Would a secure/HIPAA compliant folder for income be too much to ask for? Eg expenses are one side, but say a chiropractor needs to send over a transaction report or insurance checks for income, needs to be secure and don't want it to upload to QBO. However some OCR to find the file later would be really nice.

We would be interested in seeing how this works

Would love if clients could manage the receipts on their end as well. I have clients who I supply the Hubdoc subscription for and they use it to manage receipts enter transactions themselves

Ben Stein - One thing I will add that DOKKA does amazingly and no other software out there can do that I have found (Dext, Hubdoc, etc) is to attach all the documents from one email together or split them as needed. We wanted to use them but they don't work with small business clients.

Example: Email comes in from manufacturer. It has attached a bill, a report in .csv format, some extra shipping/customs documents that aren't bills but should be attached. I want to push all of that together to one bill in Xero (including the email in case there is important info in the email).

If all of that could be one document when it comes in, and be able to be split (in case they actually uploaded 3 bills or something), that would be STUPENDOUS!

Note: we are using Xero for accounting

It would be great if this implementation was done as both a mobile app for capture, web site for upload & review, and email forwarding as well like Dext. How is this coming along? Do we have an estimated release date?

I would love this as well. Since I deal with the construction industry, it would also be important to match receipts and bills to customers/projects.

I played around with DOKKA for a bit - they have some cool AI stuff going for them, makes it super simple to find a document, but I'm used to storing everything in Google Drive. I think it's Veryfi that can backup to Drive (saves a step) but what would be amazing is if you could change the filename. So a receipt is added to Keeper, OCR recognizes the date, dollar amount, vendor. Then on top of adding to QBO, the image file is added to a specified folder in Drive with the filename [date] [vendor] [amount]. I waste so much time renaming and sorting receipts!!

Yes! that way we can email to Dext or whatever other document storage firms might use