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$
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I will set up automated hubdoc and xero for paperless bookkeeping
Fractional Finance Consultant and Certified Xero Level 3 Specialist
As a Fractional Finance Consultant and founder of Equanimity Cloud Books, I bring 20 years of leadership in General Ledger (GL) maintenance, Account Reconciliation, and structural Cash Flow Management...
About this Gig
Are you tired of losing receipts under truck seats, missing tax deductions, or spending your weekends doing manual data entry? Welcome to the future of paperless bookkeeping. I am a certified Xero Level 3 Specialist and Hubdoc Expert. I will build an automated receipt-capture engine that pushes your supplier bills straight into Xero, codes them instantly, and stores a digital backup safely in the cloud. What you get with this Gig: Seamless integration between Hubdoc and Xero Custom @hubdoc.me email configuration for auto-forwarding supplier bills Automated supplier fetching (Xero auto-downloads utility, fuel, and merchant bills) Smart coding rules matching specific vendors to your chart of accounts Fixed asset and tracking category mapping for job costing and route margins Why work with me? I dont just execute basic data entry. I design smart workflows that optimize your operational margins. As a certified Level 3 professional, I ensure your numbers are accurate, compliant, and ready for your tax agent.
Financial software:
Xero
Industry:
Construction
•
Other
Target country:
Australia
•
New Zealand
•
United Kingdom
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Do I need to pay for a separate Hubdoc subscription?
No, you do not. If you have an active, standard Xero business subscription, Hubdoc is completely free and included in your plan. I will show you exactly how to activate and link it without any hidden software costs.
Is my financial data secure, and how do I share access?
Absolutely. Both Xero and Hubdoc use bank-grade 256-bit encryption. You never need to share your personal password. Once the order starts, I will provide my email address so you can invite me securely as an "Advisor" or "Standard User," which you can revoke at any time.
Can you help me log into my supplier portals to download old bills?
For security reasons, I do not log into your personal utility or supplier accounts directly. Instead, I will set up Hubdoc's automated "Fetch" portals or show your team how to auto-forward bills so the system securely pulls them for you moving forward.
