Hubdoc

Hubdoc

About TrustRadius Scoring
Score 8.4 out of 100
Hubdoc

Overview

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 …
Continue reading

Hubdoc works great!

7 out of 10
August 07, 2018
Hubdoc is used to manage and record credit card receipts for our whole organization. It helps solve the problem of employees not keeping, …
Continue reading

Hubdoc Pros from a Hubdoc Pro

8 out of 10
February 15, 2018
We became familiar with Hubdoc because it offers a lifetime free trial account for QuickBooks Online ProAdvisors. Some time back we …
Continue reading

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Hubdoc, and make your voice heard!

Pricing

View all 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

Features Scorecard

No scorecards have been submitted for this product yet..

Product Details

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.).

Hubdoc Video

Welcome to Hubdoc

Hubdoc Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

Comparisons

View all alternatives

Frequently Asked Questions

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.).

What is Hubdoc's best feature?

Reviewers rate Support Rating highest, with a score of 4.2.

Who uses Hubdoc?

The most common users of Hubdoc are from Small Businesses (1-50 employees) and the Accounting industry.

Reviews and Ratings

 (37)

Ratings

Reviews

(1-12 of 12)
Companies can't remove reviews or game the system. Here's why
December 29, 2021

Okay

Score 7 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Nicola (Nicki) Morris | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • 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
Ian Hansen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • 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
Alvin Landicho | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • 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.
November 20, 2019

Hubdoc Rocks!

Andrew Newman CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Paula Bledsoe | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • 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.
August 07, 2018

Hubdoc works great!

Luis F. Garcia | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • 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
Score 10 out of 10
Vetted Review
Reseller
Review Source
  • 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.
Jason Ackerman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • 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
Score 9 out of 10
Vetted Review
Reseller
Review Source
  • 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