Getting Started with Hubdoc & Xero [AU]

August 8, 2018 Matt Bunston

Make bookkeeping easy with Hubdoc and Xero! Hubdoc automatically fetches bills, receipts, and statements from hundreds of financial institutions and online suppliers, extracts the key data, and syncs with Xero for frictionless reconciliation and audit-proofing. 

In this webinar, we discuss:

  • How to set up automated connections to fetch your clients’ bills, receipts, and statements
  • How to publish source documents to Xero for one-click reconciliation and audit-proofing
  • How to set up your first few clients on Hubdoc

During the webinar, we provided a few resources to help advisors get started with Hubdoc – please find them below!

Xero Promotion – We're offering a special promotion to all customers to celebrate Hubdoc and Xero joining forces. Learn more about the promotion here.

List of Automated Connections – Looking for more information about which banks and suppliers you can connect to Hubdoc? View our list here.

Hubdoc Certification Courses – Our free certification courses will help you learn how to use Hubdoc with Xero, and more! Get started here


Please reach out to our support team if you have any questions about how to get started with Hubdoc!

About the Author

Matt Bunston

Matt is the Australian Country Manager at Hubdoc. He is a graduate of the University of British Columbia where he majored in History. He’s obsessed with music and sports – he believes it’s a healthy obsession.

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