This powerful Xero CRM combination will allow you to get a comprehensive view of your data, both actuals and the sales pipeline, combining data from Xero and Salesforce automatically.
Through ScaleXP, HubSpot’s powerful marketing and CRM tools combine with Xero to present a single view of the customer, linking data from Xero and HubSpot to create an integrated view of your sales and customers.
ScaleXP clients complete month end 2 days faster.
Deferred revenue and prepayment journals are prepared for you, eliminating the need to export transactions and track data in spreadsheets. Deep links to Xero detect changes to bills, ensuring your revenue and prepayments schedules are always up to date.
Spend less time compiling data and more time moving your company forward.
Seamlessly combine data across entities, countries, and currencies. Instantly drill down to the invoice or entity level for full visibility and audit trail.
Reporting across entities is instant and easy, with the flexibility to use Xero tracking codes and merge data across entities. ScaleXP reporting is powerful and flexible, with automation built in whenever possible.
Create financial reports by department, business unit or division. Track up to 20 budgets and forecasts. Easily move between them, comparing actuals to both budgets and latest forecast. Integrate tracking codes in your budget comparisons. ScaleXP will take your financial reporting to the next level.
Getting a full summary of the performance of your data can take days to complete.
Getting a full summary of the performance of your data can take days to complete.
