HUBSPOT integration with xero and quickbooks

Integrate HubSpot and accounting data

  • Finance teams save up to 5 days per month through automated HubSpot billing and accounting automation
  • Processes and reports are streamlined across systems
  • Integrated data provides valuable growth insights
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HubSpot, QuickBooks, Xero, Stripe integration

Integrate data across multiple platforms & systems

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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. 

Read more about automating revenue recognition

Read more about automating prepaid expenses

Stop revenue leakage & get paid faster with integrated billing

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

Read more about automated invoicing

Create a single source of truth for metrics

  • Automate complex calculations, saving hours each month
  • Create transparency with clear, detailed schedules
  • Consolidate data across countries and currencies, creating an instant global view of performance

Read more about smart reporting

Easily forecast revenue or MRR

ScaleXP builds a forecast directly from HubSpot and QuickBooks or Xero

  • 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

Read more about revenue forecasting

HubSpot + ScaleXP Delivers More

+ 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

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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.
Sandra Arnott Xero Review

Hubspot Contract Management FAQs

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.