Xero’s getting even better – with Hubdoc

Date: 12th January 2020

Following Xero’s acquisition of Hubdoc in 2018, you’ll soon be able to automate more admin tasks and say goodbye to manual data entry. That’s because from 18 March 2020, Hubdoc will be included in Xero’s Starter, Standard and Premium plans.

Hubdoc, which has a retail price of $27.50 a month, will add even more benefit for Xero users. With the two cloud software systems combined, manual bookkeeping tasks like document collection and data entry are automated, making bank reconciliation and financial document management a breeze.

Benefits of Hubdoc integration

With Hubdoc’s industry-leading data capture technology as part of your day-to-day toolkit, you can:

• Easily capture bills and receipts – Hubdoc makes it easy to upload documents using your desktop, mobile device, email or scanner so you can access all your documents in one centralised, digital system of record.
• Let Xero do your data entry – Once documents are uploaded to Hubdoc, the key data is automatically extracted and synced to Xero as accurately coded transactions.
• Enjoy one-click bank reconciliation – Xero then matches these transactions to the bank feed for one-click reconciliation.
• Go paperless – All your documents are searchable and easy to access from anywhere in the world. 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.

By automating admin tasks, you can spend less time managing documents and more time doing what you love.

More info

Have a look at Xero’s Hubdoc page for more information.

If you need any help with your Hubdoc set up, Josh is our software set up specialist and he loves Hubdoc! Please see Sidekick Cloud or email Josh directly on josh@sidekickcloud.co.nz .

Posted in: Latest News, Wanaka, Xero