{"id":98136,"date":"2025-04-29T16:20:00","date_gmt":"2025-04-29T16:20:00","guid":{"rendered":"https:\/\/fahimai.com\/?p=98136"},"modified":"2026-02-19T08:55:20","modified_gmt":"2026-02-19T05:55:20","slug":"how-to-use-hubdoc","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/de\/how-to-use-hubdoc","title":{"rendered":"How to use Hubdoc to Automate Your Data Entry in 2026?"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image91869_f09f1b-59.kb-image-is-ratio-size, .kb-image91869_f09f1b-59 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image91869_f09f1b-59.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image91869_f09f1b-59 .kb-image-is-ratio-size{align-self:unset;}.kb-image91869_f09f1b-59 figure{max-width:350px;}.kb-image91869_f09f1b-59 .image-is-svg, .kb-image91869_f09f1b-59 .image-is-svg img{width:100%;}.kb-image91869_f09f1b-59 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image91869_f09f1b-59\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/CTA-2-20.png\" alt=\"Hubdoc\" class=\"kb-img wp-image-91871\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/CTA-2-20.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/CTA-2-20-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p><strong>This guide covers every Hubdoc feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-hubdoc\">Getting Started<\/a> \u2014 Create account and connect your accounting software<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-automatic-document-fetching\">How to Use Automatic Document Fetching<\/a> \u2014 Pull bills and statements hands-free<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-smart-data-extraction\">How to Use Smart Data Extraction<\/a> \u2014 Let AI read your invoices for you<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-easy-mobile-app-uploads\">How to Use Easy Mobile App Uploads<\/a> \u2014 Snap receipts on the go<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-secure-cloud-based-storage\">How to Use Secure Cloud-Based Storage<\/a> \u2014 Store every document safely online<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-integration-with-accounting-software\">How to Use Integration with Accounting Software<\/a> \u2014 Sync data to Xero or QuickBooks<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-automatic-filing-and-sorting\">How to Use Automatic Filing and Sorting<\/a> \u2014 Organize documents with smart rules<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-audit-proof-documentation\">How to Use Audit-Proof Documentation<\/a> \u2014 Keep records ready for tax time<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-user-collaboration\">How to Use User Collaboration<\/a> \u2014 Share access with your team<\/li>\n\n\n\n<li><a href=\"#how-to-use-hubdoc-document-export-and-backup\">How to Use Document Export and Backup<\/a> \u2014 Back up files to Dropbox or Google Drive<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><strong>Also in this guide:<\/strong> <a href=\"#hubdoc-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#hubdoc-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#hubdoc-troubleshooting\">Troubleshooting<\/a> | <a href=\"#hubdoc-pricing\">Pricing<\/a> | <a href=\"#hubdoc-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I&#8217;ve used Hubdoc for over two years and tested every feature covered here. This tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-5-1-22.png\" alt=\"How to Use Hubdoc\" class=\"wp-image-98143\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-5-1-22.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-5-1-22-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Hubdoc is one of the most powerful <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"bookkeeping\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35629\" target=\"_blank\" rel=\"noopener\">bookkeeping<\/a> automation tools available today.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use every major feature.<\/p>\n\n\n\n<p>Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='hubdoc-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Hubdoc Tutorial<\/h2>\n\n\n\n<p>This complete Hubdoc tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-3058809c wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image91869_f09f1b-59.kb-image-is-ratio-size, .kb-image91869_f09f1b-59 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image91869_f09f1b-59.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image91869_f09f1b-59 .kb-image-is-ratio-size{align-self:unset;}.kb-image91869_f09f1b-59 figure{max-width:350px;}.kb-image91869_f09f1b-59 .image-is-svg, .kb-image91869_f09f1b-59 .image-is-svg img{width:100%;}.kb-image91869_f09f1b-59 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image91869_f09f1b-59\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/CTA-2-20.png\" alt=\"Hubdoc\" class=\"kb-img wp-image-91871\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/CTA-2-20.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/CTA-2-20-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title\">Hubdoc<\/p>\n\n\n\n<p class=\"cta-box-description\">Stop typing invoices by hand. Hubdoc captures receipts, bills, and statements then syncs them straight to Xero or <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/quickbooks\" title=\"QuickBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35648\" target=\"_blank\" rel=\"noopener\">QuickBooks<\/a>. Included free with most Xero plans.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\">TRY HUBDOC NOW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/hubdoc\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/hubdoc-alternatives\">HUBDOC ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-hubdoc'  id=\"boomdevs_3\" class=\"wp-block-heading\" id=\"getting-started-with-hubdoc\">Getting Started with Hubdoc<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 minutes.<\/p>\n\n\n\n<p>Watch this quick overview first:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Hubdoc Explained: The Ultimate Guide to Efficiency in Accounting\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/GTpAXz4Ov9E?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p>Go to Hubdoc&#8217;s website or open it from your Xero dashboard.<\/p>\n\n\n\n<p>Click &#8220;Sign Up&#8221; or &#8220;Get Started Free.&#8221;<\/p>\n\n\n\n<p>Enter your email and create a password.<\/p>\n\n\n\n<p>If you <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/how-to-use-xero\" title=\"use Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35636\" target=\"_blank\" rel=\"noopener\">use Xero<\/a>, create the Hubdoc organization directly from Xero.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35632\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email.<\/p>\n\n\n\n<h4 id='step-2-connect-your-accounting-software'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Connect Your Accounting Software<\/h4>\n\n\n\n<p>Go to Settings and select your accounting platform.<\/p>\n\n\n\n<p>Choose Xero, QuickBooks Online, or another supported app.<\/p>\n\n\n\n<p>Authorize the connection when prompted.<\/p>\n\n\n\n<p>Here&#8217;s what the dashboard looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Hubdoc-Introduction-980x392.png\" alt=\"What is Hubdoc\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard with your connected software.<\/p>\n\n\n\n<h4 id='step-3-set-up-your-email-address'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Set Up Your Email Address<\/h4>\n\n\n\n<p>Hubdoc gives each organization a unique email address.<\/p>\n\n\n\n<p>Find it under Settings and note it down.<\/p>\n\n\n\n<p>Forward any digital invoice to this address to upload it <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35649\" target=\"_blank\" rel=\"noopener\">instantly<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Done:<\/strong> You&#8217;re ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-automatic-document-fetching'  id=\"boomdevs_7\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-automatic-document-fetching\">How to Use Hubdoc Automatic Document Fetching<\/h3>\n\n\n\n<p><strong>Automatic Document Fetching<\/strong> lets you pull bills and statements from providers without lifting a finger.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Automatic Document Fetching in action:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Untitled-design-2-18-980x411.png\" alt=\"Hubdoc Automatic Document Fetching\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-add-a-new-provider'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Add a New Provider<\/h4>\n\n\n\n<p>Click &#8220;Add Provider&#8221; from the Hubdoc dashboard.<\/p>\n\n\n\n<p>Search for your supplier, like your phone or internet company.<\/p>\n\n\n\n<h4 id='step-2-enter-your-login-credentials'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Enter Your Login Credentials<\/h4>\n\n\n\n<p>Type your username and password for that provider&#8217;s website.<\/p>\n\n\n\n<p>Hubdoc uses bank-level 256-bit encryption to protect your data.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Untitled-design-4-15-980x381.png\" alt=\"Hubdoc Smart Data Extraction\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see a green &#8220;Connected&#8221; status next to the provider.<\/p>\n\n\n\n<h4 id='step-3-set-your-fetch-schedule'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Set Your Fetch Schedule<\/h4>\n\n\n\n<p>Choose how often Hubdoc checks for new documents.<\/p>\n\n\n\n<p>Options include daily, weekly, or monthly.<\/p>\n\n\n\n<p>Hubdoc downloads new bills automatically on schedule.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Bills arrive in Hubdoc without you visiting each provider&#8217;s website.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Start with your top 5 recurring bills. Add more providers <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/later-social-media-scheduler\" title=\"later\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35630\" target=\"_blank\" rel=\"noopener\">later<\/a> as you get comfortable with the workflow.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-smart-data-extraction'  id=\"boomdevs_11\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-smart-data-extraction\">How to Use Hubdoc Smart Data Extraction<\/h3>\n\n\n\n<p><strong>Smart Data Extraction<\/strong> lets you skip manual data entry entirely.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Smart Data Extraction in action:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Untitled-design-7-13-980x412.png\" alt=\"Hubdoc Easy Mobile App Uploads\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-upload-a-document'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Upload a Document<\/h4>\n\n\n\n<p>Drag and drop a PDF invoice into your Hubdoc dashboard.<\/p>\n\n\n\n<p>You can also email it to your unique Hubdoc email address.<\/p>\n\n\n\n<h4 id='step-2-review-the-extracted-data'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Review the Extracted Data<\/h4>\n\n\n\n<p>Hubdoc&#8217;s OCR reads the supplier name, date, and total amount.<\/p>\n\n\n\n<p>It also pulls invoice numbers and tax amounts when available.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Untitled-design-5-15-980x484.png\" alt=\"Hubdoc Secure Cloud-Based Storage\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see all key fields filled in automatically.<\/p>\n\n\n\n<h4 id='step-3-confirm-and-publish'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Confirm and Publish<\/h4>\n\n\n\n<p>Verify the extracted data is correct.<\/p>\n\n\n\n<p>Click &#8220;Publish&#8221; to send the transaction to your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-accounting-software\" title=\"accounting software\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35631\" target=\"_blank\" rel=\"noopener\">accounting software<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> The bill appears in Xero or QuickBooks with the receipt attached.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Always double-check the first document from a new supplier. After that, Hubdoc learns and gets more accurate each time.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-easy-mobile-app-uploads'  id=\"boomdevs_15\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-easy-mobile-app-uploads\">How to Use Hubdoc Easy Mobile App Uploads<\/h3>\n\n\n\n<p><strong>Easy Mobile App Uploads<\/strong> lets you capture receipts on the go with your phone.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-download-the-app'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Download the App<\/h4>\n\n\n\n<p>Get the Hubdoc app from the App Store or Google Play.<\/p>\n\n\n\n<p>Log in with your Hubdoc account credentials.<\/p>\n\n\n\n<h4 id='step-2-snap-a-photo-of-your-receipt'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Snap a Photo of Your Receipt<\/h4>\n\n\n\n<p>Open the app and tap the camera icon.<\/p>\n\n\n\n<p>Hold your phone steady and take a clear photo.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Hubdoc-Integration-with-Accounting-Software.png\" alt=\"Hubdoc Integration with Accounting Software\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the receipt photo appear in your upload queue.<\/p>\n\n\n\n<h4 id='step-3-submit-and-let-hubdoc-process'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Submit and Let Hubdoc Process<\/h4>\n\n\n\n<p>Tap &#8220;Upload&#8221; to send the photo to Hubdoc.<\/p>\n\n\n\n<p>The app extracts the data and files it automatically.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your paper receipt is now a digital record ready for your books.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Snap receipts right after a purchase. Waiting leads to faded ink and lost receipts.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-secure-cloud-based-storage'  id=\"boomdevs_19\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-secure-cloud-based-storage\">How to Use Hubdoc Secure Cloud-Based Storage<\/h3>\n\n\n\n<p><strong>Secure Cloud-Based Storage<\/strong> lets you keep every financial document safe and searchable online.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-browse-your-document-library'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Browse Your Document Library<\/h4>\n\n\n\n<p>Click &#8220;Documents&#8221; on the left sidebar.<\/p>\n\n\n\n<p>You&#8217;ll see all uploaded files organized by supplier.<\/p>\n\n\n\n<h4 id='step-2-search-for-a-specific-document'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Search for a Specific Document<\/h4>\n\n\n\n<p>Use the search bar at the top of the page.<\/p>\n\n\n\n<p>Type a supplier name, date, or amount to find what you need.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Hubdoc-Automatic-Filing-and-Sorting.png\" alt=\"Hubdoc Automatic Filing and Sorting\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see matching documents appear instantly.<\/p>\n\n\n\n<h4 id='step-3-view-or-download-the-document'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: View or Download the Document<\/h4>\n\n\n\n<p>Click any document to open it.<\/p>\n\n\n\n<p>You can view, download, or share it from the detail page.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Every receipt and invoice is stored securely with 256-bit encryption.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Set up a filing system by year and month. This makes tax season much easier.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-integration-with-accounting-software'  id=\"boomdevs_23\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-integration-with-accounting-software\">How to Use Hubdoc Integration with Accounting Software<\/h3>\n\n\n\n<p><strong>Integration with Accounting Software<\/strong> lets you push documents and data straight into Xero or QuickBooks.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-a-processed-document'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open a Processed Document<\/h4>\n\n\n\n<p>Click on any document that Hubdoc has already extracted data from.<\/p>\n\n\n\n<p>Review the supplier, amount, and account category.<\/p>\n\n\n\n<h4 id='step-2-map-the-account-category'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Map the Account Category<\/h4>\n\n\n\n<p>Select the correct expense account from the dropdown menu.<\/p>\n\n\n\n<p>Tell Hubdoc to remember this mapping for future documents.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Hubdoc-Audit-Proof-Documentation-980x443.png\" alt=\"Hubdoc Audit-Proof Documentation\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> The account field should match your chart of accounts.<\/p>\n\n\n\n<h4 id='step-3-click-publish'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Click Publish<\/h4>\n\n\n\n<p>Hit the &#8220;Publish&#8221; button to send the transaction.<\/p>\n\n\n\n<p>The bill and attached document appear in your accounting software.<\/p>\n\n\n\n<p>Match it to your bank feed for one-click reconciliation.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Transactions flow from Hubdoc to Xero or QuickBooks with the original document attached.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Set up auto-publish rules for recurring suppliers. Hubdoc will send them without you clicking a button.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-automatic-filing-and-sorting'  id=\"boomdevs_27\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-automatic-filing-and-sorting\">How to Use Hubdoc Automatic Filing and Sorting<\/h3>\n\n\n\n<p><strong>Automatic Filing and Sorting<\/strong> lets you organize documents with smart rules instead of manual folders.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-process-your-first-few-documents'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Process Your First Few Documents<\/h4>\n\n\n\n<p>Upload and categorize 3 to 5 documents from the same supplier.<\/p>\n\n\n\n<p>Hubdoc watches your choices and starts learning your patterns.<\/p>\n\n\n\n<h4 id='step-2-check-the-auto-categorization'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Check the Auto-Categorization<\/h4>\n\n\n\n<p>Upload a new document from the same supplier.<\/p>\n\n\n\n<p>Hubdoc should auto-fill the category and account fields.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Hubdoc-User-Collaboration.png\" alt=\"Hubdoc User Collaboration\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> The category and account should match your previous choices.<\/p>\n\n\n\n<h4 id='step-3-refine-and-correct-when-needed'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Refine and Correct When Needed<\/h4>\n\n\n\n<p>If Hubdoc picks the wrong category, correct it manually.<\/p>\n\n\n\n<p>The system learns from corrections and gets smarter over time.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> New documents are automatically sorted without any manual work.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Name your suppliers consistently. &#8220;AT&amp;T&#8221; and &#8220;ATT&#8221; confuse the system.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-audit-proof-documentation'  id=\"boomdevs_31\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-audit-proof-documentation\">How to Use Hubdoc Audit-Proof Documentation<\/h3>\n\n\n\n<p><strong>Audit-Proof Documentation<\/strong> lets you keep complete records ready for tax audits or reviews.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-check-your-document-trail'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Check Your Document Trail<\/h4>\n\n\n\n<p>Open any transaction in your accounting software.<\/p>\n\n\n\n<p>The original receipt or invoice is attached directly to the entry.<\/p>\n\n\n\n<h4 id='step-2-verify-source-documents'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Verify Source Documents<\/h4>\n\n\n\n<p>Click the attachment to view the original document.<\/p>\n\n\n\n<p>Every document has a timestamp and upload history.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Hubdoc-Document-Export-and-Backup-1024x419.png\" alt=\"Hubdoc Document Export and Backup\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the original document linked to each transaction.<\/p>\n\n\n\n<h4 id='step-3-export-records-for-auditors'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Export Records for Auditors<\/h4>\n\n\n\n<p>Select a date range and click &#8220;Export.&#8221;<\/p>\n\n\n\n<p>Download a ZIP file with all documents and data.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your financial records have a complete paper trail for any <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-seo-audit-tools\" title=\"audit\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35634\" target=\"_blank\" rel=\"noopener\">audit<\/a>.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Run a monthly export as a backup. Store it separately from Hubdoc for extra safety.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-user-collaboration'  id=\"boomdevs_35\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-user-collaboration\">How to Use Hubdoc User Collaboration<\/h3>\n\n\n\n<p><strong>User Collaboration<\/strong> lets you share access with your accountant, bookkeeper, or team members.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-go-to-user-settings'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Go to User Settings<\/h4>\n\n\n\n<p>Click &#8220;Settings&#8221; then &#8220;Users&#8221; from the navigation menu.<\/p>\n\n\n\n<p>You&#8217;ll see a list of all current users.<\/p>\n\n\n\n<h4 id='step-2-invite-a-new-user'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Invite a New User<\/h4>\n\n\n\n<p>Click &#8220;Add User&#8221; and enter their email address.<\/p>\n\n\n\n<p>Choose their permission level \u2014 &#8220;Upload Only&#8221; or &#8220;Standard.&#8221;<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Hubdoc-Top-benefits.png\" alt=\"Top Benefits of Hubdoc\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> The invited user should receive an email invitation.<\/p>\n\n\n\n<h4 id='step-3-set-access-levels'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Set Access Levels<\/h4>\n\n\n\n<p>Use &#8220;Upload Only&#8221; for staff who just submit receipts.<\/p>\n\n\n\n<p>Use &#8220;Standard&#8221; for bookkeepers who need full access.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your team can upload and manage documents based on their role.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Give employees &#8220;Upload Only&#8221; access. This prevents accidental changes to published transactions.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-hubdoc-document-export-and-backup'  id=\"boomdevs_39\" class=\"wp-block-heading\" id=\"how-to-use-hubdoc-document-export-and-backup\">How to Use Hubdoc Document Export and Backup<\/h3>\n\n\n\n<p><strong>Document Export and Backup<\/strong> lets you sync files to Dropbox, Google Drive, or Box for extra security.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-storage-settings'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open Storage Settings<\/h4>\n\n\n\n<p>Go to Settings and find &#8220;Third-Party Storage.&#8221;<\/p>\n\n\n\n<p>You&#8217;ll see options for Dropbox, Google Drive, and Box.<\/p>\n\n\n\n<h4 id='step-2-connect-your-cloud-storage'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Connect Your Cloud Storage<\/h4>\n\n\n\n<p>Click &#8220;Connect&#8221; next to your preferred service.<\/p>\n\n\n\n<p>Authorize Hubdoc to access your account.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Hubdoc-Pricing.png\" alt=\"Hubdoc Pricing\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see a &#8220;Connected&#8221; badge next to your storage service.<\/p>\n\n\n\n<h4 id='step-3-enable-automatic-backup'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Enable Automatic Backup<\/h4>\n\n\n\n<p>Turn on the automatic sync toggle.<\/p>\n\n\n\n<p>Every new document is now backed up to your cloud storage.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> All your financial documents are backed up in a second location automatically.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use Google Drive for backup. It&#8217;s free and gives you an extra searchable copy of everything.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='hubdoc-pro-tips-and-shortcuts'  id=\"boomdevs_43\" class=\"wp-block-heading\" id=\"hubdoc-pro-tips-and-shortcuts\">Hubdoc Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing Hubdoc for over two years, here are my best tips.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Search documents<\/td><td>Ctrl + F (Cmd + F on <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"Mac\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35656\" target=\"_blank\" rel=\"noopener\">Mac<\/a>)<\/td><\/tr><tr><td>Upload new document<\/td><td>Drag and drop onto dashboard<\/td><\/tr><tr><td>Publish to accounting software<\/td><td>Click &#8220;Publish&#8221; button on document<\/td><\/tr><tr><td>Navigate between documents<\/td><td>Arrow keys (Up\/Down)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Email-in uploads:<\/strong> Forward any invoice to your unique Hubdoc email address and it processes automatically \u2014 no login needed.<\/li>\n\n\n\n<li><strong>Auto-publish rules:<\/strong> Set Hubdoc to publish recurring bills without manual review. Go to Settings and enable rules per supplier.<\/li>\n\n\n\n<li><strong>Tag system:<\/strong> Add custom tags to documents for grouping by project, department, or expense type beyond the default folders.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='hubdoc-common-mistakes-to-avoid'  id=\"boomdevs_44\" class=\"wp-block-heading\" id=\"hubdoc-common-mistakes-to-avoid\">Hubdoc Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Not Verifying Extracted Data<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Publishing documents to your accounting software without checking the extracted amounts or dates.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Always review the first few documents from each new supplier before enabling auto-publish.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Using Inconsistent Supplier Names<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Naming the same supplier &#8220;AT&amp;T,&#8221; &#8220;ATT,&#8221; and &#8220;AT and T&#8221; across different documents.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Pick one name for each supplier and stick with it. Hubdoc learns from consistent naming.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Skipping the Xero Connection<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Using Hubdoc as a standalone document storage tool without connecting it to your accounting software.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Connect to Xero or QuickBooks from day one. This unlocks one-click reconciliation and saves the most time.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='hubdoc-troubleshooting'  id=\"boomdevs_45\" class=\"wp-block-heading\" id=\"hubdoc-troubleshooting\">Hubdoc Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Document Fetch Fails or Stops Working<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The provider changed their login page or your password expired.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to the provider settings, re-enter your credentials, and test the connection again.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Data Extraction Shows Wrong Amounts<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The document has poor image quality or an unusual layout.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Upload a clearer scan or PDF. Avoid photos taken at an angle or in low light.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Documents Not Syncing to Xero<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The Xero connection token expired or permissions were revoked.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Disconnect and reconnect Xero in Hubdoc Settings. Reauthorize when prompted.<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Hubdoc support.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn 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#3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-hubdoc'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Hubdoc?<\/h2>\n\n\n\n<p><strong>Hubdoc<\/strong> is a <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-charities\" title=\"bookkeeping\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35639\" target=\"_blank\" rel=\"noopener\">bookkeeping<\/a> automation tool that captures financial documents and syncs them to your accounting software.<\/p>\n\n\n\n<p>Think of it like a digital filing cabinet that reads your receipts for you.<\/p>\n\n\n\n<p>Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How To Use Hubdoc Like A Pro\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/6AMxlUBKjF8?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automatic Document Fetching:<\/strong> Pulls bills and statements from provider websites on a set schedule.<\/li>\n\n\n\n<li><strong>Smart Data Extraction:<\/strong> Uses OCR to read supplier names, dates, amounts, and invoice numbers.<\/li>\n\n\n\n<li><strong>Easy Mobile App Uploads:<\/strong> Snap receipts with your phone camera and upload instantly.<\/li>\n\n\n\n<li><strong>Secure Cloud-Based Storage:<\/strong> Stores all documents online with bank-level 256-bit encryption.<\/li>\n\n\n\n<li><strong>Integration with Accounting Software:<\/strong> Publishes transactions to Xero or QuickBooks with one click.<\/li>\n\n\n\n<li><strong>Automatic Filing and Sorting:<\/strong> Learns your categorization patterns and sorts new documents automatically.<\/li>\n\n\n\n<li><strong>Audit-Proof Documentation:<\/strong> Attaches original documents to every accounting transaction.<\/li>\n\n\n\n<li><strong>User Collaboration:<\/strong> Lets you share access with your accountant or team with role-based permissions.<\/li>\n\n\n\n<li><strong>Document Export and Backup:<\/strong> Syncs files to Dropbox, Google Drive, or Box for extra safety.<\/li>\n<\/ul>\n\n\n\n<p>For a full review, see our <a href=\"https:\/\/www.fahimai.com\/hubdoc\">Hubdoc review<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Untitled-design-8-13-980x673.png\" alt=\"Personal Experience with Hubdoc\" title=\"\"><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 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.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='hubdoc-pricing'  id=\"boomdevs_47\" class=\"wp-block-heading\" id=\"hubdoc-pricing\">Hubdoc Pricing<\/h2>\n\n\n\n<p>Here&#8217;s what Hubdoc costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Monthly Subscription<\/td><td>$12\/month<\/td><td>Standalone users not on Xero<\/td><\/tr><tr><td>Included with Xero<\/td><td>$0 (free with Xero Starter, Standard, Premium)<\/td><td>Xero users who want built-in document capture<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes, Hubdoc offers a free trial.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> No formal guarantee, but you can cancel anytime.<\/p>\n\n\n\n<p>\ud83d\udcb0 <strong>Best Value:<\/strong> Xero users get Hubdoc for free \u2014 it&#8217;s included with most Xero plans.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn 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#3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='hubdoc-vs-alternatives'  id=\"boomdevs_48\" class=\"wp-block-heading\" id=\"hubdoc-vs-alternatives\">Hubdoc vs Alternatives<\/h2>\n\n\n\n<p>How does Hubdoc compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Hubdoc<\/strong><\/td><td>Xero users needing free document capture<\/td><td>$12\/mo (free with Xero)<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>Dext<\/td><td>Advanced OCR and multi-platform support<\/td><td>$24\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>QuickBooks<\/td><td>All-in-one accounting for small <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-small-construction-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35633\" target=\"_blank\" rel=\"noopener\">business<\/a><\/td><td>$1.90\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Xero<\/td><td>Cloud accounting with Hubdoc built in<\/td><td>$29\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zoho-books\" title=\"Zoho Books\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35645\" target=\"_blank\" rel=\"noopener\">Zoho Books<\/a><\/td><td>Budget-friendly full accounting suite<\/td><td>$0\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshbooks\" title=\"FreshBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35659\" target=\"_blank\" rel=\"noopener\">FreshBooks<\/a><\/td><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-freelancers\" title=\"Freelancers\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35657\" target=\"_blank\" rel=\"noopener\">Freelancers<\/a> and service businesses<\/td><td>$21\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/autoentry\" title=\"AutoEntry\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35652\" target=\"_blank\" rel=\"noopener\">AutoEntry<\/a><\/td><td>High-volume document processing<\/td><td>$12\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/wave\" title=\"Wave\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35646\" target=\"_blank\" rel=\"noopener\">Wave<\/a><\/td><td>Free accounting for solopreneurs<\/td><td>$0\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> Hubdoc \u2014 Free with Xero and handles 90% of bookkeeping document needs.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Wave \u2014 Completely free accounting with basic receipt capture.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> FreshBooks \u2014 Simple interface that&#8217;s easy to learn from day one.<\/li>\n\n\n\n<li><strong>Best for high-volume processing:<\/strong> Dext \u2014 Handles complex invoices and large document batches.<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Hubdoc Alternatives<\/p>\n\n\n\n<p>Looking for Hubdoc alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io\" title=\"Puzzle IO\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35664\" target=\"_blank\" rel=\"noopener\">Puzzle IO<\/a>:<\/strong> AI-powered accounting with free basic plan and automated bookkeeping features for startups.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Dext:<\/strong> Advanced receipt scanning with multi-currency support and deep integrations for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-accountants\" title=\"accountants\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35655\" target=\"_blank\" rel=\"noopener\">accountants<\/a>.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Xero:<\/strong> Full cloud accounting platform that includes Hubdoc free, great for growing businesses.<\/li>\n\n\n\n<li>\u26a1 <strong>Synder:<\/strong> Automatic e-commerce transaction syncing for online sellers using Stripe and PayPal.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/easy-month-end\" title=\"Easy Month End\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35658\" target=\"_blank\" rel=\"noopener\">Easy Month End<\/a>:<\/strong> Simplifies month-end close with automated checklists and reconciliation workflows.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Docyt:<\/strong> AI bookkeeping automation for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-restaurants\" title=\"restaurants\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35635\" target=\"_blank\" rel=\"noopener\">restaurants<\/a>, hotels, and multi-location businesses.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/sage\" title=\"Sage\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35666\" target=\"_blank\" rel=\"noopener\">Sage<\/a>:<\/strong> Enterprise-grade accounting with free plan available for solo users and small teams.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Zoho Books:<\/strong> Full accounting suite with a free plan for businesses under $50K annual revenue.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>Wave:<\/strong> Completely free invoicing and accounting for freelancers and solopreneurs.<\/li>\n\n\n\n<li>\ud83d\udcca <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/expensify\" title=\"Expensify\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35640\" target=\"_blank\" rel=\"noopener\">Expensify<\/a>:<\/strong> Expense tracking and receipt scanning built for teams with corporate card programs.<\/li>\n\n\n\n<li>\u2b50 <strong>QuickBooks:<\/strong> Most popular small business accounting with strong bank feeds and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35644\" target=\"_blank\" rel=\"noopener\">reporting<\/a>.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>AutoEntry:<\/strong> Pay-per-document data capture with support for Xero, Sage, and QuickBooks.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>FreshBooks:<\/strong> Simple invoicing and accounting built for freelancers and service providers.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/netsuite\" title=\"NetSuite\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35663\" target=\"_blank\" rel=\"noopener\">NetSuite<\/a>:<\/strong> Enterprise cloud ERP with advanced financial management for large organizations.<\/li>\n<\/ul>\n\n\n\n<p>For the full list, see our <a href=\"https:\/\/www.fahimai.com\/hubdoc-alternatives\">Hubdoc alternatives<\/a> guide.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Hubdoc Compared<\/p>\n\n\n\n<p>Here&#8217;s how Hubdoc stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-hubdoc\" title=\"Hubdoc vs Puzzle\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35650\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Puzzle<\/a> IO:<\/strong> Hubdoc is better for Xero users. Puzzle IO offers more AI automation but costs more at higher tiers.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/dext-vs-hubdoc\" title=\"Hubdoc vs Dext\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35647\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Dext<\/a>:<\/strong> Dext has stronger OCR and handles complex invoices better. Hubdoc wins on price if you use Xero.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/xero-vs-hubdoc\" title=\"Hubdoc vs Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35662\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Xero<\/a>:<\/strong> They work together. Xero is the accounting platform and Hubdoc is the document capture add-on included free.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/synder-vs-hubdoc\" title=\"Hubdoc vs Synder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35665\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Synder<\/a>:<\/strong> Synder focuses on e-commerce transaction syncing. Hubdoc focuses on document capture and receipt management.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/easy-month-end-vs-hubdoc\" title=\"Hubdoc vs Easy Month End\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35654\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Easy Month End<\/a>:<\/strong> Easy Month End handles month-end closing workflows. Hubdoc handles daily document capture and filing.<\/li>\n\n\n\n<li><strong>Hubdoc vs <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/docyt\" title=\"Docyt\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35653\" target=\"_blank\" rel=\"noopener\">Docyt<\/a>:<\/strong> Docyt offers deeper AI bookkeeping for multi-location businesses. Hubdoc is simpler and cheaper for basic needs.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/sage-vs-hubdoc\" title=\"Hubdoc vs Sage\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35642\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Sage<\/a>:<\/strong> Sage is a full accounting platform. Hubdoc is a document capture tool that pairs with accounting software.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zoho-books-vs-hubdoc\" title=\"Hubdoc vs Zoho Books\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35643\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Zoho Books<\/a>:<\/strong> Zoho Books includes receipt scanning in its accounting suite. Hubdoc offers deeper Xero integration.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/wave-vs-hubdoc\" title=\"Hubdoc vs Wave\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35641\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Wave<\/a>:<\/strong> Wave is free but lacks document extraction. Hubdoc&#8217;s OCR and auto-filing save more time overall.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubdoc-vs-expensify\" title=\"Hubdoc vs Expensify\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35661\" target=\"_blank\" rel=\"noopener\">Hubdoc vs Expensify<\/a>:<\/strong> Expensify is built for expense reports and corporate cards. Hubdoc is built for bookkeeping document capture.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubdoc-vs-quickbooks\" title=\"Hubdoc vs QuickBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35637\" target=\"_blank\" rel=\"noopener\">Hubdoc vs QuickBooks<\/a>:<\/strong> QuickBooks has its own receipt capture. Hubdoc works better with Xero and offers stronger filing features.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubdoc-vs-autoentry\" title=\"Hubdoc vs AutoEntry\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35638\" target=\"_blank\" rel=\"noopener\">Hubdoc vs AutoEntry<\/a>:<\/strong> AutoEntry charges per document. Hubdoc offers unlimited documents at a flat rate or free with Xero.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubdoc-vs-freshbooks\" title=\"Hubdoc vs FreshBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35651\" target=\"_blank\" rel=\"noopener\">Hubdoc vs FreshBooks<\/a>:<\/strong> FreshBooks is a full accounting tool for freelancers. Hubdoc is a document tool that pairs with your accounting app.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubdoc-vs-netsuite\" title=\"Hubdoc vs NetSuite\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"35660\" target=\"_blank\" rel=\"noopener\">Hubdoc vs NetSuite<\/a>:<\/strong> NetSuite is enterprise-grade ERP. Hubdoc is a lightweight tool for small business document capture.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns157760_cb5f32-a3 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns157760_cb5f32-a3\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{width:initial;}.wp-block-kadence-advancedbtn 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#3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-hubdoc-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Hubdoc Now<\/h2>\n\n\n\n<p>You learned how to use every major Hubdoc feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Automatic Document Fetching<\/li>\n\n\n\n<li>\u2705 Smart Data Extraction<\/li>\n\n\n\n<li>\u2705 Easy Mobile App Uploads<\/li>\n\n\n\n<li>\u2705 Secure Cloud-Based Storage<\/li>\n\n\n\n<li>\u2705 Integration with Accounting Software<\/li>\n\n\n\n<li>\u2705 Automatic Filing and Sorting<\/li>\n\n\n\n<li>\u2705 Audit-Proof Documentation<\/li>\n\n\n\n<li>\u2705 User Collaboration<\/li>\n\n\n\n<li>\u2705 Document Export and Backup<\/li>\n<\/ul>\n\n\n\n<p><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with Smart Data Extraction.<\/p>\n\n\n\n<p>It takes less than 5 minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns157760_cb5f32-a3, .wp-block-kadence-advancedbtn.kb-btns157760_cb5f32-a3, .site .entry-content 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#ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn157760_e12187-3a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn157760_e12187-3a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/hubdoc\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Hubdoc for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to start using Hubdoc?<\/p>\n\n\n\n<p>Sign up at hubdoc.com or open it from your Xero dashboard. Connect your accounting software, set up your unique email address, and start uploading documents. The whole process takes about 3 minutes.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How does Hubdoc work?<\/p>\n\n\n\n<p>Hubdoc captures financial documents through email forwarding, mobile photos, or automatic fetching. Its OCR technology reads key data like supplier names, dates, and amounts. It then sends that data to your accounting software with the original document attached.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use Hubdoc via the app?<\/p>\n\n\n\n<p>Download the Hubdoc app from the App Store or Google Play. Log in with your account. Tap the camera icon to snap a photo of any receipt or invoice. The app uploads it, extracts the data, and files it automatically.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Hubdoc free to use?<\/p>\n\n\n\n<p>Hubdoc is included free with most Xero plans, including Starter, Standard, and Premium. If you use it standalone without Xero, it costs $12 per month. There&#8217;s also a free trial available.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Dext or Hubdoc better?<\/p>\n\n\n\n<p>Dext has stronger OCR accuracy and handles complex multi-line invoices better than Hubdoc. However, Hubdoc is free with Xero and easier to set up. Choose Dext for high-volume processing and Hubdoc for simple, budget-friendly document capture.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Can Hubdoc automatically fetch bank statements?<\/p>\n\n\n\n<p>Hubdoc previously offered automatic bank statement fetching, but this feature has been discontinued. You can still upload bank statements manually through the dashboard, email, or mobile app for processing and storage.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I send receipts to Hubdoc?<\/p>\n\n\n\n<p>You have three options. Forward digital receipts to your unique Hubdoc email address. Snap a photo with the mobile app. Or drag and drop files directly onto the web dashboard. All three methods trigger automatic data extraction.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is the difference between Xero and Hubdoc?<\/p>\n\n\n\n<p>Xero is a full cloud accounting platform for invoicing, bank reconciliation, and reporting. Hubdoc is a document capture tool that feeds data into Xero. They work together \u2014 Hubdoc captures the documents and Xero processes the accounting.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Hubdoc owned by Xero?<\/p>\n\n\n\n<p>Yes, Xero acquired Hubdoc in 2018. Since then, Hubdoc has been tightly integrated into the Xero platform. It&#8217;s now included free with most Xero subscription plans.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What accounting software integrates with Hubdoc?<\/p>\n\n\n\n<p>Hubdoc integrates with Xero, QuickBooks Online, and several other business apps. It also connects to Dropbox, Google Drive, and Box for cloud storage backup. The Xero integration is the deepest and most full-featured.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Hubdoc and how does it work?<\/p>\n\n\n\n<p>Hubdoc is a cloud-based document management tool for financial paperwork. You upload receipts, bills, and invoices by email, phone camera, or drag-and-drop. 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It also connects to Dropbox, Google Drive, and Box for cloud storage backup. The Xero integration is the deepest and most full-featured.\"}},\n        {\"@type\": \"Question\", \"name\": \"What is Hubdoc and how does it work?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Hubdoc is a cloud-based document management tool for financial paperwork. You upload receipts, bills, and invoices by email, phone camera, or drag-and-drop. 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This tutorial comes from real hands-on experience \u2014 not [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":98143,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[917],"tags":[1182],"class_list":["post-98136","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-hubdoc","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/posts\/98136","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/comments?post=98136"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/posts\/98136\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/media\/98143"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/media?parent=98136"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/categories?post=98136"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/tags?post=98136"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}