HUBSPOT integration
Integrate HubSpot and accounting data
- Finance teams save up to 5 days per month through HubSpot and accounting automation
- Processes are streamlined across systems
- Integrated data provides valuable growth insights
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 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
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
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
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
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
Xero Review 
