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 Early, Growing, and Established 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 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.
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!
Just complete the form below to sign up for Hubdoc with your own practice.
When you’re ready to add clients to Hubdoc, you’ll pay your clients’ subscriptions directly to Hubdoc until March 18, 2020, when Hubdoc is included in Xero Early, Growing, and Established plans.
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 organization in Xero. Here’s how:
- Log in to Xero.
- Click your organization name.
- Select Hubdoc then Set up Hubdoc.
If you have clients on Xero Early, Growing or Established plans and they're already connected to Hubdoc, you will no longer be billed for these accounts by Hubdoc starting March 18, 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.