Capture documents and data with Hubdoc

Many hours of an accountant or bookkeeper’s time are spent chasing documents from small business clients and doing manual data entry. With Hubdoc and Xero, these tasks are automated, so you and your clients get that time back plus the accurate data you need to do beautiful business together.

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.

what is hubdoc

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 Early, Growing, and Established plans. With Hubdoc and Xero, collecting bills and receipts, entering data, and reconciling against bank feeds are all simplified. 

 

5 points

Earn Xero partner points

Hubdoc is officially part of the Xero partner program. That means you’ll earn 5 partner points for connecting and actively using Hubdoc with your Xero practice organization. You’ll also earn 1 point when you connect a client’s Hubdoc organization with their Xero organization and actively create transactions between Hubdoc and Xero.

Get started with Hubdoc and Xero

Hubdoc is included in Xero Early, Growing and Established plans.

To set up Hubdoc for your practice or clients, you must have an admin role in Xero HQ, be the practice admin or principal in My Xero Partner Edition, or be the Xero subscriber.

1.

If you have the right permissions, log in to Xero.

2.

On the menu bar, click the organization name.

3.

Select Hubdoc then Set up Hubdoc.

How Hubdoc works with Xero

Hubdoc is included in Xero Early, Growing and Established plans as long as it’s connected to your Xero subscription. When you set up a new Hubdoc organization on or after the March 18, 2020, we set up the connection between Hubdoc and Xero for you. Your use of the Xero services is subject to the Xero terms of use and your use of the Hubdoc services is subject to the Hubdoc terms of use.

Frequently asked questions

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

specialist

Become an expert

Learn all the ins and outs of Hubdoc and earn a Hubdoc badge by completing the free self-paced course online.

Take the course

get started

Attend an upcoming webinar

Learn about the automation that can be achieved by using Xero and Hubdoc together.

Register for webinar 

partner guides

Help for Hubdoc

Here’s the information you need to get your practice and your clients up and running with Hubdoc.

Visit Xero Central 

 

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.

Read the case study