HUBDOC: All Financial Docs In One Place

In this monthly post, I’d like to take some time and introduce you to one of many apps that we at Schulte and Schulte endorse and recommend to our customers.

As a firm of construction accounting specialists, of course we would love to help companies in the construction industry with their books and finances, but we also would like to suggest different apps or software that we feel may help our clients out. During this monthly feature, we will be taking a look at several apps that we love at Schulte and Schulte, and dig a little bit deeper into our favorites.

This month, we would like to introduce you to Hubdoc.

 

 

Hubdoc has been an absolute lifesaver for us and our clients in tracking down all of the different financial documents that our clients create and receive. Hubdoc automatically pulls your online bills and bank statements into one secure hub so that these don’t have to be chased down anymore. These documents can be pulled right from your email account, or if you have paper documents, they can be scanned onto your computer and then uploaded to Hubdoc by using a unique email address you are given or by dragging and dropping from your files. They also have a smartphone app that will allow you to take a picture of a receipt or document and upload it to your Hubdoc. Pretty slick!

 

Some of the features of Hubdoc that we have come to love and depend on are:

  • Data management, not data entry
    • Every time a document is fetched or uploaded, Hubdoc extracts the key data and seamlessly creates entries in QuickBooks Online with source documents attached.
  • Automatically audit-proofs your business
    • Through integration, Hubdoc transactions are automatically matched with the bank feed in QuickBooks Online. Audit-proofing your business has never been so effortless.
  • Supercharged automation with vendor rules
    • Vendor rules are a powerful way to take greater control of how receipts, bills and statements are coded into your cloud accounting and cloud payments solutions.
  • Easy collaboration with your advisers – like your friends at Schulte and Schulte!
    • With Hubdoc, your advisers have the documents they need, when they need them. And you have confidence your docs are organized, secure in the cloud and accessible from anywhere.

 

If this sounds like a helpful app, please get in touch with us! We would love to assist you in getting a free trial set up, as well as an opportunity to walk you through the ins and outs of Hubdoc.