Imagine never having to ask your client for a document again. We automate fetching, filing, and data entry so you can spend less time nagging clients, and more time helping them achieve your goals.
Advisors spend upwards of 30% of their time collecting and preparing client documents. This often results in half of client interactions being administrative in nature, instead of spending time answering the important questions that matter to the business.
Hubdoc solves this problem by auto-fetching key financial documents and seamlessly syncing them (and their data!) with Xero or QBO. With Hubdoc, you can say goodbye to chasing documents and data entry and say hello to increased productivity and automation.