to capture and sync bills, receipts, bank statements and related documents to the user's preferred accounting software (e.g. Quickbooks, Xero, etc.).
Recent Reviews
Pricing
Starting Price
$12.00
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Hubdoc Demo
YouTube
Product Details
- About
- Tech Details
- FAQs
What is Hubdoc?
Hubdoc Video
Welcome to Hubdoc
Hubdoc Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
Hubdoc, a Xero company since the 2018 acquisition, is a bill management software solution, allowing users to capture and sync bills, receipts, bank statements and related documents to the user's preferred accounting software (e.g. Quickbooks, Xero, etc.).
Reviewers rate Support Rating highest, with a score of 3.
The most common users of Hubdoc are from Small Businesses (1-50 employees).
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(38)Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
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.
- 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.
- Ability to distinguish line details in an invoice.
- Smarter AI/Machine Learning to improve process and remove manual processing.
- Streamlined operations.
Receipt Bank essentially does the same thing as Hubdoc but while we were evaluating both products we found Receipt Banks data extraction a lot slower (sometimes 24-48hrs) compared to Hubdoc which was in minutes. Also, Hubdoc had a large library of direct feeds which was a plus for clients who used the supported suppliers.
February 15, 2018
Hubdoc Pros from a Hubdoc Pro
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.
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.
- Filing documents by vendor
- Syncing with cloud accounting and storage services
- Accuracy of character recognition
- Cannot understand all documents
- Does not provide option to sync files directly to local computer
- Pricing may be a little bit high
- I don't have actual hard figures but I know it will save a lot of time for us. We can save an incredible amount of time letting Hubdoc do the tedious renaming and filing.
- By syncing with cloud storage like Google Drive or Dropbox, Hubdoc provides an extremely valuable service of information security by backing up our data.
- Hubdoc allows us to let an intern or newer employee be more productive because all they have to do is make sure that the scans are good quality and then upload the files to Hubdoc (which has a very easy to use interface). Any files that need special attention can then be addressed by a more senior member of our staff.
I don't have hands-on experience with any of the other software I mentioned. I have done a good deal of research with them, but did not find any particularly compelling reasons why they were better. The real reason I selected Hubdoc was because they offered a free, no-strings-attached lifetime account for QuickBooks ProAdvisors. Had they not offered that, I would not have tried it or been writing this review. Great job on the partner program, Hubdoc!
January 30, 2018
Hubdoc is an Accountant's best friend!
I have added all of my staff as users in Hubdoc. We love the auto-fetching of bank statements and some vendor bills. In addition to fetching the bank statements, it also fetches front and back images of checks written and deposits made (with most banks). Once we get a client set up with Hubdoc's auto-fetching, we don't have to pester our client for access to their bank account or to ask for bank statements or checkbook registers.
- Hubdoc is an accountant's best friend! Move over Fido!
- Saves hours of time, by not having to log into a bank and download PDFs one month at a time. The first time Hubdoc is connected with a bank, it will auto-fetch all available historical documents allowed by the particular bank. In some cases, it will fetch 36 months of historical documents. Going forward, it will auto-fetch documents as they become available. You hardly have to lift a finger.
- Hubdoc does a great job of organizing documents by account and by vendor. It is so easy for bookkeepers and accountants to reconcile bank statements. You can jump from one statement to another with one click. You can truely remain 100% paperless and never have to print unless you need to tick and tie or highlight.
- The Hubdoc mobile app is fantastic for capturing photos of receipts. They upload to Hubdoc in seconds!
- Hubdoc also does OCR. Within one day, invoices and receipts will have vendor name, date, amount populated in the coding fields.
- I love being able to sync to various accounting software (QuickBooks, Zero, Freshbooks, Intacct) and to a permanent document management system (Dropbox, Google Drive, Box, SmartVault, ShareFile)
- I love how credit card and checks can be sync'ed directly to the accounting software and the image of the receipt is attached to the transaction in the accounting software.
- I do wish that the OCR process was quicker. It would be nice if the transaction was ready for review in 20 - 30 minutes or less.
- It seems like it does not sync corrections to QuickBooks Online (QBO) made after the initial sync. I may be wrong, but that has been my experience.
- Hubdoc's sync with Amazon was having issues. It started fetching invoices on in one of my Hubdoc companies, so I know it does work. But I tried to add Amazon to another Hubdoc company and Amazon was not even one of the list of vendors available for connection.
- Hubdoc's pricing is good, but flat at $20 per company. For clients that only have one checking account and one credit card, $240 per year is too much. They need to have a $5 per month version like QBO Self-Employed that is an low volume entry point. For larger companies with many accounts, Hubdoc at $20/mth is fantastic.
- Saves hours of time! Well worth the investment if there are a lot of accounts, vendors, receipts, etc.
I had been using Bill.com for paying bills, for storing invoices and receipts, and for recording credit card payments. We did this to digitize all receipts for a business and get the accounting done at the same time. But Bill.com has a number of quirks, including a long sync time and not being able to handle returns/credits on a credit card. It was also hard looking at a general ledger when everything was a Bill.com clearing journal entry (no vendors names).
Enter Hubdoc about a year ago for me. Shazam! I can code receipts and bills as expenses synced directly to QBO with the image attached. Syncs in seconds. I still use Bill.com for invoices that need to be paid with management approval. But for credit cards, Hubdoc is the answer. Hubdoc does sync with Bill.com for invoice that need to be paid.