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Cool Tools – HubDoc

Trusted bookkeeping solutions for today’s focused entrepreneurs.

Hubdoc automatically gathers your key financial documents in one place.

  • Auto-fetch your docs and convert them into data you can use!
  • Hubdoc automatically delivers and organizes your key financial documents in one place.
  • Extract the key data and then sync the documents and their data with QBO, helping audit-proof SMBs.
  • At its core, Hubdoc automates the document management element of bookkeeping.


HubDoc is an interesting tool that automatically pulls bank statements, credit card statements, and store receipts. There is a monthly fee, but this is an interesting alternative to providing your bookkeeper View Only access to all your accounts.

With HubDoc, for $20/month, you can provide anyone access to these documents and keep them all organized – literally with just a one-time set-up! You get unlimited storage, too … Another automation option to consider if it’s right for you!

We love tools that make our work smarter and easier…

What are your favorite tools? We’d love to hear from you.

ZümiFi – We’re Smart, Focused, Virtual, and Unique

Our clients choose us because we’re different––in a good way. Here’s how we set ourselves apart from other bookkeepers and financial management services:

  • Business Focus –– We are fluent in the various dialogues of different industries. We distinguish ourselves by speaking your language – not by requiring that you learn to speak ours.
  • Customized, Tailored Solutions –– Some bookkeeping services and CPAs like all of their clients to use one standard Chart of Accounts. Not us. We create a customized Chart of Accounts and customized reporting for each client. So your Chart of Accounts will be all about what you need to see and will always reflect both solid accounting practices and information laid out in a way that’s concise and useful to you.
  • Real-Time, Cloud-Based information –– We are 100% virtual. That means you have access to everything we have access to. That means you’ll have all the perks of a full-time, onsite bookkeeper without the overhead and cost! We’re always on the same page and always sharing the same data. That’s Cloud efficiency at its best!
  • Our Team Approach –– Not only do we have your back, but we also have each other. ZümiFi is unique because we’re a team that works together to provide continuous support to our clients, whatever may be going on. That means there’s always someone available for you to think things through and to ensure that we’re offering the best, most streamlined solutions for your bookkeeping needs.

Trusted bookkeeping solutions for today’s focused entrepreneurs.

Contact us today at 415.550.3070 to learn more about our experience, expertise and how we can help design bookkeeping and financial management systems that meet your particular business needs.

Cool Tools – HubDoc

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