Hubdoc Company Profile


Hubdoc handles collection and management of your bills. handles approval, payment and syncs to your accounting. Mobile app is limited with some of the features, not all of the web-based features translate across to the mobile app. Amazing concept, documents in one place makes reconciliations and audits a breeze. Affordable partner pricing makes recommending Hubdoc to clients a no brainer.


At your Xero setup / transfer & training meeting with us, we will have a run through of how to use it and what you need to know. FINSYNC’s mission, with innovative software and unmatched customer service, is to help small and mid-sized businesses succeed. Our payments platform allows businesses to centralize control over payments. We offer a complete solution for invoicing, bill payment, payroll, accounting, financing… FormX is an API that extracts structured data from physical documents.

Xero Is Such A Powerful Tool To Have

Feeds break often so if that could be improved that would be great as well. It fetches statements, our client statements directly from the source. So, all of their bank statements, phone bills, hydro bills, any kind of account or they’d have a regular statement, it fetches those as soon as they’re released and brings them to us. FormX is an API that extracts structured information from physical documents. It makes data entry obsolete by understanding documents with the latest AI technology. The API can capture data from Receipts, Bank Statements, Identity Documents, Business cards, Forms, Licenses, Certificates, and… As your firm grows, workflows become more complex, clients need more and time gets squeezed.

The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Neither does this feature constitute a formal endorsement of a vendor or product by either Insightful Accountant, the Editor or Author. Email your receipts, invoices, and bills to a personalized Hubdoc email and let them do all the work. Together’s software makes it simple for Learning and Development leaders to run social learning programs in their organization like mentoring, onboarding buddy programs, HiPo programs and more. In particular, our software can help facilitate the registration, pairing, guidance and reporting of enterprise learning programs where you are pairing one or more employees together.

Hubdoc Description

More time to help eCommerce clients flourish Discover how Australian accounting firm Creditte uses A2X to automate bookkeeping processes, saving hours of data entry. With that time, the team can focus on high-value advisory tasks that will help clients build better eCommerce businesses. The auto-fetch of statements, invoices, receipts, etc. assists greatly collecting proper documentation. Love that it’s easily accessible from any mobile device with a connection. Has the capability to be fed into accounting software which streamlines processes.


Accounting connector app permanent addition to Jay Kimelman’s digital toolbelt Jay Kimelman has his hands in many different pots. He’s all about the tech – a workflow automation expert and self-proclaimed “recovering appaholic”. So it makes sense that in 2011, Jay rolled everything he knew about accounting and systems into one – launching his cloud-based accounting firm. You’ll benefit from using Hubdoc because you won’t have to chase and manage bills and statements any longer. As your accountants, we will have access to the documents we need, when we need them, without having to involve you in any tedious process.

Hubdoc Valuation & Funding

Regularly review your identity and access configurations, and easily verify that they match a known good state. When you connect your accounts, your recurring bills and statements will be retrieved by hubdoc and added to your cloud account. Rules to automate how receipts, bills and statements are coded. Founded in 2014, A2X has a staff of around 60 people. E-commerce businesses using A2X around the world have processed over 700,000,000 orders and reconciled over 3,000,000 settlements, the company claims.

Dext puts powerful tools at your fingertips, providing real time insights to help your business be more productive and more profitable. As your firm grows, workflows become more complex, clients need… Hubdoc is a must-have app for anyone interested in automating their bookkeeping workflow and eliminating data entry. Seamlessly sync documents and their data to Xero for one-click reconciliation and audit-proofed books.

Hubdoc Reviews

Yes, Hubdoc has a mobile app for iPhone, iPad, and Android. Hubdoc offers support via business hours and online. Access to this page has been denied because we believe you are using automation tools to browse the website. Access all Xero features for 30 days, then decide which plan best suits your business. “It’s hard to believe, but I think the Shopify app ecosystem is still misunderstood, and there’s going to be billion-dollar companies built inside it. In the same way, Klaviyo is building the customer-facing tools, I think we can build the e-commerce back office,” he said. This article is authored by the Intuit Firm of the Future team.


Move out of spreadsheets and simplify the management of these programs while getting deeper insight than ever before. Publish bills and their data to, automatically. Join The Ecommerce Insider to receive a monthly roundup of all things ecommerce, accounting, and ecommerce accounting. PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly. The document portion of the site is too small – you should be able to increase the size without opening the doc in a new tab. Also the add account button should maybe be labeled “manage accounts” as it is the place to do much more than add accounts.

Hubdoc Product Features

Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Simply grant your accountant access to your account and an email invite will be sent. Hubdoc allows you to import all of your financial documents and export them into data that you can use.

  • You’ll benefit from using Hubdoc because you won’t have to chase and manage bills and statements any longer.
  • From there, the transactions are ready for one-click bank reconciliation.
  • Bookkeeping made easy, it has changed the whole process and made it very enjoyable.
  • And, Hubdoc provides a Partner Program to support Accountants, Bookkeepers, and Business Consultants, be certain to see Insightful Accountant’s Advisor Alliance feature for more details.
  • I love the ease of use and time that it saves me in entering receipts, bills and invoices.
  • Get your ecommerce bookkeeping ready to scale with our free checklist.

Organizing documents into folders is a bit tricky, buy can easily search for and find what you are looking for. The setup is a little clunky when adding more users but once you have got your head around how to carry out the task it is fairly straight forward. It has provided organization and efficiency to the company. If you care about data privacy, speed and accuracy of your data extraction then see the Veryfi experience below.

I love the ease of use and time that it saves me in entering receipts, bills and invoices. Hubdoc is a perfect example of work smarter not harder. Saves time and money when it comes to the data entry.

  • You will receive an email invitation from Hubdoc inviting your accountant to access your account.
  • Digital CFO is an automated accounting software ERP that allows financial management and reporting.
  • Amazing concept, documents in one place makes reconciliations and audits a breeze.
  • Create rules to automate how your docs are published and coded.
  • We need these receipts / invoices uploaded to your Hubdoc account daily to help us to reconcile your accounts which we do on a daily basis.
  • Receipt management for company paid cards and reimbursable employee expenses is lacking.

All those endless, soul-destroying hours chasing small business clients for missing documents, then inputting the data manually … Sound familiar? Well, with free access to Hubdoc, a time-saving data capture solution – you can forget them. It works seamlessly with email and with multiple vendors. It has been very easy to add new vendors we work with as well as setup ways for us to automate a lot of invoices we receive.

Its solution is used in the United States, the United Kingdom, Canada, Australia, and New Zealand. In 2017, Hubdoc raised a $6 million CAD seed round.

Support To Set Up Or Use Xero

Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting with key data inputted and source documents attached. Consultance Accounting will work on your behalf to set up your accounts with vendors, banks and lenders so that Hubdoc automatically pulls your accounting source documents into one secure hub. Every time a document is fetched or uploaded, Hubdoc extracts the key data and seamlessly creates entries in Quickbooks Online and with the original documents attached. Provider of a cloud accounting platform intended to automate the financial document collection and processing. Hubdoc transactions are then automatically matched to their corresponding transactions in the bank feed, ready for one-click reconciliation and allowing for audit proofed books. Say goodbye to chasing documents and data entry and say hello to increased productivity and automation.

It eliminates the need to enter data by understanding documents using the most recent AI technology. The API can capture data such as receipts, bank statements, identity documents, forms, licenses, certificates, and other… Great bit of software that is easy to use and easy to teach clients how to use. Keeps all my receipts organised and easy to track back to source documents. The software integrates with Xero cloud accounting making it easy to get your invoices and receipts entered into your accounting records. Hubdoc is one of our favorite apps here at Entreflow, it’s a perfect place for us to store all of our client’s documentation. It’s super easy for our clients once everything is set up to just take a picture of a receipt, and forward an email to the unique email address.

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