Contract Management

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

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HubSpot QuickBooks Contract Renewal Automation for SaaS

HubSpot QuickBooks contract renewal automation must go beyond reminders. Learn how to align renewals, ARR, and revenue recognition for board-ready SaaS reporting.

5 min read

HubSpot Xero Contract Renewal Automation for SaaS

HubSpot Xero contract renewal automation must go beyond reminders. Discover how to align renewals, ARR, and revenue recognition for board-ready SaaS reporting.

4 min read

Types of Revenue Recognition: Contract Length, Percent Complete, Cost Recovery

Seven revenue recognition methods, from point-in-time and over-time to usage-based, percentage-of-completion and hybrid, with SaaS examples under ASC 606.

10 min read

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

Xero isn't an ERP, but most growing companies don't need one yet. Compare Xero, an ERP and Xero plus ScaleXP line by line, and see when an ERP is worth 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

Subscription billing platform for HubSpot

Automate recurring subscription invoices from HubSpot deals into Xero or QuickBooks, with payment status back in HubSpot and revenue schedules for finance.

3 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 & 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

Put an automation layer on top of Xero or QuickBooks.

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