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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.
Description
Receiptor AI automates receipts, invoices, and bills from emails.
The following are the key features:
- Automated high-precision document extraction: Scans email body and attachments to find receipts and invoices.
- Data Categorization : Uses AI for categorizing documents by context (i.e. type, vendor, dates, etc.).
- Accounting System Integration: Exports data automatically to systems such as QuickBooks and Xero.
- User-Friendly dashboard: Provides a summary of documents processed and generates financial reporting.
- Compliance and security: Assures data privacy, and meets auditing standards.
Multi-user Access: Provides access based on roles and activity logs to facilitate team collaboration.
It simplifies tax preparation, expense tracking, and financial oversight.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
Xero
Yes
BILL
Yes
Bookkeeper360
Yes
Box
Yes
Desktop.com
Yes
Expensify
No
QuickBooks Online Advanced
Yes
Shift
Yes
SmartVault
Yes
Integrations
QuickBooks Online
Yes
Xero
Yes
BILL
No
Bookkeeper360
No
Box
No
Desktop.com
No
Expensify
Yes
QuickBooks Online Advanced
No
Shift
No
SmartVault
No
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Pricing Details
$19/user/month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Hubdoc
Founded
2011
Country
Canada
Website
www.hubdoc.com
Vendor Details
Company Name
Merlino, Inc.
Founded
2023
Country
United States
Website
receiptor.ai
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
Product Features
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
No
Bank Reconciliation
Yes
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