Bookkeeping Meets Document Automation [AU - 26 June 2019]

June 26, 2019

Achieve code-free accounting with Hubdoc & Xero 

You’re probably all too familiar with the painful task of chasing after your clients’ bills, receipts, and statements. In fact, it’s estimated that advisors spend up to 30% of their time chasing after their clients’ financial documents every month!

Hubdoc is a Xero product that automatically fetches bills, receipts, and statements from over 250 Australian financial institutions and online suppliers, extracts the key data, and syncs with Xero for seamless reconciliation and audit-proofing.

With Hubdoc, advisors are able to spend less time managing client documents and more time providing valuable advisory services. Better yet, using tools like Hubdoc and Xero together will remove friction with bookkeeping tasks like bank reconciliation and data entry.

In this webinar, we discuss:

  • The role of document automation in an end-to-end bookkeeping solution
  • How to increase efficiency by automating document collection and data entry
  • How Hubdoc and Xero work together to enable code-free accounting

During the webinar, we provided a few resources to help advisors get started with Hubdoc – please find them below!

List of Automated Connections – Explore our list of supplier connections here.

Hubdoc Certification Courses – Our free certification courses will help you learn how to use Hubdoc with Xero, and more! Get started here

Upcoming Webinars – Sign up for our upcoming webinars (including next week's webinar on how to get started with Hubdoc and Xero) here

Please reach out to our support team if you have any questions about how to get started with Hubdoc!

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