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Webinar: How to Collect Clean Client Data & Provide Better Financial Advice

Accurate data = actionable business advice

Great advisory starts with good quality data. For this reason, it’s important for advisors to ensure they have processes and tools in place that will help them to collect clean, up-to-date data and turn that data into valuable advice for their small business clients.

Watch our free webinar where we discuss how to use Hubdoc, Xero, and Futrli to collect clean client data and provide better financial advice. In addition to briefly demonstrating how to use Hubdoc, Xero, and Futrli together, we also share tips and best practices for setting up standardized data collection and analysis processes.

Attendees will learn:

  • How to use Hubdoc to collect accurate data from small business clients
  • How to use Futrli to turn data into business insights
  • How a clean data set in your cloud accounting software enables real-time, high integrity business advice

Complete the form to watch the webinar on-demand!