- February 16, 2023
- Posted by: zerotoone
- Category: Bookkeeping

To see a list of software packages that can integrate with Hubdoc, read this article2. 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.
Your Business
In fact, if you already have an account with Xero, clients accounts with Xero can be used to open a Hubdoc account. Hubdoc can easily create new transactions in Xero using the data that it extracted from the documents you scan. HOWEVER, our Hubdoc, even though we turned off Autosync (after it auto-posted 50 invoices as credit notes), auto-publishes when I’m at home asleep. Honestly, it posted a DD advice as an invoice at 4am this morning, adjusting entries today.

Additional features
If not, then you should take advantage of Hubdoc’s 30-day free trial. 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. It is possible hubdoc reviews for users to allow access to others such as your accountant or bookkeeper who can immediately view the documents. You can also send invoices directly from your Hubdoc phone app.

Does Hubdoc have an approval process?
I hope everyone out there has a better experience than ours. It’s useless.Not overly enamoured with Xero – but this piece of crap makes it all the simpler to try and get rid. As it is owned by the same company – I can see why.Please don’t waste your time or efforts on what is a floored accounting “package”. As for Xero – that needs some serious investment in all the little flaws – but they continue to spend on ads first to keep attracting new users to replace those that are not happy with their service. There are two big names in the OCR accounting space, Dext and Hubdoc.

OCR functionality

That means you’ll earn 5 partner points for connecting and actively using Hubdoc with your Xero practice organisation. You’ll also earn 1 point when you connect a client’s Hubdoc organisation with their Xero organisation and actively create transactions between Hubdoc and Xero. Hubdoc has recently brought in the ’‘Awaiting Approval’5 status for invoices. When you publish an invoice from the Hubdoc platform to Xero, ApprovalMax ensures that the document goes to the approvers.
Can I email invoices to Hubdoc?

Startups may find it somewhat overwhelming due to its extensive features, while mature companies with more complex processes may benefit from its comprehensive document management capabilities. However, its also quite adaptable to growing businesses that are beginning to expand their financial operations. Geographically, Hubdoc is flexible and can accommodate both local and global businesses.
- It automatically collects bills and statements, extracts key economic data, and seamlessly syncs with your accounting software, like Xero.
- Hubdoc can easily create new transactions in Xero using the data that it extracted from the documents you scan.
- The mobile app also boosts productivity by enabling remote capture and processing of receipts and other documents from anywhere.
- It also works with other cool tools like Xero and QuickBooks Online.
- 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.
- Here at TEC, our experts have over 30 years experience advising clients on the software selection process.
Greatest fetching tool ever for online file management. Auto fetches bank statements, check images, deposit images, and allows for easy email forwarding of receipts, bills, and all other paperwork that needs to go into your financials and accounting. Use a specific email address or the mobile app to upload documents. Easily files everything for you in alphabetized folders for easy reference later. Sync everything as needed into your accounting software along with the attachment and even export to your other cloud file storage systems.
- The seamless integration with Xero and the easy mobile app make it even better.
- As for Xero – that needs some serious investment in all the little flaws – but they continue to spend on ads first to keep attracting new users to replace those that are not happy with their service.
- There are two big names in the OCR accounting space, Dext and Hubdoc.
- HubDoc integrates with 100+ business apps via APIs and offers add-ons like Adobe Sign eSignature and HubDoc Expenses.
- Hubdoc on the other hand, looks more like and early 2000s windows application.
- People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
- For small businesses with 10 users, the monthly cost is around $150.
- The Hubdoc app has been a game changer for me when it came to accounting.
- HubDoc can integrate seamlessly with popular accounting, ERP, CRM, HCM apps and more via APIs.
Imagine not having to log in to all your different accounts to get your bills. Hubdoc helps you create a https://antopsinc.com/genetics/where-do-intangibles-go-on-the-balance-sheet-4/ smoother way to manage your business finances. It also works with other cool tools like Xero and QuickBooks Online. Instead of keeping them in messy folders, you can upload them to Hubdoc.