Hubdoc Reviews from Verified Users

We are a premium Canadian bookkeeping firm based in Vancouver. We specialize in cloud based systems and great communication. However, while Dext is frequently touted as superior to Hubdoc, Hubdoc does offer all the key functionality that a small business needs from its OCR software, so for those on a budget it’s a great option.

Additional features

With 2 step, the documents cannot Law Firm Accounts Receivable Management be fetched defeating the purpose of the software. 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. Amazing concept, documents in one place makes reconciliations and audits a breeze.

• Has the capability to be fed into accounting software which streamlines processes.
• Receipt management for company paid cards and reimbursable employee expenses is lacking.
• You can’t copy and paste data from the PDF into the data fields.
• Clients like to scan multiple pages at one time and vendors invoices/bills.
• I wish all the banks and software were setup to use Hubdoc.
• Also the add account button should maybe be labeled “manage accounts” as it is the place to do much more than add accounts.
• They allow you to fully digitize your receipts and invoices, so you can throw away all the folders full of old receipts you had lying around.

Not a serious app or accounting platform

• Here at TEC, our experts have over 30 years experience advising clients on the software selection process.
• I like the automatic document fetch and the ability to sync to our document storage platform.
• Meanwhile, cloud storage, backup and world-class security keeps sensitive financial data safe and compliant.
• At the end of the training I knew which functions existed, but had very little idea how to make them work.
• Integration of some AI with their software that recognizes frequent moves or sequences within an enterprise’s hubdoc account would take these guys to the next level.

It allows document storage and email forwarding, as well as syncing with a bookkeeping software. HubDoc can integrate seamlessly with popular accounting, ERP, CRM, HCM apps and more via APIs. It compares favorably to competitors by offering unlimited transactions and OCR extractions, postal mail document support and advanced workflows.

Great tool for automatically pulling, scanning, and inputting simple invoices and keeping records.

One of the biggest drawbacks is the limited document storage capacity. 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.

It helps solve the problem of employees not keeping, or turning in, receipts. Miles better than keeping paper receipts and easy to use tags. Capterra is free for users because vendors pay us when they receive web traffic and sales opportunities. Capterra directories list all vendors—not just those that pay us—so that you can make the best-informed purchase decision possible. Would be great if i could upload directly from google drive or dropbox.

This is highly frustrating because in the end you are better to not use the software. I love that Hubdoc makes bookkeeping more efficient. A great time saver that accurately imports data into our accounting system.

DataSnipper

• Amazing concept, documents in one place makes reconciliations and audits a breeze.
• That said, it is a change in process and for some clients, this can be very challenging.
• 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.
• It should be able to pull the information directly from the document and “push” it to the accounting software without intervention.
• 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.
• Dext is a modern, sleek and intuitive software to use.

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. Greatest fetching tool ever for online file management. Auto fetches bank statements, check images, bookkeeping deposit images, and allows for easy email forwarding of receipts, bills, and all other paperwork that needs to go into your financials and accounting. Use a specific email address or the mobile app to upload documents.

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. Dext offers a variety of features that Hubdoc does not. For example Dext offers a matching feature, which means that Dext can detect matching bank transactions which have already been reconciled in your accounting hubdoc reviews software. Rather than creating a duplicate transaction, Dext prompts the user to match the digitized receipt with the existing transaction, improving the audit trail and preventing a transaction from being duplicated. Dext also allows you to create more advanced supplier rules, which can further speed up your purchase invoice processing.