How to Streamline Bank Reconciliation with Hubdoc & Xero

Hubdoc is a data capture solution that helps the world’s leading accountants and bookkeepers save time, scale their practice, and build deeper relationships with the small businesses they serve.

In this video, we demonstrate how to use Hubdoc and Xero to streamline bank reconciliation for your clients. You will learn how to: 

  • Upload documents via mobile device, desktop, email, and scanner
  • Automatically fetch your clients' bills, invoices, and bank statements from hundreds of online suppliers and financial institutions 
  • Automate data entry using Hubdoc’s machine learning-powered data extraction
  • Sync documents and their data to Xero, as accurately coded transactions with source documents attached, helping you achieve one-click reconciliation and audit-proofed books

Advisors get a free Hubdoc Partner account for their practice – sign up to get started

About the Author

Paige Sopik

Paige is an Education Specialist at Hubdoc. She draws on her experience on Hubdoc's support and marketing teams to provide users with top-notch digital educational resources. Paige takes her knack for teaching to the yoga studio and chases any opportunity to learn something new.

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