Add an Automated Connection

To start automatically fetching your bills and statements, you'll need to add connections to your Hubdoc account. View a list of our automated connections here

1. Log in 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 log into 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 Watch the magic as Hubdoc logs in and downloads all the historical documents available in your online account.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.

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  • Avatar
    Brad Melvin

    doest work with Umpqua bank

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    Lauren Pibworth

    what if the automatic account is not in your pre-populated list?

  • Avatar
    Sarah Chiu

    Hi Lauren, happy to help! If we currently don't support an automated connection with the vendor you are looking for, you can submit your new connection requests to

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