Démarrage rapide
Ce guide couvre toutes les fonctionnalités de Hubdoc :
- Commencer — Create your Hubdoc account and connect it to your accounting software
- Comment utiliser la récupération automatique de documents — Pull bills and bank statements in without lifting a finger
- Comment utiliser l'extraction intelligente de données — Read supplier names, dates, amounts, and invoice numbers from every file
- Comment utiliser Easy Mobile App Uploads — Snap photos of receipts at the counter instead of hoarding paper
- Comment utiliser un stockage cloud sécurisé — Keep every file in the cloud behind bank-level 256-bit encryption
- Comment utiliser l'intégration avec un logiciel de comptabilité — Sync your documents and data straight into Xero or QuickBooks Online
- Comment utiliser le classement et le tri automatiques — Teach Hubdoc your rules once and let it file new uploads for you
- Comment utiliser une documentation à l'épreuve des audits — Attach a source document to every transaction your accountant reviews
- Comment utiliser la collaboration utilisateur — Give accountants, bookkeepers, and staff members the right access level
- Comment utiliser l'exportation et la sauvegarde de documents — Copy every file to Dropbox, Google Drive, or Box on a schedule
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.
Hubdoc automates comptabilité tasks and frees up time to focus on adding value to clients.
It reads your financial documents and hands the data to Xero.
That cuts the time spent typing receipts, bills, and expenses by hand.
Most people only ever upload receipts and stop there.
This guide shows you how to use Hubdoc properly, feature by feature.
Tutoriel Hubdoc
This How to use Hubdoc tutorial walks through every feature step by step. You will go from an empty account to automatic filing.
Hubdoc
Stop retyping invoices and bills by hand. Hubdoc fetches your financial documents, extracts the data, and syncs it with Xero or QuickBooks Online. It is included free with most Xero plans.
Premiers pas avec Hubdoc
Before any feature works, you need to set up your Hubdoc account.
Cela prend environ trois minutes.
Here is my honest walkthrough video of the first session:
Passons maintenant en revue chaque étape.
Step 1: Create Your Hubdoc Organization
Log in to Xero and open the Hubdoc tile from your dashboard.
Creating the Hubdoc organization from Xero keeps both files linked correctly.
✓ Point de contrôle: Vérifiez votre boîte de réception pour l'e-mail de confirmation.
Étape 2 : Ouvrir le tableau de bord
Log in on desktop, or install the app on iOS et Android.
Voici à quoi ressemble le tableau de bord :
✓ Point de contrôle: You should see your empty document inbox.
Step 3: Find Your Hubdoc Email Address
Open Settings and copy the unique Hubdoc email address for your entreprise.
Forward any digital invoices and receipts straight to it.
✅ Terminé : Vous êtes prêt à utiliser n'importe quelle fonctionnalité ci-dessous.
Comment utiliser la récupération automatique de documents Hubdoc
Récupération automatique de documents lets you connect your banks and suppliers so bills arrive on their own.
Voici comment l'utiliser étape par étape.
Step 1: Open the Connections Tab
Click Connections in the left menu of your Hubdoc account.
You will see a search box listing banks, utilities, and telecom suppliers.
Step 2: Link Each Supplier Account
Search the supplier, then enter the login you normally use.
Voici à quoi cela ressemble :
✓ Point de contrôle: A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ Résultat : New invoices and statements now land in Hubdoc automatically.
💡 Conseil de pro : Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
Extraction intelligente de données lets you skip manual data entry on invoices, bills, and receipts.
Voici comment l'utiliser étape par étape.
Step 1: Open Any Uploaded Document
Click a document from your Hubdoc inbox.
The extracted fields sit on the right, beside the scanned image.
Step 2: Check the Extracted Fields
Compare supplier names, dates, amounts, and invoice numbers against the original.
Voici à quoi cela ressemble :
✓ Point de contrôle: Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ Résultat : Clean documents and data are ready to push into your comptabilité logiciel.
💡 Conseil de pro : Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
Téléchargements faciles d'applications mobiles lets you upload digital and paper documents from your phone in seconds.
Voici comment l'utiliser étape par étape.
Step 1: Install the Hubdoc App
Download Hubdoc from the App Store or Google Play.
Log in with the same email and password you use on desktop.
Step 2: Tap the Camera Icon
Point your phone at the receipt and hold steady.
Voici à quoi cela ressemble :
✓ Point de contrôle: The receipt shows in your Hubdoc inbox within a minute.
Step 3: Confirm and Send
Review the crop, then tap Upload to finish the session.
✅ Résultat : Paper receipts are captured before they fade or go missing.
💡 Conseil de pro : Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
Comment utiliser le stockage sécurisé Hubdoc dans le cloud
Stockage sécurisé dans le cloud lets you store financial documents safely and search them from anywhere.
Voici comment l'utiliser étape par étape.
Step 1: Open the Documents Tab
Click Documents to see everything stored in the cloud.
Files stay protected with 256-bit encryption and SSL/TLS technology.
Step 2: Use the Search Bar
Type a supplier name, amount, or date to find a file.
Voici à quoi cela ressemble :
✓ Point de contrôle: Search returns the right file, and login now asks for a code.
Étape 3 : Configurer l’authentification à deux facteurs
Open Settings, then switch on two factor authentication for your login.
✅ Résultat : Your documents are backed up, searchable, and locked down.
💡 Conseil de pro : Search by amount when you forget the supplier. It beats scrolling months of files.
Comment utiliser l'intégration Hubdoc avec un logiciel de comptabilité
Intégration avec Comptabilité Logiciel lets you push data to connected integrations without touching a spreadsheet.
Voici comment l'utiliser étape par étape.
Step 1: Open Integrations in Settings
Pick your accounting software from the list shown.
Hubdoc supports Xero, QuickBooks Online, Bill.com, and cloud storage services.
Step 2: Authorise the Connection
Log in to the accounting tool and approve access.
Voici à quoi cela ressemble :
✓ Point de contrôle: The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ Résultat : Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 Conseil de pro : Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
Comment utiliser le classement et le tri automatiques de Hubdoc
Classement et tri automatiques lets you build a filing system by year, month, or document type.
Voici comment l'utiliser étape par étape.
Step 1: Create Your Folders
Open Documents and add folders for year, month, or type.
Most people file by year first, then by supplier underneath.
Step 2: Move a Document Manually
Drag a bill into the folder where it belongs.
Voici à quoi cela ressemble :
✓ Point de contrôle: The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ Résultat : Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 Conseil de pro : Keep folder names short. Long names get cut off in the mobile app view.
Comment utiliser la documentation Hubdoc à l'épreuve des audits
Documentation à l'épreuve des audits lets you answer audit questions without digging through boxes.
Voici comment l'utiliser étape par étape.
Step 1: Publish With the Image Attached
Leave the attachment toggle on when you publish a bill.
The scanned file travels with the transaction into your ledger.
Step 2: Check the Xero Record
Open the bill in Xero and click the paperclip icon.
Voici à quoi cela ressemble :
✓ Point de contrôle: The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ Résultat : Every transaction now has proof behind it, ready for review.
💡 Conseil de pro : Never delete a published document. Removing it breaks the link inside Xero.
Comment utiliser la collaboration utilisateur Hubdoc
Collaboration des utilisateurs lets you share your books without handing over full control.
Voici comment l'utiliser étape par étape.
Step 1: Open the Users Tab
Click Settings, then Users, then Invite User.
Invitations go out by email and expire after seven days.
Step 2: Choose an Access Level
Pick upload only for staff members, or standard for bookkeepers.
Voici à quoi cela ressemble :
✓ Point de contrôle: The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ Résultat : You can grant your accountant access to view your bookkeeping directly.
💡 Conseil de pro : Give warehouse staff upload only rights. They can send receipts but cannot publish.
Comment utiliser l'exportation et la sauvegarde de documents Hubdoc
Exportation et sauvegarde de documents lets you keep a second copy of your records outside Hubdoc.
Voici comment l'utiliser étape par étape.
Step 1: Connect a Storage Service
In Integrations, pick Dropbox, Google Drive, or Box.
Hubdoc then mirrors your folder structure inside that service.
Step 2: Choose What Syncs
Select all documents, or limit the sync to chosen folders.
Voici à quoi cela ressemble :
✓ Point de contrôle: The ZIP downloads and your cloud drive shows matching folders.
Step 3: Run a Bulk Export
Tick the files you want and click Download as ZIP.
✅ Résultat : Your records survive even if you close the account later.
💡 Conseil de pro : Run a full export every January. It gives you a clean archive of the closed year.
Astuces et raccourcis Hubdoc Pro
After two years of managing client files in Hubdoc, here are my best tips.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Publish current document | Ctrl + Entrée |
| Next document in queue | J |
| Previous document | K |
| Jump to search | Ctrl + F |
These four shortcuts alone cut my review time in half.
Fonctionnalités cachées que la plupart des gens ignorent
- Bulk publish: Tick several bills, then publish them to Xero in one go.
- Règles du fournisseur : Set a default account per supplier so coding happens on upload.
- Help centre: Click the Hubdoc blog logo in the help centre to reach setup guides.
Hubdoc : Erreurs courantes à éviter
Mistake #1: Creating the Account Outside Xero
❌ Faux : Signing up on the Hubdoc website when you already own Xero.
✅ À droite : Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ Faux : Trusting every extracted figure and publishing the whole batch blind.
✅ À droite : Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ Faux : Saving a month of paperwork for one long Sunday session.
✅ À droite : Upload as you go. Ten seconds daily beats three hours monthly.
Dépannage Hubdoc
Problem: Documents Are Not Syncing to Xero
Cause: The integration token expired, usually after a password change.
Réparer: Open Settings, disconnect the integration, then reconnect and republish the stuck files.
Problem: Data Is Extracted Incorrectly
Cause: Poor lighting, creased paper, or a faded thermal receipt.
Réparer: Retake the photo on a flat dark surface. Then correct the fields manually.
Problem: A Bank Connection Keeps Failing
Cause: The bank added two factor authentication to online logins.
Réparer: Reconnect and approve the prompt on your phone within the timeout window.
📌 Note: Still stuck? Open the support widget. It greets you with “We’re here to help” and connects you to the Hubdoc team.
Qu'est-ce que Hubdoc ?
Hubdoc is a document capture tool that removes manual data entry from bookkeeping.
Think of it as a scanner that also does the typing.
Hubdoc helps streamline bookkeeping by automating data entry from financial documents.
L'utilisation de Hubdoc permet de gagner du temps et d'améliorer la précision et l'efficacité des tâches comptables.
It is worth it if you want to simplify bookkeeping and reduce hours lost to paperwork.
Less time on typing means more attention for clients and the work that pays.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Récupération automatique de documents : Pull bills and bank statements in without lifting a finger.
- Extraction intelligente de données : Read supplier names, dates, amounts, and invoice numbers from every file.
- Téléchargements faciles d'applications mobiles : Snap photos of receipts at the counter instead of hoarding paper.
- Stockage sécurisé dans le cloud : Keep every file in the cloud behind bank-level 256-bit encryption.
- Intégration avec les logiciels comptables : Sync your documents and data straight into Xero or QuickBooks Online.
- Classement et tri automatiques : Teach Hubdoc your rules once and let it file new uploads for you.
- Documentation à l'épreuve des audits : Attach a source document to every transaction your accountant reviews.
- Collaboration entre utilisateurs : Give accountants, bookkeepers, and staff members the right access level.
- Exportation et sauvegarde de documents : Copy every file to Dropbox, Google Drive, or Box on a schedule.
Pour une analyse complète, consultez notre Examen Hubdoc.
Tarification Hubdoc
Here is what Hubdoc costs in 2026:
| Plan | Prix | Idéal pour |
|---|---|---|
| Abonnement mensuel | 12 $/mois | Any business owner using Hubdoc on its own |
Hubdoc costs around $12 per month if used independently.
It is included at no extra cost with most Xero plans, including Starter, Standard, and Premium.
Essai gratuit : Yes, 14 days free with no card required.
Garantie de remboursement : No formal guarantee. You can cancel monthly at any time.
💰 Meilleur rapport qualité-prix : Monthly Subscription — but check your Xero plan first, since it may already be free.
Hubdoc vs Alternatives
How does Hubdoc compare? Here is the competitive landscape:
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Hubdoc | Xero users capturing bills | 12 $/mois | ⭐ 4.2 |
| Dext | Heavy supplier fetching | 29 $/mois | ⭐ 4,5 |
| Saisie automatique | Sage utilisateurs | 12 $/mois | ⭐ 4,3 |
| Docyt | AI categorisation | 50 $/mois | ⭐ 4.2 |
| Expensify | Staff expense claims | 5 $/mois | ⭐ 4,4 |
| Synder | Ecommerce payouts | $61/mo | ⭐ 4,6 |
| Livres Zoho | All-in-one value | 15 $/mois | ⭐ 4,5 |
| Vague | comptabilité gratuite | 0 $/mois | ⭐ 4,4 |
Sélection rapide :
- Meilleur résultat global : Hubdoc — free inside Xero and easy for beginners.
- Meilleur budget : Wave — no cost at all for very small businesses.
- Idéal pour les débutants : QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 Alternatives à Hubdoc
Vous cherchez des alternatives à Hubdoc ? Voici les meilleures options :
- 🚀 Puzzle IO : Accounting built for startups, with automatic categorisation and live reportage.
- 🌟 Dext : The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ Xero : The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 Synder : Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 Fin de mois facile: Checklist-driven close software for teams that miss deadlines.
- 🧠 Docyt : AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 Sage: Full accounting suite for larger firms needing stock and payroll.
- 💼 Livres Zoho : Strong value if you already run other Zoho business apps.
- 💰 Vague: Free invoicing and bookkeeping for travailleurs indépendants watching every dollar.
- 📊 Expensify : Expense reports and card feeds for teams filing staff claims.
- 👶 QuickBooks : Beginner-friendly accounting with a huge pool of certified bookkeepers.
- ⚡ Saisie automatique : Sage-owned capture tool priced by credit rather than flat monthly.
- 🎨 FreshBooks: Clean invoicing and time tracking aimed at service businesses.
- 🔒 NetSuite : Enterprise ERP for companies that outgrew petite entreprise outils.
Pour la liste complète, consultez notre Alternatives à Hubdoc guide.
⚔️ Comparaison Hubdoc
Here is how Hubdoc stacks up against each competitor:
- Hubdoc contre Puzzle IO: Puzzle IO does the bookkeeping itself. Hubdoc only feeds documents and data into it.
- Hubdoc vs Dext: Dext fetches from more suppliers. Hubdoc wins on price if you already pay for Xero.
- Hubdoc contre Xero: Not rivals. Hubdoc captures the paperwork, Xero records the transactions it creates.
- Hubdoc vs Synder: Synder handles payment platform sync. Hubdoc handles bills, receipts, and statements.
- Hubdoc vs Easy Month End: Easy Month End tracks close tasks. Hubdoc supplies the source files those tasks need.
- Hubdoc vs Docyt: Docyt automates coding as well as capture. Hubdoc stays simpler and far cheaper.
- Hubdoc vs Sage: Sage is full accounting software. Hubdoc is a capture layer that feeds one.
- Hubdoc contre Zoho Books: Zoho Books bundles capture inside its ledger. Hubdoc stays the better Xero partner.
- Hubdoc vs Wave: Wave costs nothing but has no fetching. Hubdoc pulls bills in for you.
- Hubdoc vs Expensify: Expensify is built for staff expense claims. Hubdoc is built for supplier bills.
- Hubdoc contre QuickBooks: QuickBooks has its own receipt capture. Hubdoc suits Xero users far better.
- Hubdoc vs AutoEntry: AutoEntry charges per credit. Hubdoc charges one flat monthly fee instead.
- Hubdoc contre FreshBooks: FreshBooks focuses on invoices you send. Hubdoc focuses on bills you receive.
- Hubdoc vs NetSuite: NetSuite serves large finance teams. Hubdoc serves small business owners and bookkeepers.
Commencez à utiliser Hubdoc dès maintenant
Vous avez appris à utiliser toutes les principales fonctionnalités de Hubdoc :
- ✅ Récupération automatique de documents
- ✅ Extraction intelligente des données
- ✅ Téléchargement facile d'applications mobiles
- ✅ Stockage sécurisé dans le cloud
- ✅ Intégration avec les logiciels de comptabilité
- ✅ Classement et tri automatiques
- ✅ Documentation à l'épreuve des audits
- ✅ Collaboration des utilisateurs
- ✅ Exportation et sauvegarde de documents
Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.
La plupart des gens commencent par la récupération automatique de documents.
It takes less than five minutes and saves hours later.
Foire aux questions
Comment commencer à utiliser Hubdoc ?
Create your Hubdoc account from the Xero dashboard, connect your accounting software, then upload one receipt. Most people finish this setup in under ten minutes.
Comment fonctionne Hubdoc ?
Hubdoc pulls data from financial documents and syncs it directly with accounting software. It extracts supplier names, dates, and amounts, then creates matching transactions.
Comment utiliser Hubdoc via l'application ?
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox immédiatement and are extracted within minutes.
Hubdoc peut-il récupérer automatiquement les relevés bancaires ?
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
Comment envoyer des reçus à Hubdoc ?
Forward them to your unique Hubdoc email address, snap photos in the mobile app, or upload files from your desktop by dragging them in.
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