👉 Catch the replay: https://youtu.be/LdNyByPSJxM
Your firm isn’t short on effort. It’s short on connection. Documents live in inboxes. Books lag. Reporting lands as a PDF no one reads. That keeps you stuck in reactive compliance instead of advisory. The Xero, Hubdoc, and Syft stack closes the loop: capture at the source, process in Xero, and surface insights in Syft so you spend less time chasing paperwork and more time guiding decisions.
Kim Hicks has a simple test for a modern firm: are your tools working together, or are you still stitching things by hand?
“Modernizing our workflow isn’t just about efficiency for us, it’s also about enabling our clients.”
That set the tone for her session, where she mapped a connected loop that frees teams from reactivity and opens the door to advisory that scales.
The loop that makes work lighter
- Hubdoc captures receipts and bills, auto-files by vendor, and pushes clean data into Xero. Less chasing. Fewer errors. A proper audit trail.
- Xero becomes the hub. Bank feeds, reconciliation, sales tax, invoices, bills, and connections to POS, inventory, and payroll keep the financial core accurate and up to date.
- Syft turns that live ledger into insight. Benchmarks, scorecards, variance analysis, multi-entity views, and forward planning give you client-ready stories, not just numbers.
“You’re basically telling their story in a way they can understand and act on.”
Why it matters now
Kim’s before-and-after is blunt. Yesterday’s firm was manual, paper-driven, and reactive. Today’s firm automates the grunt work, engages in real time, and builds advisory into every engagement. That shift reduces stress for clients and gives your team capacity to focus on higher-value conversations.
Practical next steps
- Pilot on a few clients. Prove the flow, then standardize.
- Train your staff. Alignment beats accidental workarounds.
- Productize the insights. Use Syft dashboards and scheduled reports to make advisory repeatable.
“With the right mindset, planning, and tools, we automate the repetitive work, connect systems seamlessly, and unlock insights.”
Watch the replay
See the full walkthrough of Hubdoc capture, Xero processing, and Syft reporting in action.
👉 Catch the replay: https://youtu.be/LdNyByPSJxM