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Hubdoc

Score8.4 out of 10

41 Reviews and Ratings

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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.).

Categories & Use Cases

Reviews

What users are saying about Hubdoc.
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Love Hubdoc for my small business

Incentivized
Christie WengranowskiView profile
President | CEO in Customer Service at Flying Horse Design Studio (1-10 employees employees)

Use Cases and Deployment Scope

After years of using desktop bookkeeping software and having to drive my hard copy files to my bookkeeper each month I was looking for ways to go digital and save myself time, money and headache. My bookkeeper told me about Hubdoc as we made the switch to an online system and it was a no brainer to set it up. I love that I can snap a photo of a receipt and upload from my phone when I purchase something so it's off my plate right away. I am a huge fan of a recent feature that allows me to snap multiple pictures for multipage or bigger documents so that my bookkeeper sees the full picture together vs pieces. It's also super easy to upload anything digital form my computer as it comes in. Hubdoc is affordable, easy to use and makes my life as a small business owner less stressful. It's one of the best subscriptions I have invested in and I would highly recommend it for any small business owner who wants to make their operations easier.

Pros

  • Phone app is very easy to use
  • It's cost-effective
  • Makes working with a bookkeeper even easier

Cons

  • It logs out too soon on my phone now vs longer sign in before

Return on Investment

  • Hubdoc saved me 40+ minutes of driving each month
  • Hubdoc reduced my bookkeeping costs by $60/month
  • Hubdoc reduced paper waste in my office by 75%

Usability

Other Software Used

QuickBooks Online, Harvest

Hubdoc great receipt/bill tool

Incentivized
Verified User
Director in Finance and Accounting (1-10 employees employees)

Use Cases and Deployment Scope

We use Hubdoc for our clients. They will send receipts and invoices into Hubdoc and we then post those to QBO.

This allows us to have the invoice/receipt attached to the transaction in QBO which helps during Tax/Audit time in locating backup.

Hubdoc also allows us to process transactions quickly with its AI and we no longer have to add the bill in QBO and manually attach the backup

Pros

  • its AI makes processing recurring invoices much easier
  • attaches to not only QBO but bill.com etc
  • Faster to process invoices/receipts in Hubdoc than manually doing in QBO
  • The search to find vendors etc in Hubdoc is easy

Cons

  • We cannot process deposits from Hubdoc
  • I wish it set up folders for individual vendors and automatically filed the bills in them
  • you have to watch the information it automatically prefills as it sometimes reads dates/amounts from wrong areas

Return on Investment

  • We are processing much faster than expected
  • Clients are getting receipts in faster and allowing us not to stalk them to process their banking
  • It is a file for us besides attaching to the invoice we also have the history of bills/receipts in Hubdoc

Alternatives Considered

BILL

Other Software Used

QuickBooks Online, BILL, Microsoft SharePoint

Very Helpful For Our Organization

Incentivized
Ian HansenView profile
Client Success Manager in Information Technology at Philantech3 (1-10 employees employees)

Pros

  • OCR automatically converts receipt images and invoices
  • Tie-in with accounting system works well
  • Customization of account assignments is flexible

Cons

  • 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

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

AppZen and Thomson Reuters AdvanceFlow

Other Software Used

Altaro Office 365 Backup for MSPs, Altaro VM Backup, Wasabi Object Storage

Hubdoc - huge time-saver!

Incentivized
Nicola (Nicki) MorrisView profile
President | Business Consultant | Certified Coach in Corporate at The Neoteric Group (1-10 employees employees)

Pros

  • 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

Cons

  • 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

Return on Investment

  • Makes getting our documents for our income tax return very easy - positive impact on efficiency
  • Accurate and ensures compliance with government reporting requirements - we can easily retrieve documents if required

Other Software Used

Receipt Bank Practice Platform, Xero, Insightly

Streamlined bookkeeping and direct supplier feeds: living the paperless dream

Incentivized
Alvin LandichoView profile
Cloud Integration Consultant in Information Technology at Axle Cloud (1-10 employees employees)

Pros

  • 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.

Cons

  • Ability to distinguish line details in an invoice.
  • Smarter AI/Machine Learning to improve process and remove manual processing.

Return on Investment

  • Streamlined operations.

Alternatives Considered

Receipt Bank Practice Platform

Other Software Used

Xero, QuickBooks Online