Início rápido
Este guia abrange todas as funcionalidades do Hubdoc:
- Começando — Create your Hubdoc account and connect it to your accounting software
- Como usar a busca automática de documentos — Pull bills and bank statements in without lifting a finger
- Como usar a extração inteligente de dados — Read supplier names, dates, amounts, and invoice numbers from every file
- Como usar o recurso de uploads fáceis para dispositivos móveis — Snap photos of receipts at the counter instead of hoarding paper
- Como usar o armazenamento seguro baseado em nuvem — Keep every file in the cloud behind bank-level 256-bit encryption
- Como usar a integração com o software de contabilidade — Sync your documents and data straight into Xero or QuickBooks Online
- Como usar o arquivamento e a classificação automáticos — Teach Hubdoc your rules once and let it file new uploads for you
- Como usar documentação à prova de auditoria — Attach a source document to every transaction your accountant reviews
- Como usar a colaboração do usuário — Give accountants, bookkeepers, and staff members the right access level
- Como usar a exportação e o backup de documentos — Copy every file to Dropbox, Google Drive, or Box on a schedule
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
I have used Hubdoc for two years across three client files. Every step here comes from real work, not vendor screenshots.
Hubdoc automates contabilidade 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.
Tutorial do 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.
Primeiros passos com o Hubdoc
Before any feature works, you need to set up your Hubdoc account.
Leva cerca de três minutos.
Here is my honest walkthrough video of the first session:
Agora vamos analisar cada etapa.
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.
✓ Ponto de verificação: Verifique o seu caixa de entrada para o e-mail de confirmação.
Passo 2: Abra o Painel de Controle
Log in on desktop, or install the app on iOS e Android.
Eis como o painel de controle se parece:
✓ Ponto de verificação: 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 negócios.
Forward any digital invoices and receipts straight to it.
✅ Concluído: Você está pronto para usar qualquer um dos recursos abaixo.
Como usar a busca automática de documentos do Hubdoc
Busca automática de documentos lets you connect your banks and suppliers so bills arrive on their own.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: A green Connected badge appears beside the supplier name.
Step 3: Set the Fetch Frequency
Choose daily or weekly fetching for each connected account.
✅ Resultado: New invoices and statements now land in Hubdoc automatically.
💡 Dica profissional: Connect utilities first. Those bills arrive monthly and are the easiest to forget.
How to Use Hubdoc Smart Data Extractor
Extração Inteligente de Dados lets you skip manual data entry on invoices, bills, and receipts.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: Every field matches the document, with no blank amounts.
Step 3: Correct Anything Wrong
Click any field and retype it, then hit Save.
✅ Resultado: Clean documents and data are ready to push into your contabilidade software.
💡 Dica profissional: Fix a supplier name once. Hubdoc learns it and applies the change to future uploads.
How to Use Hubdoc Mobile App
Uploads fáceis para aplicativos móveis lets you upload digital and paper documents from your phone in seconds.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Paper receipts are captured before they fade or go missing.
💡 Dica profissional: Photograph receipts at the till. Waiting until Friday is how piles of paperwork start.
Como usar o armazenamento seguro baseado em nuvem do Hubdoc
Armazenamento seguro baseado em nuvem lets you store financial documents safely and search them from anywhere.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: Search returns the right file, and login now asks for a code.
Passo 3: Configurar a autenticação de dois fatores
Open Settings, then switch on two factor authentication for your login.
✅ Resultado: Your documents are backed up, searchable, and locked down.
💡 Dica profissional: Search by amount when you forget the supplier. It beats scrolling months of files.
Como usar a integração do Hubdoc com o software de contabilidade
Integração com Contabilidade Software lets you push data to connected integrations without touching a spreadsheet.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: The bill appears in Xero with the image attached.
Step 3: Publish a Document
Open a bill, choose the account, then click Publish.
✅ Resultado: Hubdoc syncs the extracted data with Xero, matched to the correct account.
💡 Dica profissional: Publish a small bill first. It confirms the Xero Hubdoc mapping before you batch dozens.
Como usar o recurso de arquivamento e classificação automática do Hubdoc
Arquivamento e classificação automáticos lets you build a filing system by year, month, or document type.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: The next bill from that supplier files itself.
Step 3: Let the Rules Build
Repeat for two or three bills from the same supplier.
✅ Resultado: Hubdoc learns from previous actions and sorts incoming documents on its own.
💡 Dica profissional: Keep folder names short. Long names get cut off in the mobile app view.
Como usar a documentação à prova de auditoria do Hubdoc
Documentação à prova de auditoria lets you answer audit questions without digging through boxes.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: The Xero transaction shows the attached document preview.
Step 3: Reconcile the Bank Line
Match the payment and confirm the one click reconciliation suggestion.
✅ Resultado: Every transaction now has proof behind it, ready for review.
💡 Dica profissional: Never delete a published document. Removing it breaks the link inside Xero.
Como usar a colaboração de usuários do Hubdoc
Colaboração do usuário lets you share your books without handing over full control.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: The user shows as Pending, then Active once they accept.
Step 3: Send the Invite
Enter the email address and click Send.
✅ Resultado: You can grant your accountant access to view your bookkeeping directly.
💡 Dica profissional: Give warehouse staff upload only rights. They can send receipts but cannot publish.
Como usar a exportação e o backup de documentos do Hubdoc
Exportação e backup de documentos lets you keep a second copy of your records outside Hubdoc.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Your records survive even if you close the account later.
💡 Dica profissional: Run a full export every January. It gives you a clean archive of the closed year.
Dicas e Atalhos do Hubdoc Pro
After two years of managing client files in Hubdoc, here are my best tips.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Publish current document | Ctrl + Enter |
| Next document in queue | J |
| Previous document | K |
| Jump to search | Ctrl + F |
These four shortcuts alone cut my review time in half.
Características ocultas que a maioria das pessoas não percebe
- Bulk publish: Tick several bills, then publish them to Xero in one go.
- Regras do fornecedor: 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.
Erros comuns a evitar no Hubdoc
Mistake #1: Creating the Account Outside Xero
❌ Errado: Signing up on the Hubdoc website when you already own Xero.
✅ Direita: Create the Hubdoc organization from your Xero dashboard so the two files link.
Mistake #2: Publishing Without Checking Amounts
❌ Errado: Trusting every extracted figure and publishing the whole batch blind.
✅ Direita: Scan the amounts and dates first. Faded receipts are where errors hide.
Mistake #3: Letting Documents Pile Up
❌ Errado: Saving a month of paperwork for one long Sunday session.
✅ Direita: Upload as you go. Ten seconds daily beats three hours monthly.
Solução de problemas do Hubdoc
Problem: Documents Are Not Syncing to Xero
Causa: The integration token expired, usually after a password change.
Consertar: Open Settings, disconnect the integration, then reconnect and republish the stuck files.
Problem: Data Is Extracted Incorrectly
Causa: Poor lighting, creased paper, or a faded thermal receipt.
Consertar: Retake the photo on a flat dark surface. Then correct the fields manually.
Problem: A Bank Connection Keeps Failing
Causa: The bank added two factor authentication to online logins.
Consertar: Reconnect and approve the prompt on your phone within the timeout window.
📌 Observação: Still stuck? Open the support widget. It greets you with “We’re here to help” and connects you to the Hubdoc team.
O que é o 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.
Utilizar o Hubdoc pode economizar tempo e melhorar a precisão e a eficiência nas tarefas de contabilidade.
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.
Veja esta breve visão geral:
Inclui estas características principais:
- Busca automática de documentos: Pull bills and bank statements in without lifting a finger.
- Extração inteligente de dados: Read supplier names, dates, amounts, and invoice numbers from every file.
- Uploads fáceis para aplicativos móveis: Snap photos of receipts at the counter instead of hoarding paper.
- Armazenamento seguro baseado na nuvem: Keep every file in the cloud behind bank-level 256-bit encryption.
- Integração com software de contabilidade: Sync your documents and data straight into Xero or QuickBooks Online.
- Arquivamento e classificação automáticos: Teach Hubdoc your rules once and let it file new uploads for you.
- Documentação à prova de auditoria: Attach a source document to every transaction your accountant reviews.
- Colaboração do usuário: Give accountants, bookkeepers, and staff members the right access level.
- Exportação e backup de documentos: Copy every file to Dropbox, Google Drive, or Box on a schedule.
Para uma análise completa, consulte nosso artigo. Avaliação do Hubdoc.
Preços do Hubdoc
Here is what Hubdoc costs in 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Assinatura mensal | US$ 12/mês | Any business owner using Hubdoc on its own |
Hubdoc costs around $12 per month if used independently.
It is included at no extra cost with most Xero plans, including Starter, Standard, and Premium.
Teste grátis: Yes, 14 days free with no card required.
Garantia de reembolso: No formal guarantee. You can cancel monthly at any time.
💰 Melhor custo-benefício: Monthly Subscription — but check your Xero plan first, since it may already be free.
Hubdoc vs. Alternativas
How does Hubdoc compare? Here is the competitive landscape:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Hubdoc | Xero users capturing bills | US$ 12/mês | ⭐ 4,2 |
| Destreza | Heavy supplier fetching | US$ 29/mês | ⭐ 4,5 |
| Entrada automática | Sábio Usuários | US$ 12/mês | ⭐ 4,3 |
| Docyt | AI categorisation | US$ 50/mês | ⭐ 4,2 |
| Despesar | Staff expense claims | US$ 5/mês | ⭐ 4,4 |
| Snyder | Ecommerce payouts | $61/mo | ⭐ 4,6 |
| Zoho Books | All-in-one value | US$ 15/mês | ⭐ 4,5 |
| Aceno | Contabilidade gratuita | $0/mês | ⭐ 4,4 |
Escolhas rápidas:
- Melhor no geral: Hubdoc — free inside Xero and easy for beginners.
- Melhor orçamento: Wave — no cost at all for very small businesses.
- Ideal para iniciantes: QuickBooks — the simplest accounting software to learn.
- Best for heavy fetching: Dext — more supplier connections than anyone else.
🎯 Alternativas ao Hubdoc
Procurando alternativas ao Hubdoc? Aqui estão as melhores opções:
- 🚀 Quebra-cabeça IO: Accounting built for startups, with automatic categorisation and live reportagem.
- 🌟 Destreza: The closest rival, with faster fetching and deeper supplier coverage.
- ⭐ Xero: The accounting software Hubdoc feeds. Most plans include Hubdoc free.
- 🔧 Snyder: Best for ecommerce sellers syncing Stripe, Shopify, and PayPal payouts.
- 🎯 Fim de mês tranquilo: Checklist-driven close software for teams that miss deadlines.
- 🧠 Docyt: AI bookkeeping that codes transactions and reconciles as documents arrive.
- 🏢 Sábio: Full accounting suite for larger firms needing stock and payroll.
- 💼 Zoho Books: Strong value if you already run other Zoho business apps.
- 💰 Aceno: Free invoicing and bookkeeping for freelancers watching every dollar.
- 📊 Despesas: Expense reports and card feeds for teams filing staff claims.
- 👶 QuickBooks: Beginner-friendly accounting with a huge pool of certified bookkeepers.
- ⚡ Entrada automática: 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 pequenas empresas ferramentas.
Para ver a lista completa, consulte nosso Alternativas ao Hubdoc guia.
⚔️ Comparação do Hubdoc
Here is how Hubdoc stacks up against each competitor:
- Hubdoc vs 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 vs Xero: Not rivals. Hubdoc captures the paperwork, Xero records the transactions it creates.
- Hubdoc vs Snyder: 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 vs 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 vs QuickBooks: QuickBooks has its own receipt capture. Hubdoc suits Xero users far better.
- Hubdoc vs. Entrada Automática: AutoEntry charges per credit. Hubdoc charges one flat monthly fee instead.
- Hubdoc vs 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.
Comece a usar o Hubdoc agora mesmo
Você aprendeu a usar todos os principais recursos do Hubdoc:
- ✅ Busca automática de documentos
- ✅ Extração Inteligente de Dados
- ✅ Uploads fáceis para aplicativos móveis
- ✅ Armazenamento seguro na nuvem
- ✅ Integração com software de contabilidade
- ✅ Arquivamento e classificação automáticos
- ✅ Documentação à prova de auditoria
- ✅ Colaboração do usuário
- ✅ Exportação e backup de documentos
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
A maioria das pessoas começa com a Busca Automática de Documentos.
It takes less than five minutes and saves hours later.
Perguntas frequentes
Como começar a usar o 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.
Como funciona o 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.
Como usar o Hubdoc pelo aplicativo?
Install the app, log in, then tap the camera icon to photograph receipts. Uploads reach your Hubdoc inbox imediatamente and are extracted within minutes.
O Hubdoc consegue obter extratos bancários automaticamente?
Yes. Connect your bank under the Connections tab and Hubdoc fetches statements on a daily or weekly schedule without any further action from you.
Como faço para enviar recibos para o 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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