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Description

Easily transfer files directly to your preferred accounting software without any manual intervention. Seamlessly record data in QuickBooks, Xero, Sage Business Cloud Accounting, or MYOB, enabling you to import formats like Excel, CSV, or Google Sheets while monitoring results in real time. We provide a user-friendly file template that allows for a one-click import process. Additionally, you can export various lists or items from your accounting software into an Excel file, making it simple to migrate company files. Eliminate old or erroneous data, and schedule recurring imports automatically without needing to open the application. You can upload files directly from a cloud storage service, configure schedules for routine imports, reverse data imports if necessary, execute multiple imports simultaneously, and enjoy a host of other features to enhance your accounting experience. This streamlined approach not only saves time but also increases the accuracy of your financial data management.

Description

Hubdoc allows you to seamlessly import your financial documents and convert them into usable data formats. The process of capturing your financial documents is straightforward and can be accomplished by taking photos with your mobile device, sending emails, scanning, or directly uploading files to Hubdoc. All of your essential documents are securely stored online in a centralized location. The platform automates data entry by extracting critical information from bills and receipts, such as supplier names, amounts, invoice numbers, and due dates, which can then be utilized to create transactions in Xero and QuickBooks Online, complete with the original source documents attached. By granting your accountant access to your Hubdoc account through an email invitation, they can effortlessly oversee your bookkeeping activities. This ensures that your accountant remains informed and engaged with your financial management, making collaboration more efficient.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 
BILL No 
Bookkeeper360 No 
Box No 
Desktop.com No 
Dropbox Yes 
Google Drive Yes 
Google Sheets Yes 
Hyperfish Yes 
MYOB Yes 
MYOB Acumatica Yes 
Microsoft Excel Yes 
Sage Accounting Yes 
Shift No 
SmartVault No 
Timworks No 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 
BILL Yes 
Bookkeeper360 Yes 
Box Yes 
Desktop.com Yes 
Dropbox No 
Google Drive No 
Google Sheets No 
Hyperfish No 
MYOB No 
MYOB Acumatica No 
Microsoft Excel No 
Sage Accounting No 
Shift Yes 
SmartVault Yes 
Timworks Yes 

Pricing Details

$10 per month
Free Trial Yes 
Free Version No 

Pricing Details

$12 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CloudBusiness

Founded

2016

Country

United States

Website

b-importer.com

Vendor Details

Company Name

Hubdoc

Founded

2011

Country

Canada

Website

www.hubdoc.com

Product Features

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
Cash Management No 
Collections Yes 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management Yes 
Tax Management No 

Data Extraction

Disparate Data Collection Yes 
Document Extraction Yes 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project Yes 
Profit / Loss Statement No 

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