Our clients who have recently adopted the document automation procedures in QBO and Xero are very happy with the results!

QBO allows users to automate almost every aspect of their workflow, including bills, receipts and  invoicing along with secure storage of documents such as bank statements.  These automated features can save valuable time and reduce errors.

In Xero, setting up specific bank rules supports the automatic coding of transactions which can save time.  You can also use Hubdoc to reduce manual entry and streamline document collection, although this is not available with all subscriptions.

The accounts payable function can be further enhanced by utilising the automated bill entry function.

Xero also has the capacity to store any resource documents such as employment contracts, insurance policies, bank statements etc.

Contact our bookkeeping team or your accountant if you require assistance regarding these automation features.

Please also note if you require any further assistance with your bookkeeping needs, we have some scope in our bookkeeping team at present to assist you.