Document & Data Capture Software

You can also share Excel expense reports or PDFs with your accountant. You have all receipt images saved so that you are protected in case of an audit.

You can preview, reorder and rotate any photo or PDF. Edit imperfections, remove marks, creases and even handwriting.

Hubdoc Inc.

AIDA’s interface is accessible from any browser. It allows you to extract data from your documents from the first day and then use them in the same way that you are used. You can start using AIDA immediately after you create your account. You can define your document types, their metadata and the output you want. This phase can be accelerated by using our examples or editing them. You can now scan, import, and share any document right from the best portable scanner app. TapScanner allows you to access everything you have scanned previously.

Hubdoc allows your clients to easily capture and manage their bills and receipts. They can upload their documents using their desktop, mobile device, email or scanner – giving you access to the documents you need, when you need them. Once documents are uploaded to Hubdoc, the key data is automatically extracted and synced to Xero as accurately coded transactions with the source document attached. From there the transactions are ready for one-click bank reconciliation. All client documents are searchable and easy to access from anywhere in the world. Automated and white-labeled financial reports, cash flow forecasting and analytics can help you grow your advisory practice. ProfitSee tools are automated to sync every night, so the data you use will always be current.

Fully automate your payables

Includes invoice recognition and invoice authorisation. You can save time on administration so you can be an entrepreneur and an accountant. All of your documents are stored securely and can be searched. All your data can be processed through one online platform. You can easily and quickly link to your trusted accounting package.

At Xero, we focus product innovation on providing fast and accurate data, streamlined workflows and deeper insights. This helps you to not only understand current data but move into a new era where we can predict what will happen in the future.

Tiny Scanner

Your branded invoice will be created in just a few steps. Bookkeeping software for small businesses that is free. To reconcile your accounts, simply link your bank. It’s easy to read and understand the profit and loss statement as well as the balance sheet.

• Install Zumzum Financials from Salesforce AppExchange to start your journey to a unified CRM/Finance system.
• Cloud-based software suite to streamline business flow.
• Neat will suggest matches and allow you to reconcile all transactions in one screen.
• No more going to each of the status pages and managing them individually.
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“Hubdoc’s add-on is a must- have service for any small business owner. It saves an enormous amount of time and reduces paper files.” Incredibly easy to use, all invoices are stored and exported easily as draft in Xero. Search function is great and it flags duplicates. Ideal for SMBs, accountants, and bookkeepers, Plooto provides end-to-end payment automation, with easy workflows and… In addition, Hubdoc saves you both time and money because you don’t have to print out duplicate copies of your documents anymore. You can now manage multiple accounts at once. For instance, if you run several restaurants, you can add them all to Hubdoc at once.

– 1 User Review

It offers the best in-class security and productivity features to help you run your business. For secure, compliant file sharing, create a custom-branded client portal. You also get features that are tailored for businesses, https://www.bookstime.com/ such as group security management, selective sharing, custom templates, and audit reporting. SmartVault Toolbar allows you to attach, view, and manage documents from apps such as QuickBooks Online, Xero and FreshBooks.

Forms, receipts, notes and ID cards can be captured and organized into custom folders. You can take a photo with your camera, edit it with the many enhancing tools, save it into a preferred format, and share it on social media and email. MDScan, a mobile document scanner, allows you to scan any type or document with your phone’s camera. You can scan receipts, coupons, magazines articles, receipts, photos, and any other printed documents. The mobile scanner can be used anywhere, anytime.

Hubdoc Former Investors (

Access to this page has been denied because we believe you are using automation tools to browse the website. Start saving time and money today by using Hubdoc. So, these are the top reasons why businesses should consider using Hubdoc. If you’re worried about losing important information, Hubdoc is an excellent choice because it saves everything in the cloud whenever you need it. If you care about data privacy, speed and accuracy of your data extraction then see the Veryfi experience below. The CGI application did not return a valid set of HTTP errors. The specified CGI application encountered an error and the server terminated the process.

You can choose to email one document or an entire folder at a faster processing speed. This professional document scanning software allows you to scan any document and convert it to PDF.

QuickBooks Self-Employed

Automatic reminders of quarterly tax due dates will help you avoid late fees. You can easily organize your income and expenses for instant tax filing. hubdoc Upgrade to TurboTax and instantly transfer all your financial data. TurboTax Self Employed can be connected to reduce manual data entry.

• This phase can be accelerated by using our examples or editing them.
• Tax time is easy when everything is in its right place.
• Reviso allows for full quote, order and invoice flows.
• Whether you’re looking to cut down on paperwork or want to automate your bookkeeping process, Hubdoc is the perfect solution.
• Digital CFO is an automated accounting software ERP that allows financial management and reporting.
• This integration means that manual input will be reduced, you’ll have a better workflow, be more organised and more efficient.
• QuickBooks provides self-starters and small businesses with the tools they need to succeed.