What is Hubdoc?
Hubdoc is a data capture solution that gives your practice the tools to easily capture bills and receipts from clients. Once documents have been seamlessly uploaded to Hubdoc, the key data is extracted and synced to Xero as accurately coded transactions with the source documents attached. Hubdoc transactions are automatically matched to the corresponding transaction in the Xero bank feed, ready for one-click reconciliation.
When you use Hubdoc and Xero together, you can save time, scale your practice, and build stronger relationships with your small business clients. See Hubdoc features.
Hubdoc is included in some Xero plans
We’re on a mission to automate pesky administrative tasks so you can spend more time running your practice. So now, Hubdoc is included in Xero Starter, Standard and Premium plans. With Hubdoc and Xero, collecting bills and receipts, entering data, and reconciling against bank feeds are all simplified.
Earn Xero partner points
Hubdoc is officially part of the Xero partner programme. That means you’ll earn 5 partner points for connecting and actively using Hubdoc with your Xero practice organisation. You’ll also earn 1 point when you connect a client’s Hubdoc organisation with their Xero organisation and actively create transactions between Hubdoc and Xero.
How Hubdoc works with Xero
Frequently asked questions
Hubdoc is Xero’s data capture solution. With Hubdoc, small businesses have the tools to upload financial documents like bills and receipts via their mobile device, desktop, email or scanner.
Once documents are in Hubdoc, key data including supplier name, date and amount are extracted. The transaction can then be accurately coded and seamlessly synced to Xero, where it’s matched to the corresponding transaction in the Xero bank feed with the source document attached, ready for one-click reconciliation.
With Hubdoc and Xero, you can save time and get the client information you need, when you need it, to work more efficiently and build deeper relationships.
As a Xero accountant or bookkeeper partner, you’re eligible for a free Hubdoc account for your practice for life. To set up a Hubdoc practice or client organisation, you must have a master admin or admin role in Xero HQ or My Xero Partner Edition, or be the subscriber. To set up Hubdoc, follow the steps below.
You certainly can. However, Hubdoc isn’t included in these plans and you’ll be billed for them separately.
If you'd like to start using Hubdoc with Xero Cashbook or Xero Ledger, you can create a new Hubdoc organisation in Xero. Here’s how:
- Log in to Xero.
- Click your organisation name.
- Select Hubdoc then Set up Hubdoc.
If you have clients on Xero Starter, Standard or Premium plans and they're already connected to Hubdoc, you will no longer be billed for these accounts by Hubdoc starting 18 March 2020.
More resources for partners
Join the Hubdoc webinar
Find out how Hubdoc can help you win back time in your day to focus on the things that matter the most and learn about the Hubdoc and Xero integration in our webinar.Register here
What partners are saying…
“We would easily spend a full day each week doing manual data entry, but now we can do the same amount of work in about ten minutes because the documents we get are sorted by client, and the data is already entered! You can imagine how freeing the workflow was for us.” - Hannah Adams, Co-Founder, Freedom in Numbers.