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Description

Prepare your financial documents with ease. Collect consumer finance documents for your platform in a quicker and more efficient manner than ever before. This process eliminates the hassle of scans and manual uploads, streamlining workflows while reducing administrative follow-up tasks. Obtain high-fidelity data directly from the source, ensuring accuracy and reliability. Our white-labeled solution seamlessly integrates into your brand. The security of the FileThis Service is paramount, providing peace of mind. We collaborate with FinTech platforms to simplify processes such as loan applications, tax preparation, bill payments, bookkeeping automation, and compliance with legal financial requirements. By working together, we enhance the overall user experience and make financial management more accessible to everyone.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SmartVault Yes 
BILL No 
Bookkeeper360 No 
Box No 
Desktop.com No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Shift No 
Timworks No 
Xero No 

Integrations

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

Pricing Details

No price information available.
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

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 No 
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) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FileThis

Founded

2010

Country

United States

Website

filethis.com

Vendor Details

Company Name

Hubdoc

Founded

2011

Country

Canada

Website

www.hubdoc.com

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control 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 

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