Managing your financial documents can be a breeze with Hubdoc, an online platform designed to streamline and automate document management.

How Hubdoc Works

Document Capture: Hubdoc makes it easy to capture financial documents. Users can take photos on their mobile devices, use email, scan, or upload documents directly into Hubdoc. Each organisation has a unique email address for forwarding documents, making it convenient to send invoices and receipts directly to Hubdoc

Data Extraction: Hubdoc automates data entry by reading key information from bills and receipts, such as supplier names, amounts, invoice numbers, and due dates. This data is then converted into usable information to create transactions in accounting software like Xero, with the source document attached.

Organisation and Storage: All key documents are stored online in one place. Hubdoc sorts invoices into supplier groups and provides a search function that allows users to find invoices with ease.

Key Benefits of Hubdoc

Time-Saving: Hubdoc takes care of the boring stuff like data entry by automatically pulling key info from your receipts, invoices, and bills. More time for you to do what you love!

Real-Time Capture: Snap photos of your documents on the go with your phone, or upload them from your computer or email. Your financial records will always be up-to-date.

Stay Organised: Keep all your important documents in one handy digital spot. No more hunting through piles of paper or endless email threads. Making it easier to stay organised and access your financial records from anywhere

Accessibility: With all documents stored online, users can access their financial information from anywhere, at any time. This is particularly useful for businesses with remote teams or multiple locations.

Compliance: Rest easy knowing your documents are safely stored and backed up, providing peace of mind that your financial information is safe and easy to retrieve. Hubdoc’s secure filing system ensures that businesses remain compliant with document retention requirements, reducing the need for physical storage space.

Automation: Hubdoc works seamlessly with accounting software like Xero. Less hassle, more efficiency!

Easy Collaboration: Share your documents effortlessly with your accountant. Everyone stays in the loop and on the same page.

Tips to help you get the most out of Hubdoc:

Systemise Your Document Collection: Create a system for gathering and temporarily storing your invoices and receipts. Use designated folders for items that have been uploaded and those that haven’t, both digitally and physically. This helps keep everything organised and easy to find.

Use Email Forwarding: Set up email forwarding rules for regular suppliers. If invoices are sent from specific email addresses or contain certain keywords, you can automatically forward them to your Hubdoc account. This saves time and ensures nothing gets missed.

Bulk Uploads: Take advantage of bulk uploading features to save time. You can upload multiple documents at once from your computer or mobile device, making the process quicker and more efficient.

Mobile App: Use the Hubdoc mobile app to capture documents on the go. Snap photos of receipts or invoices as soon as you get them, so they’re immediately stored and processed.

Integrate with Accounting Software: Make sure to connect Hubdoc with your accounting software like Xero.

Regular Reviews: Periodically review the documents in Hubdoc to ensure all data has been correctly extracted and categorised. This helps maintain accuracy and prevents any issues down the line.

Is there anything specific you’d like to know more about?
Get in touch with the team!

Testimonials
Many users have praised Hubdoc for its ability to automate bookkeeping workflows and eliminate data entry. Testimonials highlight the significant time savings and the value Hubdoc brings to creating efficient financial processes.

“Hubdoc is an essential tool for businesses looking to streamline their financial document management. Its ability to capture, store, and organise documents, coupled with automated data extraction, makes it a valuable asset for any business aiming to improve accuracy and efficiency in their administrative processes.”