Hubdoc

Starts from $20/month Check demo

What’s Hubdoc?

Hubdoc is an internet cloud-based service and cell app. It’s used for digitizing monetary documentation. The software program is designed to alleviate information entry for busy enterprise homeowners and bookkeepers. Hubdoc monetary reporting software program captures, processes, and syncs valuable data between main accounting functions. All you need to do is just snap paper invoices, payments, or receipts utilizing a smartphone or pill digicam.

The apps obtainable for obtain for iOS or Android scan these paperwork and prepared them for add. There’s a single sign-in for related on-line accounts. The app comes with the power to import pre-existing scans by way of add or e-mail. This enables Hubdoc to routinely seize monetary information.

Vendor Particulars

  • Firm: Hubdoc inc
  • Web site: www.hubdoc.com
  • Based in 2011
  • Founders: Jamie McDonald, Jamie Shulman
  • Canada

Key Metrics of Hubdoc

Hub docs extract key data out of your receipts, invoices, and payments. It eliminates the info entry course of. There isn’t a extra submitting.

All you need to do is take a photograph of your receipt, bill, or invoice with the Hubdoc cell app. You may even throw out the paper copy. It scans, extracts, and shops your paperwork, and retains it able to be revealed.

After you join, Hubdoc login will routinely create a customized e-mail handle only for you. All of the person has to do is ship the paperwork to the e-mail handle created, and Hubdoc software program will deal with every thing else.

If you happen to’ve already scanned your receipts, invoices, statements, or payments, you may add them to the Hubdoc account. The appliance extracts the important thing information for you. Hubdoc app routinely pulls your payments and statements and shops them into one safe hub. This implies there may be one login obtainable to view and handle the paperwork from your entire accounts.

Now, there isn’t any have to log into ten completely different websites every month to assemble your recurring payments. Add your accounts in a flash. Ending up with the setup is an easy, one-time course of. All that must be achieved is you need to seek for your account supplier after which enter your private data. Hubdoc app will then routinely pull your paperwork for you. When you add an account, it first downloads new payments. Then it proceeds to drag and retailer all previous obtainable payments. That is typically over a yr’s value of paperwork.

Hubdoc Third-Social gathering Integrations

With Hubdoc integration, it’s now very simple to publish your docs and their information on to accounting software program like Xero, QuickBooks On-line, and Invoice.com. It’s a must to use its Vendor Guidelines to automate how receipts, payments, and statements are coded. Hubdoc for accountants acts like mission management on your paperwork. You may sync your payments, receipts, and invoices and their information to your accounting software program. It’s potential to create guidelines to automate how your docs are revealed and coded.

Leverage its integrations to maintain everybody on the identical web page. No extra information silos or paperwork getting caught in wallets, inboxes, or shoeboxes. It’s nice for collaborating with bookkeepers, accountants, and colleagues.

Due to the deep integration between software program and different add-ons, backup is automated. Your paperwork are synced to your accounting software program and you can too create copies in Field.

The corporate software program makes use of bank-level safety to make sure your information is secure. There may be 256-bit encryption, SSL/TLS, and a Premium Prolonged Validation certificates. Together with all this, it additionally screens and verifies utilizing McAfee & TRUSTe, the trusted trade requirements in information safety.

Hubdoc Safety

The software program doesn’t have the power to make account modifications of any variety. The appliance is granted restricted entry to your accounts, payments, and statements. Which means that nobody can use the monetary reporting software program to entry cash or make modifications to any of the accounts.

Hubdoc assist has options that routinely type and manage your entire paperwork into searchable and customizable folders. This occurs as quickly as they arrive. There aren’t any extra piles of paper or submitting cupboards filled with paperwork. One also can rapidly search by way of the entire uploaded paperwork and discover matching key phrases or phrases, accountants, and colleagues. This simplifies searches and makes it simple to seek out something you might be searching for.

Entry your entire paperwork from anyplace on the earth. Use your browser or obtain the app on both Android or iOS.

Options

  • Doc Storage
  • SSL Safety
  • API
  • Entry Management
  • Exercise Dashboard
  • Computerized Notifications
  • Chat
  • Collaboration Instruments
  • Collaborative Workspace
  • Commenting

  • Communication Administration
  • Customizable Branding
  • Drag & Drop Interface
  • File Administration
  • On the spot Messaging
  • Permission Administration
  • Projections
  • Search Performance
  • Tagging
  • Third-Social gathering Integration


Hubdoc Pricing

Right here is the Hubdoc pricing for accountants offered by the seller :

  • Ranging from: $20.00/month
  • Pricing mannequin: Subscription
  • Free Trial: Accessible (No Credit score Card required)

  • Free 14-day trial (no bank card required)
  • $20 per 30 days


Execs and cons


PROS:

Hubdoc is a good all-in-one expense monitoring/ doc amassing software program answer. Two nice options for the accountant or bookkeeper.

  • Receipt seize

No have to contact shoppers to request what a specific cost is as a result of they’ll merely scan the receipt on the time of buy, or ahead the digital receipt to their particular e-mail handle. The software program pulls the required data from the receipt and pre-populates an entry to the accounting software program you could have synced to their Hubdoc account.

  • Connection to banks and bank card firms

It’s achieved by the automated obtain of statements. Now there isn’t any have to individually go to the shopper’s financial institution’s web sites and manually obtain the statements for reconciliation. The software program will seize them for you.

CONS:
  • Hubdoc will categorize an expense to push the cost as a invoice/bill or on to a checking account into the accounting software program.
  • One damaging characteristic is the shortcoming to tag the financial institution accounts with the final 4 digits of the credit score/debit card that was used so the Hubdoc can push on to that checking account.
  • We have now to manually add the checking account to push the expense to.


Hubdoc Integration

  • Field: Safe Content material and File Sharing. Free Cloud Storage.
  • QuickBooks On-line: Small enterprise accounting software program
  • Xero: Accounting Software program for SMBs

  • Invoice.com: Magically Easy Enterprise Funds
  • QuickBooks: Accounting & enterprise administration for small companies


Specification

Deployment

  • Cloud, SaaS, Internet
  • Cellular – Android Native
  • Cellular – iOS Native
  • Free Trial- Sure

Hubdoc Help

  • On-line
  • Enterprise Hours

Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8 Total Score
Import, archive and export financial documents in one place

Time Saving , Reduces Errors, Allows me to work remotely. I love that I can access HubDoc wherever there is an internet connection and go through my invoices. The coding makes it so much easier and faster to get through a tedious task. I have integrated HubDoc with Xero and having both tools synced together means that I can handle 90% of the bookkeeping for my business remotely. I also really like that invoices are stored so that I can access then later and not worry about paper copies taking up space. The text recognition is pretty accurate and HubDoc learns as it goes - saving time and minimizing errors.

8Expert Score
Design
10
Usability
10
Support
7
Price
8
8.7User's score
Design
8
Usability
9
Support
9
Price
9
PROS
  • I love that I can access HubDoc wherever there is an internet connection and go through my invoices. The coding makes it so much easier and faster to get through a tedious task. I have integrated HubDoc with Xero and having both tools synced together means that I can handle 90% of the bookkeeping for my business remotely. I also really like that invoices are stored so that I can access then later and not worry about paper copies taking up space. The text recognition is pretty accurate and HubDoc learns as it goes - saving time and minimizing errors.
CONS
  • Sometimes HubDoc doesn't read certain fonts properly and contacts are recreated multiple times. There doesn't seem to be a way to delete duplicate contacts which clogs up the list. Occasionally, document uploads fail which can be a pain, but this seems to be fairly infrequent.
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