Hubdoc has been a fantastic addition to our finance workflow. It simplifies document collection and storage by automatically fetching bills, receipts, and bank statements from multiple sources. No more chasing paperwork or digging through email threads—everything is neatly organised in one place. One of the standout features is its seamless integration with Xero. Once documents are uploaded or fetched, Hubdoc extracts the key data and pushes it directly into our accounting system, saving us countless hours on data entry and reducing the risk of manual errors.

Anyone in our company can upload Accounts Payable documents quickly, which has allowed us to eliminate a lot of manual processes. The fact that Hubdoc automatically pulls the data from the documents allows us to quickly post into Quickbooks.

Bank check images, deposit images, and statement fetching, incoming items are auto filed in alphabetical folders, auto bill posting to accounting software, remembers how the previous coding was done, multiple users, OCR on all documents so you can search for a number that is on a random PDF anywhere in HubDoc to help make forensic research possible, emails are turned into PDF's to be used as receipts, tagging, notes on transactions. The best feature of all WAS that your clients, or you, can add your bank and utility logins to HubDoc and IT USED TO auto fetch/import all check images, deposit images, bank statements, and CSV files directly from the connected account without ever having to go login to each individual site to manually download these items. This was my absolute favorite feature, but then the banks ruined this amazing convenience with all the two-factor authentication and constant changing codes. Now our clients are frustrated and so are we. Our clients are bugged with constant emails needing security code that they enter but then the connection still never works. Chase does not work anymore and Capital One stopped working a couple of years back as well. We love HubDoc and we know this is not their fault. Jamie is a great mastermind and good for him selling HubDoc to Xero, but It's too bad the banks have done this, they are really making everyone move back into the dark ages. It's sad. There are still many reasons to love HubDoc as described above, bank fetch used to be the top reason. Still if you you are only using Sharefile or other clocud document collection systems you shoudl really consider HubDoc as they have an integration with many accoutnign software systems that allow you to do the bookkeeping right from within their app and really cut down on a lot of redundant tasks.