Integrating ClientWindow and Hubdoc
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We are all always looking for ways to make our businesses more efficient – and clever integrations, such as ClientWindow’s Hubdoc integration, is an exciting new way accountants and bookkeepers can streamline their processes.
Loved by accountants and bookkeepers, let us first take a quick look at why Hubdoc is such a useful tool.
What is Hubdoc and How Does It Work?
Before looking at the ClientWindow and Hubdoc integration in detail, it can be helpful to review how Hubdoc works and helps accountants every day. Hubdoc is a data capture tool designed to simplify the management of financial documents. It allows users to upload bills, receipts, and other documents via email, mobile app, or scanner. Hubdoc then extracts key data from these documents, such as supplier names, amounts, and dates, and stores them digitally.
For accountants and bookkeepers, Hubdoc streamlines the document workflow by:
- Automating Data Entry: Hubdoc extracts data from uploaded documents, reducing the need for manual data entry.
- Organising Documents: Documents can be tagged and organised within Hubdoc, making it easy to retrieve and manage them.
- Collaboration: Accountants can invite clients or team members to the Hubdoc organisation, allowing for collaborative work and document sharing.
- Compliance: Hubdoc helps maintain compliance by storing digital copies of documents, reducing the need for physical storage.
Connection with Xero
Hubdoc also integrates seamlessly with Xero, an excellent accounting software. Here’s how this connection works:
- Data Sync: When connected to Xero, Hubdoc imports contacts, chart of accounts, bank accounts, and tax rates from Xero.
- Automatic Transactions: As documents are uploaded to Hubdoc, it extracts the necessary data and creates draft transactions in Xero. These transactions can include invoices, bills, credit notes, or spend money transactions.
- Document Attachment: Each transaction in Xero has the corresponding document attached, ensuring that all financial records are backed by the original documents.
- Automation: Hubdoc can be set up to automate the entire process, from data extraction to transaction creation, making it a powerful tool for accountants looking to streamline their workflow.
Therefore, by integrating Hubdoc with ClientWindow and Xero, accountants can significantly reduce the time spent on manual data entry and improve the accuracy and efficiency of their financial management processes.
The Benefits of Using ClientWindow for Accountants with Hubdoc
So far we have seen how fantastically useful Hubdoc can be on its own – but what about the ClientWindow Hubdoc integration?
ClientWindow connects WhatsApp to business channels including email and Hubdoc. Client Window's unique offering allows businesses to incorporate WhatsApp messaging as an accepted, compliant communications channel.
In our modern world, the use of messaging apps, such as WhatsApp, has become the norm for both personal and business conversations. Using WhatsApp for business communications can have many great benefits.
ClientWindow orchestrates conversations between clients, who increasingly prefer WhatsApp, and business teams who need to use email. By centralising communications and ensuring team-wide visibility of messages, teams can easily manage their conversations whilst clients continue to use their preferred messaging app without any disruption.
However, one of the key and ongoing conversations between accountants and their clients is asking for their financial documentation such as bills, receipts, and invoices. These can be challenging to get hold of as it relies on responsive clients – there are only so many emails you can send and times you can call!
This is why the ClientWindow WhatsApp to Hubdoc integration is so valuable – it lets your clients send you their documents quickly, on their mobile phone, on their preferred app. This means not only can you get the information you need but it is automatically sent to Hubdoc for you, straight from your client’s WhatsApp.
Key Benefits of the ClientWindow Hubdoc integration:
- Easy WhatsApp Integration: Clients can send documents such as receipts and invoices directly through WhatsApp, making it convenient and user-friendly.
- Automated Processing: No more manual data entry. Documents are automatically received and processed in Hubdoc.
- Real-Time Updates: Keep your financial data up to date with real-time synchronisation.
- Enhanced Efficiency: Save time and reduce errors with automated document management.
- Maintain compliance with data storage and privacy regulations.
Overall, the unique ClientWindow and Hubdoc integration means a firm’s clients can send their invoices, receipts and any required documentation in WhatsApp and it will be automatically sent to Hubdoc – making entire processes more efficient.
A Step-by-Step Guide to Setting Up ClientWindow with Hubdoc
Using ClientWindow and Hubdoc is a very easy process and once you are set up, it is a completely seamless way for clients to submit their documents straight to Hubdoc.
Business set up
Step 1: Login to your ClientWindow account.
Step 2: Select a Client Space from the Client Space Menu
Step 3: Navigate to the Setting option in the Client Space
Step 4: Go to Manage Document Upload.
Step 5: Enter your Hubdoc forwarding email.
Client set up
- Your client will continue to communicate on WhatsApp
- When in the WhatsApp conversation, upload a document or image
- Wait for the Select Document Upload prompt after uploading a file The files will be sent in WhatsApp and they will also be sent to the specified Hubdoc account through the Hubdoc user email.
- The documents will appear in Hubdoc ready for processing.
Frequently Asked Questions
The ClientWindow and Hubdoc integration is not limited to large firms; it can be beneficial for firms of all sizes. The integration helps automate the collection and processing of financial documents, which can save time and reduce errors for both small and large firms. Small firms can start with essential packages and scale up as they grow, making it a flexible solution. Smaller firms can also benefit from the cost savings associated with reduced manual data entry and improved workflow efficiency.
Hubdoc is automatically included with Xero if you are on a Business Edition pricing plan (such as Starter, Standard, or Premium). This means you can use Hubdoc’s features without any additional cost as part of your Xero subscription. However, if you are on a Partner Edition pricing plan, Hubdoc is not included, and you would need to pay for it separately.
We are all always looking for ways to make our businesses more efficient – and clever integrations, such as ClientWindow’s Hubdoc integration, is an exciting new way accountants and bookkeepers can streamline their processes.
Loved by accountants and bookkeepers, let us first take a quick look at why Hubdoc is such a useful tool.
What is Hubdoc and How Does It Work?
Before looking at the ClientWindow and Hubdoc integration in detail, it can be helpful to review how Hubdoc works and helps accountants every day. Hubdoc is a data capture tool designed to simplify the management of financial documents. It allows users to upload bills, receipts, and other documents via email, mobile app, or scanner. Hubdoc then extracts key data from these documents, such as supplier names, amounts, and dates, and stores them digitally.
For accountants and bookkeepers, Hubdoc streamlines the document workflow by:
- Automating Data Entry: Hubdoc extracts data from uploaded documents, reducing the need for manual data entry.
- Organising Documents: Documents can be tagged and organised within Hubdoc, making it easy to retrieve and manage them.
- Collaboration: Accountants can invite clients or team members to the Hubdoc organisation, allowing for collaborative work and document sharing.
- Compliance: Hubdoc helps maintain compliance by storing digital copies of documents, reducing the need for physical storage.
Connection with Xero
Hubdoc also integrates seamlessly with Xero, an excellent accounting software. Here’s how this connection works:
- Data Sync: When connected to Xero, Hubdoc imports contacts, chart of accounts, bank accounts, and tax rates from Xero.
- Automatic Transactions: As documents are uploaded to Hubdoc, it extracts the necessary data and creates draft transactions in Xero. These transactions can include invoices, bills, credit notes, or spend money transactions.
- Document Attachment: Each transaction in Xero has the corresponding document attached, ensuring that all financial records are backed by the original documents.
- Automation: Hubdoc can be set up to automate the entire process, from data extraction to transaction creation, making it a powerful tool for accountants looking to streamline their workflow.
Therefore, by integrating Hubdoc with ClientWindow and Xero, accountants can significantly reduce the time spent on manual data entry and improve the accuracy and efficiency of their financial management processes.
The Benefits of Using ClientWindow for Accountants with Hubdoc
So far we have seen how fantastically useful Hubdoc can be on its own – but what about the ClientWindow Hubdoc integration?
ClientWindow connects WhatsApp to business channels including email and Hubdoc. Client Window's unique offering allows businesses to incorporate WhatsApp messaging as an accepted, compliant communications channel.
In our modern world, the use of messaging apps, such as WhatsApp, has become the norm for both personal and business conversations. Using WhatsApp for business communications can have many great benefits.
ClientWindow orchestrates conversations between clients, who increasingly prefer WhatsApp, and business teams who need to use email. By centralising communications and ensuring team-wide visibility of messages, teams can easily manage their conversations whilst clients continue to use their preferred messaging app without any disruption.
However, one of the key and ongoing conversations between accountants and their clients is asking for their financial documentation such as bills, receipts, and invoices. These can be challenging to get hold of as it relies on responsive clients – there are only so many emails you can send and times you can call!
This is why the ClientWindow WhatsApp to Hubdoc integration is so valuable – it lets your clients send you their documents quickly, on their mobile phone, on their preferred app. This means not only can you get the information you need but it is automatically sent to Hubdoc for you, straight from your client’s WhatsApp.
Key Benefits of the ClientWindow Hubdoc integration:
- Easy WhatsApp Integration: Clients can send documents such as receipts and invoices directly through WhatsApp, making it convenient and user-friendly.
- Automated Processing: No more manual data entry. Documents are automatically received and processed in Hubdoc.
- Real-Time Updates: Keep your financial data up to date with real-time synchronisation.
- Enhanced Efficiency: Save time and reduce errors with automated document management.
- Maintain compliance with data storage and privacy regulations.
Overall, the unique ClientWindow and Hubdoc integration means a firm’s clients can send their invoices, receipts and any required documentation in WhatsApp and it will be automatically sent to Hubdoc – making entire processes more efficient.
A Step-by-Step Guide to Setting Up ClientWindow with Hubdoc
Using ClientWindow and Hubdoc is a very easy process and once you are set up, it is a completely seamless way for clients to submit their documents straight to Hubdoc.
Business set up
Step 1: Login to your ClientWindow account.
Step 2: Select a Client Space from the Client Space Menu
Step 3: Navigate to the Setting option in the Client Space
Step 4: Go to Manage Document Upload.
Step 5: Enter your Hubdoc forwarding email.
Client set up
- Your client will continue to communicate on WhatsApp
- When in the WhatsApp conversation, upload a document or image
- Wait for the Select Document Upload prompt after uploading a file The files will be sent in WhatsApp and they will also be sent to the specified Hubdoc account through the Hubdoc user email.
- The documents will appear in Hubdoc ready for processing.
