HubDoc Bot

Accounting teams were spending a significant amount of time inside Hubdoc manually opening documents, extracting invoice details, and entering them into structured fields for multiple client organizations. With growing client loads, this repetitive work became slow, inconsistent, and difficult to scale—especially when combined with login friction and multi-step verification flows. To solve this, we built an automated Hubdoc processing bot integrated through Xero SSO. The system securely logs in via Xero Single Sign-On and iterates through all connected client organizations. It then processes incoming documents inside Hubdoc, extracting structured invoice and financial data using AI-based understanding of document layouts and content. Once extracted, the bot automatically auto-fills the required form fields, ensuring data is structured correctly and ready for downstream accounting workflows without manual entry. To maintain control and transparency, a dedicated web dashboard provides real-time monitoring of bot activity, manual override controls, and OTP handling for secure authentication flows when required. The result is a highly automated document processing pipeline that reduces manual bookkeeping effort, improves accuracy, and allows accounting teams to focus on review and decision-making instead of repetitive data entry.