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Hubdoc

Hubdoc

Overview

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.).

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Recent Reviews

Okay

7 out of 10
December 29, 2021
We use Hubdoc for all expense tracking. Miles better than keeping paper receipts and easy to use tags.
Good for recurring invoices and …
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Pricing

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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
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Product Demos

Hubdoc Demo

YouTube
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Product Details

What is Hubdoc?

Hubdoc Video

Welcome to Hubdoc

Hubdoc Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

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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Comparisons

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Reviews and Ratings

(38)

Attribute Ratings

Reviews

(1-2 of 2)
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December 29, 2021

Okay

Verified User
Manager in Finance and Accounting
Media Production Company, 11-50 employees
Score 7 out of 10
Vetted Review
Verified User
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 and Cons
  • Tags
  • Recurring bill tracking
  • Cloud receipt storage
  • 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.
Most Important Features
  • Saving receipts in cloud
  • Publish to QBO
Return on Investment
  • Saves maybe 20 mins a day on accounting
Alternatives Considered
Have only used FreshBooks otherwise, not comparable
Other Software Used
April 27, 2021

Very Helpful For Our Organization

Ian Hansen | TrustRadius Reviewer
Ian Hansen
Client Success Manager
Philantech3 (Information Technology and Services, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 and Cons
  • 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
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.
Most Important Features
  • Automation of expenses to accounts in accounting software package
  • Flexibility in assigning expenses to different "buckets" on a single invoice
  • Automatic OCR/recognition of various kinds of invoices/receipts
Return on Investment
  • This saved us a lot of time and took hours off our monthly reconciliation process
  • Our bookkeeper has been able to spend time on other things which has been great
  • The cost of Hubdoc has been well worth the investment due to time saved
Alternatives Considered
We did not get far into evaluating other solutions we were looking at because Hubdoc came highly recommended from peers, coupled with Xero and Gusto. The cost for Thompson-Reuters is high. We quickly honed in on Hubdoc due to cost and recommendation and are very glad that we did.
Other Software Used
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