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Hubdoc and Xero: Get ready for March 2020

Posted 2 months ago in Advisors by Jamie McDonald
Posted by Jamie McDonald

Did you hear the news?! We recently 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. 

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. 

Xero’s data automation story doesn’t finish here. We are laser-focused on developing solutions for advisors and their small business clients that cut down the time spent on any mundane tasks involved in running a business. As a result, creating more time for the things that matter the most. Whether that’s spending more time with family, or giving more meaningful attention to the business. 

Innovating with the latest technology is at the heart of delivering on this vision. Including Hubdoc as part of your Xero plan lets you and your clients take advantage of this era of exciting change.

Take a look at this Hubdoc partner resource page for more information.

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