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Achieve frictionless bookkeeping 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 add-on 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 frictionless bookkeeping

Complete the form to watch the webinar on-demand!