Hubdoc

Where do your clients' bills, receipts, and bank statements sit right now? Probably scattered across supplier portals and bank logins. Hubdoc pulls them automatically for solo bookkeepers and small to mid-sized firms on Xero or QuickBooks. The key data fields are extracted and pushed to Xero or QuickBooks, removing the manual upload step that slows month-end.

Hubdoc is owned by Xero and is included at no extra cost in paid Xero plans. Firms not on a qualifying Xero subscription can sign up to Hubdoc standalone from around $12 per month per business. A free trial is available with no card required.

The daily workflow is simple: Hubdoc logs into supplier portals on a schedule, downloads new bills and statements, extracts the key fields, and publishes them to the connected ledger. Documents arrive coded and ready for review rather than sitting in an inbox.

Compared to Dext, which offers AI-powered line-item coding and broader ledger connections, Hubdoc is narrower but carries no extra cost for Xero users. Firms that need advanced coding rules or connections beyond Xero and QuickBooks will find Dext or AutoEntry a better fit.

Coverage spans thousands of banks, utilities, and vendor portals across the US, UK, Australia, and Canada. If a supplier portal is not available for automatic fetch, clients can upload documents via mobile app or email. The tool works with Xero and QuickBooks only.

It is a natural fit for practices already on Xero that want a simple, low-setup way to cut document chasing. Firms running a different primary ledger will find the integration options limited.