automate your workflow: simplify bookkeeping with hubdoc and scansnap cloud
TRANSCRIPT
Automate Your Workflow:Simplify Bookkeeping with Hubdoc and ScanSnap Cloud
Yoseph WestMarketing Leader, Hubdoc
Agenda1. How the integration works2. Integration demonstration3. Planned improvements4. ScanSnap best practices + giveaway
Hubdoc + ScanSnap Cloud
ScanSnap Toolbox
ScanSnap Cloud
ScanSnap iX100
ScanSnap iX500
-OR- -AND-
Hubdoc Toolbox
1 Hubdoc account
Auto-fetches client docs from over700 vendors
Sync all bills & invoices TO BE PAID
to Bill.com
Bill.com updates QBO with PAID
status
Sends receipts & invoices to
QBO for reconciliation
Receipts & Invoices
scan snap forward Backup to Cloud
Storage
Auto-fetches client docs from over700 vendors
Sync all bills & invoices TO BE PAID
to Bill.com
Bill.com updates QBO with PAID
status
Sends receipts & invoices to
QBO for reconciliation
Receipts & Invoices
scan snap forward Backup to Cloud
StorageScanSnap
Integration-in-action
Integration-in-action
Integration-in-action
Integration-in-action
ScanSnap Cloud
Line-of-Business ApplicationsCloud Storage
ScanSnap Cloud
• Auto Color Detection• Auto Skew Correction• Auto Cropping• Auto Page Size Detection• Auto Quality• Auto Orientation• Auto Blank Page Removal• Auto Bleed Removal
Auto Color Auto Size Auto Orientation Blank Page Removal
20xx.xx.xx_Forecast.pdf
Smart Naming Intelligent Sorting
ScanSnap Cloud App
• Setup ScanSnap Cloud • View Scanned Data• Make Setting Changes• Push Notifications
ScanSnap Cloud Application
QuickBooks Online Paperless Productivity BundleGet our free1 paperless productivity bundle that will help you and your customers automate administrative
work, save time and improve productivity with this modern business bundle.
Contact your Intuit Account Manager to purchase this limited time offer! 3
Important Offer Details, Disclaimers/Footnotes 1. To qualify, your company is required to purchase and pay for 10 or 20 new QuickBooks Online Essentials or Plus subscriptions on a monthly basis for a minimum period of 12 months.2. Offer valid for new Hubdoc customers only.3. A complete set of terms and conditions is available from your Intuit Representative. Copyright © Intuit Canada ULC, 2016. All rights reserved
To learn more, please visit proadvisor.ca/HubdocOffer
Scanner Giveaway!
$50 Off Discount Code
1. For the ScanSnap iX5002. Can only be used at
buyfcpa.com3. 5 unit maximum4. Expires April 30th 20175. Code is “Scan2Hubdoc”
Vip Account for YouOne free Hubdoc account for Accountants & Bookkeepers
Simply sign up at
Once you love Hubdoc, begin adding your clients
Supercharge your practice!
Connect with Hubdoc
Get your free advisor accountHubdoc.com/ProAdvisor
Get Hubdoc-QBO Certifiedlearn.hubdoc.com
Contact [email protected]
1-800-577-2842
