Save time with document management software
Want to skip the manual data entry? Hubdoc’s automatic bank statement and receipt scanner gives you a fast, accurate way to record info. Just snap a pic, upload the file to Hubdoc, and see the financial data in your Xero organization. Then securely store, organize, and access it in one place.
Go paperless: capture bills and receipts
Hubdoc in Xero makes it easy to record and manage your financial records online. Find out about claiming expenses with Xero.
Capture data from receipts and bills
Just photograph, email, scan, or upload documents – Hubdoc records all the right details for you.
Record bank statements with less work
The Hubdoc tool captures data from your bank statements and creates a CSV file to upload to Xero. Simple!
Store documents online
Access bills and receipts in Xero’s cloud-based software and handle your financial admin anytime, from anywhere.
Xero is such a powerful tool to have
Garang Grill use Xero to keep the books tidy
Capture data from bills and receipts
Record documents while on the move, whether it’s the receipt for a business lunch or a bill that just landed in your inbox. Hubdocs instantly captures and uploads the details to your Xero organization, so there’s no waiting until later. Just a few steps and it’s done!
- Snap a receipt on your phone using Hubdoc’s receipt reader app, or email the document
- Hubdoc extracts the essential data – for example, the supplier’s name, amount, invoice number, and due date
- Hubdoc creates draft transactions in Xero – you can check the details and add any info
Extract data from your bank statements
Forget the manual data entry and human errors – Hubdoc converts PDF or paper bank statements into CSV files. You save time while staying in full control of your records.
- Hubdoc supports a wide range of US banks and financial institutions
- Add or edit the info in your draft transactions before importing the data into Xero
- The CSV files easily import into your Xero organization where you can reconcile the transactions
Reconcile bank transactions automatically
Just imported your latest data into Xero? Now you can reconcile your bank account in a few clicks. Xero suggests matching transactions for you to confirm, giving you up-to-date records in no time. Whizz through this admin in a spare minute and keep your cash flow up to date.
- See all the transaction data organized in Xero
- Reconcile your transactions in the Xero Accounting app on your phone or tablet
- Create bank rules to automatically match recurring transactions, like monthly bills
Store and manage documents in the cloud
Swap folders of paper with Xero and Hubdoc’s slick digital system. The double-win? Nothing gets lost, thanks to automatic backups. And you keep financial records at your fingertips for simpler IRS reporting and compliance.
- Organize and store your financial records, including expenses and sales tax figures
- Access records at any time in Xero’s paperless office software
- Don’t worry about lost or damaged physical records – Xero saves and protects your data in the cloud
Track your expenses on the spot
Keep an eye on every dollar with Xero’s expense tracker – with a receipt scanner, too. Record exactly what you spend – and manage your team’s expenses, too. Wherever you are that day, you always have a firm grasp on your business spending.
- Use Xero and Hubdoc’s receipt tracker and manage expenses on your phone
- Accept and reimburse your employees’ expenses in a few taps – and keep your team happy
- Track and record your mileage using the GPS map feature
FAQs on Xero document management software
Hubdoc works with Xero to simplify the way you record and organize your financial documents. For example, you can use your phone to quickly capture data from receipts while you’re out on business. And the bank statement capture tool spares you manual data entry when uploading transactions into your Xero software.
Hubdoc works with Xero to simplify the way you record and organize your financial documents. For example, you can use your phone to quickly capture data from receipts while you’re out on business. And the bank statement capture tool spares you manual data entry when uploading transactions into your Xero software.
Hubdoc uses machine learning to reliably capture data for Xero accounting software. This technology extracts the details from receipts and other documents in seconds, giving you a fast and accurate way to record your business transactions.
Hubdoc uses machine learning to reliably capture data for Xero accounting software. This technology extracts the details from receipts and other documents in seconds, giving you a fast and accurate way to record your business transactions.
Yes – Hubdoc scans physical and PDF bank statements from many financial institutions. Hubdoc then creates CSV files you can import into Xero before reconciling your transactions.
Yes – Hubdoc scans physical and PDF bank statements from many financial institutions. Hubdoc then creates CSV files you can import into Xero before reconciling your transactions.
Hubdoc works beautifully with Xero for a simple process. Once Hubdoc scans your documents, the extracted data flows into your Xero accounting software. Then Xero organizes and securely stores your online files for whenever you need them – including for your reporting to the IRS.
Hubdoc works beautifully with Xero for a simple process. Once Hubdoc scans your documents, the extracted data flows into your Xero accounting software. Then Xero organizes and securely stores your online files for whenever you need them – including for your reporting to the IRS.
Accounting software for your small business
Run your business accounting online with Xero. Easy-to-use accounting software, designed for your small business.
Connect other document management systems to Xero
Want more features to help manage documents? Xero software ‘talks to’ other apps, so it’s simple to add extra features to your toolkit.
Get one month free
Purchase any Xero plan, and we will give you the first month free.
Plans to suit your business
All pricing plans cover the accounting essentials, with room to grow.
Early
Usually $25
Now $2.50
USD per month
Save $135 over 6 months
Growing
Usually $55
Now $5.50
USD per month
Save $297 over 6 months
Established
Usually $90
Now $9
USD per month
Save $486 over 6 months
Hubdoc help for Xero users
Xero Central gives you nuts and bolts information on Xero's document management software.
Start using Hubdoc
Get info on setting up Hubdoc for your business.
Manage documents with Hubdoc
Manage documents with Hubdoc
Assign user permissions in Hubdoc
Learn how to set up your team with the right permissions in Hubdoc.
