Set Up Your First Automated Receipt Capture Workflow Using Hubdoc

Learn how to connect Hubdoc to your accounting software and automate receipt capture from upload to ledger publishing.

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Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Hubdoc sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Log in to your Hubdoc account

Step 2Connect to your accounting software

Step 3Configure tax and supplier settings

Step 4Add your first receipt

Step 5Review the extracted data

Step 6Configure the supplier rules

Step 7Enable auto-publish for this supplier

Step 8Publish the receipt to your ledger

Step 9Verify the transaction in your accounting software

Get started with Trinity

What happens when you click "Start with Trinity"