I have subs to both services, and I like HubDoc better because I can give my BookKeeper and CPA access to all my statements, making my life a heck of a lot easier.

Not all companies have the same auth schemes, or support OAUTH, making me login every time I want to have the service scan for any updates files and download them.Īlso, if you’ve enabled 2FA, it causes headaches. This results in a completely automated way to gather statements, etc., without me needing to do anything, except occasionally update a credential with the service. I started using Hazel to move them from Google Drive to my NAS.Īnd now, I havea one-way sync on my Synology NAS so that the NAS maintains a copy even if I remove the files from my cloud storage provider. Where do they go? The services also allow you do link a Dropbox or google drive account so that the files (PDFs) show up in whatever folder/directory you’ve set up. They both do an initial sump of documents and then check periodically for new docs. Insurance companies’ documents and statements are another one that comes to mind. The services leverage your credentials to automatically download statements and other documents.īoth services can connect to more than banks and credit card companies. Their systems advertise that they use “bank-level” security and encryption. There are two online services that make this easy:īoth allow you to add your financial institutions credentials into their systems.

Downloading Insurmountable