Sync HubSpot deals and customers 
with Xero and QuickBooks

Integrate Hubspot & accounting data

  • Finance teams close 75% faster each month
  • Processes are streamlined across systems
  • Integrated data provides valuable growth insights
Book Demo

Quick book & no credit card required

How It Works?

  • 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. This eliminates tedious spreadsheet tracking, reduces errors and helps finance teams close the month faster.

Learn more about automating revenue recognition

Learn more about automating prepayments

Stop revenue leakage & get paid faster with integrated billing

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  • 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
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Financial reporting dashboard displaying various metrics such as MRR and ARR on a laptop screen.

Create a single source of truth for metrics

Financial reporting dashboard displaying various metrics such as MRR and ARR on a laptop screen.
  • 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
Revenue forecast chart displaying actual revenue, budget, renewals, and new sales over time on a laptop screen.
  • 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
Revenue forecast chart displaying actual revenue, budget, renewals, and new sales over time on a laptop screen.
Graphic showing integration between Xero and QuickBooks with arrows indicating data flow.

Real-time 2-Way sync between HubSpot & your accounting system

Graphic showing integration between Xero and QuickBooks with arrows indicating data flow.

Keep your teams aligned with a seamless sync between HubSpot and your accounting software (Xero, QuickBooks). 

ScaleXP automatically updates payment status and customer financial info in real time, so your sales and customer success teams can instantly see if a client is up to date or overdue, all within HubSpot. 

Integration Benefits

with integration

Manual Work

Fully integrate Hubspot and accounting data

Ensure all invoices are issued on time

In some cases

Automatically track contract renewals

In some cases

Automate sales forecasts

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

Book a Demo

No credit card required

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
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Schedule Demo

  • Let us show you how ScaleXP can supercharge your financial reporting

We have been able to significantly reduce the time to prepare our monthly reporting packs, feeding into a group board pack at the click of a button with 100% accuracy. We also have a real time view of our ARR bridge, are able to get to SaaS metrics quickly and also to sanity check that invoicing aligns with contracts.

Michele Ocampo

Head of Finance & People

Quick book & No credit card required

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