What is Hubdoc?

What features does Hubdoc offer?

Hubdoc automates data entry and document collection, and streamlines bookkeeping workflows. Here’s an overview of Hubdoc’s core functionality:

1. Document collection

Hubdoc lets you add paper and digital documents by:

Dragging and dropping files from your desktop
Emailing using your unique intake email address (found in Settings > Organization)
Taking a photo with the Hubdoc mobile app
Scanning documents using the integration with ScanSnap Cloud
Uploading multi-page documents and split PDFs in Hubdoc

2. Document scanning using OCR technology and document naming

Hubdoc extracts the key data from uploaded documents (name of vendor, date), and will save the document automatically using those two key pieces of information. This makes your documents more searchable.

Going paperless? If you've tried scanning in documents and receipts, you know that typing in a file name for each is extremely time consuming. This feature of Hubdoc will save you hours!

3. Importing your bank and credit card statements

Choose one of the following two methods to get your bank and credit card Statements loaded into Hubdoc:

1) Use Hubdoc's Auto-Fetch function to automatically log in to your bank and save your statements monthly. See Set Up Bank Statement Fetching.

2) Download the statements as a CSV (Excel) and PDF from your bank. and upload to Hubdoc manually.

Note: The integration with some Canadian banks (TD, Scotia, RBC) does not always work smoothly, so feel free to bypass this part and upload your statements manually each month.

4. Connecting to other accounts to auto-fetch your statements each month and saving them to Hubdoc

Cell phone and internet: Telus, Rogers, Bell, Shaw
Utilities: Enmax, Fortis, Direct Energy
Insurance: Co-operators, etc.

Not all vendors are available, and they do change frequently.

5. Sharing your business documents with your accountant or bookkeeper

Collect all your key documents in Hubdoc and grant access to your advisors (accountant, bookkeeper, executor) by inviting them as a User so they can access your documents.