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Overview

Hubdoc is a powerful document management and data extraction tool designed primarily for financial professionals and small businesses. It automates the collection of financial documents and extracts key data, streamlining the accounting process. With Hubdoc, users can easily manage receipts, invoices, and bills, reducing manual data entry and improving accuracy. The platform integrates seamlessly with various accounting software, enhancing workflow efficiency and providing a clear overview of financial documents.

Core Features

  • Automated Document Collection: Fetches documents directly from banks, utility companies, and suppliers.
  • Data Extraction: Utilises advanced OCR technology to extract key information from receipts and invoices.
  • Multi-Device Access: Available on web and mobile platforms, allowing access from anywhere.
  • Integration Capabilities: Connects with major accounting software like Xero, QuickBooks, and more.
  • Document Storage: Securely stores financial documents in the cloud for easy retrieval and compliance.
  • Smart Categorisation: Automatically categorises documents for simplified organisation and tracking.

Benefits

  • Increased Efficiency: Reduces the time spent on manual data entry and document collection, allowing professionals to focus on higher-value tasks.
  • Improved Accuracy: Minimises human error through automated data extraction, ensuring precise financial records.
  • Enhanced Collaboration: Facilitates seamless sharing of financial documents with team members and accountants, streamlining communication.
  • Cost-Effective: Saves money by reducing the need for physical document storage and labour-intensive data entry processes.
  • Accessibility: Provides the flexibility to access important financial documents anytime, anywhere, supporting remote work and real-time decision-making.
FAQ's

Frequently Asked Questions about Hubdoc

Who are Hubdoc?

Hubdoc is a cloud-based document management solution designed to simplify the way businesses manage their financial documents. Founded in 2014, Hubdoc automates the collection of bills and receipts, providing businesses with a more efficient way to handle their accounting processes.

What are Hubdocs products?

Hubdoc primarily offers a document management platform that allows users to capture, manage, and store financial documents. Key products include features for automatic data extraction from receipts and invoices, document storage, and integration with accounting software like Xero and QuickBooks.

What services do Hubdoc offer?

Hubdoc offers services focused on document automation, including receipt and invoice capture, data extraction, and secure document storage. Additionally, they provide integrations with popular accounting platforms for seamless data transfer and management.

What type of companies do Hubdocs products suit?

Hubdocs products are suitable for small to medium-sized businesses, accounting firms, and freelancers who require efficient document management and integration with accounting software to streamline their financial processes.

How much does Hubdocs product cost?

Hubdoc offers a subscription-based pricing model. Pricing typically starts at around £15 per month, but specific costs may vary based on the number of users and features selected. It is advisable to check the official website for the most current pricing details.

Does Hubdoc offer a free trial?

Yes, Hubdoc offers a free trial period, allowing potential users to explore the features and functionalities of the platform before committing to a subscription.

What discounts does Hubdoc offer on their products?

Hubdoc occasionally offers promotional discounts or offers, particularly for annual subscriptions. Users are encouraged to check the website or contact customer support for any active promotions.

Are there any hidden fees or additional costs with Hubdoc?

Hubdoc does not typically have hidden fees; however, users should be aware that costs may arise if they choose to integrate additional third-party services or if they exceed usage limits set by their subscription plan.

Who uses Hubdocs products?

Hubdocs products are used by a variety of professionals, including accountants, bookkeepers, small business owners, and freelancers who need to manage financial documents efficiently.

What are the main features of Hubdocs products/services?

Key features of Hubdoc include automatic data extraction from receipts and invoices, secure cloud storage, integration with accounting software, and a user-friendly interface for document management.

How does Hubdoc compare to its competitors?

Hubdoc is noted for its simplicity and ease of use compared to competitors. While other solutions may offer more advanced features, Hubdoc focuses on providing a streamlined experience specifically for document management and integration with accounting tools.

Is Hubdocs platform easy to use?

Yes, Hubdocs platform is designed to be user-friendly, with a straightforward interface that simplifies the process of capturing and managing documents.

How easy is it to set up Hubdocs product or service?

Setting up Hubdoc is relatively easy. Users can create an account, integrate their accounting software, and begin uploading documents within a short period, guided by the platforms setup instructions.

Is Hubdoc reliable?

Hubdoc is considered reliable, with a strong track record of uptime and performance. The platform is designed to handle sensitive financial documents securely and efficiently.

Does Hubdoc offer customer support?

Yes, Hubdoc offers customer support through various channels, including email and online resources like tutorials and FAQs for troubleshooting and assistance.

How secure is Hubdoc’s platform?

Hubdoc employs industry-standard security measures, including encryption and secure data storage, to protect user information and financial documents.

Does Hubdoc integrate with other tools or platforms?

Yes, Hubdoc integrates with several accounting platforms, including Xero and QuickBooks, as well as other tools to enhance its functionality and user experience.

Can I use Hubdoc on mobile devices?

Yes, Hubdoc has a mobile app available for both iOS and Android devices, allowing users to capture and manage documents on the go.

What do users say about Hubdoc?

Users generally praise Hubdoc for its ease of use, efficiency in managing documents, and seamless integration with accounting software. Some users note limitations in advanced features compared to other solutions.

What are the pros and cons of Hubdoc?

Pros of Hubdoc include its user-friendly interface, automatic data extraction, and reliable integrations. Cons may include a lack of advanced features and potential limitations in customisation compared to competitors.

How can I purchase Hubdoc’s services?

Hubdocs services can be purchased directly through their website, where users can choose a subscription plan that fits their needs and complete the registration process online.

What is the cancellation or refund policy for Hubdoc?

Hubdoc typically allows users to cancel their subscription at any time. However, it is advisable to review the specific cancellation and refund policy on their website or contact customer support for detailed information.

Who uses Hubdoc?

Hubdoc is used by small business owners, accountants, and bookkeepers who require a streamlined approach to document management and financial organisation.

What are the common use cases for Hubdoc?

Common use cases for Hubdoc include automating the data entry process for receipts and invoices, organising financial documents for tax preparation, and facilitating client document requests for accounting professionals.

Why choose Hubdoc over other options?

Choosing Hubdoc may be beneficial for users seeking a simple, efficient, and secure way to manage financial documents, particularly if they already use accounting software that integrates with Hubdoc.

How easy is it to set up Hubdoc?

Hubdoc is designed for easy setup, with a guided process that allows users to quickly integrate their accounting software and begin using the platform without extensive technical knowledge.

Does Hubdoc offer training or tutorials?

Yes, Hubdoc provides training resources and tutorials on their website to help users understand how to use the platform effectively.

What languages does Hubdoc support?

Hubdoc primarily supports English, but its user interface may also be available in other languages depending on the region and user settings.

What problems does Hubdoc solve?

Hubdoc addresses challenges related to document management, such as time-consuming data entry, disorganisation of financial documents, and the need for seamless integration with accounting systems.

Is Hubdoc worth the investment?

Hubdoc may be worth the investment for businesses that require efficient document management and integration with accounting software, particularly if they handle a high volume of financial documents.

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