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!
Free VIP Hubdoc Account – Accounting and bookkeeping firms are eligible for a free Hubdoc account! Sign up here.
List of Automated Connections – Looking for more information about which banks and vendors 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.
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