Hubdoc 2026: Benefits, Features & Pricing

It's relatively inexpensive for basic document storage. It has an app that allows my clients to take photos of receipts and I can easily push documents to our bookkeeping software.

There are some glitches and I no longer use nested folders. I also had some important folders disappear or get deleted - I wish there were more access tiers, so that when a bookkeeper or employee logs in, they are unable to easily delete or move folders.

easy to use, the employees can use the app vs. sending me all their receipts to upload, major time saver

nothing, I have not had any issues with Hubdoc, we use this with the Xero app for the accountant, no problems

You can link Hubdoc with your bookkeeping software, your bank account, and your credit card account. You take a picture of receipts and Hubdoc matches it up with the transactions in your software! No more hoarding pieces of paper to manually match up later!!

No problems.

Love the way Hubdoc makes it easy to keep track of multiple receipts from multiple staff members using company credit or debit cards.

It can sometimes be slow processing images and can fail which is annoying but not a deal breaker for our team

It has three amazing features: It fetches statements, our client statements directly from the source. So, all of their bank statements, phone bills, hydro bills, any kind of account or they'd have a regular statement, it fetches those as soon as they're released and brings them to us. They have a unique email address that they're given through Hubdoc. Anything that comes to their email; receipts for any purchases online or what have you, they can forward directly to Hubdoc and they can also set up email forwarding depending on their email service to have those automatically sent over. With the phone app they can take pictures of receipts on the fly while they're out and about and they don't have to actually categorize those expenses through the app they just to take a picture and they're done. So we're able to get all of the documentation that we're required to close their books super easily. Another stand-out feature for this app is the OCR technology; so it'll read what's on the image or the attachment that’s sent to Hubdoc, and the data that's on there, and try to categorize it as best it can. We're still involved in verifying and pushing the data. You can set up some automation in there but for the most part it reads the data quite well and it saves data entry time. So what happens with Hubdoc is once the transaction or the document comes in, the OCR is there to read the transaction level of data, you can then push the transaction over to Quickbooks Online or Xer

So, where we’d like to see some development is in the multi-currency functionality. So, a lot of our clients have bills that come in in U.S. dollars. It's a little bit messy with the effects moving over to Quickbooks.

Hubdoc is a great all-in-one expense tracking/ document collecting software solution. I set up all of my clients with this software and show them how to use it on their phones and through email. Two great features for the accountant or bookkeeper. 1) Receipt capture. No longer will you need to contact your clients to request what a particular charge is because they can simply scan the receipt at the time of purchase, or forward the digital receipt to their specific email address. The software pulls the necessary information from the receipt and pre-populates an entry to the accounting software you have synced to their Hubdoc account. 2) Connection to banks and credit card companies is super by the automatic download of statements. No longer do you have to go to each of the client's bank's websites and manually download the statements for reconciliation. Hubdoc will grab them for you.

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. Which I do not.

Ease of sending invoices / receipts via multiple options. Fetching of bank and supplier statements. Fetches bank statements in .csv which is great for manual importing into Xero Ledger. Fast and helpful tech support.

Usually needs some user input to push transactions to Xero correctly.

You can find all of your documents sent to Hubdoc

Where to start? Hubdoc used to be a very good problem. Since Xero.com purchased Hubdoc it has gone downhill. 1. I spend more time connecting to my vendors 2. Customer support is just as bad as Xero support 3. Publishing to your accounting software doesn't work 4. You waste more time just trying to use Hubdoc as design 5. It's been six months and they still have not fixed issues with the 15 tickets open

I like the automatic document fetch and the ability to sync to our document storage platform. I like that I can store all of my client accesses under one username.

Aesthetically I don't love the website. 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. Also the add account button should maybe be labeled "manage accounts" as it is the place to do much more than add accounts.

Hubdoc is a great tool to fetch your bank and credit card statements. It will also fetch any bill that you have online access to like telephone and utilities. This saves me time as I no longer have to chase clients for data. Clients also take a picture of their receipts so they are processed in right away and vendors email directly to Hubdoc email. All receipts and bills are processed, posted and attached to Quickbooks Online transaction

The rotate button doesn't always work and I would like to be able to use the item option on the main screen instead of clicking on multiple