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ease
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design
support

Average Ratings 0 Ratings

Total
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features
design
support

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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.

Description

Suralink's dynamic workflow solution can help you track engagement status and reduce time spent managing hundreds of documents. Suralink makes it easy for clients to engage with you. To ensure documents stay on track, create document request lists and establish timelines for completion. All client requests are stored in one place, which is updated in real-time and easily accessible by all involved in the engagement. For super-fast setup, import your spreadsheet list. You can create templates that you can reuse when adding clients. You can create a unique experience for users and make them feel secure by creating a sub-domain with your name and logo on the login page and in the system emails.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BILL Yes 
Bookkeeper360 Yes 
Box Yes 
Desktop.com Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Shift Yes 
SmartVault Yes 
Timworks Yes 
Xero Yes 

Integrations

BILL No 
Bookkeeper360 No 
Box No 
Desktop.com No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Shift No 
SmartVault No 
Timworks No 
Xero No 

Pricing Details

$12 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Hubdoc

Founded

2011

Country

Canada

Website

www.hubdoc.com

Vendor Details

Company Name

Suralink

Founded

2014

Country

United States

Website

www.suralink.com

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 

Product Features

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management No 
Dashboard Yes 
Exceptions Management No 
Forms Management No 
Issue Management No 
Mobile Access No 
Multi-Year Planning No 
Risk Assessment No 
Workflow Management No 

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