Hubdoc

Now that Hubdoc has joined the Xero family. Bookkeepers Direct is excited to announce that we have successfully completed Hubdoc’s Xero certification course

This means we’ll be able to help our clients streamline administrative tasks such as financial document collection and to focus their efforts on making sense of their small business’ financial data – not collecting it.

The key benefits of the existing integration Hubdoc with Xero are:

  • Streamlined data capture: Hubdoc complements Xero’s “Financial Web” strategy by auto-fetching financial documents from over 700 utilities, telecom providers, and online vendors, extracting the key financial data, and then seamlessly syncing the data into Xero
  • Real-time financial data: Xero can automatically match data imported from Hubdoc with bank feed transactions, so that our clients have an always up-to-date set of books, and can make more informed, timely business decisions
  • Organised and verified data: Hubdoc provides our client with confidence that their financial documents are organised, secure, and always available. All data is “verified” with the source document, and easily searchable on any device

To find out more details or book a place on a Xero training course, please get in touch or call 01226 391539 today!

Still not sure?

Please feel free to give us a call or send us an email, we are more than
happy to come out and explain in more detail the services we can offer you.


Xero Accredited