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 capitalise on.
Hubdoc Features:
- Auto-fetches bank statements, bills, and receipts from over 700 financial institutions, utilities, telecom providers, and online vendors
- Supports real-time document capture via desktop, email, and mobile (the Hubdoc App is available as a free download on the Apple App Store or Google Play Store
- Extracts key data from documents (vendor name, date, and total amount) using Optical Character Recognition (OCR)
- Automatically creates folders and sorts documents by their vendor name after they’ve been fetched or uploaded
- Integrates with Xero for reconciliation and audit-proofing
- Organised and verified data: Hubdoc provides accountants and their clients with confidence that their financial documents are organized, secure, and always available. All data is “verified” with the source document, stored and easily searchable on any device.
How does Hubdoc Affect You and Your Business?
We Love Setting Up Xero and Hubdoc Because We Love Equipping Business owners With The Tools They Need To Thrive.
We can free up your time and get your bookkeeping off to a great start with our customised Xero Setup service.
After a discovery call with you, we will conduct a business analysis and design a customised Xero implementation plan. Once your Xero file is set up, we don’t just hand it over and say “good luck.” You get one-on-one Xero training sessions so you have the confidence to use Xero like a pro.
By the end of your Xero Setup, you and your new Xero bookkeeping system are ready to go!
Should you need it, we’re here to provide ongoing support, advice and training.