Hubdoc Xero Integration Reviews & Features Xero App Store US

HubDoc is designed for the needs of SMBs and mid-market businesses across all industries that deal QuickBooks with high document and transaction volumes. Important information can be extracted and exported to software packages like Xero and Quickbooks Online as transactions, but Hubdoc also saves a copy of the original file. Hubdoc is a reasonably priced application for extracting data from bills and receipts and exporting it to accounting software packages.

Great idea, poorly executed, cost our business much time and still not working.

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• It will therefore come as no surprise that Dext is considered the superior tool in almost every aspect reviewed.
• I’m really not sure why Xero bought this company and then failed to invest in the technology, as it is only making the whole process of using Xero more difficult.
• Because Hubdoc is owned by Xero, you can expect to have no problems at all integrating with Xero.
• 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.
• 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.

God help you if your VAT is a penny out.

This is less suitable as they need to do individual scans since Hubdoc cannot separate them out. This allows us to have the invoice/receipt attached to the transaction in QBO which helps during Tax/Audit time in locating backup. Each review that comes in goes under comprehensive review moderation to avoid fraudulent/fake reviews. We are a premium Canadian bookkeeping firm based in Vancouver. We specialize in cloud based systems and great communication. Shlomi Lavi is an entrepreneur and founder of ITQlick.com.

Hubdoc Reviews

This system allows our clients to easily forward and automates sending us all their bookkeeping paperwork so we can do their books for them in the cloud. Hubdoc has a number of features that make it very useful. First of all, it allows you to input all your financial documents by scanning them or uploading them or by sending them in an email attachment. It is possible for users to allow access to others such as your accountant or bookkeeper who can immediately view the documents. You can also send invoices directly from your Hubdoc phone app.

Because Hubdoc is owned by Xero, you can expect to have no problems at all integrating with Xero. In fact, if you already have an account with Xero, clients accounts with Xero can be used to open a Hubdoc account. Hubdoc can easily create new transactions in Xero using the data that it extracted from the documents you scan. We have been using Hubdoc for the past 24 months, and in all honesty the service has steadily become more useless overtime. I have emailed the parent company Xero and received no feedback at all. I’m really not sure why Xero bought this company and then failed to invest in the technology, as it is only making the whole process of using Xero more difficult.

• For small to medium size businesses, Hubdoc is useful in reducing the amount of data entry you need to do and to keep track of your receipts and other financial documents.
• The email address ends in @app.hubdoc.com but you can choose the first part of the email address.
• If you download the Hubdoc app, then you can scan documents with your phone camera and add them to your Hubdoc account.
• Shlomi Lavi is an entrepreneur and founder of ITQlick.com.
• 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.

Reach out if you need help finding the right solution for your business. 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. We implemented HubDoc for our company to automate recurring invoices from clients into the correct chart of accounts. It ended up saving a lot of time and helping to avoid mistakes that can happen when manually/arbitrarily assigning expenditures to accounts.

Veryfi vs Hubdoc vs DEXT

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 also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time. I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn’t use it for personal stuff as I don’t track personal that strictly.

HubDoc is a cloud-based document management and automated bookkeeping solution designed for small businesses. It helps streamline document management Law Firm Accounts Receivable Management workflows and accounting processes by extracting key data from documents and automatically importing it into popular business platforms. For example Dext offers a matching feature, which means that Dext can detect matching bank transactions which have already been reconciled in your accounting software. Rather than creating a duplicate transaction, Dext prompts the user to match the digitized receipt with the existing transaction, improving the audit trail and preventing a transaction from being duplicated. Dext also allows you to create more advanced supplier rules, which can further speed up your purchase invoice processing.