HubDoc Review; making tax time easier?

HubDoc is an excellent solution for small businesses looking to modernize document and data workflows. With powerful automation capabilities out-of-the-box, it can lead to significant time and cost savings. We recommend evaluating if the features match your specific needs.

Do you work for Xero?

• I love that I can snap a photo of a receipt and upload from my phone when I purchase something so it’s off my plate right away.
• Hubdoc links to my Xero account (which is connected to my business bank accounts) and then it automatically reconciled into suggested categories.
• Sync everything as needed into your accounting software along with the attachment and even export to your other cloud file storage systems.
• It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own.
• If you’re looking to automate categorization of expenses and help avoid human error, this is a good option.

For many Xero users, a free Hubdoc account is already included, so there is no reason not to try it. In general, Hubdoc has very good reviews, but see this Hubdoc review6 to make a comparison with other similar software. Hubdoc has an app for both Apple and Android phones, making it easy to connect.

This app is absolutely terrible

After years of using desktop bookkeeping software and having to drive my hard copy files to my bookkeeper each month I was looking for ways to go digital and save myself time, money and headache. My bookkeeper told me about Hubdoc as we made the switch to an online system and it was a no brainer to set it up. I love that I can snap a photo of a receipt and upload from my phone when I purchase something so it’s off my plate right away. I am a huge fan of a recent feature that allows me to snap multiple pictures for multipage or bigger documents so that my bookkeeper sees the full picture together vs pieces.

Document Scanner Software

Important information can be extracted and exported to software packages like Xero and Quickbooks Online as transactions, but Hubdoc also saves a copy of the original file. For small to medium size businesses, Hubdoc is useful in reducing the amount of data entry you need to do and to keep track of your receipts and other financial documents. Hubdoc has been acquired by Xero and integrates very well with it as well as other accounting software packages. Although there are other similar apps, Hubdoc is one of the most cost-effective and if you are using Xero, you will probably have free access to Hubdoc included in your subscription plan. If not, then you should take advantage of Hubdoc’s 30-day free trial. When you send receipts, invoices, or bank account statements to Hubdoc, it automatically extracts the key information.

Does Hubdoc integrate with Xero?

I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn’t use it for personal stuff as I don’t track personal that strictly. Because Hubdoc is owned by Xero, you can expect to have no problems at all integrating with Xero.

• Hubdoc has a number of features that make it very useful.
• This is less suitable as they need to do individual scans since Hubdoc cannot separate them out.
• This information can be used to create a transaction in your accounting software.
• Initially, I was keeping receipts for my website expenses in a (literal) shoebox whilst keeping tabs on a google docs spreadsheet.
• Whether you use the website or the app, you can then integrate with software packages for payment processing and cloud storage.
• Further, we plan to offer it as part of a package we offer to clients to help them go paperless.

The price varies according to the country, but the prices are all approximately the same. Miles better than keeping paper receipts and easy to use tags. This allows us to have the invoice/receipt attached to the transaction in QBO which helps during Tax/Audit time in locating backup. Hubdoc, a Xero company since the 2018 acquisition, is a bill management software solution,…

• A copy of the original document is also saved and the data is saved and categorised and is able to be searched.
• It renames and saves documents that you scan and upload (or email to the custom email address they provide) into folders based on the vendor name, bill date, and amount.
• The documents are organized in Hubdoc and the transactions are in Quickbooks online.
• The data that Hubdoc finds is information such as the contact, the date, and the amount.
• I have emailed the parent company Xero and received no feedback at all.

I would recommend this only for companies where a massive chunk of expense normal balance are recurring or from the same set of vendors. If you’re all over the place then this doesn’t save a ton of time in my experience. Iv been using it for 14 months now and really ready to move to FreeAgent or something else. Hubdoc is best for small to medium businesses, and its software is one of the cheapest. If you already use Xero, then it is definitely worth using since it can very easily be integrated with your Xero software.

Streamlined bookkeeping and direct supplier feeds: living the paperless dream

They will send receipts and invoices into Hubdoc and we then post those to QBO. We became familiar with Hubdoc because it offers a lifetime free trial account for QuickBooks Online ProAdvisors. Some time back we registered for an account (why not, it’s free, right?) and I did the certification course they offer. I held off for a while because I did not have a real need for it at the time. However, I picked it up again and thought I would play around with it.

Financial Audit Software

HubDoc is a cloud-based document management and automated bookkeeping solution designed for small businesses. It helps streamline document management workflows and accounting processes by extracting key data from documents and automatically importing it into popular business platforms. We use Hubdoc with one of our larger accounting clients who use it as part of the software Bookkeeping for Veterinarians stack in the bookkeeping department. Once you have an account you will be assigned an email address that can be used to email your documents.