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Xero Hubdoc

Xero Hubdoc

Data capture done automatically

Get copies of documents and key data stored into Xero automatically. Hubdoc makes data capture easy

Capture data from bills & receipts

  • Email, take a photo on your mobile or scan your documents into Xero via Hubdoc
  • The suppliers’ names, amounts, invoice numbers and due dates are then extracted
  • Extracted data is used to create draft transactions in Xero

Sync transactions into Xero automatically

  • Use the Hubdoc supplier rules to create transactions in Xero automatically
  • The original document is attached to the transaction in Xero
  • The data from bills and receipts syncs into Xero and is matched to bank feeds

Extract data automatically

  • Supplier names, amounts, invoice numbers and due dates are extracted
  • Extracted data is used to create draft transactions in Xero
  • The original document is attached to the transaction in Xero

Store documents online

  • Organise documents into supplier folders automatically, with unlimited storage
  • Search for documents and access them wherever you are
  • Back up documents automatically to cloud storage such as Dropbox

You will be benefited from Hubdoc:

Bulk documents upload
Save time in creating Xero entries
Default due date & account code
Options to publish document types – Purchase, Invoice, Spend Money, Credit Note
Options to publish document status – Draft, Awaiting Approval, Approved

Watch our demo video to learn more