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How Hubdoc and Xero make remote working easier

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Ann-Lisa Niemann

Apr 21, 2020

We wanted to take a minute to remind you of what Hubdoc lets you do, now that it’s included in Xero Starter, Standard and Premium plans (Early, Growing and Established plans in the US).

Just like Xero, Hubdoc is in the cloud so it’s accessible from anywhere. Small business owners and advisors can view real-time data anytime. 

Right now, when you need things to run smoothly so you can focus on your family and your business, Hubdoc helps you automate processes to free up time for more important things. 

Rethinking workflows

Small businesses and advisors will need to look at how they work together today and into the future. Many of our business processes that were reliant on human interaction have transitioned to digital very quickly – which isn’t a bad thing for efficiency. Dropping off a box full of bills and receipts to an accountant to enter the information and do the bookkeeping can now be a thing of the past.  

Hubdoc helps small businesses transition to a paperless and increasingly automated operation. By using Hubdoc to easily submit bills and receipts to Xero, the workflow between small business and advisor is digitised. Not only does this automation remove the need to interact physically, it also creates a more up-to-date, accurate view of the business’ financials. 

More time for planning

The result of this saved time and valuable information is the ability to stay in tune with what’s really important. It can also mean worrying less about tedious bookkeeping tasks. And in place of chasing clients for documents and entering the data on their behalf, advisors can spend more time on providing valuable business advice and forecasting to help plan for what’s next. Furthermore, Hubdoc generates a paperless, cloud-based filing cabinet for financial documents that are accessible anywhere for quick reference and insight. 

Getting started with Hubdoc

If you haven’t used Hubdoc before, here’s how to activate your Hubdoc organisation. If you’ve already been using Hubdoc, here’s how to make sure Hubdoc is connected to Xero.

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