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hubdoc reviews

Overall, Hubdoc is an excellent solution for businesses looking to streamline their financial document management processes. Its time-saving and error-reducing features make it a valuable asset to any finance team. However, it is important to keep in mind the limited storage capacity and customization options when considering this software. With copies placed in fully customizable folder structures, documents can then be archived and viewed anywhere and across multiple devices via app or browser.

Hubdoc links to my Xero account (which is connected to my business bank accounts) and then it automatically reconciled into suggested categories. Document management solution designed for businesses of all sizes that helps extract information from bills, categorize data, snap & send papers, collaborate with bookkeepers, and more. Sometimes the auto fetch connections go down, but the support team fixes the issue as fast as possible.

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The software only allows for a certain amount of document storage before additional fees are required. This can be problematic for companies with high document volumes.Another con is the limited customization options. While Hubdoc’s interface is user-friendly and easy to navigate, there are limited options for customizing document management workflows, which may not meet the needs of all companies. Once you have an account you will be assigned an email address that can be used to email your documents. The email address ends in but you can choose the first part of the email address.

  • Hubdoc is a great all-in-one expense tracking/ document collecting software solution.
  • Hubdoc uses advanced optical character recognition (OCR) technology to extract the necessary data from documents, which has greatly reduced the need for manual data entry and the potential for errors.
  • Capterra directories list all vendors—not just those that pay us—so that you can make the best-informed purchase decision possible.
  • Once you have an account you will be assigned an email address that can be used to email your documents.
  • (Over a year ago.) Within six months of using the product all auto fetch connections started to break causing us to have to continually re-enter credentials.

If you’re a small business or accounting firm, use this software to save time from downloading invoices and statements to finishing your bookkeeping. We’ve experienced some client hesitancy to use Hubdoc. I did not expect this – even the client who continues to mail in his bank statements and payroll records refuses to use this product. I have to contact them to send reminders to those who haven’t accepted the invite. Some glitches may occasionally arise like the auto fetch connections may sometimes go down.

Easy to use software , goes really well with Xero

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. It stopped downloading documents from banks and other service providers. I was disappointed that the program does not allow us to setup suppliers on the fly that are in a currency other than our native one (other than the one setup as the «main» one in QBO).

hubdoc reviews

Constantly logs me out – now authentication fails. It’s useless.Not overly enamoured with Xero – but this piece of crap makes it all the simpler to try and get rid. As it is owned by the same company – I can see why.Please don’t waste your time or efforts on what is a floored accounting «package». As for Xero – that needs some serious investment in all the little flaws – but they continue to spend on ads first to keep attracting new users to replace those that are not happy with their service. Now, whenever I use my business credit card, I simply take a photo of the receipt in the Hubdoc app, or save a copy in my camera roll to upload later. I love that I can access HubDoc wherever there is an internet connection and go through my invoices.

Simple Inexpensive OCR Solution for Document Intake

The «automated» extraction of invoices literally only exists for a handful (maybe 12?) organisations. Sometimes the pictures of receipts can’t be found and I have to re upload them. 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.

hubdoc reviews

I would also appreciate SAML based SSO in the future. 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.