From 18th March 2020, Hubdoc will be included for no extra charge in Xero Starter, Standard and premium plans ...
Once documents have been seamlessly uploaded to Hubdoc, the key data is extracted and synced to Xero as accurately coded transactions with the source documents attached. Hubdoc transactions are automatically matched to the corresponding transaction in the Xero bank feed, ready for one-click reconciliation.
Getting started with Hubdoc will be easy. From 18th March 2020, there will be a link to Hubdoc in your Xero organisation dropdown menu. Just sign in with your Xero login and follow the steps.
- Hubdoc uses industry-leading technologies to auto-extract key data from your bills and receipts and get it accurately into Xero. Say goodbye to manual data entry!
- By integrating directly into Xero, Hubdoc turns bills and receipts into accurately-coded Xero transactions, letting you do your bank reconciliation in just one click.
- Every reconciled Xero transaction has a source document attached so you can verify the data and know the financials are accurate and up-to-date for easy compliance and valuable business insights.
If you need to book a handholding training session in order to get started using Hubdoc then just get in touch and we can do it face-to-face or via Zoom.
Using these 2 tools together can really help to streamline your bookkeeping.
If anything I've written here resonates with you, call me on 01604 420057 and let's see how we can help you.