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.
Watch to learn:
- 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!
About the AuthorMore Content by Matt Bunston