👉 Catch the replay: https://youtu.be/LdNyByPSJxM
Your agency isn’t brief on effort. It’s brief on connection. Paperwork reside in inboxes. Books lag. Reporting lands as a PDF nobody reads. That retains you caught in reactive compliance as an alternative of advisory. The Xero, Hubdoc, and Syft stack closes the loop: seize on the supply, course of in Xero, and floor insights in Syft so that you spend much less time chasing paperwork and extra time guiding choices.
Kim Hicks has a easy check for a contemporary agency: are your instruments working collectively, or are you continue to stitching issues by hand?
“Modernizing our workflow isn’t nearly effectivity for us, it’s additionally about enabling our purchasers.”
That set the tone for her session, the place she mapped a related loop that frees groups from reactivity and opens the door to advisory that scales.
The loop that makes work lighter
- Hubdoc captures receipts and payments, auto-files by vendor, and pushes clear information into Xero. Much less chasing. Fewer errors. A correct audit path.
- Xero turns into the hub. Financial institution feeds, reconciliation, gross sales tax, invoices, payments, and connections to POS, stock, and payroll maintain the monetary core correct and updated.
- Syft turns that reside ledger into perception. Benchmarks, scorecards, variance evaluation, multi-entity views, and ahead planning offer you client-ready tales, not simply numbers.
“You’re principally telling their story in a manner they’ll perceive and act on.”
Why it issues now
Kim’s before-and-after is blunt. Yesterday’s agency was guide, paper-driven, and reactive. Immediately’s agency automates the grunt work, engages in actual time, and builds advisory into each engagement. That shift reduces stress for purchasers and offers your group capability to deal with higher-value conversations.
Sensible subsequent steps
- Pilot on just a few purchasers. Show the move, then standardize.
- Prepare your workers. Alignment beats unintentional workarounds.
- Productize the insights. Use Syft dashboards and scheduled studies to make advisory repeatable.
“With the proper mindset, planning, and instruments, we automate the repetitive work, join techniques seamlessly, and unlock insights.”
Watch the replay
See the complete walkthrough of Hubdoc seize, Xero processing, and Syft reporting in motion.
👉 Catch the replay: https://youtu.be/LdNyByPSJxM
