HubSpot & ScaleXP integration

ScaleXP & HubSpot

Seamlessly integrate HubSpot & financial data, creating a single source of truth

HubSpot & ScaleXP integration

ScaleXP & HubSpot

Seamlessly integrate HubSpot & financial data, creating a single source of truth

Generate

Combine data from HubSpot with these systems

HubSpot and other systems - compressed

Generate

Combine data from HubSpot with these systems

HubSpot and other systems - compressed

HubSpot + Xero Integration

Use Xero & Hubspot data to create a single view of the customer.  Automatically track upgrades, downgrades and renewals.  Get a single view of customer spend across all of your systems.

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HubSpot + QuickBooks Integration

Combine actual customer revenue data with information from HubSpot to understand your highest growth customers. Get a single view of customer spend across all of your systems.

Find out more ->

HubSpot & Xero integration

HubSpot + Xero Integration

Use Xero & Hubspot data to create a single view of the customer.  Automatically track upgrades, downgrades and renewals.  Get a single view of customer spend across all of your systems.

HubSpot + QuickBooks Integration

Combine actual customer revenue data with information from HubSpot to understand your highest growth customers. Get a single view of customer spend across all of your systems.

Automate

Revenue recognition with HubSpot

Revenue recognition with HubSpot

HubSpot deferred revenue

HubSpot deferred revenue

Each invoice and credit note is imported into ScaleXP. Revenue per customer per month is visible and easy to share. Journals are updated, ready for your review.

HubSpot deferred revenue

Each invoice and credit note is imported into ScaleXP. Revenue per customer per month is visible and easy to share. Journals are updated, ready for your review.

HubSpot revenue recognition

The system reads all of the data on each invoice, determining the relevant period by month and by data. Which fully automates revenue recognition, with no manual entry.

HubSpot revenue recognition

The system reads all of the data on each invoice, determining the relevant period by month and by data. Which fully automates revenue recognition, with no manual entry.

HubSpot automated invoices

Would you like your invoices automatically prepared in Xero or QuickBooks as as soon as a deal is closed in Hubspot? This functionality is in beta testing. Get in touch.

HubSpot automated invoices

Would you like your invoices automatically prepared in Xero or QuickBooks as as soon as a deal is closed in Hubspot? This functionality is in beta testing. Get in touch.

Evaluate

Understand all of your business metrics

ScaleXP provides a full suite of KPIs and metrics – specifically targeted to your sector and stage of growth.  Each metric is predefined, with the ability to customise to your business requirements.

For subscription companies, the system automates metrics such as MRR, ARR, customer acquisition costs, lifetime value, net dollar retention, all metrics which can be derived from Hubspot and financial data.

This ensures that finance and commercial teams can provide more insights faster and with greater accuracy.

Read our case study here ->

KPI and single source of truth

Streamline

Track sales performance v. targets – in a click

Tracking actual performance v. sales targets is simple in ScaleXP, even if you have multiple sets of forecasts.

The system allows you to load and track a comprehensive range of targets including deals closed won, deal win rate, even conversion through the sales pipeline.

Multiple targets can be integrated into a single report, making it easy to compare forecasts, presenting the correct numbers for each audience.  Moving between different sets of targets is as simple as a click, dramatically simplifying your reporting, even when there is a seemingly endless number of forecasts.

Performance vs. targets

Evaluate

Understand all of your business metrics

KPI and single source of truth

ScaleXP provides a full suite of KPIs and metrics – specifically targeted to your sector and stage of growth.  Each metric is predefined, with the ability to customise to your business requirements.

For subscription companies, the system automates metrics such as MRR, ARR, customer acquisition costs, lifetime value, net dollar retention, all metrics which can be derived from Hubspot and financial data.

This ensures that finance and commercial teams can provide more insights faster and with greater accuracy.

Read our case study here ->

Streamline

Track sales performance v. targets – in a click

Performance vs. targets

Tracking actual performance v. sales targets is simple in ScaleXP, even if you have multiple sets of forecasts.

The system allows you to load and track a comprehensive range of targets including deals closed won, deal win rate, even conversion through the sales pipeline.

Multiple targets can be integrated into a single report, making it easy to compare forecasts, presenting the correct numbers for each audience.  Moving between different sets of targets is as simple as a click, dramatically simplifying your reporting, even when there is a seemingly endless number of forecasts.