Getting Started with Hubdoc & Xero [NA]

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


 

About the Author

Geoffrey Gualano

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'!

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