Streamline Your Business with Hubdoc: Simplify Document Management and Boost Efficiency

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Streamline Your Business with Hubdoc: Simplify Document Management and Boost Efficiency

Say goodbye to manual data entry and cumbersome document handling and boost your business workflow, resulting in significant time and cost savings.

Hubdoc provides the option to upload paper and digital documents using your mobile device, desktop, email, or scanner. Once the document has been uploaded, Hubdoc extracts financial data from it and automatically files it into a supplier folder. Resulting in more accurate and efficient document management for your business.

Hubdoc offers a range of benefits that can greatly enhance your document management process.  

Automates Data Extraction:

Once a document is uploaded, Hubdoc automatically extracts crucial financial data such as the date, supplier name, and amount. This saves you the time and effort of manually entering this information into your accounting system.

Simplifies Document Organisation:

Hubdoc intelligently files your documents into supplier folders, making it easy to locate and retrieve them when needed.

Accessibility from Xero:

Seamlessly access Hubdoc directly from Xero, allowing for smooth integration between the two platforms.

Mobile and Desktop Upload Options:

Whether you're on the go or at your desk, Hubdoc enables you to upload documents using your mobile device or desktop, giving you flexibility and convenience.

Tips for maximising Hubdoc's benefits:

Mobile Upload:

Download the Hubdoc app and capture photos of your documents on the go. Remember, you can upload, rename, and tag photos from your mobile, but document processing should be done via the web app.

Desktop Upload:

Utilise the Hubdoc web app to upload documents directly from your computer. Choose between standard document upload or multi-page PDF split for efficient document management.

Email Integration:

Easily upload documents by sending them to your unique Hubdoc email address, allowing for effortless document capture.

Hubdoc streamlines document management, automates data extraction and provides easy access to important financial information. By utilising Hubdoc's features, you can save valuable time and improve efficiency in your day-to-day operations.

If you need assistance with implementing Hubdoc into your business or have any questions, Munro Benge is happy to help. Contact us today to learn more about how Hubdoc can transform your document management process and improve your business's overall efficiency.

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