Overview
Hubdoc document management streamlines financial workflows by automating the collection and categorization of financial documents, directly integrating with QuickBooks Online (QBO) to enhance efficiency and accuracy. This powerful tool eliminates manual data entry, ensuring all receipts, bills, and statements are captured and stored securely in the cloud.
By transforming how businesses handle their financial paperwork, Hubdoc significantly reduces administrative burden and provides a clear, real-time overview of financial data, making it an indispensable asset for modern accounting practices.
- Automation: Hubdoc automatically fetches financial documents from various sources, including banks, suppliers, and utility providers, reducing the need for manual collection and data entry.
- Integration: Seamlessly integrates with QuickBooks Online, allowing for direct publishing of categorized documents and their associated data, which is crucial for streamlining QBO workflows.
- Organization: All documents are stored digitally in a centralized, searchable platform, ensuring easy access and robust organization for audit trails and financial reporting.
- Efficiency: By automating document collection and data extraction, Hubdoc significantly boosts operational efficiency, freeing up time for more strategic financial analysis.
KWB Accountants: Streamlining Document Management for QBO with Hubdoc
Hubdoc is an automated, central hub for all your financial documents.
It syncs all your documents and their data with QuickBooks Online (QBO). It turns your receipts, bills, and invoices into accurately coded QBO online transactions with key data entered and source documents attached.
The transactions are then auto-matched to the bank feeds for one-click reconciliation and audit-proofing.
Benefits of Hubdoc:
- No more chasing documents.
- Securely store and manage all your financial document in one place.
- Auto-fetches financial document from hundreds of bank, utilitiy and telecom providers and online vendors.
- Automatically creates folders and sorts documents by their vendor name after they’ve been fetched or uploaded.
- Extracts key data and syncs transactions to QuickBooks online with source document attached.
- Upload documents from your desktop, mobile device, email or Scan Snap scanner
- Less time spent on data entry so you can spend more time on reviewing, coding, posting and reconciling transactions.
For more detailed information on Hubdoc please call KWB at 780-466-6204 or email us by clicking here.
Thanks to Sana Arbadzada of KWB Chartered Accountants for providing this content.