HubDoc is an excellent solution for small businesses looking to modernize document and data workflows. With powerful automation capabilities out-of-the-box, it can lead to significant time and cost savings. We recommend evaluating if the features match your specific needs.
Streamlined bookkeeping and direct supplier feeds: living the paperless dream
I was very satisfied with the performance overall and plan to implement it through our entire firm. Further, we plan to offer it as part of a package we offer to clients to help them go paperless. Hubdoc is used to manage and record credit card receipts for our whole organization. It helps solve the problem of employees not keeping, or turning in, receipts. Verification can help ensure real people are writing the reviews you read on Trustpilot. We use dedicated people and clever technology to safeguard our platform.
- The mobile app also boosts productivity by enabling remote capture and processing of receipts and other documents from anywhere.
- We have been using Hubdoc for the past 24 months, and in all honesty the service has steadily become more useless overtime.
- It’s one of the best subscriptions I have invested in and I would highly recommend it for any small business owner who wants to make their operations easier.
- For small to medium size businesses, Hubdoc is useful in reducing the amount of data entry you need to do and to keep track of your receipts and other financial documents.
- You can also check out my review of Freshbooks, which is another accounting software company.
Can I use Hubdoc for sales invoices?
- Hubdoc is a reasonably priced application for extracting data from bills and receipts and exporting it to accounting software packages.
- Once you have an account you will be assigned an email address that can be used to email your documents.
- In general, Hubdoc has very good reviews, but see this Hubdoc review6 to make a comparison with other similar software.
- I would recommend Hubdoc in almost any situation, except where Ledger Docs, Neat, or one of the other options out there made more sense with their workflow or with regard to pricing.
- It’s worth trying Hubdoc’s 30-day free trial if you are interested in this software.
- Clients like to scan multiple pages at one time and vendors invoices/bills.
- HubDoc is a cloud-based document management and automated bookkeeping solution designed for small businesses.
It’s also super easy to upload anything digital form my computer as it comes in. Hubdoc is affordable, easy to use and makes my life as a small business owner less stressful. It’s one of the best subscriptions I have invested in and I would highly recommend it for any small business owner who wants to make their operations easier. 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. It fit in well with our Xero accounting online package.
AutoEntry
After years of using desktop bookkeeping software and having to drive my hard copy files to my bookkeeper each month I was looking for ways to go digital and save myself time, money and headache. My bookkeeper told me about Hubdoc as we made the switch to an online system and it was a no brainer to set it up. I love that I can snap a photo of a receipt and upload from my phone when I purchase something so it’s off my plate right away. I am a huge fan of a recent feature that allows me to snap multiple pictures for multipage or Retail Accounting bigger documents so that my bookkeeper sees the full picture together vs pieces.
Document Scanner Software
Hubdoc extracts information from invoices and bills to allow you to create transactions in Xero or QuickBooks Online. Now your accountant can access all your bookkeeping directly from Hubdoc. You will receive an email invitation from Hubdoc inviting your accountant to access your account. Hubdoc has a number of features that make it very useful. First of all, it allows you to input all your financial documents by scanning them or uploading them or by sending them in an email attachment.
How do I use Hubdoc in Xero?
It can also take the information from those documents and post it to several different accounting packages. Finally, it can save the documents to several cloud storage services. For those that use Xero and would like to digitise their invoices, along with direct supplier feeds, very fast data extraction and auto-archiving it can really streamline your bookkeeping function in any business. We also integrated their scanner functionality into a custom mobile app that fed straight into the Hubdoc system with document notes via metadata tags. When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt. Hubdoc also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time.
- You can configure your documents for Xero and it automatically creates transactions in your Xero file.
- The Hubdoc app has been a game changer for me when it came to accounting.
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- We use Hubdoc with one of our larger accounting clients who use it as part of the software stack in the bookkeeping department.
- It helps streamline document management workflows and accounting processes by extracting key data from documents and automatically importing it into popular business platforms.
- This allows us to have the invoice/receipt attached to the transaction in QBO which helps during Tax/Audit time in locating backup.
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Using Hubdoc, users can upload their bills and receipts and the data will be extracted and exported to your accounting software to create transactions. The uploaded documents are categorised and recording transactions searchable. Hubdoc is one of the cheapest applications and can be used with a number of different software packages.