About Hubdoc
Hubdoc is a document management software from Xero that helps users get bills and receipts into their accounting software without manual data entry. It provides features such as online storage of documents, integration with accounting systems, and easy access to financial documents so users can manage their finances more efficiently. Users can collect documents from various sources, automatically extract data, and organize everything in one centralized platform. Hubdoc allows for easy collaboration between accountants and clients, simplifying the document sharing process. Key capabilities: document storage data extraction integration with accounting software client collaboration centralization of financial documents Best for: accountants and bookkeepers that need a simplified document management solution.
Hubdoc is a cloud-based document management platform designed to simplify the organization and processing of financial records. It centralizes document collection, enabling users to securely upload receipts, bills, and bank statements from various sources, including mobile devices, email, and desktops. The software automates data extraction, capturing key details like supplier names, amounts, and due dates, which can be exported directly to popular accounting platforms like Xero and QuickBooks Online. By reducing manual data entry, Hubdoc not only enhances accuracy but also saves significant time for businesses and accounting professionals. The software’s user-friendly interface makes it accessible for a wide range of users, from small business owners to professional accountants. Navigation is intuitive, with a clean dashboard that supports seamless uploading, storing, and managing of documents. Hubdoc integrates with leading accounting tools, including Xero, QuickBooks Online, and [Bill.com](http://Bill.com), to streamline workflows and ensure that financial data is synced efficiently. The software is compatible with mobile devices, desktops, and cloud storage services, offering flexibility and accessibility from any location.
Pros & Cons
- Simplifies catch-up projects by obtaining PDFs and CSVs of bank and credit card statements.
- Provides cheque images and e-transfer details for easy reconciliation and backups.
- Included with Xero subscriptions, making it cost-effective.
- Strong fetching and integration features for documents, plus free training programs.
- User-friendly and promotes paperless operations, with effective QBO integration.
- Customer service issues, particularly with Xero, negatively impacting Hubdoc's reputation.
- Security challenges with certain banks, requiring frequent client re-verifications.
- Lacks the ability to tag bank accounts with the last four digits of credit/debit cards.
- Some users report dissatisfaction with the tool's reliability and functionality.
Features
Key features
Automatically extracts supplier names, amounts, invoice numbers, and due dates from uploaded documents.
Keeps all financial records organized in a single online location for easy access.
Allows users to snap photos of documents using the mobile app and upload them directly to Hubdoc.
Enables creation of transactions in Xero and QuickBooks Online with source documents attached.
Accountants and bookkeepers can access client documents through secure sharing, streamlining collaboration.
Additional features
Capture and upload documents directly via mobile devices.
Drag and drop files from desktops into the Hubdoc platform.
Send invoices and receipts from your inbox directly to Hubdoc.
Converts uploaded financial documents into structured data.
Maintains organized digital records for auditing purposes.
Syncs seamlessly with Xero, QuickBooks Online, Bill.com, and other platforms.
Access documents securely from any device connected to the internet.
Provides a secure online repository for all documents.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Hubdoc
Hubdoc is a document management software from Xero that helps users get bills and receipts into their accounting software without manual data entry. It provides features such as online storage of documents, integration with accounting systems, and easy access to financial documents so users can manage their finances more efficiently. Users can collect documents from various sources, automatically extract data, and organize everything in one centralized platform. Hubdoc allows for easy collaboration between accountants and clients, simplifying the document sharing process. Key capabilities: document storage data extraction integration with accounting software client collaboration centralization of financial documents Best for: accountants and bookkeepers that need a simplified document management solution.
Hubdoc Details
Hubdoc's In-App Market Place
Does Hubdoc have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- Simplifies catch-up projects by obtaining PDFs and CSVs of bank and credit card statements.
- Provides cheque images and e-transfer details for easy reconciliation and backups.
- Included with Xero subscriptions, making it cost-effective.
- Strong fetching and integration features for documents, plus free training programs.
- User-friendly and promotes paperless operations, with effective QBO integration.
- Customer service issues, particularly with Xero, negatively impacting Hubdoc's reputation.
- Security challenges with certain banks, requiring frequent client re-verifications.
- Lacks the ability to tag bank accounts with the last four digits of credit/debit cards.
- Some users report dissatisfaction with the tool's reliability and functionality.
Hubdoc's Support Options
Email Address
support@hubdoc.comHubdoc's Alternatives
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