HubDoc Review; making tax time easier?

Integration of some AI with their software that recognizes frequent moves or sequences within an enterprise’s hubdoc account would take these guys to the next level. I would recommend this only for companies where a massive chunk of expense 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. When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt.

• HubDoc offers tiered pricing plans for small businesses, ranging from free to $20 per user/month.
• It’s worth trying Hubdoc’s 30-day free trial if you are interested in this software.
• Hubdoc also provides customized pricing for businesses with unique needs or global operations.
• We have been using Hubdoc for the past 24 months, and in all honesty the service has steadily become more useless overtime.
• You can configure your documents for Xero and it automatically creates transactions in your Xero file.
• It is well suited for clients who are on the road and they can send their receipts in for purchases from their phones.

Pricing and Support

My bookkeeper told me about Hubdoc as we made the switch to real estate cash flow 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.

Is it an easy to use Software?

• All of your documents are automatically backed up to Cloud servers in Hubdoc.
• I would recommend Hubdoc in almost any situation, except where Ledger Docs, Neat, or one of the other options out there made more sense with their workflow or with regard to pricing.
• Hubdoc has a number of features that make it very useful.
• To that end, Hubdoc integrates with QuickBooks, Xero, Freshbooks, Bill.com, Intacct and Sage One.
• There is no way to make any sort of adjustment and the only thing to do is post an incorrect invoice to your accounts and then go in and amend it afterwards.
• It’s supposedly free for users of Xero, but with the amount of duplicated work you’ll need to do the true costs are far higher than most alternative suppliers.

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. Requirements gathering is key before selecting any software. Here at TEC, our experts have over 30 years experience advising clients on the software selection process. Reach out if you need help finding the right solution for your business. It renames and saves documents that you scan and retained earnings upload (or email to the custom email address they provide) into folders based on the vendor name, bill date, and amount.

HubDoc Key Features and Modules – What’s included?

• Claim your profile to access Trustpilot’s free business tools and connect with customers.
• Splitting invoices and other customizations was helpful in cases of large complicated invoices.
• It executes data entry tasks and organizes all your data in one central place while conveniently integrating all your data with your accounting software.
• Small businesses need every advantage they can get to compete with larger companies with bigger budgets.
• And if you have already scanned receipts, invoices and bills, you can upload them to your account and Hubdoc will extract all the important information.
• It can also take the information from those documents and post it to several different accounting packages.
• You can also forward email paperwork to Hubdoc and they will extract key data for you.

It’s also super easy to upload anything digital form my computer as it comes in. Hubdoc is affordable, easy to use and makes my life as a small business owner less stressful. It’s one of the best subscriptions I have invested in and I would highly recommend it for any small business owner who wants to hubdoc reviews make their operations easier. Hubdoc is a reasonably priced application for extracting data from bills and receipts and exporting it to accounting software packages. Hubdoc offers a subscription-based pricing model, with a monthly cost starting at $20 for 1 user.

HubDoc delivers a range of benefits that help businesses streamline financial operations, improve productivity, ensure compliance and reduce costs. By automating document collection and data extraction, HubDoc enables accounting and finance teams to significantly cut down manual data entry while eliminating human error. The mobile app also boosts productivity by enabling remote capture and processing of receipts and other documents from anywhere. Meanwhile, cloud storage, backup and world-class security keeps sensitive financial data safe and compliant.