Do you use Hubdoc or Receipt Bank to collect and store financial documents? On Relay, you can seamlessly export account statements directly to your document storage solution. Once you set-up your Hubdoc integration, your statements will automatically be pulled into your Hubdoc account on a monthly basis.
Please use the following steps to get started:
- Go to the ‘Settings’ tab > ‘INTEGRATIONS’ > scroll to the bottom of the screen.
- Select the document storage solution of your choice by clicking on the ‘CONNECT’ button.
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Select the starting date for the statements you want to be exported and enter in your unique email address that is used to upload documents manually.
Things to Know: Hubdoc and Receipt Bank offer users a unique email address for each account that can be used to upload documents. This is the email address you’ll be entering at this stage.
- Scroll down and select the file type you want the statements exported as (PDF, CSV, OFX) and the particular Relay checking account(s) you want the statements from.
- You have now successfully set-up the integration! Log in to Hubdoc or Receipt Bank and automatically find your Relay statements. Statements will automatically be pulled into your Hubdoc account on a monthly basis.
Questions? Get in touch with our Support Team at support@relayfi.com or 1 (888) 205-9304.