Eliminate manual data entry. Train your team to capture, extract, and publish financial documents automatically.
Receipt capture and data extraction tools are among the highest-ROI investments a practice can make. When properly configured, they eliminate the single biggest time sink in bookkeeping: manually entering purchase invoices. A practice processing 200 client documents per week can save 15–20 hours of data entry time every week.
But most practices barely scratch the surface. Clients take blurry photos, supplier rules aren't configured, auto-publishing is turned off, and HubDoc's fetch feature sits unused. The tools are powerful, but without training they become expensive inbox organisers.
We train on achieving highest extraction accuracy: clean photos, email-in for digital invoices, mobile app settings, and handling edge cases like handwritten receipts, foreign currency invoices, and multi-page supplier statements.
We configure auto-publishing rules — matching suppliers to nominal codes, applying VAT rates, handling reverse charge, zero-rated, and exempt supplies. For Dext-to-Zoho Books or Xero we cover two-way sync and duplicate detection. For HubDoc-to-QBO we set up direct bill creation.
We help build comprehensive supplier rule libraries for common UK suppliers across different client types so that 80% of incoming documents process with zero human intervention.
Every document stored securely in the cloud, linked to transactions, and accessible for VAT inspections and audits. We train on folder structures, retention policies, client permissions, and search/export functions.
HubDoc connects directly to supplier portals and automatically downloads invoices. We set up fetch connections for common UK suppliers, configure schedules, and train your team on monitoring the dashboard.
We map how your practice currently handles client documents and identify where Dext and HubDoc can eliminate manual steps.
We configure Dext and/or HubDoc — client accounts, Zoho Books, Xero, or QBO connections, supplier rules, auto-publish settings, and HubDoc fetch connections.
Live training covering the complete workflow: capture, review, publish, reconcile, and archive using real client documents (anonymised).
Ready-to-use client guide with email templates and video walkthroughs explaining how to submit documents via Dext or HubDoc.
We monitor your document pipeline, refine supplier rules, troubleshoot issues, and ensure everything runs smoothly before handover.
Eliminate 80–90% of manual data entry with properly configured auto-publishing
Improve data accuracy with machine extraction and verified supplier rules
Audit-ready document trail with every receipt stored, timestamped, and linked
Better client experience — snap a photo instead of posting receipts
30 days of optimisation support to refine rules and workflows
Book a free workflow assessment and find out how many hours your practice could save.
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