快速入门
本指南涵盖 Hubdoc 的所有功能：
- 入门 — Create your Hubdoc account and connect accounting software
- 如何使用自动文档获取功能 — Pull financial documents from suppliers automatically
- 如何使用智能数据提取 — Extract supplier names, dates, amounts, and invoice numbers
- 如何使用简易手机应用上传 — Snap photos of receipts and bills on the go
- 如何使用安全的云存储 — Store all documents digitally in one place
- 如何使用与会计软件的集成 — Sync data to connected integrations like Xero and QuickBooks Online
- 如何使用自动归档和排序功能 — Let Hubdoc learn and categorize incoming documents
- 如何使用经审计的文档 — Keep records ready for tax season and audits
- 如何使用用户协作 — Share access with accountants, bookkeepers, and staff members
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I’ve used Hubdoc for over two years and tested every feature covered here. This how to Use Hubdoc tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Hubdoc是最强大的工具之一。 簿记 and document management tools available today.
但大多数用户仅仅触及了它功能的冰山一角。
本指南将向您展示如何使用所有主要功能。
Step by step, with screenshots, video walkthroughs, and pro tips.
Hubdoc教程
Hubdoc 的这篇完整教程将一步一步地引导您了解每个功能，从初始设置到高级技巧，让您成为高级用户。
Hubdoc入门指南
使用任何功能之前，请先完成此一次性设置。
大约需要3分钟。
请先观看这段简短的概述：
现在让我们一步一步来。
Step 1: Create Your Hubdoc Account
Go to Hubdoc’s website or set up your Hubdoc account directly from Xero.
The recommended approach for organizations using Xero is to create the Hubdoc organization directly from the Xero dashboard.
Click “Sign Up” or “Start Free Trial” and enter your email.
You’ll see the Hubdoc blog logo and branding throughout the signup process.
✓ 检查点： 检查你的 收件箱 for a confirmation email to verify your Hubdoc email address.
步骤二：连接您的会计软件
Link Hubdoc to Xero, QuickBooks Online, or your preferred 会计 软件。
Navigate to Settings and select your platform under “Connected Apps.”
这就是仪表盘的样子：
✓ 检查点： You should see a green “Connected” status next to your accounting software.
Step 3: Set Up Two Factor Authentication
Enable two factor authentication in your account security settings to protect your documents.
Documents in Hubdoc are protected with bank-level 256-bit encryption and SSL/TLS technology.
✅ 完成： You’re ready to use any feature below. Your Hubdoc organization is set up and connected.
如何使用 Hubdoc 自动文档获取功能
自动文档获取 lets you pull bills, invoices, and receipts from online suppliers without lifting a finger.
以下是使用步骤。
观看自动文档获取功能演示：
现在让我们逐一分析每个步骤。
Step 1: Add a Supplier Account
Go to the “Accounts” tab in your Hubdoc organization.
Search for your supplier by name — this could be a utility company, telecom provider, or online vendor.
Hubdoc supports hundreds of suppliers and financial institutions across multiple countries.
Enter your login credentials for that supplier’s website so Hubdoc can fetch on your behalf.
Your credentials are encrypted and stored securely — Hubdoc uses bank-level protection.
Step 2: Configure Fetch Schedule
Choose whether Hubdoc fetches documents daily, weekly, or monthly.
Hubdoc pulls data from financial documents and syncs it directly with your accounting software.
✓ 检查点： You should see a “Scheduled” badge next to the supplier name.
Step 3: Review Fetched Documents
Check the “Documents” tab to review everything Hubdoc has retrieved.
Each document shows the supplier name, date, and total amount already extracted.
✅ 结果： Your financial documents now arrive automatically — no more chasing paperwork or piles of paper bills.
💡 专业提示： Hubdoc offers a unique email address for each Hubdoc organization. Forward digital invoices and receipts to this address and they appear 即刻 in your account.
如何使用 Hubdoc 智能数据提取
智能数据提取 lets you automatically pull key details from every document without manual data entry.
以下是使用步骤。
观看智能数据提取的实际演示：
现在让我们逐一分析每个步骤。
第一步：上传文档
Upload digital and paper documents by dragging files from your desktop into Hubdoc.
You can also forward emails to your unique Hubdoc email address or snap photos using the mobile app.
Hubdoc accepts PDFs, images, and scanned documents — it handles both digital and paper documents with ease.
This is the fastest way to reduce time spent on manual paperwork for any 商业 owner or bookkeeper.
Step 2: Review Extracted Data
Hubdoc extracts key details like supplier names, dates, amounts, and invoice numbers from your documents.
This improves the accuracy of financial data and saves time by reducing manual data entry.
✓ 检查点： You should see all extracted fields filled in on the document detail page.
步骤 3：发布到您的会计软件
Click “Publish” to push the extracted data to connected integrations like Xero or QuickBooks Online.
Hubdoc automatically creates transactions in Xero with the source document attached.
✅ 结果： Your invoices, bills, and receipts are now published as coded transactions — ready for one click reconciliation.
💡 专业提示： Hubdoc learns from your previous actions to automatically categorize incoming documents based on established rules. The more you use it, the smarter it gets.
如何使用 Hubdoc Easy 移动应用上传
轻松上传手机应用 lets you capture receipts and bills by snapping photos on your phone or tablet.
以下是使用步骤。
Watch Easy Mobile App Uploads in action:
现在让我们逐一分析每个步骤。
Step 1: Download the Hubdoc App
Search for “Hubdoc” in the App Store (iOS) or Google Play (安卓).
Log in with your existing Hubdoc account credentials.
第二步：拍下收据照片
Open the app and tap the camera icon to take a photo of any receipt or bill.
Make sure the entire receipt is visible and the image is clear and well-lit.
Using Hubdoc via the app is the fastest way to capture paperwork while you’re on the go.
No more keeping piles of crumpled receipts in your pocket or wallet — just snap and upload.
✓ 检查点： You should see the uploaded document appear in your Hubdoc account within seconds.
步骤三：确认并发布
Review the extracted data on your phone screen.
Tap “Publish” to send the transaction directly to Xero or QuickBooks Online.
✅ 结果： Your paper receipt is now a digital record in your cloud accounting software — no more lost receipts or piles of paper.
💡 专业提示： Have your staff members download the app too. Each person can snap photos of expenses and they’ll all flow into the same Hubdoc organization for your bookkeeper to review.
如何使用 Hubdoc 安全云存储
安全的云存储 lets you store all your financial documents digitally in the cloud, making them easily searchable and accessible.
以下是使用步骤。
Watch Secure Cloud-Based Storage in action:
现在让我们逐一分析每个步骤。
第一步：上传您的文件
Upload files by dragging them from your desktop, forwarding emails, or snapping photos on your phone.
Hubdoc allows you to upload financial documents using whichever method works best for your 商业.
Every document is stored with bank-level 256-bit encryption to keep your financial data safe.
You never have to worry about lost or damaged paper records again — everything lives securely in the cloud.
Step 2: Search and Find Documents
Use the search bar to find any document by supplier name, date, amount, or invoice number.
Hubdoc stores all your documents digitally in the cloud, making them easily searchable.
✓ 检查点： Search for a recent bill — it should appear instantly with the full document preview.
Step 3: Set Up Cloud Backup
Hubdoc can synchronize with third-party storage services like Dropbox, Google Drive, or Box for added backup.
Connect your preferred cloud service under Settings to create an extra layer of protection for your files.
✅ 结果： Every financial document is now safely stored in the cloud — accessible from anywhere, on any device.
💡 专业提示： Users can establish a filing system in Hubdoc to organize documents by year, month, or type. This makes it much easier to manage records when tax season arrives.
如何将 Hubdoc 与会计软件集成
与会计软件集成 lets you sync your documents and data directly with Xero, QuickBooks Online, and other platforms.
以下是使用步骤。
Watch Integration with Accounting Software in action:
现在让我们逐一分析每个步骤。
Step 1: Connect Your Platform
Go to Settings and select Xero, QuickBooks Online, or your preferred accounting software.
Follow the authorization prompts to allow Hubdoc to push data to connected integrations.
The connection takes less than a minute and only needs to be done once per accounting platform.
Hubdoc supports both Xero and QuickBooks Online as primary destinations for your documents and data.
Step 2: Configure Vendor Rules
Set up vendor rules so Hubdoc knows which account to assign each supplier to.
Hubdoc syncs the extracted data with Xero, matching it to the correct account automatically.
✓ 检查点： Create a rule for one supplier and verify it maps to the right account code in Xero.
Step 3: Publish and Reconcile
Click “Publish” on any document to create a transaction in your accounting software.
In Xero, published transactions match your bank feed for one click reconciliation.
✅ 结果： Your Xero Hubdoc integration is now live — documents flow from Hubdoc to Xero with zero manual data entry.
💡 专业提示： Hubdoc is included at no extra cost with most Xero plans, including Starter, Standard, and Premium. If you already pay for Xero, you get Hubdoc free.
如何使用 Hubdoc 自动归档和排序功能
自动归档和分类 lets Hubdoc learn from your previous actions and categorize incoming documents automatically.
以下是使用步骤。
Watch Automatic Filing and Sorting in action:
现在让我们逐一分析每个步骤。
第一步：处理您的前几个文件
Upload and categorize 5–10 documents from a single supplier manually.
Hubdoc learns from these actions to build rules for future bookkeeping tasks.
The more documents you process, the better Hubdoc gets at predicting the right category and account code.
This is one of Hubdoc’s best hidden features — it saves bookkeepers and 会计师 hours every month.
Step 2: Review Auto-Categorized Documents
When new documents arrive from that same supplier, Hubdoc will auto-fill the category and account code.
Hubdoc automates bookkeeping tasks and frees up time to focus on adding value to clients.
✓ 检查点： Upload a new document from a familiar supplier and confirm it was auto-categorized correctly.
Step 3: Adjust Rules as Needed
If a rule needs updating, edit it under the “Vendor Rules” section in Settings.
You can change the default account, tax rate, or tracking category at any time.
✅ 结果： Your incoming invoices, bills, and transactions are now sorted automatically — spending less time on repetitive data entry.
💡 专业提示： Set up rules for your most frequent suppliers first. This saves the most time because those are the documents you process most often.
如何使用 Hubdoc 审计验证文档
经审计的文件 lets you keep a complete trail of every financial document and transaction for tax season.
以下是使用步骤。
Watch Audit-Proof Documentation in action:
现在让我们逐一分析每个步骤。
Step 1: Enable Source Document Attachments
Make sure “Attach Source Document” is enabled when publishing to Xero or QuickBooks.
This attaches the original receipt or invoice to every transaction in your accounting software.
Having source documents attached means your accountant can verify any transaction without asking you for files.
This is critical for tax season and any financial review or 审计 your business may face.
Step 2: Verify Your Document Trail
Open any transaction in Xero and confirm the source document is attached.
Every bill and receipt should show the original file alongside the extracted data.
✓ 检查点： Open a published transaction in Xero and verify the PDF attachment is visible.
Step 3: Export Documents for Your Accountant
Use the Export feature to download all documents for a specific date range as a ZIP file.
Your accountant or bookkeeper can review everything without needing Hubdoc access.
✅ 结果： Every transaction has a source document attached — you’re audit-ready at all times.
💡 专业提示： Hubdoc can be used to collaborate and share documents with your accountant or bookkeeper directly. Grant them access and they can review transactions without you sending files back and forth.
如何使用 Hubdoc 用户协作
用户协作 lets you share your Hubdoc account with accountants, bookkeepers, and staff members.
以下是使用步骤。
Watch User Collaboration in action:
现在让我们逐一分析每个步骤。
第一步：邀请团队成员
Go to Settings and click “Users” in your Hubdoc organization.
Enter the email address of the person you want to invite — this can be your accountant, bookkeeper, or any staff member.
They’ll receive an invitation to join your Hubdoc organization and can log in immediately.
Step 2: Set User Permissions
Providers can set user permissions in Hubdoc to control access levels for each team member.
Choose “Upload Only” for staff members who just need to submit receipts, or “Standard” for full access.
✓ 检查点： Your invited user should receive an email with a link to join the Hubdoc organization.
Step 3: Review Shared Documents
As a business owner, you can see all documents uploaded by every team member in one place.
Your accountant can gain access to your Hubdoc account and view your bookkeeping directly.
✅ 结果： Your entire team can now upload and manage financial documents in one shared Hubdoc organization.
💡 专业提示： Use “Upload Only” permissions for clients or employees who just need to submit receipts. This keeps your accounting data safe while still making it easy for everyone to contribute.
如何使用 Hubdoc 文档导出和备份
文档导出和备份 lets you download your documents and sync them to external storage for safekeeping.
以下是使用步骤。
Watch Document Export and Backup in action:
现在让我们逐一分析每个步骤。
Step 1: Connect External Storage
Go to Settings and connect Dropbox, Google Drive, or Box as your backup destination.
Hubdoc will automatically push copies of every document to your chosen cloud storage service.
This creates a secondary backup of all your files outside of Hubdoc for extra peace of mind.
Your accountant can also access these backed-up files directly from the shared cloud folder.
Step 2: Export Documents by Date Range
Select a date range and click “Export” to download all matching documents as a ZIP file.
This is easy to use when preparing files for your accountant or a tax review session.
✓ 检查点： Open the downloaded ZIP and verify all expected documents and data are inside.
Step 3: Verify Backup Sync
Check your connected Dropbox or Google Drive folder to confirm documents are syncing.
Hubdoc saves every document in its original format plus extracted CSV data.
✅ 结果： All your financial documents are backed up in multiple locations — protected against data loss.
💡 专业提示： Schedule quarterly exports as an extra safety measure. If you ever need to switch accounting software, you’ll have every document and its data ready to go.
Hubdoc 专业技巧和快捷方式
经过两年多的Hubdoc使用体验，以下是我总结的一些最佳使用技巧。
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Upload documents | Drag and drop files onto the dashboard |
| 搜索文档 | Ctrl/Cmd + F in the Documents tab |
| 发布到 Xero | Click “Publish” on any document card |
| Quick navigation | Use the left sidebar to switch between organizations |
| Batch select | Click the checkbox on each document to select multiple |
| Filter by status | Use the status dropdown to show only unpublished items |
大多数人错过的隐藏功能
- Hubdoc Email Address: Every organization gets a unique Hubdoc email address. Forward any digital invoice or receipt to this address and it uploads automatically — perfect for reducing time spent on managing paperwork.
- Vendor Rule Learning: Hubdoc learns from previous actions to automatically categorize incoming documents. Process a few bills from the same supplier and Hubdoc handles the rest — this is how you automate your bookkeeping.
- Default Due Dates: You can set a default due date per supplier so Hubdoc auto-fills it on new bills. This helps you manage cash flow and never miss a payment.
- Email Forwarding Rules: Set up auto-forwarding in your email client so all incoming invoices go straight to your Hubdoc email address. This means zero manual work — every digital invoice lands in Hubdoc without you touching it.
- Batch Publishing: Select multiple documents and publish them all at once instead of one by one. This saves a huge amount of time when processing a week’s worth of receipts.
Hubdoc常见错误及避免方法
Mistake #1: Not Setting Up Vendor Rules
❌ 错误： Manually categorizing every single document each time it arrives without creating rules.
✅ 右图： Set up vendor rules 早期的 so Hubdoc learns how to categorize documents from each supplier. This reduce data entry and saves hours each month.
Mistake #2: Skipping the Mobile App
❌ 错误： Letting paper receipts pile up on your desk and uploading them in bulk at month-end.
✅ 右图： Snap photos of receipts immediately using the Hubdoc app. Uploading in real time means less time spent catching up and better accuracy in your expenses tracking.
Mistake #3: Not Granting Accountant Access
❌ 错误： Emailing files back and forth with your accountant instead of sharing direct access.
✅ 右图： Grant your accountant access to your Hubdoc account so they can view bookkeeping directly. This improves efficiency and makes collaboration easy for everyone.
Mistake #4: Not Using the Hubdoc Email Address
❌ 错误： Downloading every invoice from your email inbox and manually uploading each one to Hubdoc from your desktop.
✅ 右图： Forward invoices and receipts directly to your unique Hubdoc email address. You can even set up automatic email forwarding so everything arrives in Hubdoc without any extra work.
Mistake #5: Ignoring Two Factor Authentication
❌ 错误： Skipping security settings and relying only on a password to protect sensitive financial documents.
✅ 右图： Set up two factor authentication immediately after creating your account. Your financial documents contain sensitive data and deserve bank-level protection.
Hubdoc故障排除
Problem: Document Not Extracting Data Correctly
原因： The uploaded image may be blurry, cropped, or in a format Hubdoc cannot read properly.
使固定： Re-upload a clearer photo or PDF version of the document. Make sure the entire receipt or invoice is visible and well-lit when snapping photos.
Problem: Documents Not Publishing to Xero
原因： Your Xero Hubdoc connection may have expired or your session timed out.
使固定： Go to Settings, disconnect Xero, and reconnect it. Log back into your account and try publishing again.
Problem: Duplicate Documents Appearing
原因： The same invoice was uploaded via email and also fetched automatically from a supplier.
使固定： Hubdoc has duplicate detection built in. Review flagged duplicates and delete the extra copy. Choose one upload method per supplier to avoid this.
Problem: Mobile App Photos Not Uploading
原因： Poor internet connection or the app needs to be updated to the latest version.
使固定： Check your Wi-Fi or mobile data connection. Update the Hubdoc app from the App Store or Google Play. Try uploading again once you have a stable connection.
Problem: Vendor Rules Not Applying Correctly
原因： The supplier name on the new document may differ slightly from the rule you created.
使固定： Edit the vendor rule to include name variations. You can also merge duplicate suppliers in the Settings area to keep your rules clean and consistent.
📌 笔记： If none of these fix your issue, contact Hubdoc support. We’re here to help — you can also find answers on the Hubdoc blog and Xero Central.
Hubdoc是什么？
Hubdoc is a cloud-based document management and data extraction tool that pulls data from financial documents and syncs it directly with accounting software.
把它想象成一个虚拟的 助手 for your business paperwork — it captures, organizes, and processes all your invoices, bills, and receipts so you don’t have to.
观看这段快速概览：
它包含以下主要特点：
- 自动文档获取： Hubdoc automatically retrieves bills and statements from your online suppliers and financial institutions.
- 智能数据提取： It reads key information from your documents — supplier names, dates, amounts, and invoice numbers — so you spend less time on data entry.
- 轻松上传手机应用照片： Snap photos of paper receipts and bills from your phone. No more piles of paperwork.
- 安全的云存储： Every document is stored in the cloud with bank-level 256-bit encryption.
- 与会计软件集成： Sync data to connected integrations like Xero and QuickBooks Online with one click.
- 自动归档和分类： Hubdoc learns from your actions and auto-categorizes incoming documents.
- 经审计的文档： Keep a complete paper trail for every transaction with source documents attached.
- 用户协作： Share access with accountants, bookkeepers, and staff members.
- 文档导出和备份： Download files and sync with Dropbox, Google Drive, or Box for extra security and peace of mind.
Using Hubdoc can save time and improve accuracy and efficiency in bookkeeping tasks.
Hubdoc helps simplify bookkeeping by automating data entry from financial documents.
Hubdoc is considered worth it for simplifying bookkeeping and reducing time spent on managing receipts and invoices.
Whether you are a business owner trying to stay on top of expenses, or an accountant managing multiple clients, Hubdoc makes the entire process faster.
It reduces errors that come from manual data entry and gives you a real-time view of your financial position.
You can find training resources for setting up Hubdoc and Xero on both the Hubdoc and Xero websites.
Hubdoc works with Xero QuickBooks Online and other major accounting platforms to keep your books accurate.
如需完整评测，请参阅我们的 Hubdoc 评论.
Hubdoc定价
以下是 Hubdoc 在 2026 年的费用：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 月度订阅 | 每月12美元 | Standalone users and 小型企业 owners not on Xero |
| Xero 已包含在内 | Free (with Xero Starter, Standard, or Premium) | Any business already using Xero for accounting |
免费试用： Yes — Hubdoc offers a free trial with no credit card required.
退款保证： No formal guarantee, but the free trial lets you test everything before paying.
💰 性价比最高： Included with Xero — if you’re already a Xero subscriber, Hubdoc is completely free with your plan. This makes it the best deal for accountants and bookkeepers who already 使用 Xero for their clients.
Hubdoc 与其他替代方案的比较
Hubdoc 与其他公司相比如何？以下是竞争格局：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| Hubdoc | Xero users and bookkeepers | 每月 12 美元（使用 Xero 免费） | ⭐ 4.2 |
| Puzzle IO | 人工智能驱动的会计 自动化 | 定制定价 | ⭐ 4.5 |
| 右手 | Advanced receipt scanning and expense tracking | 每月 24 美元 | ⭐ 4.3 |
| Xero | Full cloud accounting with Hubdoc built-in | 每月15美元 | ⭐ 4.4 |
| 辛德 | E-commerce accounting sync | 每月16美元 | ⭐ 4.5 |
| 轻松月末 | Month-end close automation | 定制定价 | ⭐ 4.3 |
| 多西特 | AI bookkeeping for multi-location businesses | 定制定价 | ⭐ 4.5 |
| 圣人 | 企业级会计 | 每月10美元 | ⭐ 4.1 |
快速精选：
- 综合最佳： Hubdoc — Free with Xero, easy to learn, and great for bookkeepers and accountants.
- 最佳预算： 海浪 — Completely free accounting software with basic receipt scanning.
- 最适合初学者： FreshBooks — Simple interface that any business owner can learn quickly.
- Best for advanced receipt scanning: Dext — More scanning features but costs more than Hubdoc.
🎯 Hubdoc替代方案
正在寻找 Hubdoc 的替代方案？以下是一些最佳选择：
- 🚀 Puzzle IO： AI-driven accounting platform that automates journal entries and month-end close for fast-growing startups and SaaS companies.
- 💰 右手： Powerful receipt scanning app with advanced expense tracking. A top choice if you need more features than Hubdoc for managing expenses.
- 🎨 Xero： Cloud accounting software that includes Hubdoc for free. Ideal for 小型企业 wanting a full accounting suite with data capture built in.
- ⚡ 辛德： Syncs e-commerce and payment platform data with your accounting software. Best for online sellers needing automated transaction recording.
- 🔒 轻松结束月末： Designed for month-end close workflows. Helps accountants and bookkeepers finish closing faster with task tracking and checklists.
- 🧠 Docyt： AI-powered bookkeeping platform built for multi-location businesses like restaurants and 酒店 needing real-time financial data.
- 🏢 圣人： Enterprise-grade accounting software for larger businesses. Offers deep 报道 and compliance features for growing organizations.
- 📊 Zoho Books: Affordable accounting software with built-in receipt scanning and invoicing. Great for budget-conscious small businesses.
- 🌟 海浪： Completely free accounting and invoicing software. Best for freelancers and solopreneurs who want zero-cost bookkeeping.
- ⭐ Expensify: Top-tier expense management with SmartScan receipt capture. Perfect for teams needing to track and reimburse employee expenses.
- 🎯 QuickBooks： The most popular accounting software for small businesses in North America. Strong invoicing, payroll, and reporting features.
- 💼 自动输入: Automated data entry tool that extracts numbers from receipts, invoices, and bank statements with high accuracy.
- 🔧 FreshBooks： Easy-to-use invoicing and accounting software designed for freelancers and service-based businesses.
- 🔥 NetSuite: Full ERP and accounting platform for mid-market and enterprise businesses needing advanced financial management.
完整列表请参见我们的 Hubdoc的替代方案 指导。
⚔️ Hubdoc 对比
以下是 Hubdoc 与各竞争对手的对比情况：
- Hubdoc 与 Puzzle IO 的对比: Puzzle IO offers deeper AI accounting automation, but Hubdoc wins for simplicity and being free with Xero plans.
- Hubdoc 与 Dext: Dext has more advanced scanning features and wider integrations. Hubdoc is better if you use Xero and want a free option.
- Hubdoc 与 Xero 的比较: Xero is a full accounting platform while Hubdoc handles document capture. They work best together — Xero Hubdoc is a powerful combo.
- Hubdoc vs Synder: Synder specializes in e-commerce transaction sync. Hubdoc is better for general receipt and bill management across any business type.
- Hubdoc 与 Easy Month End 对比: Easy Month End focuses on close workflows. Hubdoc focuses on document capture. They serve different bookkeeping needs.
- Hubdoc 与 Docyt: Docyt offers real-time AI bookkeeping for complex businesses. Hubdoc is simpler and better for solo accountants and small firms.
- Hubdoc 与 Sage: Sage is built for larger businesses needing enterprise features. Hubdoc is lighter and focused purely on document management.
- Hubdoc 与 Zoho Books 的比较: Zoho Books includes its own receipt scanning built in. Hubdoc offers tighter Xero integration and better auto-categorization.
- Hubdoc 与 Wave 的对比: Wave is free but has limited receipt scanning. Hubdoc extracts data more accurately and syncs with Xero QuickBooks Online directly.
- Hubdoc 与 Expensify 的比较: Expensify excels at expense reimbursement for teams. Hubdoc is better for managing invoices, bills, and general financial documents.
- Hubdoc 与 QuickBooks 的比较: QuickBooks is a full accounting platform. Hubdoc is a document capture add-on that can work alongside QuickBooks for better data accuracy.
- Hubdoc 与 AutoEntry: AutoEntry has strong data extraction accuracy. Hubdoc wins on ease of use and the free Xero bundling that saves money for your business.
- Hubdoc 与 FreshBooks 的比较: FreshBooks is an invoicing-first platform for freelancers. Hubdoc is a document management tool that pairs with your existing accounting software.
- Hubdoc 与 NetSuite: NetSuite is a full ERP suite for enterprise. Hubdoc is a lightweight tool best suited for small to mid-size businesses needing simple document capture.
立即开始使用 Hubdoc
您已学会如何使用 Hubdoc 的所有主要功能：
- ✅ 自动文档获取
- ✅ 智能数据提取
- ✅ 轻松上传手机应用
- ✅ 安全的云存储
- ✅ 与会计软件集成
- ✅ 自动归档和分类
- ✅ 符合审计要求的文档
- ✅ 用户协作
- ✅ 文档导出和备份
下一步： 选择一项功能，立即试用。
Most people start with Automatic Document Fetching.
只需不到5分钟。
常见问题解答
如何开始使用 Hubdoc？
To get started with Hubdoc, create an account on the Hubdoc website or set up your Hubdoc organization directly from the Xero dashboard. Once you log in, connect your accounting software, set up two factor authentication, and start uploading your first documents. The whole process takes about 3 minutes and you’ll be ready to go. If you’re using Xero, the easiest way is to navigate to your Xero dashboard and click on Hubdoc in the sidebar — this creates the connection automatically.
How does the Hubdoc work?
Hubdoc works by letting you upload digital and paper documents through photos, email forwarding, or desktop upload. Once a document is in the system, Hubdoc automatically extracts key data like supplier names, dates, amounts, and invoice numbers. It then pushes that data to your connected accounting software like Xero or QuickBooks Online, creating transactions with the source document attached. Over time, Hubdoc learns your categorization patterns and starts auto-coding new documents from familiar suppliers. This means less time spent on data entry and more time to focus on growing your business.
如何通过应用程序使用 Hubdoc？
Download the Hubdoc app from the App Store or Google Play. Log in with your Hubdoc account, then use the camera to snap photos of receipts and bills. The app uploads them to your Hubdoc organization where data is extracted automatically. You can review and publish transactions right from your phone — making it easy for any business owner on the go. You don’t need to categorize expenses in the app either — just take the photo and your bookkeeper handles the rest from the web dashboard.
Hubdoc 能否自动获取银行对账单？
Hubdoc previously offered bank statement fetching from hundreds of institutions. However, this feature has been scaled back over time. You can still upload bank statements manually or convert PDF statements to CSV files for import into Xero. Check the current Hubdoc documentation for the latest on available fetch capabilities in your region.
Hubdoc可以免费使用吗？
Hubdoc is included at no extra cost with most Xero plans, including Starter, Standard, and Premium. If you don’t use Xero, Hubdoc costs around $12 per month as a standalone subscription. Xero partners and accountants also get free access to a practice Hubdoc organization. A free trial is available so you can test it before committing.
如何将收据发送给 Hubdoc？
You can send receipts to Hubdoc in several ways: snap photos using the mobile app, forward emails to your unique Hubdoc email address, or upload files directly from your desktop by dragging them into the dashboard. Each method works instantly and the data is extracted as soon as the document arrives.
Dext 和 Hubdoc 哪个更好？
Dext offers more advanced scanning features and broader integrations, while Hubdoc is simpler and comes free with Xero. If you’re already using Xero, Hubdoc is the better choice because there’s no extra cost. If you need advanced expense management or work with multiple accounting platforms, Dext may be worth the extra investment.
Hubdoc是什么？它是如何运作的？
Hubdoc is a cloud-based document management tool owned by Xero. It captures financial documents like invoices, bills, and receipts, then extracts the key data and syncs it with your accounting software. It handles all the manual data entry for you, which means less time spent on bookkeeping and more time to focus on growing your business.
为什么选择 Hubdoc 而不是 Xero？
Hubdoc and Xero are not competing products — they work together. Xero is your accounting software for managing books, while Hubdoc handles document capture and data extraction. Using both together gives you a complete workflow: Hubdoc captures and codes the documents, and Xero stores the transactions for reconciliation and reporting.
Hubdoc的费用是多少？
Hubdoc costs $12 per month as a standalone subscription. However, it’s included free with Xero Starter, Standard, and Premium plans. For accountants and bookkeepers, Xero partners get a free practice organization. You can find training resources for setting up Hubdoc and Xero on both the Hubdoc and Xero websites.
Hubdoc 可以获取发票吗？
Yes, Hubdoc can fetch invoices from supported online suppliers. You add your login credentials for each supplier and Hubdoc retrieves new invoices automatically. You can also upload invoices manually by email, mobile app, or desktop upload. The fetched invoices have their data extracted and are ready to publish to your accounting software.
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