Seamlessly combine data from HubSpot with Xero to make better decisions.
With ScaleXP, you can avoid manual billing and renewal processes, automatically syncing information between HubSpot deals, Xero invoices, and ScaleXP’s smart reporting options.
The system will push HubSpot quotes and deal information directly into invoices for approval, easily creating a single or recurring invoices in just a few clicks. The deal can then be monitored in HubSpot for payment and renewal. From there, over 30 subscription metrics and KPIs are fully automated.
Read more about integrated billing and subscription management here
ScaleXP streamlines all parts of revenue recognition, starting with deals won in HubSpot.
Monitor your sales pipeline over time to understand trends and issues. Easily track changes in the size of your pipeline by stage, number of deals, conversion between stages and closure rates.
Easily check that all invoices are issued, using our booked vs. billed report. The report provides a list of deals won in HubSpot and invoices issued in Xero, making it easy to check that every invoice is issued and that all amounts are correct.
Automatically track actual sales performance compared to a budget or latest forecast. Targets include a wide variety of metrics including number of deals in the pipeline, conversion rates by pipeline stage, deal conversion rates.
HubSpot pipeline and conversion data can be combined seamlessly with Xero to automate subscription metrics and KPIs.
Complex metrics such as ARR, MRR and unit economics can be fully automated using your Xero and HubSpot data.
Scale XP has a predefined metric library, filled with industry standard calculations, which are easy to customize for your business.
+ accounting data
+ accounting data
Fully integrate Hubspot and accounting data, without the need for unique identifiers
Automate revenue forecasting, from integrated Xero + HubSpot 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
Nourish started using the ScaleXP revenue recognition, SaaS metrics and consolidation functionality in late 2022 to enable them to speed up production of monthly board packs and performance analysis.
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.
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.
ScaleXP will automatically provide a two way sync between HubSpot and Xero once daily. You can also generate an immediate sync at any time, as often as you like.
Xero can be automatically updated with draft revenue recognition journals. You simply review and click to approve. ScaleXP also provides a comprehensive CSV download.
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button on the left to schedule a quick meeting.
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