Did you hear the news?! We announced that in March 2020 we’ll be bundling Xero’s data capture tool Hubdoc with Xero Starter, Standard and Premium plans (Early, Growing and Established plans in the US). You’ll be able to say goodbye to chasing documents from clients and manual data entry. Instead, use that valuable time to unlock insights for your clients and opportunities for your practice.
You can learn more about Hubdoc and their integration with Xero in our webinar, "Getting to Know Hubdoc" on September 22 at 2:00 p.m. Eastern Time. Register here.
Helping you simplify your workflow and go paperless
Hubdoc allows your clients to easily capture and manage their bills and receipts. They can upload their documents using their desktop, mobile device, email or scanner – giving you access to the documents you need, when you need them. Once documents are uploaded to Hubdoc, the key data is automatically extracted and synced to Xero as accurately coded transactions with the source document attached. From there the transactions are ready for one-click bank reconciliation. All client documents are searchable and easy to access from anywhere in the world.
Giving you deeper insights
Hubdoc plays an important role in accelerating our vision for data automation – a crucial foundation for us to continue to drive innovation. At Xero, we focus product innovation on providing fast and accurate data, streamlined workflows and deeper insights. This helps you to not only understand current data but move into a new era where we can predict what will happen in the future.
Hubdoc gives you data capture capability, and provides accurate and real-time data for deeper insights. It’s also a critical function to help businesses manage documents in the cloud because of increasing government requirements to report and hold digital records.
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You can learn more about Hubdoc and their integration with Xero in our webinar, "Getting to Know Hubdoc" on September 22 at 2:00 p.m. Eastern Time. Register here.