Hubdoc Pros from a Hubdoc Pro
February 15, 2018

Hubdoc Pros from a Hubdoc Pro

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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Overall Satisfaction with Hubdoc

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.
  • 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!
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.