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, today. I hope everyone out there has a better experience than ours. It renames and saves documents that you scan and upload (or email to the custom email address they provide) into folders based on the vendor name, bill date, and amount.

No improvements since Xero bought Hubdoc

• Sync everything as needed into your accounting software along with the attachment and even export to your other cloud file storage systems.
• Honestly, it posted a DD advice as an invoice at 4am this morning, today.
• It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own.
• Hubdoc is one of the cheapest applications and can be used with a number of different software packages.
• If you’re looking to automate categorization of expenses and help avoid human error, this is a good option.
• I love that I can snap a photo of a receipt and upload from my phone when I purchase something so it’s off my plate right away.

By automating document collection and data extraction, HubDoc enables accounting and finance teams to significantly cut down manual data entry while eliminating human error. The mobile app also boosts productivity by enabling remote capture and processing of receipts and other documents from anywhere. Meanwhile, cloud storage, backup and world-class security keeps sensitive financial data safe and compliant. Overall ROI is boosted through faster invoicing, simplified bookkeeping and more efficient AP/AR processes. HubDoc is designed for the needs of SMBs and mid-market businesses across all industries that deal with high document and transaction volumes. Hubdoc is a reasonably priced application for extracting data from bills and receipts and exporting it to accounting software packages.

Not a serious app or accounting platform

When you start your Hubdoc account, you will be given a special Hubdoc email address for this purpose. All you need to do is in the To field, enter your Hubdoc email address, attach the document and send it. Hubdoc links to my Xero account (which is connected to my business bank accounts) and then it automatically reconciled into suggested categories. I would recommend Hubdoc in almost any situation, except where Ledger Docs, Neat, or one of the other options Grocery Store Accounting out there made more sense with their workflow or with regard to pricing. It is excellent for small businesses, especially for those with a single business card or user. It is workable for larger businesses with multiple users, but not optimal because of the inability to have multiple accounts for a single business.

What are the pricing plans & packages of Hubdoc?

That information can be used in accounting software packages, saving you time on data entry. A copy of the original document is also saved and the data is saved and categorised and is able to be searched. The data that Hubdoc finds is information such as the contact, the date, and the amount. This information can be used to create a transaction in your accounting software. HubDoc delivers a range of benefits that help businesses streamline financial operations, improve productivity, ensure compliance and reduce costs.

Streamlined bookkeeping and direct supplier feeds: living the paperless dream

Claim your profile to access Trustpilot’s free business tools and connect with customers. Has potential but as other have said its horribly clunky at the moment and the whole VAT issue with mis calculations is the most frustrating issue.Currently does not save anytime in my mind. HubDoc offers tiered pricing plans for small businesses, ranging from free to $20 per user/month. Implementation, onboarding, 24/7 customer support, and regular product updates are included. We can see value if it was quick to load Xero data, allow edits when configuring, then publishing.

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. It provides your business with a very easy way to capture important documents and link them to the related transactions. That said, it is a change in process and for some clients, this can be very challenging.

Because the company has been acquired by Xero, it is free for Xero users and is very easy to use. Hubdoc has a phone app that allows you to use your phone’s camera to upload documents to Hubdoc. It’s worth trying Hubdoc’s 30-day free trial if you are interested in this software. Hubdoc allows you to import all of your financial documents and export them into data that you can use. Hubdoc makes it CARES Act easy to capture your financial documents.