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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
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

Utilize the e-sign feature in Doc Scanner to sign your documents effortlessly. You have the ability to include your initials, email address, name, signature, and date directly on the scanned version of your document. With the Text Recognition tool, you can pull text from your scanned files for editing purposes. Additionally, you can share the text with colleagues through email or messaging platforms. To keep your scanned documents well-organized, you can utilize folders, reminders, and tags. Doc Scanner also provides auto-suggested tags based on the content for added convenience. The Create Folder feature allows you to establish new folders for better document management. By tagging your documents, you can easily categorize and locate them, while setting reminders ensures you remain up to date with your tasks. This comprehensive organization system makes managing your files more efficient and streamlined.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BILL
Bookkeeper360
Box
Desktop.com
Dropbox
Google Drive
Microsoft OneDrive
QuickBooks Online
QuickBooks Online Advanced
Rayven
Shift
SmartVault
Timworks
Xero
Zoho WorkDrive
iCloud
iMessage

Integrations

BILL
Bookkeeper360
Box
Desktop.com
Dropbox
Google Drive
Microsoft OneDrive
QuickBooks Online
QuickBooks Online Advanced
Rayven
Shift
SmartVault
Timworks
Xero
Zoho WorkDrive
iCloud
iMessage

Pricing Details

$12 per month
Free Trial
Free Version

Pricing Details

$4 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Hubdoc

Founded

2011

Country

Canada

Website

www.hubdoc.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/docscanner/

Product Features

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Product Features

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