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.

• You can configure your documents for Xero and it automatically creates transactions in your Xero file.
• 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.
• Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.
• Claim your profile to access Trustpilot’s free business tools and connect with customers.

Company Details

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 normal balance on Trustpilot. We use dedicated people and clever technology to safeguard our platform.

Love Hubdoc for my small business

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.

Company details

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.

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 virtual accountant uploaded documents are categorised and searchable. Hubdoc is one of the cheapest applications and can be used with a number of different software packages.