Client centre
Your books, receipts and reports,
all in one place.
Choose where you need to go. Each link opens the secure tool we use with you. Your financial information is never stored on this website.
Your books in Xero
See your invoices, bills, bank feeds and reports any time. Our month-end note tells you the date your books are current to.
Use your own Xero login. If you cannot get in, email us and we will help.
Log in to Xero ↗Send us receipts
Snap a receipt in the Hubdoc app, or email it to your Hubdoc address. It goes straight into Xero for us to code.
Your Hubdoc email address is in your welcome email.
Open Hubdoc ↗Your Boardly folder
Your Boardly Intel each month and the documents we share, in a private Google Drive folder that only you and Boardly can see.
Look under "Shared with me" for the folder with your business name.
Open Google Drive ↗Can't log in or can't find something?
Email us and we'll sort it out with you.
If a bank feed stops, we will tell you. Reconnecting it needs your own bank login, and we will walk you through it.