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About

Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.

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

Organizations that need a document collection platform

Audience

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

Support

Phone Support Not 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

$49 per month
Free Version Not Supported
Free Trial 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 Not Supported
In Person Not Supported

Training

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

Company Information

File Request Pro
Founded: 2019
United States
filerequestpro.com

Company Information

Hubdoc
Founded: 2011
Canada
www.hubdoc.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies
Receiptor AI

Receiptor AI

Merlino, Inc.
FormX.ai

FormX.ai

Oursky

Categories

Portal Supported

Categories

Bookkeeping Supported
Data Extraction Supported
Document Scanner Supported
Financial Audit Supported
Receipt Scanner 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
Dropbox Supported
Google Drive Supported
Microsoft OneDrive Supported
Microsoft SharePoint Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Shift Not Supported
SmartVault Not Supported
Squarespace Supported
Timworks Not Supported
Weebly Supported
Wix Supported
WordPress Supported
Xero Not Supported
Zapier Supported

Integrations

BILL Supported
Bookkeeper360 Supported
Box Supported
Desktop.com Supported
Dropbox Not Supported
Google Drive Not Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Shift Supported
SmartVault Supported
Squarespace Not Supported
Timworks Supported
Weebly Not Supported
Wix Not Supported
WordPress Not Supported
Xero Supported
Zapier Not Supported
Claim File Request Pro and update features and information
Claim File Request Pro and update features and information
Claim Hubdoc and update features and information
Claim Hubdoc and update features and information