1. Login to Hubdoc.
2. Select the 'Add Account' button at the top of the Hubdoc dashboard.
3. Type in the name of the company you want to connect to Hubdoc. For example, American Express.
4. Enter in your credentials to login to that company's website.
5. Watch the magic as Hubdoc logs in and downloads all the historical documents available in your online account.
Hubdoc will create a folder with the company name (ex. American Express) and subfolders for each account if you have multiple accounts with a company. All documents will be fetched to these folders.
Hubdoc will pull in all sub-accounts associated with the online portal. You can choose which sub-accounts Hubdoc will fetch from by hiding accounts.