Integrations

Guides for SaaS and finance teams on month-end close, revenue recognition, SaaS metrics and consolidation.

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Best practices in managing CRM data for finance

Suezann Holmes, CEO of ScaleXP, and Hugh McNulty, HubSpot, explore best practices with CRM data for finance professionals.

21 min read

Why you don't need to replace Xero with an ERP

Is Xero an ERP? No. What Xero covers, what an ERP like NetSuite or Sage Intacct adds, and when to extend Xero instead of replacing it.

3 min read

Integrating Xero and HubSpot: a finance setup checklist

How to integrate HubSpot with Xero: a finance checklist for customer records, field mappings, permissions and the checks to run before go-live.

5 min read

Automating HubSpot invoicing in Xero

Generate invoices directly from HubSpot deals into Xero. See how ScaleXP automates HubSpot-Xero invoicing and simplifies financial management.

3 min read

Leveraging Pipedrive & QuickBooks for Effective MRR & ARR Tracking

Connect Pipedrive and QuickBooks to get a real-time, complete view of MRR and ARR, including future sales projections, with ScaleXP.

5 min read

Leveraging Pipedrive & Xero for Effective MRR & ARR Tracking

Connect Pipedrive and Xero to get a real-time, complete view of MRR and ARR, including future sales projections, with ScaleXP.

5 min read

Leveraging HubSpot & Xero for Effective MRR & ARR Tracking

Connect HubSpot and Xero to get a real-time, complete view of MRR and ARR, including future sales projections, with ScaleXP.

5 min read

Leveraging Salesforce & QuickBooks for Effective MRR & ARR Tracking

Connect Salesforce and QuickBooks to get a real-time, complete view of MRR and ARR, including future sales projections, with ScaleXP.

6 min read

How to Integrate Xero with Pipedrive

Turn Pipedrive deals into draft Xero invoices, sync payment status back to sales, and get SaaS metrics and revenue recognition your board can trust.

3 min read

Salesforce MRR Tracking: How to Get Accurate ARR and MRR from Salesforce Opportunities

ScaleXP connects Salesforce opportunity data to Xero and QuickBooks to produce finance-grade MRR and ARR that reconcile with the accounting system.

8 min read

Leveraging Pipedrive for Effective MRR Tracking with ScaleXP

How businesses can use the combination of Pipedrive and ScaleXP for effective tracking and management of MRR.

6 min read

Empowering SaaS Financial Management: The Role of QuickBooks and Pipedrive Integration

How SaaS finance teams run Pipedrive and QuickBooks Online with ScaleXP: invoices from deals, revenue recognition, SaaS metrics and pipeline forecasts.

3 min read

Put an automation layer on top of Xero or QuickBooks.

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