- Hubdoc extracts key data from documents to create transactions in Quickbooks Online or Xero.
- Set up a Hubdoc organisation to trial free for 30 days.
Understand how Hubdoc works
Hubdoc is a data capture tool which extracts key data from documents, then creates transactions in Quickbooks Online or Xero. You can:
- Email bills and receipts straight into your Hubdoc organisation
- Use the mobile app to upload a photo
- Set up automated connections so every time you get a bill from a particular supplier it goes straight into Hubdoc
As soon as Hubdoc receives a document, it extracts the key data such as contact, date and amount. When you publish the document, your accounting platform creates the transaction with a copy of the document attached.
You can set up Hubdoc to automate every step, so all you need to do is reconcile the transaction against your bank statement line in your accounting platform. This is particularly useful if you get regular bills from the same supplier.
Hubdoc also stores documents so you don't need to keep paper copies of bills and receipts. You can organise the documents in Hubdoc using tags and folders, or send them to another cloud storage system your business might use, such as Bill.com or Dropbox.
You can invite your accountant, bookkeeper, or team member into your Hubdoc organisation, and decide how much access you want them to have.
Hubdoc is available to users worldwide. However we only support automated account connections in Canada, Australia, New Zealand, the United States, the United Kingdom, South Africa and Asia.
To test out Hubdoc’s features, simply set up a new Hubdoc organisation. Trials last for 30 days and have the same features as paying organisations, but you can only upload 50 documents in a 24-hour period.
Once the trial ends, the organisation downgrades to a read-only state. You need to add payment details to continue using it.
If you need help using Hubdoc, search Hubdoc Helpdesk for a support article. If you still can’t find the answers you’re looking for, raise a case with our support team.
If you don’t have a Xero login, submit a support request and a support team member will reply to you by email.
Users who have a Xero login can contact support by raising a case in Xero Central.