Once documents have been seamlessly uploaded, the key data is extracted and synced with Xero or Quickbooks Online as an accurately coded transaction with the source document attached. Hubdoc transactions are automatically matched to the corresponding transaction in the bank feed, ready for one-click reconciliation and allowing for audit proofed books. Hubdoc’s automatic data capture gives you fast records of your bills and receipts in Xero. Just snap a pic, upload the file to Hubdoc, then see the financial data in your Xero accounting software. Go paperless with Hubdoc—store bills and receipts securely in the cloud, so you never lose or damage records. Hubdoc organizes your documents automatically for easy access, and with automatic backups, you’ll have peace of mind knowing your financial records are safe and always available.
- Hubdoc has a user-friendly design that makes it easy to start uploading documents and syncing data.
- Hubdoc automatically pulls bills, receipts and statements into one secure hub.
- Since being acquired by Xero, Hubdoc continues to evolve into a feature-rich platform for Xero users to capitalize on.
- Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero.
- Hubdoc’s software provides a slick way to store and organise financial records.
- Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc organization.
Capture data from bills and receipts
Whether you’re on the go, at home, or in the office, Hubdoc gives you the tools to upload paper and digital documents using your mobile device, desktop, email, or scanner. Once the document has been uploaded, Hubdoc extracts the key financial data and automatically files it into a supplier folder. Hubdoc reduces data entry by accurately capturing information from bills and receipts and publishing it to Xero; making it easy to match transactions to the Xero bank feed. Hubdoc is included in Xero Starter, Standard and Premium plans (Xero Early, Growing and Established in the US). Automate your bill payment and approval process using Hubdoc’s integration with Bill.com.
Practice uploading your documents
Easy-to-use accounting software, designed for your small normal balance business. Hubdoc is mission control for your docs and offers seamless integration to industry-leading accounting and bookkeeping applications. Hubdoc connects to Xero, QuickBooks Online, Bill.com, and cloud storage platforms.
- Connecting your Hubdoc account to one of our integrations allows you to sync your documents and their data to the right place in your accounting workflow.
- Connecting your Hubdoc organization to the appropriate integrations allows you to sync your documents and their data to the right place in your accounting workflow.
- You’ll also earn 1 point when you connect a client’s Hubdoc organisation with their Xero organisation and actively create transactions between Hubdoc and Xero.
- Hubdoc organizes your documents automatically for easy access, and with automatic backups, you’ll have peace of mind knowing your financial records are safe and always available.
- Learn how to update your profile information, Hubdoc email, set up two-factor authentication, and more.
- Once uploaded, the key information is automatically extracted and ready to publish to Xero with the original bill or receipt attached.
Overview: Put your free Partner organization into practice
As a business owner, you might be using Hubdoc to do your own bookkeeping, or you might be using Hubdoc to collaborate and share documents and data with your accountant or bookkeeper. Two-factor authentication (2FA) provides an extra layer of security for your or your clients’ Hubdoc accounts. Two-factor authentication is a combination of your username, password, and an authentication code sent to your mobile device. Bills and receipts show up in Xero as accurately categorised transactions that are ready to match with your bank feed for an up-to-date view of your financials. Connecting your Hubdoc account to one of our integrations allows you to sync your documents and their data to the right place in your accounting workflow.
- Hubdoc is included in Xero Starter, Standard and Premium plans (Xero Early, Growing and Established in the US).
- How you store and organize your documents affects the efficiency of your business operations.
- Two-factor authentication is a combination of your username, password, and an authentication code sent to your mobile device.
- Hubdoc reduces data entry by accurately capturing information from bills and receipts and publishing it to Xero; making it easy to match transactions to the Xero bank feed.
- You can then match transactions with your bank feed so – in no time at all – you have reconciled, up-to-date financial records.
- Read this Xero Central article for instructions on how to email a document into Hubdoc.
- Just think how much time you’d save if you can regularly find a record within a few seconds.
- Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc account.
- Hubdoc’s automatic data capture gives you fast records of your bills and receipts in Xero.
- Xero Central gives you nuts and bolts information on Xero’s document management software.
- Follow the instructions below to email a document into Hubdoc.
Hubdoc has accounting integrations with Xero and Quickbooks Online, Bill.com for payment processing, and cloud storage platforms Google Drive, SmartVault, Dropbox, ShareFile, and Box. All your bills and receipts are securely stored in the cloud; searchable and easy to access from anywhere in the world. In order for Hubdoc to accurately extract information from a document you’ve uploaded, the date, supplier double declining balance depreciation method name, and amount must be clearly visible. Practice uploading documents into your Hubdoc account using each of the upload options (listed below).
Sync your documents and data to connected integrations
How you store and organize your documents affects the efficiency of your business operations. That hubdoc means you’ll earn 5 partner points for connecting and actively using Hubdoc with your Xero practice organisation. You’ll also earn 1 point when you connect a client’s Hubdoc organisation with their Xero organisation and actively create transactions between Hubdoc and Xero.
