Automatic Deal-to-Invoice/Quote Creation: Save Time & Money

🔹Create invoices and quotes automatically as deals progress, with flexible triggers for multiple pipelines. 🔹Watch your deal convert into an invoice/quote automatically and view the document directly within your deal.

HubSpot Workflow Actions: Automate Your Business Processes

🔹Leverage HubSpot's workflow engine to automatically sync customers, products, and invoices 🔹Create custom automation rules for different business processes and customer segments

One-click Invoice: Flexibility Meets Automation

🔹Generate and customize Xero invoices/quotes directly from HubSpot deals with full control 🔹Split invoices by percentage ratio for complex billing scenarios, review drafts before syncing, and maintain flexibility for special requirements while saving time on manual entry

Financial Data Integration: Real-Time Business Insights

🔹Access comprehensive Xero financial data directly in HubSpot through native UI extensions. Monitor critical KPIs and year-to-date performance in real-time. 🔹Make informed decisions and have better client conversations with up-to-date financial data without platform switching

Instant Notifications: Never Miss a Critical Update or Sync

🔹Stay on top of every sync action with automatic notification notes in HubSpot 🔹Receive detailed success messages with Xero information, clear error explanations, and use one-click replay to fix issues or update existing invoice/quotes.