I love the ease of use and time that it saves me in entering receipts, bills and invoices. We implicated this solution for our document storage problem. Is easy to drop files into software or email into hubdoc.

Easy to use software , goes really well with Xero

HubDoc is an excellent solution for small businesses looking to modernize document and data workflows. With powerful automation capabilities out-of-the-box, it can lead to significant time and cost savings. We recommend evaluating if the features match your specific needs.

• When I put out a software or bank sync request, I don’t usually hear back from anyone on the Hubdoc team.
• It has been very easy to add new vendors we work with as well as setup ways for us to automate a lot of invoices we receive.
• I love the ease of use and time that it saves me in entering receipts, bills and invoices.
• When I have an issue using Hubdoc, I don’t ever hear back from the customer service team.
• The ease of use, I came into Abbeygate Accoutancy with no experience and learnt Hubdoc very well in a very short time.
• With powerful automation capabilities out-of-the-box, it can lead to significant time and cost savings.
• We use dedicated people and clever technology to safeguard our platform.

Foreign Currency transactions

Greatest fetching tool ever for online file management. Auto fetches bank statements, check images, 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. Easily files everything for you in alphabetized folders for easy reference later.

Great idea, poorly executed, cost our business much time and still not 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. Some companies that the software automatic fetches statements or other documents have ran into problems and stopped working. There are a couple of https://x.com/BooksTimeInc 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.

For Vendors

I have integrated HubDoc with Xero and having both tools synced together means that I can handle 90% of the bookkeeping for my business remotely. I also really like that invoices are stored so that I can access then later and not worry about paper copies taking up space. The text recognition is pretty accurate and HubDoc learns as it goes – saving time and minimizing errors.

Save administrative time chasing documents

This is highly frustrating because in the end you are better to not use the software. It allows document storage and email forwarding, as well as syncing with a bookkeeping software. Adding new accounts requires a dummy email address, which is strange. More complex bills need quite a lot of manual input, especially with CIS and multicurrency. I love that Hubdoc makes bookkeeping more efficient. A great time saver that accurately imports data into our accounting system.

• It’s easy to manage our accounts with this system and pull up any information when needed.
• As the title says, forget about posting anything where the VAT is even penny out.
• It helps streamline document management workflows and accounting processes by extracting key data from documents and automatically importing it into popular business platforms.
• I really like how the setup is easy and the integration with QuickBooks Online is smooth.

I really like how the setup is easy and the integration with QuickBooks Online is smooth. I really like the mobile app and that you can upload receipts on the fly. Hubdoc is very easy to use and allows categorization of documents in a well-organized manner. The ability to code receipts then publish them to QuickBooks only is especially helpful and saves https://www.bookstime.com/articles/toa-global a lot of time. I use Hubdoc to setup new clients so we can view their bank statements and check images in one place.

Good app, execution could improve however

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.

Do you work for Xero?

Being able to synchronize with Xero is awesome. I love being able to upload my business bills & hubdoc reviews receipts and have them publish to Xero tied in to the right vendors and accounts. I wish all the banks and software were setup to use Hubdoc. When I put out a software or bank sync request, I don’t usually hear back from anyone on the Hubdoc team. When I have an issue using Hubdoc, I don’t ever hear back from the customer service team. We have been using Hubdoc for the past 24 months, and in all honesty the service has steadily become more useless overtime.