Founding Firm offer. First 100 firms only.
Move from Hubdoc to Invistiq
in 48 hours.
White-glove migration. Three months free. 20% lifetime discount. We handle the Hubdoc export, the vendor import, the QuickBooks or Xero wiring, and the parallel-run validation. You review the result and sign off.
No credit card. No migration charge. If the parallel-run numbers do not match your Hubdoc close, you do not pay.
48-hour turnaround
From kickoff call to go-live.
No charge until it works
Parallel-run must pass first.
20% off forever
Founding Firm price locked for life.
Why firms are leaving Hubdoc
Xero bought Hubdoc in 2018. The product has been frozen since.
Xero's 2024 and 2025 product investment went to Melio ($2.5B acquisition) and Syft Analytics. Hubdoc got none of it. Users report auto-posted invoices as credit notes, 4am misclassifications, broken Bank of America integration, contact-list crashes above 1,000 vendors, and fetch degradation. Firms running both Xero and QuickBooks clients get the worst of it: Hubdoc cannot help on the QuickBooks side.
Managed decline
No major feature release since 2022. Fetch feature degraded. Storage capped before upsells. Bank of America security integration broken for months.
Accuracy issues at scale
Invoices auto-posted as credit notes. 4am misclassifications. Contact lists over 1,000 crash the system. Users describe accuracy as 'still pants'.
Works for Xero only
Hubdoc is a Xero product. QuickBooks firms get a second-class experience or cannot use it at all. Invistiq supports both natively on day one.
What changes after migration
The numbers firms care about.
48h
average time from kickoff to go-live
40%
lower bill vs. Dext Practice at $239/mo
100%
of extracted values traced to source
48-hour migration
What the white-glove migration actually covers.
You do about an hour of work. We do the rest. Total wall-clock time is usually two business days.
01
30-minute kickoff call
You share your Hubdoc export, your QuickBooks or Xero connection, your vendor list, and your firm's chart-of-accounts preferences. We map your clients into Invistiq workspaces.
02
We run the import (Day 1)
Historical documents imported with original timestamps preserved. Vendor canonicalization runs. Category mappings applied per client. Integration tokens wired. Email forwarding addresses minted per client.
03
Parallel-run validation (Day 2)
We run your most recent month-end close against Invistiq and compare numbers to your Hubdoc close. If any line differs by more than 0.1 percent, we investigate and fix before go-live. You review the reconciliation report.
04
30-minute cutover call
You sign off on the reconciliation. We flip the email forwarding addresses, notify clients of the new portal, and deactivate your Hubdoc auto-fetch. Your bookkeepers log into Invistiq and start their next close.
05
3 months free starts here
Your 90-day free window begins the day you sign off on cutover. Keep Hubdoc running in read-only mode if you want extra insurance. At day 90, the 20% lifetime discount takes effect on your first billable month.
Side by side
Invistiq vs. Hubdoc at a glance.
| Capability | Invistiq | Hubdoc |
|---|---|---|
| Multi-client firm workspace | Built for it | Single tenant |
| QuickBooks Online sync | Native, bidirectional | Limited; Xero-first product |
| Xero sync | Native | Native (owned by Xero) |
| HIPAA BAA | Signed, available on request | Not offered |
| Email forwarding per client | Unique address per client | Single inbox per org |
| Confidence scores on extraction | Every field | Not surfaced |
| Immutable audit trail (append-only) | DB-level triggers enforce | Application log only |
| White-glove migration | Included for first 100 firms | N/A |
| Typical firm pricing | $79/mo + $8/client | Free with Xero Early+ plan |
| Active product investment 2024-2026 | Weekly releases | Minimal since 2022 |
Comparison reflects the state of Hubdoc as documented by Xero's official release notes and user reports on AccountingWEB, Trustpilot, and the Xero community forum as of April 2026. Hubdoc is a registered product of Xero. Invistiq is not affiliated with Xero or Hubdoc.
Questions
Migration questions, answered plainly.
What does white-glove migration actually mean?
Our team handles the migration for you. We export your Hubdoc data, import your vendor list and historical documents, wire up your QuickBooks or Xero sync, set up your client portal addresses, and run a parallel test against a recent month-end to prove the numbers match. You spend about 30 minutes on a kickoff call and 30 minutes reviewing the parallel run. We do the rest. Typical turnaround is 48 hours from signed agreement to go-live.
What happens if the migration fails or the numbers do not match?
We do not bill you until the parallel-run validation passes. If we cannot match your last month-end close numbers from Hubdoc within 0.1 percent, we do not charge. You stay on Hubdoc and we shake hands and part ways. We have no interest in forcing a migration that does not work. Our whole pitch is that it will work, and we put our money where our mouth is.
Why 3 months free instead of a dollar credit?
Bookkeepers tell us cash credits do not move them. Time risk does. 3 months free lets you parallel-run Hubdoc alongside Invistiq for a full close cycle and prove the new setup works before you pay anything. It is risk reversal, not a discount. A $100 or $500 credit does not offset the 40 to 100 hours a migration actually takes. Running both tools for 90 days does.
What is the 20% lifetime discount?
The first 100 firms who sign up through the Founding Firm offer get 20% off their plan forever. Not for the first year. Forever. You stay at 80% of list price as long as your firm is on Invistiq. The discount survives tier upgrades (Starter to Growth to Firm Pro), plan changes, and pricing updates. It does not transfer if the firm is acquired, but it does survive a rename or rebrand.
What do I have to give in exchange for Founding Firm status?
One named case study. Once you have run 3 month-end closes on Invistiq, we write a short case study with specific numbers (hours saved, close-time reduced, error rate). You review every word before publish and can veto any claim you do not want out there. If you say no to the case study later, you keep the discount and we do not publish. That is it. No additional commitment.
What integrations ship on day one?
QuickBooks Online sync (vendors, bills, attachments), Xero sync (same), Gmail and Outlook email forwarding (clients can forward invoices to a dedicated address per client), Google Drive and Dropbox watch folders, and Slack notifications. Karbon and Aero Workflow integrations are on the Q4 2026 roadmap. Dentrix and Open Dental integrations are Year 2 if you serve dental clients.
Is my data safe? How does this compare to Hubdoc on security?
AWS S3 with Object Lock (BAA signed) for file storage. AES-256 encryption at rest. TLS 1.3 in transit. Multi-tenant database isolation enforced at the row level by PostgreSQL policies plus immutable append-only triggers on audit tables. HIPAA BAA signed and available to any firm with healthcare clients. SOC 2 Type I in progress for 2026, Type II target 2027. Hubdoc does not offer a HIPAA BAA.
What if I am on Dext or AutoEntry instead of Hubdoc?
Same offer applies. Dext and AutoEntry migrations work the same way. Bring your export, we handle the import, parallel-run validation, and cutover. If you are paying $239/month for Dext Practice, moving to Invistiq Growth at $79/month plus $8/client usually cuts your bill in half or more depending on client count.
Ready to move
Claim your Founding Firm slot before the first 100 are gone.
We will reply within one business day with a short kickoff form and a calendar link. No credit card to start.
Limited to the first 100 bookkeeping firms. No credit card required to start.