About Hubdoc
Hubdoc is a document management software from Xero that helps users get bills and receipts into their accounting software without manual data entry. It provides features such as online storage of documents, integration with accounting systems, and easy access to financial documents so users can manage their finances more efficiently. Users can collect documents from various sources, automatically extract data, and organize everything in one centralized platform. Hubdoc allows for easy collaboration between accountants and clients, simplifying the document sharing process. Key capabilities: document storage data extraction integration with accounting software client collaboration centralization of financial documents Best for: accountants and bookkeepers that need a simplified document management solution.
Hubdoc Details
Hubdoc's In-App Market Place
Does Hubdoc have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- Simplifies catch-up projects by obtaining PDFs and CSVs of bank and credit card statements.
- Provides cheque images and e-transfer details for easy reconciliation and backups.
- Included with Xero subscriptions, making it cost-effective.
- Strong fetching and integration features for documents, plus free training programs.
- User-friendly and promotes paperless operations, with effective QBO integration.
- Customer service issues, particularly with Xero, negatively impacting Hubdoc's reputation.
- Security challenges with certain banks, requiring frequent client re-verifications.
- Lacks the ability to tag bank accounts with the last four digits of credit/debit cards.
- Some users report dissatisfaction with the tool's reliability and functionality.
Hubdoc's Support Options
Email Address
support@hubdoc.com