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What is LedgerDocs?

LedgerDocs offers a variety of methods for uploading financial documents, which greatly simplifies the management of your accounting responsibilities. This document management system is compatible with popular accounting platforms such as QuickBooks, Sage 50, Xero, and Kashoo, making it a powerful tool for improving bookkeeping and accounting efficiency. By minimizing the reliance on extensive email exchanges, collaboration becomes more streamlined, allowing every team member to easily access essential documents within LedgerDocs. You can invite colleagues to your company workspace and take advantage of organizational features like notes, tags, and file sharing for each document you upload. Tailored to promote effective teamwork among business owners, accountants, and bookkeepers, this platform ensures that financial documents are accessible from anywhere at any time, significantly easing the accounting process. Users can upload documents through the app, or via mobile devices, scanners, email, or even Dropbox, providing great flexibility. Furthermore, you have the option to set up automatic retrieval of bank and credit union statements, which enhances your financial oversight. This holistic approach not only saves valuable time but also keeps everyone involved on the same page, creating a more cohesive working environment. Consequently, LedgerDocs empowers users to focus on strategic financial decisions rather than getting bogged down in administrative tasks.

What is Hubdoc?

Hubdoc provides a convenient way to import your financial documents and transform them into formats that can be easily used. Capturing these documents is simple, allowing you to use your mobile device for photos, send them via email, scan them, or upload files directly to the Hubdoc platform. All vital documents are securely stored in one online location for easy access. The system automates the process of data entry by extracting essential details from invoices and receipts, including vendor names, amounts, invoice numbers, and due dates, which can then be used to create transactions in Xero and QuickBooks Online, while also keeping the original documents attached. By inviting your accountant to your Hubdoc account via email, they can effortlessly monitor your bookkeeping tasks. This arrangement keeps your accountant well-informed and actively involved in your financial management, enhancing the efficiency of collaboration while ensuring that no detail is overlooked. This seamless integration of document management and accounting provides significant time savings and reduces the potential for errors in your financial processes.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$14 per month
Free Trial Offered?
Free Version

Pricing Information

$12 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

LedgersOnline

Date Founded

2002

Company Location

Canada

Company Website

www.ledgerdocs.com

Company Facts

Organization Name

Hubdoc

Date Founded

2011

Company Location

Canada

Company Website

www.hubdoc.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and 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

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