Auto-organized by month and vendor. Missing documents chased under your name. Month-end export in one click.
Flat from $29/month. Unlimited receipts. No credits, no per-client fees, no sales call.
Since Hubdoc was retired, the receipt chase is everywhere again: statements requested by text, a blurry photo in an email with no context, uploads scattered across email, drives, and portals — until the close turns into archaeology.
"Send them when you can" is background noise to a client. Chasing by text and email eats the week, and following up makes you the nag — unbillable both ways.
What does arrive is IMG_2601.jpg: no month, no vendor, no context. Renaming and filing a hundred of those is not bookkeeping. It's data entry you can't charge for.
Month-end starts with a question you can't answer quickly: what's still missing? Every folder system answers it the hard way — by you looking, client by client.
Three sample documents are waiting behind this link. Sort them and watch a clean month-end take shape — or bring up to four non-sensitive files of your own.
Open the sample client linkA private upload page — no account, no app, no password, nothing to teach. They drop photos and PDFs the moment they have them, from any device. Or forward what you already have.
nothing new for the client to log into
Each file is read and filed by month, vendor, and type, with the amount extracted and the original one click away. Anything uncertain goes to a review pile — never silently into your books.
you check off, side-by-side with the original
Recurring vendors with a gap are flagged, and reminder drafts escalate politely on your cutoff — sent under your name, in your tone, because clients ignore robots.
polite → firm → final, you stay in control
Most alternatives either stop at file collection, charge per client, or meter you with credits. Here's the math at a real practice size.
| What it is | Collects & chases | Auto-sorts the pile | Cost at 30 clients | |
|---|---|---|---|---|
| Sorted Receipts | Client documents only — collection, sorting, chasing, export | Yes, under your name | Yes — month · vendor · type | $29/mo flat |
| Double | Full practice management — the right buy if you want workflows and tasks too | Yes | Partly (receipt mgmt module) | ~$300/mo (per client) |
| Dext | Pro extraction suite — deepest line-item extraction | Limited | Yes, tiered plans | $34+/mo, usage tiers |
| AutoEntry | Per-document extraction — cheap at very low volume | No | Yes, per-document credits | $13–469 credit packs |
| Financial Cents | Practice management — cheapest if you don't need the sorting | Yes | No — files stay attached to tasks | $19–99+/mo per user |
| Hubdoc | What you probably had | — | — | retired May 8, 2026 |
Prices as published or reported by practitioners, July 2026. If we've got one wrong, tell us and we'll fix it. If you need workflow management, time tracking, or proposals — buy one of the suites; they're good at that. This is deliberately not one.
Every plan is flat for its practice size — unlimited documents on all of them. Add a client without opening a spreadsheet to see what it costs you.
Up to 30 clients
Up to 100 clients
Unlimited clients, fair use
Same product on every plan. Annual billing: two months free. Outgrow your plan and upgrading is one click — sorting never stops mid-close. Pilot practices keep their launch price for as long as they stay.
We're onboarding a small group of bookkeepers right now. Pick the client whose receipts you chase hardest, send them the link, and run one real month-end through it. If it doesn't make that close faster, walk away — no card, no calls.
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Yes. Xero retired Hubdoc on May 8, 2026 and replaced it with storage-only Xero Files. The auto-fetch, OCR, and rules are gone. That's why this exists.
We won't quote you a marketing percentage. Every extraction is shown side-by-side with the original document, carries a confidence flag, and anything uncertain lands in a review pile instead of your books. You see exactly what it got wrong before it matters.
Nothing. Each client gets a private link that opens in any browser. No account, no password, no app. They drop files; that's the whole job.
You hear from us at 80% of your band, not after. Past the line, nothing stops — sorting and chasing continue, and moving up a plan is one click. We don't freeze extraction at a limit the way credit-metered tools do.
Yes — exports are a clean CSV plus a ZIP of originals renamed to date_vendor_amount, which works with Desktop, QBO, Xero, or a plain folder system. Direct publish-to-QuickBooks with the source attached is what we build next, with pilot users.
Documents are stored encrypted, processed only to sort them, never used to train models, and deleted (or exported to you) when you leave. During pilots we say this in writing before a single file moves.
Useful workflows, email copy, and checklists for the document side of a bookkeeping practice — no generic productivity advice.
Give clients one tiny job and turn what arrives into a clean, reviewable month.
Read the workflow → TemplatesPolite, firm, and final reminders that name the gap and the cutoff.
Use the templates → ChecklistSee what must be in, what must be chased, and what is ready to export.
Run the checklist → QuickBooks DesktopKeep a retrievable source-file trail without making clients learn a new system.
See the workflow →