Hubdoc

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.

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

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

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

Scans invoice number, amounts.

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.

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.

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.

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.

Many options for connecting to other apps.

Download statements and invoices direct from banks , utilities, and other companies.

Easy app for uploading receipts from your smartphone or tablet.

Manage clients accounts and users.

Ability to upliad or merge multiple pages into one transaction.

Keep email with uploaded document. And the ability to separate documents if unloaded together.

Better alerts for tabs, ready to review tab and failed alert tab.

Add a reporting system. The ability to generate reports.

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.

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.

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

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.

Retrieve bills and sync them to other systems such as Bill.com or Xero

Retrieve client statements from banks/credit card companies

Their CPA hub is basically non-existent

The lack of a CPA platform makes it annoying and counter-intuitive to manage multiple clients

There is no ability to manage permissions

Pulls bank statements

Pulls check and deposit images. This is an incredibly helpful function when you don't have a view only access to the client's bank account.

Takes scanned receipts and imports them to QuickBooks. This is a great feature to "audit proof the books."

Limited phone tech support.

Connection issues to the bank with connections breaking