Join CRM and accounting data to connect pipeline, billing, invoices, payments, revenue recognition, forecasting and reporting.
in Xero & QuickBooks app stores
CRM systems show pipeline, deals, opportunities, products, owners and renewals. Accounting systems show invoices, payments, journals, taxes and actual revenue.
When the data is not joined, every team works from a different revenue picture.
ScaleXP connects CRM and accounting data so the business can see what has been sold, billed, collected, recognised and forecast.
That joined layer powers billing, invoicing, revenue recognition, deferred revenue, accrued revenue, forecasting, SaaS metrics, consolidation and board reporting.
Teams using specific CRM and accounting combinations can also explore HubSpot integration and Salesforce Xero integration workflows.
A basic CRM accounting integration moves data between systems. ScaleXP goes further by making that data usable for sales, finance, customer success and leadership.
Teams can see how CRM deals convert into invoices, how invoices convert into cash, and how revenue flows into schedules, forecasts and board reports.
This creates a single joined revenue view across the business.
CRM often holds the commercial data needed for billing: customer, product, price, quantity, billing frequency, start date, end date and renewal terms.
ScaleXP helps teams turn CRM deal or opportunity data into finance-ready invoice outputs for review.
Billing becomes part of a connected revenue workflow, not a spreadsheet handoff between sales and finance.
Teams focused specifically on deal-to-invoice workflows can also explore CRM billing automation.
Accounting teams need to understand not only what was invoiced, but when revenue should be recognised.
ScaleXP can use CRM and accounting data to support revenue recognition schedules, deferred revenue, accrued revenue and journal workflows.
This helps teams connect commercial activity to recognised revenue, not just billing.
For more detail, see revenue recognition software and deferred revenue software.
Forecasting is difficult when CRM pipeline and accounting actuals sit in separate systems.
ScaleXP joins CRM pipeline, closed-won deals, invoices, renewals, unbilled revenue and accounting actuals into a clearer revenue view.
Leadership can see expected revenue, billed revenue, collected cash and recognised revenue in one workflow.
Teams building forward-looking revenue views can also explore revenue forecasting software.
For subscription and SaaS businesses, CRM and accounting data both matter.
CRM data shows bookings, renewals, expansion and sales ownership. Accounting data shows invoices, cash, revenue recognition and actuals.
ScaleXP brings those views together for SaaS metrics and board reporting.
Many businesses sell through one CRM while invoicing and reporting across multiple accounting entities.
ScaleXP can help teams combine CRM data with accounting data across entities, currencies and reporting structures.
This helps teams move from entity-level accounting data to group-level revenue intelligence.
Revenue workflow
With ScaleXP
Without ScaleXP
Join CRM and accounting revenue data
Yes
Limited
Track sold, billed and recognised revenue together
Yes
Not included
Connect deals, invoices, payments and schedules
Yes
Not included
Sync invoice and payment status to CRM
Yes
Limited
Forecast from pipeline and actuals
Yes
Not included
Support consolidated revenue reporting
Yes
Not included
See how ScaleXP joins CRM and accounting data for billing, revenue recognition, forecasting, SaaS metrics and board reporting.
Reduce time spent manually tracking deferred revenue, income in advance and pre-paid expenses. Eliminate tedious spreadsheet tracking and improve accuracy.
ScaleXP fully automates revenue recognition and prepayments using a sophisticated series of text recognition algorithms, which read and process all of the data and text on invoices.
ScaleXP builds a forecast directly from HubSpot and QuickBooks or Xero
Keep your teams aligned with a seamless sync between HubSpot and your accounting software (Xero, QuickBooks).
ScaleXP automatically updates payment status and customer financial info in real time, so your sales and customer success teams can instantly see if a client is up to date or overdue, all within HubSpot.
+ accounting data
+ accounting data
Fully integrate HubSpot and accounting data
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
Automate sales forecasts
We are a SAAS company with multiple entities and currencies and use ScaleXP for revenue recognition and consolidation. I'm very impressed how quickly ScaleXP can sync and pull through this data. It's saved us lots of manual processes.
Xero Review 
Invoicing and associated reporting can be fully automated in Xero and QuickBooks.
ScaleXP will automatically provide a two way sync between HubSpot and your accounting system once daily. You can also generate an immediate sync at any time, as often as you like.
Xero and QuickBooks can be automatically updated with draft revenue recognition journals. You simply review and click to approve. Journals can not be automatically passed to Zoho Books, but ScaleXP provides the full journal and a comprehensive CSV download.
Yes. ScaleXP provides full automation of all your sales revenue, past, current and future, including providing the associated accounting journals for accruals and deferrals in Xero and QuickBooks.
Further, ScaleXP provides a full breakdown of all revenue shown on your Income Statement as well as all deferred income and accrued revenue shown on your Balance Sheet.
Revenue recognition schedules can be viewed by customer, by invoice, and by general ledger code. And, in case that’s not enough, all schedules can be downloaded to a spreadsheet or CSV.
By default, ScaleXP syncs daily between HubSpot and your accounting software. However, you can also trigger an immediate sync at any time. This ensures that new deals, invoices, and payments stay current across both systems on a daily basis.
Currently ScaleXP’s HubSpot invoicing automation works with Xero and QuickBooks. Invoices generated from HubSpot are posted directly into Xero or QuickBooks, where you can finalize and send them. (If you use other accounting software, ScaleXP can still produce the required journal entries for you to upload.)
CRM accounting integration software connects customer relationship management (CRM) data with accounting data. This allows teams to align deals, invoices, payments, revenue recognition, forecasting, and reporting in one place.
Revenue intelligence combines CRM, billing, invoicing, payment, and accounting data to give a complete view of revenue. It helps teams track performance from pipeline through to cash collection, revenue recognition, and reporting.
ScaleXP integrates CRM and accounting systems to create a unified data layer. This combined data is then used to support billing, invoicing, revenue recognition, forecasting, SaaS metrics, and financial reporting, while keeping finance in control of outputs.
ScaleXP integrates with leading CRM systems such as HubSpot and Salesforce, and accounting platforms including Xero and QuickBooks. Integrations are configured based on your CRM structure, accounting setup, and reporting requirements.
Yes. ScaleXP can use CRM deal or opportunity data to generate finance-reviewed invoice outputs. This includes customer details, products, pricing, quantities, billing dates, and contract terms.
Yes. ScaleXP supports revenue recognition using both CRM and accounting data, including deferred and accrued revenue workflows. Finance teams retain control through review and approval before journals are posted.
Yes. ScaleXP supports businesses operating across multiple entities and currencies. It enables consolidated reporting and analysis of CRM and accounting data across different regions and accounting structures.
No. Your CRM remains your commercial system of record, and your accounting platform remains your financial system. ScaleXP sits between them, applying finance logic to improve billing, invoicing, revenue recognition, forecasting, and reporting.
Yes, where configured. ScaleXP can sync data between CRM and accounting systems, including sending invoice and payment status back to CRM records. This gives sales and customer success teams visibility into billing progress without relying on finance updates.
Billing determines what should be charged, when it should be charged, and under which commercial terms. Invoicing is the creation of the invoice document and corresponding accounting record based on those billing rules.
Yes. ScaleXP combines CRM pipeline data, such as deals and forecasts, with accounting actuals like invoiced revenue and cash. This gives leadership a more complete and accurate view of current and expected revenue.
Most companies can be set up in 2–3 weeks. Implementation time depends on your CRM structure, accounting configuration, number of entities, and the complexity of your required workflows.
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.