Hubdoc

Hubdoc Help

We offer Hubdoc help for businesses looking to integrate Xero and Hubdoc within their business.

Hubdoc is a data capture tool which extracts key data from documents, then creates transactions in Xero. You can:

  • Email bills and receipts straight into your Hubdoc organisation
  • Use the mobile app to upload a photo
  • Set up automated connections so every time you get a bill from a particular supplier it goes straight into Hubdoc

As soon as Hubdoc receives a document, it extracts the key data such as contact, date and amount. When you publish the document, Xero creates the invoice, bill, credit note, or spend money transaction with a copy of the document attached.  You can set up Hubdoc to automate every step, so all you need to do is reconcile the transaction against your bank statement line in Xero. This is particularly useful if you get regular bills from the same supplier.

Hubdoc also stores documents so you don’t need to keep paper copies of bills and receipts. You can organise the documents in Hubdoc using tags and folders, or send them to another cloud storage system your business might use, such as Bill.com or Dropbox.

How we can help

Initial Set up Hubdoc

  • Set up Hubdoc
  • Integration into Xero

Training in Hubdoc

  • We will show you how to use

Experience with Hubdoc

  • We have successfully implemented with many clients

Our experience of working with Lime Results has been nothing but positive. Elizabeth is knowledgeable, professional and attentive, always responding to our business needs in a timely fashion. We highly recommend her services.

Positive: Professionalism, Quality, Responsiveness, Value

Annick Houle Director O’connor and houle

Lime Results are amazing. We started a new business Brake Care Frankston and Lime Results helped me set everything up from the beginning. I could not have done it without them. Still using them today for ongoing book keeping. 5 Stars from me!

Corina LoRosso Director Frankston Automotive

Lime results have been instrumental in the implementation of our new accounting and inventory systems and website for our manufacturing business. Their friendly, reliable and professional team are continually suggesting ways of streamlining and improving how we do things. Keeping us on track and moving forward towards reaching our goals and targets years sooner than if left to our own devices.

Well worth the investment!

Derrick Berends Director John Berends Implents

Varies valued clients

Contact our team for a discussion about your requirements.