Hubdoc Erfahrungen

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.

Fetching of popular bank statements and accounts is great - saves much time. The auto organization is also good if a bit confusing for new users

Xero just purchased this company which makes me leery of using it as a QBO user. I am considering moving to Xero now...

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.

Aside from the auto fetching, OCR, the App, the support team and the configuration capabilities, my favorite feature is the ability to integrate transaction level receipts directly into bookkeeping software like QuickBooks Online or Xero. The ability to drill into an transaction and see the physical source document (in seconds) is an absolute game changer! I also love that they are Canadian company.

Sometimes the auto fetch connections go down, but the support team fixes the issue as fast as possible. I would also appreciate SAML based SSO in the future.

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, 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.

You can find all of your documents sent to Hubdoc

Where to start? Hubdoc used to be a very good problem. Since Xero.com purchased Hubdoc it has gone downhill.

1. I spend more time connecting to my vendors
2. Customer support is just as bad as Xero support
3. Publishing to your accounting software doesn't work
4. You waste more time just trying to use Hubdoc as design
5. It's been six months and they still have not fixed issues with the 15 tickets open

The auto-pull of statements, invoices, and receipts is nice, but the better features are the automatic scanning of simple (and I stress simple) invoices when they are pulled or emailed to your Hubdoc email address. These can then automatically be fed into your accounting software, which makes AP really easy.

The learning curve is a little higher than other programs. The training at the outset of using the program (the Hubdoc University, or their variant of this type of tool) was too basic. At the end of the training I knew which functions existed, but had very little idea how to make them work. Expect to spend a few weeks really getting to know the program, but once you get it down it is extremely useful.

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

This has provided me with a nice platform where i can set up all my clients and easily pull their statements and documents at my convenience whenever need arises.

Some glitches may occasionally arise like the auto fetch connections may sometimes go down. Thanks to the support team that always come in handy to fix any such issues.

Very simple interface - one screen to get all your work done. It processes documents quite fast and does the job well.

Mobile app is limited with some of the features, not all of the web-based features translate across to the mobile app.

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

Software used to be very good, when they had the ability to fetch document from various financial institutions, since they have lost it, would not recommend, especially if you are in Canada

It was a good software until they lost the ability to fetch documents

I don’t have to deal with mountains of paper! Easy to use!

Sometimes the pictures of receipts can’t be found and I have to re upload them.

Hubdoc connects easily to your bank accounts and your statements upload automatically. I love that all my receipts and statements are in one place and easily accessed.

I have not had any issues with Hubdoc at all. I have been using it for 2 years and it has been wonderful

It can be integrated with Xero as well as Quickbooks online which makes it the number one OCR solution for accountants and bookkeepers. It also offers a free partner account for accountants.

Sometimes it fails to recognize the receipts and shows an error message even though the receipt is from an existing supplier.

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.

It's a simple interface but that's also it's biggest downfall because it's unintuitive.

It was slow and inconsistent. When it doesn't recognise something it doesn't tell you why, it just comes up with an icon. You can't copy and paste data from the PDF into the data fields. The integration with Xero is also pretty awful - you're expected to have a contact exist both in HubDoc and in Xero. The "automated" extraction of invoices literally only exists for a handful (maybe 12?) organisations.

It saves having to log in to multiple supplier accounts

The time spent trying to rectify communication problems, missed bills or missing attachments does not compensate for any time saved.

This has simplified my bookkeeping so much! Its so easy to just take a picture of your receipts and it syncs them with your transactions in your bookkeeping system if you have your bank account and business credit card linked with your bookkeeping software.

The application offers ease of use and helps to become more paperless. This will be more and more important in the future and the QBO integration really helps as well.

Web design is somewhat confusing to split multiple accounts, there could be some improvements on the layout to make lessconfusing.

The ease of use, I came into Abbeygate Accoutancy with no experience and learnt Hubdoc very well in a very short time.

The speed and efficiency of the software.

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.

Ability to sync multiple service provider accounts to automatically grab invoices and statements, not only banks! Get your cellphone, telephone, tv and internet, heating, gas, etc accounts setup with Hubdoc and they pull all your invoices in one convenient place. No need to log in and out to multiple accounts to grab them. It's a time saver!

Frequent sync issues with certain supplier accounts. Some of my accounts have not been able to sync for the past 4 months and I'm still waiting on support team to fix.