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Hubdoc

Invoicing is so much easier with Hubdoc. Connect to your favourite apps and get everything in one place.

hubdoc

What is Hubdoc?

Hubdoc is the most innovative software for extracting information from documents. You can turn your bills, invoices, financial emails, and expense receipts into data quickly and easily, and it lets you store and access them whenever you need to.

Traditional ways of retaining paper receipts are hard to manage and keep up with; now, you can keep track of your expenses in a way that works for you.

Why we love Hubdoc

We care deeply about the prosperity of our customers and the problems that matter most to them. That’s why we’re excited about our partnership with Hubdoc, an all-in-one solution that streamlines your processes and strengthens the safety of your accounts. We at Pearl Accountants don’t only tell our clients about the benefits of using Hubdoc; we offer it as part of our monthly packages.

Benefits

Bills and documents in one place

Hubdoc gathers all the papers and receipts you request from various accounts and locations. There’s no need to log into several accounts and websites to get this information. Accounts may be added in a flash using a simple approach.

Find your account provider log in with your credentials Hubdoc will connect to your account

Seamless integration

Hubdoc integrates with accounting software such as QuickBooks and Xero, allowing you to import your bills and invoices and automatically sync them with your accounting software. This saves time and ensures you stay on top of your bills.

Eliminate data entry errors

Dext is a cloud-based document storage and retrieval system that can be used for any type of physical or electronic document. You no longer need to keep receipts in piles or stacks on the floor; shuffle through folders for the documentation needed for claims and expenses or spend countless hours entering receipts into accounting software. All your receipts will be scanned and stored online so that they are accessible anytime, anywhere.

How does Hubdoc work?

Snap a photo using the app

On the mobile app, you can take pictures of your receipts, invoices, or bills. The software scans, extracts and stores your documents, ready to publish. All your documents are stored on a secure cloud for safekeeping.

Forward your Paperwork

It’s simple and easy to forward your documents, images, invoices and more. When you sign up, a personalised email address will be created just for you. Email your documents, and you’re all set!

Scan/upload documents

Simply scan your bills, statements, and receipts and submit them to Hubdoc, and the software will handle the rest.

Our favourite features

Get your finances in sync

Make the lives of accountants easier and more streamlined. Your accountants will appreciate the convenience of being able to view and organise documents in one central location with the permissions you provide. You may be certain that your financial data are complete, up-to-date, and simple to access.

Unlimited access

Access your most important files from any device, at any time, from anywhere in the world. You may access your files through the web browser or by downloading the app from the App Store or the Google Play Store.

Email invoicing

Is it challenging for you to stay on top of all the digital bills that arrive in your inbox? You can send your invoices directly from your email to the cloud storage supplied, and the software will keep your invoices safe and organised.

Simplify your invoice management

The great thing about Hubdoc is that it can be easily combined into a single monthly service package that Pearl accountants provide its clients.

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Frequently Asked Questions

How do I add my bookkeeper/accountant?

You can invite your bookkeeping or accounting by following these simple steps

  • Go to the organisation’s dashboard
  • Click gear icon
  • Select user tab
  • Click to invite users
  • Enter bookkeeper/accountant email address
  • Select the role you desire
  • Send invite

If granted access, your bookkeeper/accountant can do the following:

  • Upload documents
  • View all documents
  • Publish to the business ledger
  • Manage automated connection
  • Manage others
Get in touch with one of our Hubdoc specialists to get further information on pricing and packages.

The following is a list of things that can be done with the mobile app:

  • View your documents
  • Sort documents into folders
  • Upload images from your mobile
  • Add new tags
  • Add pre-existing tags

What clients say

We’re here to help!

Need a trusted partner to handle your accounting and tax matters? We’re here to help. Pearl Accountants offers reliable, expert support from your first enquiry to final delivery, all under one roof. We keep things simple, affordable, and fully transparent, so you can stay focused on what matters most: running your business.
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