hubdoc com Reviews Read Customer Service Reviews of www.hubdoc.com

It is only as good as the data input and the client/accountant’s dedication to the process. We use Hubdoc for ourselves and our clients because it is an easy way to capture important third party documentation (invoices/bills/statements). It gives us an easy way to capture relevant documents for transactions. The documents are organized in Hubdoc and the transactions are in Quickbooks online. We implemented HubDoc for our company to automate recurring invoices from clients into the correct chart of accounts. It ended up saving a lot of time and helping to avoid mistakes that can happen when manually/arbitrarily assigning expenditures to accounts.

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• Hubdoc stores documents in folders and provides a search facility for those documents, allowing you to audit-proof your business.
• I probably wouldn’t use it for personal stuff as I don’t track personal that strictly.
• It is excellent for small businesses, especially for those with a single business card or user.
• In fact, if you already have an account with Xero, clients accounts with Xero can be used to open a Hubdoc account.

For small businesses with 10 users, the hubdoc reviews monthly cost is around $150. Larger enterprises with 100 users can expect to pay approximately $1,200 per month. For global enterprises requiring 1,000 users, the monthly cost can reach up to $10,000. Hubdoc also provides customized pricing for businesses with unique needs or global operations. HubDoc is an excellent solution for small businesses looking to modernize document and data workflows.

Is Hubdoc right for you or your business?

If you are in another country, you may find that some of the Xero plans do Retail Accounting not include the use of Hubdoc and you will be billed by Hubdoc separately. We can see value if it was quick to load Xero data, allow edits when configuring, then publishing. Verification can help ensure real people are writing the reviews you read on Trustpilot.

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• I am truly being overly generous with this 2 star review when in truth it more like ZERO stars.
• If you’re all over the place then this doesn’t save a ton of time in my experience.
• No longer do you need to login to several different accounts to get your information.
• Hubdoc is affordable, easy to use and makes my life as a small business owner less stressful.
• In general, Hubdoc has very good reviews, but see this Hubdoc review6 to make a comparison with other similar software.
• When you send receipts, invoices, or bank account statements to Hubdoc, it automatically extracts the key information.

Overall ROI is boosted through faster invoicing, simplified bookkeeping and more efficient AP/AR processes. HubDoc is designed for the needs of SMBs and mid-market businesses across all industries that deal with high document and transaction volumes. When you send receipts, invoices, or bank account statements to Hubdoc, it automatically extracts the key information.

It is well suited for clients who are on the road and they can send their receipts in for purchases from their phones. This has enabled us to get receipts prior to being lost or damaged so it makes the matching process in QBO much easier for us. As the title says, forget about posting anything where the VAT is even penny out. There is no way to make any sort of adjustment and the only thing to do is post an incorrect invoice to your accounts and then go in and amend retained earnings balance sheet it afterwards. It’s supposedly free for users of Xero, but with the amount of duplicated work you’ll need to do the true costs are far higher than most alternative suppliers.

HubDoc offers tiered pricing plans for small businesses, ranging from free to $20 per user/month. Implementation, onboarding, 24/7 customer support, and regular product updates are included. HubDoc can integrate seamlessly with popular accounting, ERP, CRM, HCM apps and more via APIs.

Is it the best Web Data Extraction system?

They will send receipts and invoices into Hubdoc and we then post those to QBO. Hubdoc has recently brought in the ’‘Awaiting Approval’5 status for invoices. When you publish an invoice from the Hubdoc platform to Xero, ApprovalMax ensures that the document goes to the approvers. We became familiar with Hubdoc because it offers a lifetime free trial account for QuickBooks Online ProAdvisors.