I probably wouldn’t use it for personal stuff as I don’t track personal that strictly. HOWEVER, our Hubdoc, even though we turned off Autosync (after it auto-posted 50 invoices as credit notes), auto-publishes when I’m at home asleep. Honestly, it posted a DD advice as an invoice at 4am this morning, today. I hope everyone out there has a better experience than ours. Yes – you can assign user roles in Hubdoc so your staff can complete tasks you’ve assigned them, like uploading receipts, without having access to sensitive data and features they don’t need.
Hubdoc great receipt/bill tool
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. It is excellent for small businesses, especially for those with a single business card or user. It is workable for larger businesses with multiple users, but not optimal because of the inability to have multiple accounts for a single business. It is well suited for clients who are on the road and they can send their receipts in for purchases from their phones. This has enabled us to get receipts prior to being lost or damaged so it makes the matching process in QBO much easier for us.
tool best matches your
If you’re looking to automate categorization of expenses and help avoid human error, this is a good option. It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own. Splitting invoices and other customizations was helpful in cases of large complicated invoices. This allows us to have the invoice/receipt attached to the transaction in QBO which helps during Tax/Audit time in locating backup.
HubDoc Review; making tax time easier?
- 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.
- I hope everyone out there has a better experience than ours.
- Hubdoc can easily create new transactions in Xero using the data that it extracted from the documents you scan.
- Hubdoc is best for small to medium businesses, and its software is one of the cheapest.
That means you’ll earn 5 partner points for connecting and actively using Hubdoc with your Xero practice organisation. You’ll also earn 1 point when you connect a client’s Hubdoc organisation with their Xero organisation and actively create transactions between Hubdoc and Xero. We are a premium Canadian bookkeeping firm based in Vancouver. We specialize in cloud based systems and great communication. However, while Dext is frequently touted as superior to Hubdoc, Hubdoc does offer all the key functionality that a small business needs from its OCR software, so for those on a budget it’s a great option. We became familiar with Hubdoc because it offers a lifetime free trial account for QuickBooks Online ProAdvisors.
This will help them spend less time on manual data extraction and reduce the chance of errors. All your bills and receipts are securely stored in the cloud; searchable and easy to access from anywhere in the world. Bills and receipts show up in Xero as accurately categorised transactions that are ready to match with your bank feed for an up-to-date view of your financials. Not all OCR software are created equal, and the consensus seems to be that Dext is superior to Hubdoc when it comes to reliably extracting the correct information into the correct data field. While Hubdoc will certainly be fine for the majority of standard invoices, it’s software will be less able to correctly interpret hand written invoices and receipts compared to Dext.
App Privacy
Dext holds records for five years – even if you cancel the subscription – and it’s not a hassle to reactivate to download files onto your own storage system if hubdoc reviews needed. This is, in many cases, the ATO’s preference as well, given that hard copies of documents often don’t last for more than a few years when printed on standard thermal paper. Plus, now you can also put cost or sales documents through Dext. As certified bookkeepers, we’re no strangers to time-poor business owners keeping a personal stash of crumpled receipts in their car glove box, and it’s a part of our job to make this simpler for them.
Workflow automation tools like Zapier, Make, Clay, and Reclaim.ai. Project management tools like , Notion, Basecamp, Lark, Slack, https://comunidadedoscachos.com/guiding-pharmacies-towards-financial-wellness/ Asana and Trello. Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines. Companies on Trustpilot aren’t allowed to offer incentives or pay to hide reviews.
About this app
- Second, the ability to send and receive online payments.
- The documents are organized in Hubdoc and the transactions are in Quickbooks online.
- You can also use your phone to scan documents and upload to Hubdoc.
- 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.
- That said, it is a change in process and for some clients, this can be very challenging.
- Hubdoc is affordable, easy to use and makes my life as a small business owner less stressful.
Hubdoc is a reasonably priced application for extracting data from bills and receipts Bookkeeping vs. Accounting and exporting it to accounting software packages. With Hubdoc, you can capture bills and receipts using any device including your mobile, email or scanner. Once uploaded, the key information is automatically extracted and ready to publish to Xero with the original bill or receipt attached.