Make bookkeeping easy with Hubdoc and Xero! Hubdoc automatically fetches bank statements, bills, and receipts 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’ bank statements, bills, and receipts
- 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
Geoffrey Gualano is the Director of Marketing 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