Make bookkeeping easy with Hubdoc and Xero! Hubdoc automatically fetches bills, receipts, and statements from hundreds of financial institutions and online suppliers, extracts the key data, and syncs with Xero for frictionless reconciliation and audit-proofing.
Watch to learn:
- How to set up automated connections to fetch your clients’ bills, receipts, and statements
- 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!
Partner Guide – Our free Partner Guide includes resources and tips to help you and your clients get ramped up on Hubdoc! View the guide here.
Client Onboarding Video – A short video that you can share with your clients to help them set up their Hubdoc account. Access the video here.
Mobile App Onboarding Video – For clients who are on the go, this video walks through how to set up the Hubdoc mobile app and begin uploading documents. Access the video here.
Hubdoc Certification Courses – Our free certification courses will help you learn how to use Hubdoc with Xero, and more! Get started here.
Please reach out to our support team if you have any questions about how to get started with Hubdoc!