What A Win-Win Means
Despite what you may think, us accountants find about as much joy in hassling our clients to chase down their paperwork, as our clients find in doing the chasing. It’s a right pain-in-the-backside. So why are we pushing Hubdoc so hard? Because it makes the work we do for you that much more efficient as well. When our clients can come prepared with accessible, well-documented information, we can cut to the chase and actually provide them with specialty service they pay us for – instead of feeling like their parents trying to remind them not to forget their homework!
What is more, not only does Hubdoc present us with all the client information we need, it allows that information to be seamlessly integrated into our accounting softwares, Xero and QuickBooks. It’s all too easy.
So whether you’re the kind of anal-retentive individual who would happy waste away days putting the whole world in order, or you’re at the other end of the spectrum and can’t find yesterday’s supermarket receipt, Hubdoc has something to offer you and your business. If it’s not saving you from losing critical documentation, then it’s saving you time and energy in organising it.
How it works
to save you huge amount of time
You receive a lot of financial documents in the form of...
bills & statements
Import all that paperwork by using Hubdoc to...
snap & send paperwork
link your accounts for automatic delivery
forward invoices from your inbox
convert it... into usable data
automatically fetch your bills
say goodbye to data entry
sync with your accounting
When you connect your accounts, your recurring bills and statements will automatically be retrieved by Hubdoc and will be added to your secure account in the cloud.
You can finally stop chasing down missing bills and statements.
Hubdoc uses OCR (Optical Character Recognition) technology to analyze your receipts (and other scanned documents) for useable data.
When you upload your receipts we convert that data into digital files, ready for export.
Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent.
Now your accountant can stay in the loop.
FEATURES AND BENEFITS
ADD YOUR ACCOUNTS IN A FLASH
Getting setup is a simple, one-time
process. Just search for your account
provider, enter your information,
and watch as Hubdoc automatically
pulls your documents for you.
PULL HISTORICAL BILLS & STATEMENTS
Once you add an account, Hubdoc
not only downloads your new bills.
It also pulls and stores all of your
past available bills, often over a
year's worth of documents.
SYNC WITH YOUR OTHER APPLICATIONS
Hubdoc is mission control for your docs. Sync your bills, receipts and invoices and their data to your accounting software. Create rules to automate how your docs are published and coded.
COLLABORATE WITH OTHERS EASILY
Leverage Hubdoc’s integrations to keep everyone on the same page. No more data silos or documents getting stuck in wallets, inboxes or shoeboxes. It’s great for collaborating with bookkeepers, accountants and colleagues.
CLOUD BACKUP MADE EASY
Thanks to the deep integration between Hubdoc and other add-ons, backup is automatic. Your documents are synced to your accounting software and you can also create copies in Box.
Hubdoc uses bank-level security to ensure your data is safe. This includes 256 bit encryption, SSL/TLS and a Premium Extended Validation certificate -- as well as monitoring and verification from McAfee & TRUSTe, the trusted industry standards in data security
A "READ-ONLY" SERVICE
Hubdoc does not have the ability to make account changes of any kind because we are granted limited access to your accounts, bills and statements. This means that no one, including you, can use the service to access money or make changes to any of the accounts.
AUTO-FILING & SORTING
Hubdoc automatically sorts and
organizes all of your documents into
searchable and customizable folders
as soon as they arrive. No more piles
of paper or filing cabinets full of
EASILY FIND DOCS THROUGH SEARCH
Looking for something? Quickly
search through all of your
documents and find matching
keywords or phrases, accountants