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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
API Access
Has API
Screenshots View All
No images available
Integrations
QuickBooks Online
Xero
BILL
Bookkeeper360
Box
Desktop.com
Expensify
QuickBooks Online Advanced
Shift
SmartVault
Integrations
QuickBooks Online
Xero
BILL
Bookkeeper360
Box
Desktop.com
Expensify
QuickBooks Online Advanced
Shift
SmartVault
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
$19/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management