what is hubdoc

Hubdoc is a data capture solution that provides practices with the tools to quickly and easily upload financial documents using a mobile device, desktop, email, or scanner, so you can access all documents in one centralized, digital filing cabinet. 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 turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero. Seamlessly match transactions with your bank feed so you have reconciled, up-to-date financials.

Why Xero accounting is an ideal system to use for your bookkeeping

Set user roles in Hubdoc so staff can complete tasks like uploading receipts without allowing them access to sensitive data and other features. Choose from user roles like upload only, standard, or accountant/bookkeeper. This website is using a security service to protect itself from online attacks. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. For Xero users, Hubdoc is included in your Xero subscription automatically at no additional cost. Uploaded documents can be configured to send a copy to your Xero file and automatically create transactions in your Xero file.

what is hubdoc

Accounting and bookkeeping practices can use Hubdoc to save time chasing documents from clients, do less data entry, and check transactions against original documents. Xero provides resources to help practices set up Hubdoc for their own use, and easily onboard small business clients. Hubdoc, a Xero-owned company, helps you spend less time chasing financial documents, and more time running your business.

Do you work for Xero?

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. what is hubdoc Get copies of documents and key data stored into Xero automatically. Go paperless, with all your bills and receipts stored together online.

Since being acquired by Xero, Hubdoc continues to evolve into a feature-rich platform for Xero users to capitalize on. You don’t have to chase documents at the end of the month, quarter, or year. All your financial documents are securely stored and managed from one place, giving your business peace of mind. Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry.