Hubdoc, A Xero Product

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+61 8 7444 5026
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333 George Street 2000

Hubdoc, A Xero Product

Advisors spend up to 30% of their time collecting and preparing client documents. These administrative tasks result in poor client interactions. It forces the advisor to focus their time on chasing after documents rather than answering the important questions that matter to their client’s business.

Imagine never having to ask your client for a document again. Hubdoc automatically fetches bank statements, bills, and receipts from over 200 financial institutions, utilities, telecom providers and online vendors; extracts the key data; and publishes transactions to Xero or QuickBooks Online with source documents attached.

With Hubdoc, you can say goodbye to chasing documents and data entry and say hello to increased efficiency and improved client experiences.

Ratings

I use Hubdocs with Intuit QBO and is great if you have simple account coding and don't need multiple lines. For audit purposes its solves the supporting documentation problem easily. Things to be aware of: if using multi currencies and you add a client from within Hubdocs for Intuit QBO – it will set up the new supplier in the home currency, even if you have stipulated a different currency at the top. When using multi lines Hubdocs still have a problem with the GST not balancing by the odd cent. On the whole a useful product.
PamPjs | 21/04/2019
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