How to Achieve Automated Bank Reconciliation with Hubdoc & Xero

February 7, 2018 Geoffrey Gualano

Tired of chasing client documents and manual data entry? 

In this webinar, we demonstrate how to leverage Hubdoc and Xero to automate administrative tasks, including:

  • How to auto-fetch bank statements, bills, and receipts from over 700 financial institutions and vendors
  • How to eliminate data entry and automate document filing
  • How to publish source documents to QuickBooks Online for one-click reconciliation and audit-proofing

Enjoy the webinar, and don't forget to sign up for your free 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 Increase Practice Efficiency & Improve Your Client Experience
How to Increase Practice Efficiency & Improve Your Client Experience

In this webinar, Cindy Hovig joins Hubdoc and Xero to explain how she increases practice efficiency and imp...

Next Video
How to Achieve Automated Bank Reconciliation with Hubdoc & QuickBooks Online
How to Achieve Automated Bank Reconciliation with Hubdoc & QuickBooks Online

In this webinar, we demonstrate how to automate bank reconciliation using Hubdoc and QuickBooks Online.

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

DOWNLOAD