This will help them spend less time on manual data extraction and reduce the chance of errors. Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry. With Hubdoc, these tasks are automated, so you and your clients get that time back plus the accurate data you need to make better decisions. Hubdoc, a Xero-owned company, helps you spend less time chasing financial documents, and more time running your business. Since being acquired by Xero, Hubdoc continues to evolve into a feature-rich platform for Xero users to capitalize on.
Accounting software
Learn how to update your profile information, Hubdoc email, set up two-factor authentication, and more. Read our Helpdesk article for detailed instructions on how to set up 2FA for your Hubdoc account.
Connect other document management systems to Xero
- Hubdoc’s automatic data capture gives you fast records of your bills and receipts in Xero.
- 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.
- Xero Central gives you nuts and bolts information on Xero’s document management software.
- Simply snap a photo of a receipt using the app, and it will upload to your Hubdoc account automatically.
Once uploaded, the key information is automatically extracted and ready to publish to Xero with the original bill or receipt attached. recording transactions Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero. You can then match transactions with your bank feed so – in no time at all – you have reconciled, up-to-date financial records.
- You don’t have to chase documents at the end of the month, quarter, or year.
- In order for Hubdoc to accurately extract information from a document you’ve uploaded, the date, supplier name, and amount must be clearly visible.
- You can find your Hubdoc email when you click the Upload Document window and in your Organization settings.
- Just snap a pic, upload the file to Hubdoc, then see the financial data in your Xero accounting software.
- It then creates draft transactions in Xero, where you can review and edit them as needed.
- This will help them spend less time on manual data extraction and reduce the chance of errors.
Create Account
- And third, the option to customise your invoices to suit your business’s needs and branding.
- Hubdoc has a direct integration with Fujitsu’s ScanSnap Home, ScanSnap Cloud, and ScanSnap Manager.
- 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.
- You can find your Hubdoc email when you click the Upload Document window and in your Organization settings.
- Each Hubdoc organization has a unique, customizable email that is used to send documents into Hubdoc that ends in @app.hubdoc.com.
By carefully managing your documents, you’ll also improve your security – with fewer documents getting lost or damaged Liability Accounts – and file your tax returns more easily. Learn how to add staff members to your firm and grant access to client accounts. Hubdoc has a direct integration with Fujitsu’s ScanSnap Home, ScanSnap Cloud, and ScanSnap Manager. Scan documents using your ScanSnap device and they will be automatically uploaded into your Hubdoc account. The Hubdoc mobile app is a great tool for business owners who are always on the go. Simply snap a photo of a receipt using the app, and it will upload to your Hubdoc account automatically.
Accounting software for your small business
Each Hubdoc organization has a unique Hubdoc email which is used for sending in documents. You can find your Hubdoc email when you click the Upload Document window and in your Organization settings. Follow the instructions below hubdoc to email a document into Hubdoc. You can find your Hubdoc email when you click the Upload Document window and in your Organization settings. Read this Xero Central article for instructions on how to email a document into Hubdoc. Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc organization.