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Hubdoc logo HubdocAccounting and bookkeeping software

AI automation inside Hubdoc.

Keep Hubdoc. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
Xero logoXeroOutlook logoOutlookExcel logoExcelDext logoDextKarbon logoKarbonMYOB logoMYOB
Product in action

One email in. Filed, tasked and answered.

AI automation for Hubdoc means reviewed AI agents working inside Hubdoc: filing documents to the right client, raising the task and drafting the reply. It works through Hubdoc's own auto-fetch, publish to Xero and Supplier Rules. Your data stays in Hubdoc.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Hubdoc and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Statement fetch and reconciliation gap chasing✓
Bill coding suggestions for Xero publish✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
HubdocDone
OutlookDone
DextConnected
XeroConnected
ApprovalMaxConnected
MYOBConnected
Explore connected software
First workflows

First workflows worth automating in Hubdoc.

Each one has a trigger inside Hubdoc, a reviewed AI step, and a person on the approval.

  • 01 Statement fetch and reconciliation gap chasing
  • 02 Bill coding suggestions for Xero publish
  • 03 Missing document email drafts to clients
  • 04 Supplier statement variance summaries
  • 05 Period-end document readiness checks
Product-specific AI

AI workflows that speak Hubdoc's language.

AI agents monitor Hubdoc inboxes and auto-fetch streams, applying Supplier Rules to coded line items, then publish draft bills, expenses or credit notes into Xero with the source PDF attached for audit. With Xero retiring Hubdoc on 8 May 2026 in favour of Xero Files (storage only), agents can replace the capture-and-publish layer so coding rules and supplier-portal fetches continue uninterrupted.

By the numbers. Auto-fetches financial documents from 700+ banks and online suppliers.

Hubdoc modules we work inside
auto-fetchpublish to XeroSupplier Rulesdata captureHubdoc in Xero
Other Hubdoc specialists in Australia
  • Xero (Hubdoc is a Xero product)
  • QuickBooks Online (Hubdoc publish integration)

We are the AI layer on top of what they set up, not another Hubdoc implementer.

Often paired with

Software we build Hubdoc workflows alongside.

Dext logoDext AI automationXero logoXero AI automationApprovalMax logoApprovalMax AI automationMYOB logoMYOB AI automationKarbon logoKarbon AI automation
Where to next

Hubdoc sits at the centre of accounting and bookkeeping teams.

Industry

AI automation for accountants and bookkeepers

The full accounting and bookkeeping stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Hubdoc AI automation, answered.

Can AI handle statement fetch and reconciliation gap chasing in Hubdoc?
Potentially. We first confirm what Hubdoc can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with Hubdoc features like auto-fetch and publish to Xero?
The workflow can be designed around auto-fetch, publish to Xero, Supplier Rules, data capture, but a product description alone does not prove direct access. We first confirm what your Hubdoc setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, Hubdoc reports auto-fetches financial documents from 700+ banks and online suppliers.
Can Horizon AI integrate with Hubdoc?
Potentially. We first confirm the supported access available in your Hubdoc setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace Hubdoc?
No. Hubdoc remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
Which accounting and bookkeeping workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside Hubdoc.

Tell us the Hubdoc job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.