We use Hubdoc to fetch documents and automatically send them to Receipt Bank for automated document retrieval, document processing and were possible, automatic entry into Xero. So this frees you up to do what you do best instead of logging into various online accounts to retrieve documents that are needed by your bookkeeper.
Hubdoc manages financial and business documents such as receipts, bills, statements and emails by fetching documents directly from suppliers and vendors.
You connect your Hubdoc account to various supplier accounts, so that bills and statements are automatically retrieved and saved to your Hubdoc account, in a filing system of your choice. Customise the folders within Hubdoc so that when documents are retrieved, they are automatically sorted into the relevant folders according to your vendor rules. Hubdoc establishes a feed with the vendors, similar to bank feeds, so that as statements or invoices are released by the vendor, these documents are fed directly into your Hubdoc account and automatically filed.
There are hundreds of Australia institutions such as banks, financial institutions, telco providers, utility providers and online shops that Hubdoc currently integrates with.
You can also set up emailing rules so that documents received to your email are forwarded to your Hubdoc account. Documents can also be shared with relevant staff.
The data is fully encrypted for bank-level security with continual syncing and backup. Files can be backed up to online solutions such as Dropbox or Google Drive.
Hubdoc is a great solution for automated document management, reducing time spent on retrieving documents and digital filing.