Hubdoc Erfahrungen

Ease of sending invoices / receipts via multiple options.
Fetching of bank and supplier statements.
Fetches bank statements in .csv which is great for manual importing into Xero Ledger.
Fast and helpful tech support.

Usually needs some user input to push transactions to Xero correctly.

Great tool-- from what I know, this is the only provider that does what Hubdoc does. I love all the features and tools available that are offered.

My main problem with Hubdoc is that the banks and credit cards that our client's use (we have over 50 clients) are not all compatible with Hubdoc. OR the feed will break continuously. We will usually need to contact our client to re-enter their credentials to get the feed back up and running (which seems to happen frequently) OR we have to work around the error if the bank isn't syncing at all.

The app is easy to use. You can start using it right away with few lessons.

The sale taxes feature is broken for Quebec users. The half-tax rule for meals and entertainment simply does NOT work. It's so frustration because at the end you need to download the invoice and do it yourself because the app won't allow to push your invoice if it thinks the sale taxes don't match. This is highly frustrating because in the end you are better to not use the software.

Hubdoc, for me, functions best as an addon to Xero (or QBO) and Bill.com. I have bills forwarded from an email address into Hubdoc where I can code and push to the accounting software and bill.com. The biggest benefit is that the software automatically codes and stores invoices, based on rules or prior invoices. A simple sync pushes the bill to Xero with correct coding, along with a PDF. It also pushes to Bill.com to easily be paid. For the money, it is absolutely worth using.

There are a couple of minor issues that are not even worth mentioning here. Please note that I don't use the software to directly link with websites, since the selection is fairly limited. I push all documents to Hubdoc for processing.

E transfers and cheque images information for bank accounts to make bank reconciliation easier
Paypal statements and transaction for keeping track of payments and transfers
Powerful search function

Feed breaks down too frequently
Data recognition is not too strong in the publishing tool as manual entry still required
Too many failed files/images

I like the automatic document fetch and the ability to sync to our document storage platform. I like that I can store all of my client accesses under one username.

Aesthetically I don't love the website. The document portion of the site is too small - you should be able to increase the size without opening the doc in a new tab. Also the add account button should maybe be labeled "manage accounts" as it is the place to do much more than add accounts.

Hubdoc is a great tool to fetch your bank and credit card statements. It will also fetch any bill that you have online access to like telephone and utilities. This saves me time as I no longer have to chase clients for data.
Clients also take a picture of their receipts so they are processed in right away and vendors email directly to Hubdoc email. All receipts and bills are processed, posted and attached to Quickbooks Online transaction

The rotate button doesn't always work and I would like to be able to use the item option on the main screen instead of clicking on multiple

- Syncs well with Xero
- Provided FOC with Xero
- Easy way for us to provide information to our bookkeeper/accountant
- Can just take a photo and send the attachment to a Hubdoc email address and the document will be captured in the system

Once in a while, data is read incorrectly. But this is very easy to fix and not a big issue

The fetch technology is world class. This is a great product that I recommend to accountants and bookkeepers.

To be honest, I don't have any negative feedback or dislikes at the present time.

I love the ease of use and time that it saves me in entering receipts, bills and invoices.

I noticed when I downloaded a receipt and saved it into files on my computer the system would reload to a page and I wouldn't be able to figure out how to get back to the the regular menu without having to log out and back in.

Hubdoc is simple to use and allows me to remain organized, efficient, and quickly utilize and procur any document I may need thanks to it's efficient layout.

I enjoy hubdoc and think it's vital for the finance industry.

We originally set up this service to manage our financial documents linked to Quickbooks. Its a great system that will go and fetch your documents and bills from different companies.

Now that 2 step authentication is a trend, they have not overcome that issue. With 2 step, the documents cannot be fetched defeating the purpose of the software.

This software allows our our accounting department to remain organized and to pull up a receipt that is stored in Hubdoc with ease.

We did not find any cons to this program.

Simple price, unlimited documents, automatic fetch documents and statements from banks and other service providers.

Android application some times not working - you think you send document photo to HubDoc, but not... Hand written bills/invoices (and not only) not recognize very often. You need to control it every time.

The receipt capture capabilities and the quick link between the mobile app and online platform is flawless. The feature is quick and you can capture, rename, and file within seconds. Data entry becomes a breeze.

More smart technology to read receipt information in the future would be great.

I love being to send receipts to Quickbooks and having the expense already recorded there by the time I work through the bank feed. Clients can send receipts to Hubdoc instead of filling up my emil.

I don't like the price, it is only worthwhile if you have a decent paying client and they actually utilize it. I also wish they would allow you to send deposit type transactions to Quickbooks. The bank statement fetching doesn't always work either.

This software makes the regular duties of ongoing bookkeeping for clients much easier. Once it's all set up and the client connects their accounts... bam! No more constant asking for necessary documents to complete my scope of work. I save myself time and I can do more. The software automatically organizes data by folder. I also don't need to worry about login data from my clients, so no concern about protecting their logins. The customer support team is quick to respond and follow up.

Some companies that the software automatic fetches statements or other documents have ran into problems and stopped working.

I love that you can scan or take a picture of a receipt and it will sync with accounting software to create a transaction with the backup attached.

I wish it was automated so I don't have to log in and process the receipt. It should be able to pull the information directly from the document and "push" it to the accounting software without intervention.

Hubdoc makes saving all of our paperwork in one spot a walk in the park. It’s so easy to go back and look for old receipts by supplier.

I find zooming in and out on a receipt not intuitive at all.

It collects from SO many banks. And the sorting feature is nice when banks have a lot of checks or paypal transactions.

Some banks aren't supported. This is still hindering some clients from experiencing it as a whole. Would like to see more.

Ease of use, admin rights, support and guides

Sometimes goes down and hard to get info on when it will be back online