Automating the document sorting process allows us to simplify finances and focus our efforts on higher value activities.
Hubdoc – the preferred One Source Services cloud technology provider
Sherman Oaks Accounting & Bookkeeping and One Source Services, Inc. are Hubdoc Certified Advanced Partners because we recognize that choosing the right cloud technology provider is critical to getting the most out of the cloud. Cloud technology can provide many advantages: less paper, instant access to information, more free time, fewer manual errors, faster processing and quicker approvals to name a few. In a world full of applications, we put a lot of research and consideration into understanding our clients’ needs so we could select the right provider.
Hubdoc automatically fetches documents from financial institutions and major vendors. It supports e-mail, desktop and mobile uploads. In other words, you can digitize your receipts or invoices from anywhere and store them in the cloud. By using one platform to collect and manage financial documents, you’re saving a LOT of time. It also enables you to enter your own banking credentials into Hubdoc, eliminating the need for your bookkeeper to manage your logins and the accompanying liabilities. Furthermore, Hubdoc automatically creates folders and sorts documents based on vendor name with customizable labels for categorizing purposes. Automating the document sorting process allows us to simplify finances and focus our efforts on higher value activities rather than the mundane administrative work.
With Hubdoc, our clients have been able to spend more focusing on the things they love.
Hubdoc integrates with Bill.com and allows you to setup automated accounts payable workflows. By using Hubdoc to automatically fetch bills from major vendors and publish them to Bill.com, some Hubdoc users have seen reductions in approval and payment times by up to 50%.
QuickBooks Online Integration
Hubdoc integrates with QuickBooks online, which can be securely accessed from any Internet connected device and is updated regularly, enabling real-time collaboration. This empowers you to set-up “automated publishing” workflows; a fancy way of saying you can attach source documents to transactions and simplify reconciliation so that your books are always audit-ready.
The right cloud technology provider is critical to getting the most out of the cloud.
Simplify Your Finances
One Source Services, Inc. dba Sherman Oaks Accounting And Bookkeeping puts a lot of effort into finding the right technologies to automate workflows. With Hubdoc, our clients have been able to minimize paper, reduce operational costs and spend more time providing higher value services, generating more revenue or focusing on the things they love. It’s one way that Sherman Oaks Accounting And Bookkeeping simplifies your finances.