Hubdoc: Data Capture Software

what is hubdoc

You can try Hubdoc for free, without providing a credit card, and the fee is $20 per month thereafter. Firms also get their own account for free, but I imagine you are expected to eventually sign up a client account as well. Search and access bills and receipts from anywhere. Plus, you will have unlimited access to multiple collaborators.

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. “Hubdoc is a must-have app for anyone interested in automating their bookkeeping workflow and eliminating data entry. It has changed the way we run our business.” Xero is easy to learn and use and can automate most of the data entry of bookkeeping. For Canadian clients I currently have 20 Hubdoc accounts available free for up to six months based on a 12 month commitment, effectively 50% off for a year! Either sign up for a QuickBooks Plus or Essentials Plan, or contact us to transfer your existing plan to MyCloud Bookkeeping to take advantage of this offer. One of the biggest challenges for small business owners is to keep their books up-to-date and understand their financial position in real-time.


All of the bills and receipts processed through Hubdoc are securely stored in the cloud. This makes it easy for you and your accountant or bookkeeper to get a hold of them when needed. Plus, there’s no need to keep any paper receipts or bills around anymore. Control access levels to data with user roles – 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. Hubdoc gives you data capture capability, and provides accurate and real-time data for deeper insights. It’s also a critical function to help businesses manage documents in the cloud because of increasing government requirements to report and hold digital records.

what is hubdoc

Unlike FileThis, Hubdoc also fetches the .CSV data for bank statements, which can be real time savers for batch data entry. When Hubdoc fetches statements, depending upon the bank it sometimes fetches multiple years of statements. One of my client’s banks with Chase, and Hubdoc fetched statements going hubdoc login back to 2008. This can be invaluable if you are doing a large data entry project for a client who has lost their paper bank statements. Yes, there is a Download option displayed when viewing each document. I did not find an option to select multiple documents to download at once, although it may exist.


Interestingly enough, the receipts which appear sideways in the web-based login have the correct orientation in the app, but the app itself is still sideways. The iPad app, however, does offer some basic account management, which is a nice feature.

Give it some time, and then log in and review the results. So much faster and more efficient than entering each one. Mi Solutions are business software specialists, particularly in the area of accountancy software, providing consultancy, installation, training and maintenance for your business software solutions. With both companies, capture and organize receipts. Xero offers this through Hubdoc so you can access your documents online. Say goodbye to chasing documents and data entry and say hello to increased productivity and automation. All your transactions can be consolidated on one screen.

Why I LOVE Hubdoc!

Seamlessly match transactions with your bank feed so you have reconciled, up-to-date financials. In addition, Hubdoc saves you both time and money because you don’t have to print out duplicate copies of your documents anymore. By automating the process of entering data, you’ll free up time to focus on what matters most – growing your business.

Can you upload your own invoice template to Xero?

In Xero, go back to the DOCX template you added in Invoice settings and click Upload. Under the template type, click Browse and select the customised DOCX template you want to upload, then click Open. Click Upload to confirm.

Once seen as the future, cloud computing is now the industry standard approach to managing data due to it’s many benefits when compared to traditional on site servers and physical storage. With ServiceM8 you can easily simplify and streamline your business operations. Take control and work smarter from the client’s first call through to scheduling, quoting, job completion, invoicing and payment. 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. The same could be said for Hubdoc, which is to bill payments, what the video call has been to communications.

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Work as Operational Head at Shine Soft Solutions