The Business Advisory Blog

The Business Advisory Blog

Insight, news and updates from Alliott NZ Chartered Accountants, Auckland New Zealand. The views expressed here are the views of the author and should be discussed in further detail should an article be relevant to your individual circumstances.

While every effort has been made to provide valuable, useful information in this publication, this firm and any related suppliers or associated companies accept no responsibility or any form of liability from reliance upon or use of its contents. Any suggestions should be considered carefully within your own particular circumstances, as they are intended as general information only.

Greg Millar
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Hubdoc included in Xero plans from 18 March

Hubdoc will be included in all Xero Starter, Standard and Premium plans from this week.

Doing business has never been so beautiful!

Hubdoc has officially joined the Xero family. This means we can focus our efforts on making sense of small business financial data – not cofilingllecting it.

At Alliotts we already use Hubdoc to streamline administrative tasks such as financial document collection and data entry so that we can run our accounting business efficiently. The key benefits of the integration between Xero and Hubdoc are:

  • Streamlined data capture
  • Real-time financial data
  • Organised and verified data

Hubdoc is an ideal cultural match for Xero

Both companies share a vision for delivering innovative solutions that make it is easier for small businesses and their accountants to share data, uncover insights and plan for the future:

Easily capture bills and receipts

With Hubdoc and Xero, manual tasks like document collection and data entry are automated, making bank reconciliation and financial document management a breeze.

Streamline document capture and management

Get the tools to quickly and easily upload bills and receipts using a mobile device, desktop, email or scanner so you can access all your documents in one centralised, digital system of record.

Reduce manual data entry

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!

Reconcile with one click

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.

Access verified financial data

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.

When can I access my Hubdoc account?

On 18 March 2020, there will be a link to Hubdoc in your Xero dropdown menu. You just need to sign in with your Xero details and follow the steps to get started.

Talk with Alliott NZ's Xero Platinum Certified accountants and cloud accounting specialists in Auckland today on 09 520 9200 if you have any questions about the new Xero Hubdoc integration and how it can work in your business.

Topics: bill tracking cloud accounting data receipts reconciliation Xero