Hubdoc extracts key information from your hard copy receipts, invoices, and bills. No more data entry, no more filing
With NOVA's implementation, Huboc can be set up with your accounting system such as Xero solution. Hubdoc would automatically pulls your statements and billing into the one secured hub. No more logging in onto multiple accounts and sites each time to gather your bills.
Hubdoc makes it easy to capture your financial documents by email, mobile, desktop or by scanner and all data are stored online in one place.
Hubdoc extracts the key information automatically from each document so it’s ready to sync into Xero with the original document attached.
Hubdoc accurately syncs data from your bills and receipts to Xero as categorised transactions allowing simple matching with your bank feeds.
All your reconciled transactions on Xero will have its source document attached so you could verify the data and know that it’s accurate and could comply with the regulations.
Hubdoc creates folders and sorts your documents by their vendor name automatically after they have been uploaded and processed.
No more chasing bills and statements, Hubdoc will pull all your documents for you, allowing you to view and manage the documents in one hub.
Hubdoc app is available on Apple iOS and Android, you can access and view your documents any where, any time with the app or on a browser.
Hubdoc uses the latest Optical Character Recognition (OCR) technology to scan and analyze your receipts and financial documents. It then exports the information into useable data and automatically syncs to your account.
With Hubdoc you no longer have to file and send your financial documents to your accountant and auditor. Simply grant them access to your Hubdoc account and they will be able to access and view all your financial documents.
Hubdoc is a document management system. Give Hubdoc your account provider information and it will automatically collect your bills and recurring statements, including past available bills up to a year. The Hubdoc mobile app ingests photos of physical receipts in an instant.
Hubdoc is available on both Apple iOS as well as on Android via App Store and Google Play.
Hubdoc utilizes bank-level security to make sure your data is safe. This includes 256 bit encryption, SSL/TLS and a Premium Extended Validation certificate, plus verification from McAfee and TRUSTe, which is the trusted industry standards in data security.
For physical paper documents, you can simply download the Hubdoc Mobile App and take pictures of the documents and upload them onto the platform via the app. Alternatively, you may scan the document onto your computer and upload the copy to Hubdoc.
When you upload a new document onto Hubdoc, it automatically extracts the date, amount and supplier name, due date and invoice number. If there are any other information that weren't recorded, you may manually input the data.
There are three levels of access right that you could set up:
The upload only role allows users to submit source documents, but they can't see documents uploaded by others.
Users with the upload only role can:
Upload only users can also be assigned permission to publish the documents they’ve uploaded to Xero.
The standard user role allows users to upload and see all of the organisation’s documents.
Users with the standard role can:
Standard users can be assigned additional permissions to allow them to publish documents, manage automated connections or manage other users.
Read only access can also be given, which revokes all permissions except the ability to view all of the organisation’s documents. This role is ideal for auditors or those who only need to access the organisation’s documents, but don’t need to publish any documents or set up any connections.
The accountant/bookkeeper user role is ideal for administrators, accountants, bookkeepers, and/or advisors who require full access and capabilities within the business’ Hubdoc organisation.
Users with the accountant/bookkeeper role can:
The accountant/bookkeeper role can’t be customised.
To connect your existing Hubdoc account to your Xero account, simply follow the following instructions:
Your Hubdoc organisation is now connected to Xero.
Hubdoc offers users unlimited storage for as long as their account exists. However, you may want to use other spaces to store your financial documents. Hubdoc integrates with most cloud storage platforms such as Dropbox, Google Drive, Box, Sharefile, SmartVault and more.
You can invite your accountant or bookkeeper to access your Hubdoc account. Once added, they will have full access to your documents and be able to publish them to Xero.
If your accountant or bookkeeper already has a Hubdoc account, they will have access to your account the next time they log in to Hubdoc. If they are new to Hubdoc, an email will be sent inviting them to create a Hubdoc account. Once they have completed that process, they will have access to your account.