How to Collect Clean Client Data & Provide Better Financial Advice

June 18, 2019 Matt Bunston

In this session, Hubdoc's Matt Bunston and Futrli's Stuart Hunter chatted with Timothy Thompson, Senior Account Manager at Xero. We discussed:

  • How to use Hubdoc to collect accurate data from your small business clients
  • How to use Futrli to turn data into business insights
  • How a clean data set in your cloud accounting software enables real-time, high integrity business advice

During the webinar, we provided some additional resources and offers – please find them below!

Catch up on everything you might have missed – watch the webinar recording now!

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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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