Easy-to-use accounting software, designed for your small 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.
Getting started
Choose from user roles like upload only, standard, or accountant/bookkeeper. Hubdoc extracts key details like supplier name, transaction amount, invoice number, and due date hubdoc from your financial documents. It then creates draft transactions in Xero, where you can review and edit them as needed. Your accountant or bookkeeper can set up Hubdoc in Xero for you.
- We recommend completing this process during initial account set up to prepare for a smooth workflow when you begin working with documents.
- 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.
- Before you start emailing documents into Hubdoc, change the email address assigned to your organization to one that’s specific and unique to your business.
- Automate your bill payment and approval process using Hubdoc’s integration with Bill.com.
- Hubdoc, a Xero-owned company, helps you spend less time chasing financial documents, and more time running your business.
- All your financial documents are securely stored and managed from one place, giving your business peace of mind.
Hubdoc
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.
Shared data
How you store and organize your documents affects the efficiency of your business operations. That 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 Outsource Invoicing create transactions between Hubdoc and Xero.
- Hubdoc’s software provides a slick way to store and organise financial records.
- Since being acquired by Xero, Hubdoc continues to evolve into a feature-rich platform for Xero users to capitalize on.
- Hubdoc automatically pulls bills, receipts and statements into one secure hub.
- 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.
- Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero.
- Hubdoc has a user-friendly design that makes it easy to start uploading documents and syncing data.
As a business owner, you might be using Hubdoc to do your own bookkeeping, Online Accounting 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).
- You can then match transactions with your bank feed so – in no time at all – you have reconciled, up-to-date financial records.
- Scan documents using your ScanSnap device and they will be automatically uploaded into your Hubdoc account.
- Two-factor authentication is a combination of your username, password, and an authentication code sent to your mobile device.
- How you store and organize your documents affects the efficiency of your business operations.