Hubdoc A2X for Amazon and Shopify Accounting, Automated and Reconciled

FormX is an API that extracts structured data from physical documents. 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… Hubdoc is a great all-in-one expense tracking/ document collecting software solution. I set up all of my clients with this software and show them how to use it on their phones and through email. Two great features for the accountant or bookkeeper. We’re still involved in verifying and pushing the data.

• I have had no issues thus far and the support team has been very helpful in adding new vendors I work with.
• It offers all the functionality you need in one package for one price.
• We eliminated 75% of our data entry in this area, which in turn was a huge result in business efficiency.
• If you are a bookkeeper or accounting firm, you set up your own profile, and then you can start inviting clients.
• Create beautiful scans from wherever you are, with camera customization and full control of brightness and contrast.
• This actually works better than the way QBO itself handles this scenario (QBO doesn’t handle it).

Like FileThis, once the client accepts their invitation and creates a User ID and Password, they can start adding bank and major vendor accounts to their Hubdoc portal. They select the names of their financial institution or vendors (Comcast, Verizon, etc.), enter their credentials, answer the challenge questions , and Hubdoc starts fetching their documents. The client never has to provide you with their banking credentials. QuickBooks Online is the most widely used accounting software in the world. Get organized for as little as $2 per day Customers save on average $3,534 per year in taxes Take photos of receipts and link them directly to expenses from your smartphone.

Hubdocs is a great tool for managing your company’s documents and payables

Create financial transactions & streamlined reporting using this book-keeping app. Handle all the accounting with improved technology. Point-of-sale software with innovative tools to operate and enhance productivity of every business type.

Sync your bills, receipts and invoices and their data to your accounting software. hubdoc login integrates seamlessly with Xero, Quickbooks Online and Bill.com. One of the most valuable features of Hubdoc is the ability to extract information from receipts, invoices, or bills. For example, you can use Hubdoc to extract information from your credit card statements, utility bills, receipts, invoices, or bills. These documents contain valuable information that you need to keep track of. When Hubdoc fetches statements, depending upon the bank it sometimes fetches multiple years of statements.

AutoEntry

Take a photo of your receipt, invoice or bill with the Hubdoc app. Hubdoc then scans, extracts, and stores your documents, ready for publishing. In addition, Hubdoc saves you both time and money because you don’t have to print out duplicate copies of your documents anymore. For instance, if you run several restaurants, you can add them all to Hubdoc at once. Then, you can view all of your restaurant’s financials together. With Hubdoc, you can even automate extracting information from your receipts.

You can set your document types, their metadata, the way you want to use them and the desired output without limits. You can also speed up this phase by using our examples, or by editing them. QuickBooks Online is the most popular accounting software in the world.

Want detailed data on 3M+ companies?

Model ‘what ifs’ in minutes, manage your cash flow and plan for growth, all while building your forecasts with data from your accounting platform. Dryrun integrates with the world’s leading accounting and ERP platforms, including QuickBooks Online, Xero, Netsuite, Sage Intacct, Microsoft Dynamics Business Central and others. Zumzum Financials is a fully comprehensive Accounting application, designed specifically for small and medium businesses. All without any manual rekeying, with all the information visible on the Account to those who need to see it across all departments, enabling any customer query to be answered quickly and efficiently. Foster collaboration, gain a 360 degree view of your customer and Simplify finance processes.

This is time consuming, as I have to rotate some with three clicks to achieve the desired result, and it takes 3-4 seconds for each rotation. All documents sent to Hubdoc are saved in the cloud, creating a truly paperless record of your firm’s or your client’s documents. Of course, it is still up to you to create a strong login password, and not to allow users to share passwords.

Xero for you

The auto-pull of statements, invoices, and receipts is nice, but the better features are the automatic scanning of simple invoices when they are pulled or emailed to your Hubdoc email address. These can then automatically be fed into your accounting software, which makes AP really easy. XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. – Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database.

• Our deep learning technology automates complex document processing tasks to make back-offices more efficient.
• Hand the entire process over to our expert bookkeepers.
• Free bookkeeping software that fits your small business.
• From bookkeeping to tax filing, Bench is the all-in-one financial toolkit your business can count on.

Say goodbye to chasing documents and data entry and say hello to increased productivity. Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting with key data inputted and source documents attached. Hubdoc automatically creates folders for Automated Accounts and Manual Accounts . Fetched bills/statements or receipts and manually uploaded documents appear in a tab called “Review.” This is your work queue of expenses or bills/statements ready to be reviewed and posted. Once you post your docs in Hubdoc, they will automatically sync to your accounting software. In QBO, for example, like ReceiptBank, they will arrive in the Bank Feed as a Match, with a copy of the receipt attached to the transaction. Digital CFO is an automated accounting software ERP that allows financial management and reporting.

Wave Accounting

Saved booking rules help to create a flawless booking process. The Basecone Workflow gives you full control of the flow of documents and prevents invoices from being paid without approval. Scan and deliver your documents in multiple ways. You can choose to upload the documents via Basecone, send them by email or upload on the go with the Basecone Spenser app. Track business expenses with tax details and save on tax paid. Easily generate expense reports and save a digital copy of all your receipts in case of an audit. Simply take a photo of your paper receipt and relax.

It stopped downloading documents from banks and other service providers. I am used to it and so are my clients, so overall we have no current plans to change. But I wish we had the document fetching feature still. Amazing concept, documents in one place makes reconciliations and audits a breeze. Affordable partner pricing makes recommending https://www.bookstime.com/ to clients a no brainer. Receipt bank was not only very costly but also was really made for the businessman/salesman that has to account for an expense report. It was ideal for that, but not so much for the regular entrepreneur.

Receipt Scanner Software

Hubdoc is an online application that lets you automatically extract vital information from your receipt, invoice, or bill. As a result, you don’t have to enter data manually. Hubdoc is an excellent tool for anyone who wants to get organised. It allows you to extract important financial information from any document. In minutes, you can also create reports and export the data into other applications such as Xero accounting systems.

Auto-fetch your key financial docs

Gain clear, flexible and accurate forecasts in a fraction of the time spent in spreadsheets. Spend your precious time understanding your business and taking action.