HUBSPOT AND XERO INTEGRATION

Automate subscription management in HubSpot and Xero with ScaleXP

Dashboard displaying financial data with HubSpot and Xero logos on a laptop screen.

Seamlessly combine data from HubSpot with Xero to make better decisions.

  • Stop revenue leakage by creating invoices automatically synced between Xero and HubSpot
  • Track contract renewals
  • Fully integrate Xero & HubSpot data for integrated data insights
Book a Demo
Dashboard displaying financial data with HubSpot and Xero logos on a laptop screen.
Invoice report displayed on a laptop screen featuring Xero software interface with financial data.

Xero-HubSpot billing & subscription management

Invoice report displayed on a laptop screen featuring Xero software interface with financial data.

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

Revenue recognition streamlined

User interface of ScaleXP showing a revenue dashboard with subscription details and financial data.

ScaleXP streamlines all parts of revenue recognition, starting with deals won in HubSpot.

  • As invoices are issued, ScaleXP will automatically allocate revenue by month, using all of the data and text on the invoice.
  • Manual tracking is reduced, and you have an accurate, real time view of revenue. ScaleXP is even able to prepare deferred revenue journals for entry in Xero.

Read more about Revenue Recognition here

User interface of ScaleXP showing a revenue dashboard with subscription details and financial data.

Move your finance team from routine processing to powerful business partner

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Monitor sales pipeline

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.

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Booked vs. billed in a click

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.

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Track actuals vs. targets, or forecast

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.

Financial reporting dashboard displaying metrics like MRR, ARR, CAC Payback, and LTV on a laptop screen.

Subscription & SaaS metrics made easy

Financial reporting dashboard displaying metrics like MRR, ARR, CAC Payback, and LTV on a laptop screen.

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.

SaaS or tech companies read more here.

Hubspot + ScaleXP Delivers More

+ 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

Book Demo
Nourish logo featuring a stylized design with blue and black text.

Join Nourish & hundreds of other companies automating complex financial reporting.

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.

3+ days

Saved per month

1,000+

Deferred Rev Accounts

6

Deferred Rev Accounts
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.
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John Billington
Chief Financial Officer

Xero HubSpot Contract Management FAQs

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.