Swap folders of paper with Xero and Hubdoc’s slick digital system. And you keep financial records at your fingertips for simpler IRS reporting and compliance. Moving forward, you can send documents to this email address and they will upload to your Hubdoc organization for processing. Hubdoc has hubdoc accounting integrations with Xero and Quickbooks Online, Bill.com for payment processing, and cloud storage platforms Google Drive, SmartVault, Dropbox, ShareFile, and Box. Two-factor authentication (2FA) provides an extra layer of security for your or your clients’ Hubdoc accounts.

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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. Forget the manual data entry and human errors – Hubdoc converts PDF or paper https://www.modulorgrup.com/bookkeeping-services-near-san-francisco-ca-better/ bank statements into CSV files.

• You can find your Hubdoc email when you click the Upload Document window and in your Organization settings.
• It’s best suited for MSPs needing a simple, low-cost bill pay solution to complement a separate receivables platform.
• It is a finance stack in which each platform owns a distinct part of the workflow, and handoffs are automated.
• And the bank statement capture tool spares you manual data entry when uploading transactions into your Xero software.
• Two-factor authentication (2FA) provides an extra layer of security for your or your clients’ Hubdoc accounts.

Introducing Small Business Permissions in Hubdoc

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. 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. Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc organization.

Store documents online

All pricing plans cover the accounting essentials, with room to grow. Hubdoc has direct integrations with Xero and Quickbooks Online, Bill.com for payment processing, and cloud storage platforms Google Drive, SmartVault, Dropbox, ShareFile, and Box. To review your organization settings, navigate to the Profile & Security tab within your Hubdoc account. Each Hubdoc organization has a unique Hubdoc email which is used for sending in documents. You can find your Hubdoc email when you click the Upload Document window and in your Organization settings. Follow the instructions below to email a document into Hubdoc.

Xero is such a powerful tool to have

If you are working with an accountant or bookkeeper, this process may already be completed for you! If you are managing your own account, we recommend completing this process during initial account set up to prepare for a smooth workflow when you begin working with documents. Bills and receipts show up in Xero as accurately categorised transactions that are ready to match with your bank feed for an up-to-date view of your financials.

FAQs on Xero document management software

• The right stack depends on how you bill clients, how your PSA is configured, and how much manual work you want to remove.
• To review your organization settings, navigate to the Profile & Security tab within your Hubdoc account.
• It’s best used alongside an A/R automation tool, where Bill.com manages vendor payments, and the other tool manages client billing and receivables.
• It’s not a replacement for full AP systems like Bill.com or complete accounting automation.
• Make.com is not a billing, payments, or accounting platform and does not manage invoicing, collections, or reconciliation.

Two-factor authentication (2FA) provides an extra layer of security for your Hubdoc account. Two-factor authentication is a combination of your username, password, and an authentication code sent to your mobile device. Navigate to the Profile & Security tab to add 2FA Purchases Journal to your account and read our Xero Central article for step-by-step instructions. Hubdoc has a direct integration with Fujitsu’s ScanSnap Home, ScanSnap Cloud, and ScanSnap Manager. Scan documents using your ScanSnap device and they will be automatically uploaded into your Hubdoc account.

• Each Hubdoc organization has a unique, customizable email that is used to send documents into Hubdoc that ends in @app.hubdoc.com.
• After adopting FlexPoint, they approved invoices in QuickBooks, synced them into FlexPoint, automated reminders and collections, and auto-reconciled payments back into QuickBooks Online.
• Just think how much time you’d save if you can regularly find a record within a few seconds.
• Accounting and bookkeeping practices spend hours of their time chasing client documents and doing manual data entry.
• First, a user-friendly interface so you’re quickly up and running with the technology and use it every day.
• If you are still relying on spreadsheets, manual follow-ups, and disconnected systems, an MSP is more likely to lose time, introduce billing errors, and slow cash flow.
• Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero.

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They were sending invoices through ConnectWise, collecting many payments by check, and manually processing credit card payments through QuickBooks. Within that stack, MSPs still need a dedicated receivables engine that understands PSA-driven billing and keeps payments and reconciliation tight. For MSPs, it is useful when manual reconciliation consumes too much time and increases the risk of errors. It’s best for MSPs that want to improve back-office documentation and streamline bookkeeping support for accountants or finance teams.

• A new plan, specifically for non VAT businesses, with features designed for sole traders and landlords.
• You save time while staying in full control of your records.
• As a business owner, you might be using Hubdoc to do your own bookkeeping, or you might be using Hubdoc to collaborate and share documents and data with your accountant or bookkeeper.
• You are no longer sending a simple monthly invoice and calling it done.
• Yes – Hubdoc scans physical and PDF bank statements from many financial institutions.
• By keeping billing data accurate and workflows automated, FlexPoint helps improve cash flow, reduce errors, and give MSPs better control as they scale.

Hubdoc from Xero

If you need help, you can contact the team at Xero Central or watch a quick video explainer. Hubdoc’s software provides a slick way to store and organise financial records. First, a user-friendly interface so you’re quickly up and running with the technology and use it every day.