Training Example: Hubdoc – Review the Data, Give Your Score & Compare to the Real AI Evaluation

Testimonials
See what others think about Hubdoc

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"Hubdoc has saved us a crazy
amount of time. It just works.
Life without Hubdoc is not
something I'd even remotely
consider going back to."

David Boyd

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"Hubdoc delivers insane value
when it comes to creating
financial processes that
bulletproof your business."

Jessica Mae Stafford

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"Hubdoc's add-on is a must-
have service for any small
business owner. It saves an
enormous amount of time and
reduces paper files."

Brian Martinez

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"Hubdoc is a must-have app for
anyone interested in automating
their bookkeeping workflow and
eliminating data entry. It has
changed the way we run our
business."

Scott Scharf

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Hubdoc extracts key information from your receipts,
invoices, and bills. No more data entry, no more filing.
Like a great personal assistant, we do it for you.
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Hubdoc extracts key information from your receipts, invoices, and bills. No more data entry, no more filing.Like a great personal assistant, we do it for you.

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Snap a Photo withthe App
Simply take a photo of your receipt, invoice or bill with our mobile app
and throw out the paper copy. Hubdoc scans, extracts and stores
your documents, ready to be published.

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Forward yourEmail Paperwork
When you sign up, Hubdocautomatically creates a personalizedemail address just for you. Email inyour documents and we’ll do therest.

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Scan/Uploadyour Documents
If you've already scanned yourreceipts, invoices, statements orbills, you can upload them directly toHubdoc and we'll extract the key data for you.

Integrates
easily
with other platforms

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Publish your docs and their data directly to accounting software like
Xero, QuickBooks Online and Bill.com. Use Hubdoc’s Supplier
Rules to automate how receipts, bills and statements are coded.

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Publish your docs and their data directly to accounting software like Xero, QuickBooks Online and Bill.com. Use Hubdoc’s Supplier Rules to automate how receipts, bills and statements are coded.

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Sync with yourother applications

Hubdoc is mission control for your docs. Sync your bills, receipts and invoices and their data to your accounting software. Create rules to automate how your docs are published and coded.

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Collaborate withothers easily

Leverage Hubdoc’s integrations to keep everyone on the same page. No more data silos or documents getting stuck in wallets, inboxes or shoeboxes. It’s great for collaborating with bookkeepers, accountants and colleagues.

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Cloud backupmade easy

Thanks to the deep integration between Hubdoc and other add-ons, backup is automatic. Your documents are synced to your accounting software and you can also create copies in Box.

Audit -
proof
business

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Hubdoc can help you simplify & go
paperless. Your important financial
records are organized automatically
for you, backed up forever and
available on any device. Hubdoc is
your secure digital filing cabinet in the
cloud.

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Hubdoc can help you simplify & go paperless. Your important financial records are organized
automatically for you, backed up forever and available on any device. Hubdoc is your secure digital filing
cabinet in the cloud.

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Auto-filing &
sorting

Hubdoc automatically sorts and
organizes all of your documents into
searchable and customizable folders
as soon as they arrive. No more piles
of paper or filing cabinets full of
documents.

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Easily find docsthrough search

Looking for something? Quickly
search through all of your
documents and find matching
keywords or phrases, accountants
and co-workers.

Built to
travel

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Access all of your important
documents from anywhere in the
world. Use your browser or
download the app on one of these
preferred platforms

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Access all of your important
documents from anywhere in
the world. Use your browser
or download the app on one
of these preferred platforms

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We’ve updated our Privacy Policy.

The reference to Privacy Shield has been removed since the program was invalidated by the CJEU decision on 16 July, 2020.

These changes will go into effect on June 11, 2021. You can view our archived Privacy Policy here.

Hubdoc Privacy Policy

This Privacy Policy has been prepared by Hubdoc Inc. “Hubdoc” as used in this Privacy Policy refers to Hubdoc Inc., and its affiliates, including its ultimate parent company, Xero Limited and all its subsidiaries. This Privacy
Policy sets out the manner in which Hubdoc collects, uses, discloses and otherwise manages personal
information. This Privacy Policy applies to the privacy practices on our website,
www.hubdoc.com, and associated web and mobile applications (the “Services”).

If you are a resident of the European Union or the UK please refer to the section marked “Additional
Information for European Residents” at the end of this policy for additional information about our compliance
with the General Data Protection Regulation (“GDPR”).

1. Collection & Use of Personal Information

We may collect your personal information when you, on behalf of yourself, your clients, or a third party on
whose behalf you act:

Register for Our Services
You may be asked to provide certain personal information to sign up for our services, including your name and
email address. The personal information collected during the registration process is used to manage your
account with Hubdoc. We collect billing information such as credit card number and use this for billing
purposes and to fulfill your orders.

Add an Account
When you add a third party account to your profile, such as a utility company or financial institution, we
collect the third party account credentials (such as the username or account number and password). We use
this personal information to access the online third party account on a regular basis and/or on-demand and
retrieve any available information to present to you through our Services. For example, if you provide login
credentials for a third party utility site, we use this information to gather, process and store the utility
bills through our Services. Please note that you may remove your third party account information from our
Services whenever you wish.

Upload or Email Documents to Our Services
When you email or upload documents to our Services via the web or mobile application, in addition to the
document itself, we may collect data including the time and date the document was submitted and details
related to the source of the document. These details include the email address or user ID of the individual
who submitted the document and corresponding technical data, such as the operating system and screen
resolution of the sending device.

Subscribe to One of Our Newsletters
If you wish to subscribe to one of our newsletter(s), we may collect your name and email address to send the
newsletter to you. If you would like to no longer receive these emails you may follow the unsubscribe
instructions contained in each of the emails you receive.

Post on One of Our Blogs or Forums
When you comment on our blog or other public forums, we may collect your name, email address as well as any
comments, suggestions and other feedback you provide as postings. We may use your comments, suggestions or
feedback to monitor and/or improve our product and service offerings and our Services. Please remember that
any information that you provide in these comment areas is accessible to the public, and you should exercise
caution when deciding to disclose any personal information about yourself or anyone else. To request removal
of your personal information from our blog or community forum, contact us at Support Request.
In some cases, we may not be able to remove your personal information, in which case we will let you know if
we are unable to do so and why.

Contact Us
When you contact Hubdoc, we may collect data such as your name or the name of your business, your contact
information, and the time, date and purpose of your contact.

We may use your personal information to contact you in connection with any purpose described in this Privacy Policy, and for marketing communications
(about Hubdoc or another product or service we think you might be interested in) in accordance with your marketing preferences.

We may also use your personal information to develop, operate, enhance, or improve our websites and Services. For example, by tracking and
monitoring your use of our websites and Services, we can perform technical analyses of our websites and Services so that we can improve and
optimize your user experience and provide you with more efficient tools.

2. Disclosure of Personal Information

We will not disclose, trade, rent, sell or otherwise transfer personal information without your consent,
except as otherwise set out herein.

Affiliates
We may disclose your personal information to Hubdoc Inc.’s affiliates, including its ultimate parent company, Xero Limited
and all its subsidiaries, in connection with any purpose described in this Privacy Policy.

Service Provider Arrangements
We may transfer (or otherwise make available) personal information to third parties that provide services on
our behalf. For example, we may use service providers to host our Services and send out email on our behalf.
Personal information may be maintained and processed by service providers in the U.S. or other foreign
jurisdictions, and personal information may be accessed by law enforcement authorities in such jurisdictions.
Service providers are provided with the information they need to perform their designated functions, and we
do not authorize them to use or disclose personal information for their own marketing or other purposes.

Sale of Business
We may transfer any information we have about you as an asset in conjunction with a merger or sale (including
transfers made as part of insolvency or bankruptcy proceedings). You will be notified via email and/or a
prominent notice on our Web site of any change in ownership or uses of your personal information, as well as
any choices you may have regarding personal information.

Legal
In certain situations, Hubdoc may be required to disclose personal information in response to lawful requests
by public authorities, including to meet national security or law enforcement requirements.

Hubdoc and its service providers may provide personal information in response to a search warrant or other
legally valid inquiry or order, or to an investigative body in the case of a breach of an agreement or
contravention of law, or as otherwise required or permitted by applicable Canadian, U.S. or other law. We may
also disclose personal information where necessary for the establishment, exercise or defence of legal
claims, when we believe in good faith that disclosure is necessary to protect our rights, your safety or the
safety of others, investigate fraud, respond to a government request, or as otherwise permitted by law.

3. Additional Information About Our Website

Aggregate Data
Hubdoc and our third party tracking-utility partners may generate certain data related to your use of the
Services. This information may include internet protocol (IP) addresses, browser type, internet service
provider (ISP), referring/exit pages, device type, operating system, date/time stamp, and clickstream data.
We may use this data to troubleshoot issues that may arise, to further enhance our Services, and better
understand how our customers use our Services.

“Tracking Technologies”
Technologies such as cookies, beacons, tags and scripts are used by Hubdoc and our partners, affiliates, and
service providers. These technologies are used in analyzing trends, administering the site, tracking users’
movements around the site and to gather demographic information about our user base as a whole. We may
receive reports based on the use of these technologies by these companies on an individual as well as
aggregated basis.

We use cookies to remember users’ settings (e.g. language preference) and for authentication purposes. Users
can control the use of cookies at the individual browser level. If you reject our cookies, you may still use
our website, but your ability to use some features or areas of our site may be limited.

Third parties with whom we partner to provide certain features on our website also use HTML5 to collect and
store information. Various browsers may offer their own management tools for removing HTML5.

Third Party Links
Our Services may contain links to other sites that Hubdoc does not own or operate. Except as provided herein,
we do not provide your personal information to these third parties without your consent. We provide these
links as a convenience. The linked websites have separate and independent privacy statements, notices and
terms of use, which we recommend you carefully review. We do not have any control over such websites, and
therefore have no liability or responsibility for the linked websites’ personal information practices.

4. Security of Personal Information

We have implemented measures designed to help protect personal information in our custody and control. We
maintain reasonable administrative, technical and physical safeguards in an effort to help protect against
unauthorized access, use, modification and disclosure of personal information in our custody and control.
When you provide us with sensitive information (such as credit card numbers and your third party account
credentials), we encrypt the transmission of that information using transport layer security (TLS)
technology. No collection or transmission of information over the Internet or other publicly accessible
communications networks can be guaranteed to be fully secure, however, and therefore, we cannot ensure or
warrant the security of any such information. If you have any questions about security on our Services, you
can contact us at the information at the end of this Privacy Policy.

5. Access & Removal of Your Personal Information

Upon request, Hubdoc will provide you with information about whether we hold any of your personal
information. You have the right to access, update, correct, and delete inaccuracies in your personal
information in our custody and control, subject to certain exceptions prescribed by law. You may request
access, updating, corrections, or deletions of inaccuracies by contacting us at the contact information
provided below or by logging into your account and making the applicable changes in your Profile. You may
also request that we delete a third party account and we will cease collecting your personal information from
the third party account and delete relevant account credentials. We will respond to your request to access
personal information within 30 days.

We have personal information retention processes designed to retain personal information of our customers for
as long as your account is active or as needed to provide you services. We will retain and use your
information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

6. Changes to this Privacy Policy

This Privacy Policy may be updated periodically to reflect changes to our personal information
practices. The revised Privacy Policy will be posted on our Services. If we make any material
changes we will notify you by email (sent to the email address specified in your account) or by means of a
notice on this Site prior to the change becoming effective. We strongly encourage you to review the Privacy
Policy often for the latest information about personal information practices.

7. Contact Us

If you have any questions about this Privacy Policy, the practices described herein or how our
foreign-based service providers process your personal information, you may contact us at: Support Request.

Additional Information For European Residents

If you are a resident of the UK, the European Economic Area or a European Union member state then the
following paragraphs will apply. We comply with the GDPR and other applicable data protection legislation.

GDPR Representative
Our GDPR representative who has been appointed in accordance with Article 27 of the GDPR is Hubdoc Limited.
Our GDPR representative is entitled to represent us and act on our behalf with respect to data subjects who
are resident in the UK, the European Economic Area or a European Union member state.

Our GDPR representative can be contacted at Support Request.

Legal Basis
We will only process personal data:

to perform a contract with you, or
where we have legitimate interests to process the personal data and they’re not overridden by your
rights, or
in accordance with a legal obligation, or
where we have your consent.
Privacy Rights
With respect to your personal data, you have the right to:

request that your personal data will not be processed;
ask for a copy of any personal data that we have about you;
request a correction of any errors in or update of the personal data that we have about you;
request that your personal data will not be used to contact you for direct marketing purposes;
request that your personal data will not be used for profiling purposes;
request that your personal data will not be used to contact you at all;
request that your personal data be transferred or exported to another organisation, or deleted from our
records; or
at any time, withdraw any permission you have given us to process your personal data
All requests or notifications in respect of your above rights may be sent to us in writing at the contact
details listed below. We will endeavour to comply with such requests as soon as possible but in any event we
will comply within one month of receipt (unless a longer period of time to respond is reasonable by virtue of
the complexity or number of your requests).

Data Breaches
If personal data we hold about you is subject to a breach or unauthorised disclosure or access, we will
report this to the UK’s Information Commissioner’s Office (ICO). If a breach is likely to result in a risk to
your data rights and freedoms, we will notify you as soon as possible.

Data Transfers
From time to time we will transfer personal data to our sub-processors which will include Amazon Web Services
(“AWS”), Salesforce and other service and technology providers. If we do supply your personal information to
a third party we will take steps to ensure that your privacy rights are protected and that third party
complies with the terms of this notice (see below for more information relating to AWS and Salesforce). A full list of our sub-processors can be found
here.

As part of the services offered to

Our Manifesto
At Hubdoc, we believe in a world without paper. A world where accountants and bookkeepers don’t have to chase clients for financial documents at the end of the month, quarter, or year. A world where it’s easy to capture bills and receipts, and turn them into usable data. Our application is making this world possible, helping accountants and bookkeepers save time, scale their practice, and build deeper relationships with the businesses they serve.

Join Us

Our vision is simple: no more data entry. We are
building an intuitive and powerful application to
help small and medium businesses stay organized
and spend more time running their business, not
their paperwork.

Job Listings

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