Hubdoc

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.