Hubdoc & Xero

Hubdoc & Xero

Do these feature on your list of goals?

  • Get rid of pesky admin tasks?
  • Get rid of manual data entry?

Well, your wish has been granted! As of 18 March 2020, Xero’s new data capturing tool – Hubdoc is included in Starter, Standard and Premium Plans. Now you’ll be able to easily capture and manage your bills and receipts, say goodbye to manual data entry and get a better handle on your finances. All of which will give you more time to focus on what matters the most.

What is Hubdoc?

Hubdoc is Xero’s data capture solution used to add and store bills & receipts for your business. It also extracts data from documents and publish them to Xero to automatically create transactions.

Getting your books in order is key to staying on top of your finances- doing things like identifying spending patterns and managing cashflow with confidence. Bookkeeping takes a lot of time if you have to do it manually. Wouldn’t you like to spend those hours on something more productive? Well, let’s find out how.

Quick and easy receipt capture

Whether you’re on the go, at home, or in the office, Hubdoc provides the tools you need to capture paper and digital documents using your mobile device, desktop, email or scanner.

If you’re an existing Xero subscriber, click here to find out how to connect Hubdoc to your Xero.

Go paperless

All your documents are securely stored in the cloud, auto-filed by supplier and date, searchable, and easy to access from anywhere in the world.

Fast and reliable data extraction

Once documents are uploaded to Hubdoc, the key data is automatically extracted and synced to Xero as accurately coded transactions with source documents attached – giving you more time to analyze data rather than manually entering it.

Streamlined bank reconciliation

Xero then matches these transactions to the bank feed for one click reconciliation. Find out more here.

Secure Cloud storage integrations

Publish documents from Hubdoc to cloud storage providers such as Dropbox, ShareFile, Google Drive, and more for additional backup.

Partner with your accountant or bookkeeper

You can invite your accountant, bookkeeper, or team members into your Hubdoc organization and assign them a suitable user permission. This will enable your accountant to access all the documents for your organization in one place and save time when preparing your annual accounts or GST returns.

To learn more about Hubdoc and how we can help with all your automation needs, contact us on 03 409 2042.

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