XERO & QUICKBOOKS USERS

Streamline billing direct from HubSpot

Reduce the manpower, delays and inevitable errors created by manual billing. Move to a flawless process, with a 2-way sync between HubSpot and Xero or QuickBooks.

  • Create seamless workflow from quote to collections. Reduce errors and ensure invoices are sent on time.
  • Automate your invoicing by capturing key deal terms in HubSpot and adding them to your invoices in a 3 clicks.
  • Give sales and operations teams real-time visibility of customer payment status.​
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4.9

Based on all reviews from Xero & QuickBooks users

ScaleXP fully integrates with leading accounting & CRM systems:

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Automate your invoicing

  • Stop copying and pasting to generate invoices.
  • Easily create invoices, without leaving HubSpot, with automations which add the relevant fields from your deals directly to your invoices.
  • Use automations to create single or recurring invoices in any currency.
  • Instantly sync invoices to QuickBooks or Xero as draft or final, providing finance review when required.

Keep your sales teams informed with flawless 2-way sync

Full two way sync between HubSpot and Xero or QuickBooks enables seamless workflow from quote to invoice to collection.

  • Create full transparency on the status of your invoices and customer payments for your sales and operations teams, right inside Hubspot.
  • Two way sync means invoice and payment status changes are reflected from Xero or QuickBooks back to HubSpot, available for reporting and workflows.
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2 way sync with HubSpot

Create a seamless quote to cash workflow

Full contract management, from deal creation through to invoicing and payment; easily create powerful HubSpot workflows and reports using live invoice data.

  • Use HubSpot’s workflows to automatically move deals between pipelines and stages when invoices are created, paid or overdue
  • Prevent revenue leakage: send alerts if deals haven't been invoiced yet; flag up deals before renewal dates

Move to an award winning platform

We’re thrilled that ScaleXP was selected as a “2023 Xero Staff Pick”, the highest award that Xero gives its apps. This was based on our straight 5 star reviews and the overall quality of our integration.  

To read our latest customer reviews, directly in the Xero app marketplace, just click here.

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Billing FAQs

Invoicing and associated reporting can be fully automated in Xero and QuickBooks. 

Currently ScaleXP’s invoice automation only works with HubSpot.   

ScaleXP will automatically provide a two way sync between HubSpot and your accounting system once daily.  You can also generate an immediate sync at any time, as often as you like.

Xero and QuickBooks can be automatically updated with draft revenue recognition journals. You simply review and click to approve. Journals can not be automatically passed to Zoho Books, but ScaleXP provides the full journal and a comprehensive CSV download. 

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 and QuickBooks.

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.