HUBSPOT integration

Integrate HubSpot and accounting data

Fully integrate HubSpot and accounting data. Click the logos below to read more.

Close the month faster using automation

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.

Stop revenue leakage & get paid faster

Eliminate unnecessary delays in issuing invoices with automated workflows
Reduce invoicing error rates by capturing key data fields in HubSpot and passing this data into invoices in Xero or QuickBooks
Easily share the payment status in HubSpot, making it easy for the sales teams to help chase late payments where necessary

Create a single source of truth for metrics

Easily forecast revenue or MRR

ScaleXP builds a forecast directly from your accounting and CRM data

Escape from tedious spreadsheets
Easily incorporate data from your current systems
Daily imports ensure your forecast is always up to date
Automatically include all invoices from your accounting system and new 'Closed Won' deals from your CRM system, including the full contractual term

HubSpot + ScaleXP Delivers More

+ 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.