How to Use Hubdoc to Stop Chasing Bank Statements, Bills & Receipts

March 27, 2018 Geoffrey Gualano

Tired of chasing after client documents?

In this webinar, we demonstrate how Hubdoc can help you automatically fetch financial documents (such as utility bills, bank statements, and receipts) from over 700 institutions.

In addition to automated document fetching, Hubdoc can also help accountants and bookkeepers save time and increase efficiency in their workflows by:

  • Eliminating data entry and automating document filing
  • Publishing source documents as accurately coded transactions to QuickBooks Online and Xero
  • Enabling one-click bank reconciliation and audit-proofing

Watch the webinar recording above to see Hubdoc in action! 

Webinar resources:

Sign up here to get your free VIP Hubdoc account!

About the Author

Geoffrey Gualano

Geoffrey Gualano is the Sr. Product Marketing Manager at Hubdoc. He has a passion for customers and bringing products to market. An ex-musician and aspiring chef, he spends his free time cooking and listening to music. Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!

Follow on Twitter More Content by Geoffrey Gualano
Previous Video
How to Go Paperless with Hubdoc & Fujitsu ScanSnap
How to Go Paperless with Hubdoc & Fujitsu ScanSnap

Dreaming of a paperless practice? Watch our webinar to learn how to go paperless with Hubdoc and Fujitsu Sc...

Next Video
The Accounting Firm's Marketing Journey
The Accounting Firm's Marketing Journey

In this webinar, Hubdoc's Yoseph West and The Profitable Firm's Karen Reyburn discuss how accounting and bo...

Evaluate & select the right accounting apps for your firm with our free
App Evaluation Checklist

DOWNLOAD