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Hubdoc Information


To set up Hubdoc, you simply set up an account and get your login information. The software is available on your computer as well as for smartphones and tablets. Another neat feature is Hubdoc’s Optical Character Recognition capability.

Supporting Strategies does not provide tax, legal or accounting advice, and the information contained herein is not intended to do so. So if you need to check an invoice from Acme Vendor Service, for example, you can search the keyword “Acme” and find it immediately. This is an incredibly helpful function when you don’t have a view only access to the client’s bank account. 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. We became familiar with Hubdoc because it offers a lifetime free trial account for QuickBooks Online ProAdvisors. Some time back we registered for an account (why not, it’s free, right?) and I did the certification course they offer.

Great Idea, Poorly Executed, Cost Our Business Much Time And Still Not Working

Together with other big-name systems like Xero, QuickBooks, Dext, Hubdoc, DEAR, Slack, Zoom, ClickUp and Loom, Unloop and its clients are headed for lightning-fast growth. From public to eCommerce accountant As with many professional CPAs, Michael Pignatelli cut his accounting teeth at one of the well-known ‘Big Four’, Deloitte.

  • The transactions in your company books get misclassified because it’s hard to tell or remember after-the-fact what they were for.
  • Receipt Bank opens on to a dashboard that summarizes the documents that have entered the system, and makes it easy to see if any receipts need attention before being published to the accounting software.
  • Receipt management for company paid cards and reimbursable employee expenses is lacking.
  • We usually give quite a lot of coverage to reporting features.
  • Email documents to a personalized Hubdoc email address or upload existing digitized documents directly.
  • Seamlessly match transactions with your bank feed so you have reconciled, up-to-date financials.
  • You can truely remain 100% paperless and never have to print unless you need to tick and tie or highlight.

As mentioned before the $20 per month pricing model is great for a company with 4+ bank accounts and credit cards. Small business with only 2 bank/credit card accounts might find $20/mth too pricey. We love the auto-fetching of bank statements and some vendor bills. In addition to fetching the bank statements, it also fetches front and back images of checks written and deposits made .

Business Size

It’s also a critical function to help businesses manage documents in the cloud because of increasing government requirements to report and hold digital records. Launched in 2014, hubdoc’s accounting platform automatically collects and analyzes business documents for financial reporting, reconciliation, and audit-proofing. Co-founders and co-CEOs Shulman and McDonald launched Hubdoc after their accounting experience with their former lead generation business, Spark.

It’s robust and while it may not have huge ambitions as an app, compared to more complex accounts apps, it does its job reliably and well. Receipt Bank goes that little bit further than Hubdoc in functionality. For instance you can add splits and labels before exporting (‘publishing’) to the accounts software.

“Hubdoc’s add-on is a must-have service for any small business owner. It saves an enormous amount of time and reduces paper files.” “Hubdoc’s add-on is a must- have service for any small business owner. It saves an enormous amount of time and reduces paper files.” Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached. Consultance Accounting leverages the best people, processes and technology to help small and medium-sized organizations achieve success. Consultance Accounting leverages the best people, processes and technology to help small and medium-sized organizations excel. Amazing concept, documents in one place makes reconciliations and audits a breeze. Affordable partner pricing makes recommending Hubdoc to clients a no brainer.

Hubdoc: The Solution For Collecting Source Documents

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. Hubdoc is one of our favorite apps here at Entreflow, it’s a perfect place for us to store all of our client’s documentation. It’s super easy for our clients once everything is set up to just take a picture of a receipt, and forward an email to the unique email address. Automate data entry to simplify your bookkeeping tasks and unlock time savings.


Between all the email and paper statements, it can be burdensome to keep careful records and ensure payments are made on time. Sync your bills, receipts and invoices and their data to your accounting software. integrates seamlessly with Xero, Quickbooks Online and Say goodbye to chasing documents and data entry and say hello to increased productivity and automation. Hubdoc is now part of Xero, and we would recommend Hubdoc for most Xero users, because you’ll get it for free, and it’s seamlessly integrated with the accounting application. You also get a single support center, which may be useful if you have problems with implementing supplier rules or syncing to the chart of accounts, for instance.

Few Concerning Data Privacy Points About Hubdoc

Both applications have very similar features, but Receipt Bank has a little more finesse. Hubdoc plays an important role in accelerating our vision for data automation – a crucial foundation for us to continue to drive innovation. At Xero, we focus product innovation on providing fast and accurate data, streamlined workflows and deeper insights. This helps you to not only understand current data but move into a new era where we can predict what will happen in the future. Click here for information on how to sync Hubdoc with a cloud storage platform such as ShareFile. This website is created by Supporting Strategies to provide general bookkeeping and accounting information only.

  • Hubdoc is used to manage and record credit card receipts for our whole organization.
  • I would love to be able to have separate accounts for each user that can be accessed by a single accountant, or that load receipts into a single accountant portal.
  • In some cases, it will fetch 36 months of historical documents.
  • E-commerce businesses using A2X around the world have processed over 700,000,000 orders and reconciled over 3,000,000 settlements, the company claims.
  • However, I picked it up again and thought I would play around with it.

If you’re looking to automate categorization of expenses and help avoid human error, this is a good option. It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own. Splitting invoices and other customizations was helpful in cases of large complicated invoices.

Hubdoc Joins The Elements Platform!

The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Seamlessly match transactions with your bank feed so you have reconciled, up-to-date financials. “Hubdoc delivers insane value when it comes to creating financial processes that bulletproof your business.” Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save…


Founder Barry Roberts uses A2X along with Xero, Inform Direct, Comma, Hubdoc and a digital marketing agency, enabling his team to help eCommerce businesses be the best they can be. Everyone in the accounting services industry has a horror story about not being able to obtain source documents. Maybe a client routinely makes bank deposits without recording where they came from. Or they stuff all invoices and receipts into a folder and wait until the end of the month to sort through them. It is great for retrieving bills from vendors, particularly monthly bills like telephone/internet, FedEx, etc. Many small vendors are not available when using this service. We also use it for our outsourced accounting clients to retrieve bills from vendors and import them into

A world where accountants and bookkeepers don’t have to chase clients for financial documents at the end of the month, quarter, or year. A world where bank statements, bills, and receipts are in one place, automatically. Our application is making this world possible, helping accountants and bookkeepers save time, scale their practice, and build deeper relationships with the businesses they serve.

McDonald became the executive general manager of product, accounting, and global services at Xero, while Hubdoc – still operating independently – had all the go-to-market teams report to Shulman. Shulman will concentrate on taking the A2X process and business to merchants in the accounting and bookkeeping community, while McDonald works with the product and engineering teams to build out the product. ShareFile now offers an integration with Hubdoc, a fast and flexible financial document syncing platform.

Hubdoc 4+

Receipt Bank integrates with more accounting applications directly. However, Hubdoc is the clear winner for companies which already use Xero as their accounts package, because it’s seamlessly integrated. When you do not have online access to your bill, but have a paper statement or receipt from a cash payment, you simply snap a picture of it and upload it to HubDoc, which avoids the clutter of papers piling up. Once you have set up your accounts in Hubdoc, the software knows exactly what to do with the statements and receipts you upload. Hubdoc gives you data capture capability, and provides accurate and real-time data for deeper insights.

A2x Reduces Business Owners Stress, Says The Digital Cpa

Receipt Bank has excellent customer service which can be accessed from within the application or from within the mobile app. Support can also be accessed from the Receipt Bank website during business hours. Hubdoc also integrates with cloud storage providers such as Box and Dropbox, so you can keep all your documents safely backed up. Hubdoc integrates with accounting packages QuickBooks Online and Xero, and with If you use another accounting package, that doesn’t rule out using Hubdoc, but you’ll have to export your data to a CSV file and then import it to your accounts system. Receipt Bank gets particularly good reviews from users on the app store.

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