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hubdoc reviews

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. HOWEVER, our Hubdoc, even though we turned off Autosync (after it auto-posted 50 invoices as credit notes), auto-publishes when I’m at home asleep. Honestly, it posted a DD advice as an invoice at 4am this morning, today. The document portion of the site is too small – you should be able to increase the size without opening the doc in a new tab.

Hubdoc can be set up to log onto your account, using read-only access and will fetch documents, archive the document and it will be ready for you to review and publish. Let Hubdoc fetch it, or if hubdoc login you already have a .pdf version, drag and drop it to Hubdoc, or email it to your unique Hubdoc email address. Configure the doc to sync as a Bill, and off it goes to your accounting software.

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I like that we can pull statements and docs easily from Hubdoc if needed. Our financial data entry used to be extremely manual – too much manual entry. We eliminated 75% of our data entry in this area, which in turn was a huge result in business efficiency. I love the ease of use and time that it saves me in entering receipts, bills and invoices.

hubdoc reviews

There are a couple of 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.

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Hubdoc integrates seamlessly with Xero, Quickbooks Online and When connecting Hubdoc and Xero your chart of accounts, bank accounts and contacts will sync across. If you have set up products and services these will also be available to code transactions with in Hubdoc. If you have a client who historically has been getting many online bills and forwards them to the bookkeeping company via email, now they can just put it on Hubdoc. The files once uploaded to Hubdoc, can be directly imported into the clients QuickBooks Online account and match it up with the bank feed. For us at Ledgersync it’s all about accessing the client’s financial data and serving up that data to the Accountant/Bookkeeper in a one stop shop portal. We truly believe that by taking the client out of the monthly equation, we can save the accountant over 50% in time and costs.

hubdoc reviews

FYI A Better way to add photographed receipts to Hubdoc is via email. HubDoc online reviews rating is 4.5 similarly to Robotic Process Automation user review rating. HubDoc is ideal for book-keepers and accountants in small and mid-size businesses, and comparison is suitable for companies of all sizes in multiple industries. HubDoc pricing is below average and affordable while Robotic Process Automation pricing is above average and quite expensive. You don’t have to chase documents at the end of the month, quarter, or year. All your financial documents are securely stored and managed from one place, giving your business peace of mind.

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Find top links about Hubdoc Login With Xero along with social links, FAQs, videos, and more. If you are still unable to resolve the login problem, read the troubleshooting steps or report your issue.

How do I get documents from Hubdoc to Xero?

On the Hubdoc dashboard, click the settings icon in the top right hand corner. In the Manage Accounts tab, select the Suppliers tab, then click the supplier account you'd like to edit. (Optional) Under Integrations, select the Autosync to Xero Files checkbox to send supplier documents to your Xero Files inbox.

We use dedicated people and clever technology to safeguard our platform. Claim your profile to access Trustpilot’s free business tools and connect with customers. I have emailed the parent company Xero and received no feedback at all.

Hubdoc is part of my software suite

Hubdoc will categorize an expense to push the charge as a bill/invoice or directly to a bank account into the accounting software. One negative feature is the inability to tag the bank accounts with the last four digits of the credit/debit card that was used so the Hubdoc can push directly to that bank account. At this time of publication, we have to manually add the bank account to push the expense to – also assuming you have the last four digits of the cards memorized. If you receive invoices via email you can forward them to Hubdoc.

I’m going to describe how Hubdoc works with QuickBooks Online, but I assume the process is similar to Xero. I have not worked with Hubdoc integration to other programs. With HubDoc, the users no longer have to chase the clients for online bills and statements.

Two great features for the accountant or bookkeeper. It fetches statements, our client statements directly from the source.

  • You may be using the QuickBooks app – another thing I love!
  • Sometimes, I’ve had to wait seconds for a receipt to post, which is unreasonably long.
  • Thanks to the support team that always come in handy to fix any such issues.
  • This has provided me with a nice platform where i can set up all my clients and easily pull their statements and documents at my convenience whenever need arises.
  • Plus we can see the details of all the deposits.

The people who made it need to go back to the drawing board and fix the whole system. I have used Datamolino in the past and thought it wasn’t perfect but compared to Hubdoc it seems amazing. It is clucky, but has saved us time, even though it cannot recognise the word INVOICE. 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.

Dext gives you powerful tools and real-time insights to make your business more productive and profitable. As your business grows, your workflows become more complicated, clients require more,… Having recently started using Hubdoc I find it a complete waste of time. It is supposed to speed up data entry however not only does it take just as long to input the information, it doesn’t work with any invoices that are slightly more complex ie. With different tax codes for different parts of the invoice.

Unfortunately, the iPad app is one of those which is always sideways – it will not rotate if you rotate the pad. Interestingly enough, the receipts which appear sideways in the web-based login have the correct orientation in the app, but the app itself is still sideways. The iPad app, however, does offer some basic account management, which is a nice feature. Unlike FileThis, Hubdoc also fetches the .CSV data for bank statements, which can be real time savers for batch data entry. When Hubdoc fetches statements, depending upon the bank it sometimes fetches multiple years of statements. One of my client’s banks with Chase, and Hubdoc fetched statements going back to 2008. This can be invaluable if you are doing a large data entry project for a client who has lost their paper bank statements.

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