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About

Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.

About

With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies looking for a customer onboarding platform

Audience

Companies that want to capture data from financial documents and import it into their accounting software

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

£40 per user
Free Version Not Supported
Free Trial Not Supported

Pricing

$12 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I like how easy it is to amend the details stored within, we can have multiple companies so no need for separate systems. It reads the invoice in most cases therefor takes away data entry.

Cons

  • Sometimes it does not read all documents so the need to review documents is still necessary. However i don't think there is any way around this as you would want to check what is going into the system.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

FastDox
Founded: 2018
United Kingdom
fastdox.co.uk

Company Information

Hubdoc
Founded: 2011
Canada
www.hubdoc.com

Alternatives

Alternatives

Receiptor AI

Receiptor AI

Merlino, Inc.
FormX.ai

FormX.ai

Oursky

Categories

AML Supported
CRM Supported
Digital Signature Supported
Lead Management Supported

Categories

Bookkeeping Supported
Data Extraction Supported
Document Scanner Supported
Financial Audit Supported
Receipt Scanner Supported

AML Features

Behavioral Analytics Not Supported
Case Management Supported
Compliance Reporting Supported
Identity Verification Supported
Investigation Management Not Supported
PEP Screening Not Supported
Risk Assessment Not Supported
SARs Not Supported
Transaction Monitoring Supported
Watch List Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Not Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Not Supported
Progress Tracking Supported
Task Progress Tracking Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Bookkeeping Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Not Supported
Payroll Not Supported
Revenue Recognition Not Supported
Spend Management Supported
Tax Management Not Supported

Data Extraction Features

Disparate Data Collection Supported
Document Extraction Supported
Email Address Extraction Not Supported
Image Extraction Not Supported
IP Address Extraction Not Supported
Phone Number Extraction Not Supported
Pricing Extraction Not Supported
Web Data Extraction Not Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Supported
Balance Sheet Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Supported
Profit / Loss Statement Not Supported

Integrations

BILL Not Supported
Bookkeeper360 Not Supported
Box Not Supported
Desktop.com Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Shift Not Supported
SmartVault Not Supported
Timworks Not Supported
WWS Open API Supported
Xero Not Supported

Integrations

BILL Supported
Bookkeeper360 Supported
Box Supported
Desktop.com Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Shift Supported
SmartVault Supported
Timworks Supported
WWS Open API Not Supported
Xero Supported
Claim FastDox and update features and information
Claim FastDox and update features and information
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Claim Hubdoc and update features and information