HubSpot records what was sold. Your accounting system records what was billed.
ScaleXP connects HubSpot with Xero or QuickBooks Online to automate invoicing, payment tracking, revenue recognition, SaaS metrics and forecasting.
Invoice and payment status written back to HubSpot.
Deals inNorthwind Analytics$48,000 · Closed Won
Draft or approved
Sent or held for approvalBack to HubSpot: invoice status · payments · balances · credit notes
Works with
“It pulls data straight from Xero and HubSpot, and everything just lines up.”
“Being able to see which of our customers are churning, identifying who we've missed billing that month was invaluable…”
“Thanks to ScaleXP we finally have a single source of truth!!”
Pick your accounting system to see the full finance workflow between HubSpot and your books.
Turn approved HubSpot deals into reviewed QuickBooks invoices, compare what was sold with what was billed, automate revenue recognition and calculate ARR and MRR from the same connected customer data.
Explore the HubSpot QuickBooks integration
Connect HubSpot deals with Xero invoices and payments, identify missing billing, automate recognized, deferred and accrued revenue, and report ARR and MRR from one controlled finance workflow.
Explore the HubSpot Xero integrationOnce deals and invoices are connected, finance gets the numbers that usually live in spreadsheets.
Your accounting and HubSpot data come together in one place, with 30+ SaaS metrics calculated automatically, including MRR, ARR and lifetime value. You can also create your own metrics from any of your accounting and HubSpot data.
Invoices are created from closed HubSpot deals and posted straight to your accounting system, so billing always matches what was sold.
Deferred revenue is calculated from your HubSpot contracts and the journals post automatically, taking the spreadsheets out of month-end.
Sales and finance work from the same up-to-date data, without re-keying or reconciling between systems.
Every HubSpot subscription is tracked against its renewal date, so upcoming renewals are visible early and nothing is missed.
Forecasts update automatically using your HubSpot data, including new sales and renewals, alongside your accounting actuals.
HubSpot records what the customer agreed to buy. Xero or QuickBooks records what was invoiced, paid and posted. ScaleXP connects the finance workflow between them.
ScaleXP captures the customer, products, quantities, prices, contract dates, billing terms and the HubSpot properties you choose.
Deal data maps into a Xero or QuickBooks invoice. Finance reviews customer, tax, tracking and timing before approval.
Invoice, payment, balance and credit-note information flows back. Sales see the customer position without asking finance.
Sold is reconciled with billed. Missing or wrong invoices are flagged. Recognized, deferred and accrued revenue journals are prepared for review.
The same data updates ARR, MRR, renewals and the forecast, with no spreadsheets to rebuild.
Deals, contacts and products go to Xero or QuickBooks. Invoice and payment status come back to HubSpot. Contract dates feed the revenue schedules.
| Record | Direction | Trigger |
|---|---|---|
| Won deal → invoice | To Xero or QuickBooks | Deal approved, or Sync clicked |
| Contacts, products, line items | To Xero or QuickBooks | With each invoice |
| Contract dates and billing terms | To ScaleXP | With each deal |
| Invoice and payment status | Back to HubSpot | Invoice created, paid or overdue |
| Credit notes and balances | Back to HubSpot | Each new or changed record |
Full tables on each pair page: HubSpot + Xero · HubSpot + QuickBooks
Every plan includes tailored onboarding: 1 hour on Starter, 3 hours on Growth and Scale.
Connect HubSpot and your accounting system to ScaleXP.
Map products, accounts, tax and the deal properties you need.
Check test invoices and outputs with your team.
Switch on invoicing and reporting for every deal.
Interrodata now builds its branded SaaS reports in ScaleXP from one connected view of its CRM, its accounts and its budgets.
Interrodata linked Xero, its budgets and HubSpot into ScaleXP.
ScaleXP has transformed our reporting process. We linked Xero, our budgets and HubSpot into ScaleXP... It now pulls information seamlessly and builds our branded SaaS reports.
Chris · InterrodataA basic connector moves selected records. ScaleXP completes the finance work around that data.
| Native connector or spreadsheets | HubSpot + ScaleXP | |
|---|---|---|
| Deal handoff | Deals retyped or partly synced | Approved deals become invoices |
| Invoice preparation | Built by hand in Xero or QuickBooks | Prepared from deal data, reviewed by finance |
| Payment visibility | Sales ask finance | Status and balances on the HubSpot record |
| Revenue recognition | Spreadsheet schedules | Schedules and journals for approval |
| SaaS reporting | Rebuilt every month | ARR, MRR, NRR traced to each deal |
| Forecasting | Pipeline only, or a spreadsheet | Pipeline, contracts and actuals in one forecast |
Last reviewed: October 2026 by Suezann Holmes, qualified accountant (Wharton MBA)
A demo walks through your HubSpot setup and your accounting system.
Book a HubSpot demoA HubSpot accounting integration connects CRM data, such as customers, deals, products and contracts, with invoices, payments and financial data. ScaleXP connects HubSpot with Xero or QuickBooks and gives finance one controlled view of what was sold, invoiced, paid, recognized and forecast.
Yes. HubSpot offers basic connections with accounting platforms, including Xero and QuickBooks Online. ScaleXP adds configurable invoicing, two-way payment updates, billing assurance, revenue recognition, SaaS metrics and financial forecasting.
ScaleXP connects HubSpot with Xero and QuickBooks Online. HubSpot remains the CRM, and Xero or QuickBooks remains the accounting system.
Yes. A basic connection can transfer selected contacts and invoices. ScaleXP connects HubSpot deals and contracts with Xero invoices, payments, credit notes, revenue recognition, ARR, MRR and forecasts. Read more about the HubSpot Xero integration.
Yes. A basic connection can exchange selected customer, invoice and payment information. ScaleXP adds configurable QuickBooks invoicing, billing assurance, revenue recognition, Classes and Locations, SaaS metrics and forecasting.
Yes. ScaleXP uses approved HubSpot deal data to prepare invoices in Xero or QuickBooks. It supports recurring, one-off, implementation, milestone and usage-based billing. Finance reviews the invoice before it is approved or sent.
Yes. Invoice, payment, outstanding balance and credit-note information flows back into HubSpot, so sales and customer success see what is issued, paid or outstanding.
Yes. ScaleXP calculates ARR, MRR, new business, expansion, contraction, churn, renewals, NRR and GRR. Every movement traces to the customer, deal, contract and accounting transaction.
Yes. ScaleXP routes customers, deals and invoices to the right Xero organization or QuickBooks company, then combines the data for reporting and consolidation.
Every plan includes tailored onboarding (1 hour on Starter, 3 hours on Growth and Scale). Timing depends on your HubSpot data, mappings, tax setup, number of entities and invoicing rules.
“challenging requirements ... tremendous help in making this happen”
HubSpot integration
Explore invoicing, payment visibility, revenue recognition, forecasting and reporting across HubSpot and your accounting system.
In a 15- or 30-minute demo, we’ll show the relevant workflows using example data and discuss how they could apply to your finance process. Complex requirements? Discuss them with us first.