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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.

About

Whether you’re attempting to manage hundreds of documents or trying to track the status of an engagement, Suralink’s dynamic workflow solution will help you reduce the amount of time and effort required to keep engagements on track. Suralink simplifies the engagement process for your clients, ensuring they have an enjoyable experience they’ll want to repeat with you year after year. Create document request lists and set timelines of completion so documents stay on track. All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement. Import your existing spreadsheet list for ultra-fast setup. Create templates to reuse when adding new clients. Create a unique experience and help users feel secure by creating a custom sub-domain that has your name and logo at the login page and in system emails.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Audit solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Hubdoc
Founded: 2011
Canada
www.hubdoc.com

Company Information

Suralink
Founded: 2014
United States
www.suralink.com

Alternatives

Alternatives

AuditDashboard

AuditDashboard

Audit Dashboard Inc.
Receiptor AI

Receiptor AI

Merlino, Inc.
FormX.ai

FormX.ai

Oursky

Categories

Categories

Bookkeeping Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Audit Features

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Integrations

BILL
Bookkeeper360
Box
Desktop.com
QuickBooks Online
QuickBooks Online Advanced
Shift
SmartVault
Timworks
Xero

Integrations

BILL
Bookkeeper360
Box
Desktop.com
QuickBooks Online
QuickBooks Online Advanced
Shift
SmartVault
Timworks
Xero
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Claim Hubdoc and update features and information
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