Part 4 of “What does a Bookkeeper really do?” Secure Online Documentation

If you feel like you are drowning in paperwork, then we need to talk. There really is a better way than file cabinet, folders and piles of paperwork. I really struggle with this myself. What can I say, I’m old school, I like to hold a piece of paper in my hand and know that I have solid documentation but let’s face it, we just don’t have time for that. 

So, it’s time to start living the life that the Jetsons promised us when we were little and automate.

(I will admit while looking for the Jetson picture, it was a little strange how close we have come to living like them.)

Hubdoc is what I recommend to my clients and is a great solution. It can be used on your desktop, laptop or phone. Below is a list of their features.

Stop chasing bills & statements 

Hubdoc automatically pulls your online bills & bank statements into one secure hub. Never chase documents again. 

Data management, not data entry 

Every time a document is fetched or uploaded, Hubdoc extracts the key data and seamlessly creates entries in Quickbooks Online, Xero, and Bill.com with source documents attached. 

Automatically audit-proof your business 

Through our integration, Hubdoc transactions are automatically matched with the bank feed in Quickbooks Online and Xero. Audit-proofing your business has never been so effortless. 

Supercharged automation with vendor rules 

Vendor rules are a powerful way to take greater control of how receipts, bills and statements are coded into your cloud accounting and cloud payments solutions. 

Easy collaboration with your advisors 

With Hubdoc, your advisors have the documents they need, when they need them. And, you have confidence your docs are organized, secure in the cloud and accessible from anywhere.

Contact me for more info and I can assist you in setting up a demo.