Software and migrations
Dext and Hubdoc integration
Dext and Hubdoc, both UK-founded tools with deep roots in Xero and Sage accountancy practices, capture receipts and supplier bills so paperwork reaches the books automatically. Finbryn configures the connection, sets supplier coding rules and clears any existing backlog before ongoing bookkeeping starts.
Migration checklist
Illustrative client · August 2026
GBP
- Old file backed up with full historyDone
- Chart of accounts mapped line by lineDone
- Opening balances agreed to the old fileDone
- Bank feeds connected and testedIn progress
- First month closed in the new softwareNext
Illustrative. An example of the document, not a client's figures.
A UK-native pair of tools
Dext and Hubdoc both grew out of the UK and Canadian bookkeeping software market and sit close to Xero and Sage in most UK accountancy practices, which is why they are the default receipt-capture tools rather than an afterthought. A director forwarding a supplier invoice by email or photographing a till receipt is the entire input step; everything after that is configuration.
What setup covers
We connect Dext or Hubdoc to email, the mobile app and the accounting platform, then configure supplier rules so recurring bills, like a monthly software subscription or a regular supplier invoice, code themselves correctly without manual review each time. An approval workflow gets set up for anyone in the company who needs to submit or sign off receipts before they post. Existing paper or email backlogs get captured and matched to bank transactions as part of onboarding, which is often the fastest way to bring a messy set of books current.
Where VAT accuracy depends on this
Since Making Tax Digital requires a full digital trail from source document to return, a supplier bill sitting in an inbox rather than captured in Dext or Hubdoc is a gap in that trail. It affects VAT accuracy directly. Getting receipt capture right is often the difference between a VAT return built from complete records and one built from what happened to survive in someone's email.
Ongoing review
Any item that fails to auto-categorise gets reviewed each period rather than left to build up, which keeps the backlog problem from recurring once the initial cleanup is done.
Questions
Frequently asked questions: Dext and Hubdoc integration
Do our staff need training to use Dext or Hubdoc?
Most people only need to forward an email or take a photo of a receipt. We handle the setup and the coding rules behind it.
Can you clear a backlog of unfiled receipts going back several months?
Yes, that is a common starting point, usually paired with a catch-up bookkeeping engagement to bring the file current.
Does Dext or Hubdoc replace the need to keep paper VAT records?
For most companies, yes, since HMRC accepts digital copies captured this way as part of the records required under Making Tax Digital.
Can Dext or Hubdoc auto-match a captured receipt to a bank transaction?
Yes, both tools can suggest a match to an existing bank feed line based on amount, date and supplier, and we review the suggested match before confirming it rather than letting an automatic match post without a check, since a similar amount from two different suppliers is an easy false match.
What if a supplier only sends receipts by email rather than a portal?
Both tools accept a forwarded email receipt, which is processed the same way as a photographed one, so a supplier's own invoicing habits do not create a gap in your capture, provided the email lands in the address connected to your Dext or Hubdoc account.
Do employees need training to use Dext or Hubdoc?
Most people only need to know how to forward an email or snap a photo. We handle the setup and the coding rules behind it.
Can you clear an existing backlog of unfiled receipts?
Yes, that is a common starting point alongside a catch-up bookkeeping engagement.
Who reviews the work before it reaches us?
Every deliverable under dext and Hubdoc integration is reviewed by a senior reviewer before it reaches you. You keep access to the underlying file at every stage, so nothing about the work happens somewhere you cannot see it.
What is included in dext and Hubdoc integration?
Dext and Hubdoc integration covers dext or Hubdoc connected to email, mobile app and the accounting platform and supplier rules configured so recurring bills code themselves correctly. The exact scope is agreed and set out in writing before work starts, so you know precisely what is and is not covered before the first deliverable arrives.
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Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.