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!
Please reach out to our support team if you have any questions about how to get started with Hubdoc!
About the Author
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.More Content by Matt Bunston