Turn HubSpot and Xero into an intelligent revenue layer

Full two-way sync, automated invoicing and renewals, and live insight into revenue, retention, churn, and growth from integrated HubSpot–Xero data.

ScaleXP fully integrates HubSpot and Xero data into one intelligent revenue workflow. Keep CRM and finance aligned, automate invoicing and renewals, and give every team live visibility into revenue performance.

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4.9

in Xero & QuickBooks app stores

hubspot connection with xero through scalexps platform

ScaleXP is an approved app for leading accounting & CRM systems

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hubspot logo
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From deal to invoice to reporting — fully connected

  • Deal closes in HubSpot: When a deal is marked as won in HubSpot, the commercial data is ready to flow into finance.
  • Invoice is created in Xero: ScaleXP turns HubSpot deal data into Xero invoices automatically, reducing manual typing and speeding up billing.
  • Payments and billing data stay aligned: Sales and finance can work from the same live information, with billing and payment status reflected across the workflow.
  • Reporting updates from integrated data: Revenue reporting stays connected to the underlying deal and billing data, giving teams a more accurate view of performance.
Workflow diagram showing HubSpot deal flowing to Xero invoice, payment sync, retention tracking, and reporting

Why ScaleXP is easier to adopt

HubSpot and Xero are powerful systems, but they do not create one reliable revenue workflow on their own. ScaleXP adds the intelligent layer that connects, automates, and makes the data usable across teams.

  • Full two-way sync across CRM and finance: Keep HubSpot and Xero aligned in real time so sales and finance work from the same live data.
  • Automated invoicing with intelligent data sync: Create Xero invoices from HubSpot deals with no manual typing.
  • Revenue, retention, and churn insight from integrated data: Use integrated HubSpot–Xero data to understand revenue performance, retention, and churn.
  • Cohort, segment, and geography-level analysis: Analyse performance by cohort, customer group, industry, channel, or geography.
  • One source of truth for sales and finance: Give each team the same trusted data and KPIs, with views tailored to their needs.
Replace manual workflows this week
Unified sales and finance dashboard showing shared KPIs, retention, churn, and revenue analysis from HubSpot and Xero data

Automated invoicing with ScaleXP

Manual invoice creation slows teams down and introduces errors. ScaleXP turns HubSpot deal data into Xero invoices automatically.

  • Create Xero invoices directly from HubSpot deals
  • Reduce manual finance work and billing errors
  • Speed up the path from closed deal to cash
Automate invoicing now
Interface showing billing automation features with HubSpot, Xero, and Intuit QuickBooks logos.

Renewals and retention

ScaleXP helps teams stay ahead of renewals and retention risk with live billing-linked visibility across the revenue lifecycle.

  • Stop letting renewals slip through the cracks
  • Track retention with live billing-linked schedules
  • Keep revenue visibility beyond the initial invoice
User interface displaying customer renewal status with invoice dates and deal outcomes.

Growth and KPI insight from one source of truth

ScaleXP turns integrated HubSpot and Xero data into live, decision-ready reporting for finance, RevOps, and leadership.

  • Use fully integrated HubSpot–Xero data for live reporting
  • Understand revenue, churn, and retention with confidence
  • Analyse cohorts, segments, industries, and geographies
  • Give leadership accurate KPIs, forecasting, and trend visibility
See revenue recognition in action
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Fully automated and accurate revenue recognition

ScaleXP automates revenue recognition from billing and contract data, removing spreadsheets and keeping recognised revenue accurate and current.

  • Automate revenue recognition from billing and contract data
  • Eliminate spreadsheets and manual revenue schedules
  • Keep recognised revenue accurate, current, and audit-ready
Revenue reports dashboard displaying automated revenue recognition and budget metrics on a laptop screen.

Integrated revenue forecasts across billed and future revenue

Forecast from billed revenue, unbilled contracted revenue, renewals, and live pipeline deals in one integrated view.

  • Forecast from billed revenue already in the system
  • Include unbilled but contracted revenue
  • Factor in renewals and live pipeline deals
  • Create one forward-looking revenue view across the full funnel
Revenue forecasting process from CRM and billing data to forecast output in ScaleXP

An intelligent layer fully integrating HubSpot and Xero

ScaleXP is more than a sync tool. It creates one integrated commercial and financial data layer across CRM, invoicing, payments, renewals, and reporting.

  • More than a sync: one integrated commercial and financial data layer
  • Connect CRM, invoicing, payments, renewals, and reporting
  • Turn disconnected systems into one revenue workflow
two way sync between xero & hubspot effortlessly

ScaleXP vs HubSpot + Xero alone

Capability

HubSpot + Xero alone

Full two-way sync across CRM and finance

Partial or manual

Automated invoice creation from deals

Limited

Renewal and retention tracking

Limited

Automated revenue recognition

Integrated revenue forecasting

Limited

Cohort, segment, and geography analysis

Limited

One shared revenue dataset across teams

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Built for teams who:

  • Subscription management reporting
  • Advanced billing visibility
  • Real-time SaaS metrics
  • Leadership and board reporting
  • HubSpot-connected reporting
  • Cross-functional revenue visibility
See your metrics in real time
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FAQs

ScaleXP keeps HubSpot and Xero aligned with live two-way sync, so CRM reflects billing and payment status while finance works from accurate deal and invoice data.

Yes. ScaleXP converts won HubSpot deals into Xero invoices automatically.

ScaleXP uses integrated CRM and billing data to keep renewal schedules visible and help teams stay ahead of retention risk.

Yes. ScaleXP combines HubSpot and Xero data so you can analyse performance by cohort, segment, industry, channel, and geography.

ScaleXP adds the intelligent data layer, automation, revenue recognition, forecasting, and shared reporting that HubSpot and Xero alone do not provide.

Yes. ScaleXP supports integrated forecasting across billed revenue, contracted revenue, renewals, and live pipeline opportunities.

Pricing starts from $500 per month, depending on your setup and reporting needs.

Most customers are fully integrated in 3–4 weeks.