Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.
Description
Hubdoc allows you to seamlessly import your financial documents and convert them into usable data formats. The process of capturing your financial documents is straightforward and can be accomplished by taking photos with your mobile device, sending emails, scanning, or directly uploading files to Hubdoc. All of your essential documents are securely stored online in a centralized location. The platform automates data entry by extracting critical information from bills and receipts, such as supplier names, amounts, invoice numbers, and due dates, which can then be utilized to create transactions in Xero and QuickBooks Online, complete with the original source documents attached. By granting your accountant access to your Hubdoc account through an email invitation, they can effortlessly oversee your bookkeeping activities. This ensures that your accountant remains informed and engaged with your financial management, making collaboration more efficient.
API Access
Has API
Yes
API Access
Has API
No
Integrations
BILL
No
Bookkeeper360
No
Box
No
Desktop.com
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Shift
No
SmartVault
No
Timworks
No
WWS Open API
Yes
Integrations
BILL
Yes
Bookkeeper360
Yes
Box
Yes
Desktop.com
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Shift
Yes
SmartVault
Yes
Timworks
Yes
WWS Open API
No
Pricing Details
£40 per user
Free Trial
No
Free Version
No
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FastDox
Founded
2018
Country
United Kingdom
Website
fastdox.co.uk
Vendor Details
Company Name
Hubdoc
Founded
2011
Country
Canada
Website
www.hubdoc.com
Product Features
AML
Behavioral Analytics
No
Case Management
Yes
Compliance Reporting
Yes
Identity Verification
Yes
Investigation Management
No
PEP Screening
No
Risk Assessment
No
SARs
No
Transaction Monitoring
Yes
Watch List
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
No
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
No
Progress Tracking
Yes
Task Progress Tracking
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
No
Product Features
Bookkeeping
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
Cash Management
No
Collections
No
Expense Tracking
Yes
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
No
Spend Management
Yes
Tax Management
No
Data Extraction
Disparate Data Collection
Yes
Document Extraction
Yes
Email Address Extraction
No
IP Address Extraction
No
Image Extraction
No
Phone Number Extraction
No
Pricing Extraction
No
Web Data Extraction
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
Yes
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
Yes
Profit / Loss Statement
No