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Bookkeeping receipts pipeline

Every receipt caught, matched and filed, with no shoebox at tax time.

Free. 20 minutes, no pitch deck, you leave with a plan either way.

Still frame from the video: Bookkeeping receipts pipeline
Bookkeeping receipts pipeline 0:31

The problem

“My receipts are in three inboxes and a drawer. I sort them in a rush at tax time.”

Day to day

You forward nothing and sort nothing. You snap a photo when you get a paper receipt, and your books stay current.

What it does

  1. New emailed receipts go straight into your bookkeeping software.
  2. For a paper receipt, snap a photo and add it to a folder.
  3. Claude checks that folder on a schedule.
  4. Hubdoc captures each one, and it gets matched and filed in Xero or QuickBooks.
Runs on
GmailClaudeHubdocXeroQuickBooks

Time, money and revenue

Time savedNo evenings sorting receipts before tax time.
Money savedExample: $500 a month of unrecorded receipts, at a 30% tax rate, is $1,800 a year you keep. Your numbers will differ.
Revenue effectCurrent books make it easier to see what your business is earning.

Included in

A major system. It counts as one of your 3 in Foundation or one of your 6 in Expanded, and it’s included in Full Stack.

See pricing

Read what the video says

Receipts come from everywhere, so your bookkeeping catches them for you. New emailed receipts go straight into your bookkeeping software. Got a paper receipt? Snap a photo, and add it to a folder that Claude checks on a schedule. Hubdoc captures each one, and it gets matched and filed in your accounting software, like Xero or QuickBooks. So there's no shoebox at tax time, and fewer deductions slip through. Book a free consult, and see what this could do for your business.

Twenty minutes. One plan.

Bring the two jobs that eat your week. You’ll leave knowing which systems fit and what they cost.

Book a 20-minute call →

Free. 20 minutes, no pitch deck, you leave with a plan either way.

Book a 20-minute call →