Are you using Hubspot as your CRM and Xero as your accounting platform?
Looking for a simple, cost effective way to link Hubspot and Xero?
ScaleXP is a great way to tap into the benefits of an integrated Hubspot and Xero without having to replace your existing platforms, using Xero and Hubspot together to create a single source of the truth.
Using ScaleXP, you can benefit from the efficient processes of an ERP-like solution without the associated investment of time and money.
What you get when you use ScaleXP to integrate HubSpot and Xero:
Invoicing direct from HubSpot into Xero: easily set up current and future invoices at deal close to match your contract period, then approve and send in Xero at the time of your choice
Two way sync between Hubspot and Xero: no need to enter data twice or rely on ad hoc communications between sales and finance regarding invoicing and payment on closed deals; use ScaleXP to set up direct links between the two
Fully customisable analysis and reports cutting across Xero and HubSpot data: ScaleXP provides reports, charts, and presentations that update automatically for the latest data from Xero and HubSpot, and can be shared online or downloaded into Excel or PowerPoint.
Automated revenue recognition and prepayments: avoid manual tracking of deferred revenue, income in advance, and pre-paid expenses; use ScaleXP’s sophisticated text recognition algorithms to automate these processes, saving time and reducing errors.
Revenue leakage prevention: Ensure all invoices are issued promptly and that contract renewals are processed on time, thanks to the integrated data sets shared between finance and sales teams, reducing the risk of missing a customer invoice or contract renewal.
Interactive sales metrics dashboards: Gain instant access to key sales performance metrics such as pipeline generation, retention rates, and revenue retention rates, providing a clear picture of your sales landscape.
Automated data consolidation across countries and currencies: Manage your global operations seamlessly with automated data consolidations across multiple instances of HubSpot and Xero data, even in different currencies.
ScaleXP’s integration process is designed to be user-friendly, ensuring that you can quickly connect your systems and start enjoying the comprehensive benefits of integrated data. The few-clicks integration, coupled with the customisation of reports, makes ScaleXP an optimal solution for businesses looking to enhance their operational efficiency and data-driven decision-making.
How to integrate Hubspot and Xero with ScaleXP
Integrating HubSpot and Xero with ScaleXP is a straightforward process
- Get the ScaleXP subscription: Start by subscribing to ScaleXP. Choose the plan that best suits your business needs to unlock the powerful features of ScaleXP.
- Add Xero in two clicks: Once you have your ScaleXP subscription, you can add your Xero account in just two clicks. This simplicity ensures that your accounting data is seamlessly integrated into the ScaleXP platform without any hassle.
- Add HubSpot in two clicks: Similarly, integrating your HubSpot account is just as easy. With another two clicks, the sales and customer data from your HubSpot CRM will be in sync with ScaleXP.
- Customise your reports: Once both Xero and HubSpot are integrated, you can start customising your reports. ScaleXP offers a wide array of customisation options, allowing you to tailor your dashboards and reports to meet your specific business requirements.
ScaleXP's Hubspot and Xero integration: try it now
Integrating Xero with HubSpot through ScaleXP offers a streamlined, efficient approach to connecting these two platforms, giving you easy access to better data.
Find out more by booking a ScaleXP demo here.
