We save you money the moment you hire us by cutting out the expensive cost of hiring an in-house CFO. Check out our webinar, Simplifying bill payments for your business, to find out more ways you can streamline your processes. Believe me when I say that I have “been there and done that” when it comes to chasing clients for invoice records. Hubdoc has opened my eyes to how much quicker and seamless the process can actually be.

Seamlessly match transactions with your bank feed so you have reconciled, up-to-date financials. So, these are the top reasons why businesses should consider using Hubdoc. Working with a remote bookkeeping service will still provide you with all the value you could get from an in-office bookkeeper but at a fraction of the cost. You can even test it for 14 days to determine if it’s really what you need.

How Can Businesses Benefit From Hubdoc?

Hubdoc is a data capture solution that gives you and your clients the tools you need to easily capture bills and receipts. Once documents have been seamlessly uploaded to Hubdoc, the key data is extracted and synced to Xero as accurately coded transactions with the source documents attached. Hubdoc transactions are automatically matched to the corresponding transaction in the Xero bank feed, ready for one-click reconciliation. It actually does the data entry heavy lifting for you by reading key information from bills and receipts and turning it into usable data.

Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Hubdoc, a Xero-owned company, helps you spend less time chasing financial documents, and more time running your business. Since being acquired by Xero, Hubdoc continues to evolve into a feature-rich platform for Xero users to capitalize on.

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Sync your accounts – This may be the most helpful feature of Hubdoc. One can just connect their key accounts and be notified if there is a new statement or a bill that is due. You can connect your bank accounts as well as the vendors who regularly send your utility and telecom bills. Instead of logging into multiple online accounts to check your statements and bills, you can view all of them with just your Hubdoc credentials. We’ve established that managing bill payments has historically been labour intensive, but what does this actually mean for clients? To put it simply, clients lack visibility of their cash flow.

• Upload your documents – This is a good option if the documents are handy.
• Hubdoc, a Xero-owned company, helps you spend less time chasing financial documents, and more time running your business.
• Since Hubdoc automatically extracts information from your receipts, invoices and bills, you no longer have to enter data manually.
• When it comes to a system for managing our documents, ideally, it should be secure and organized.
• Hubdoc helps you to stay organised by allowing you to store all of your documents in one place.

Hubdoc is an online application that lets you automatically extract vital information from your receipt, invoice, or bill. You don’t have to chase documents at the end of the month, quarter, or year. All your financial documents are securely stored and managed from one place, giving your business peace of mind. Plus, you will have unlimited access to multiple collaborators.

Spend less time chasing and more time advising

Hubdoc connects to Xero, QuickBooks Online, Bill.com, and cloud storage platforms. With Hubdoc, you can scan thousands of receipts per month and only pay $12 per month. You can now easily track your expenses and see how much you spent on each item. With this feature, you’ll know exactly how much you’re spending on any given purchase. Scanning your documents into Hubdoc will reduce the number of paper copies you need to file away. You’ll also avoid wasting trees and resources by not printing duplicate copies of your documents.

• Hubdoc transactions are automatically matched to the corresponding transaction in the Xero bank feed, ready for one-click reconciliation.
• Hubdoc is also a popular add-on for accounting software.
• You can use all the features offered without providing your credit card information.
• Check out our webinar, Simplifying bill payments for your business, to find out more ways you can streamline your processes.
• Thus, these can be tasks that can be assigned to a specific person where his access can be restricted.
• Access all Xero features for 30 days, then decide which plan best suits your business.

Just scan or upload your documents, and Hubdoc will extract information from the documents. Hubdoc is also a popular add-on for accounting software. It integrates seamlessly with both QuickBooks Online (QBO) and Xero. In QBO, transactions what is hubdoc are being entered automatically based on the information being sent by Hubdoc. Thus, using both software packages together can totally eliminate data entry while giving you more confidence that your books are in order.

In addition to saving time, Hubdoc is an excellent option for those who want to stay organised. You can easily access all of your documents from anywhere at any time. This means that when your client messages you with a document such as a receipt, you can send it to hubdoc directly from the chat with a quick click of a button. From there, the important information from the receipt will be extracted and sent to your accounting software of choice, such as Xero.

In addition, Hubdoc saves you both time and money because you don’t have to print out duplicate copies of your documents anymore. 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. Set user roles in Hubdoc so staff can complete tasks like uploading receipts without allowing them access to sensitive data and other features. Choose from user roles like upload only, standard, or accountant/bookkeeper.