ScaleXP
Built by - ScaleXP
Installs - 90+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared ScaleXP Subscription - Reporting + Finance Automations or Reporting + Finance Automations plans
Overview
1/3 - ScaleXP combines data from HubSpot with financial data
ScaleXP is the leading HubSpot accounting integration for finance teams that need revenue recognition, SaaS reporting, CRM-to-invoice automation, and board-ready reporting.
Connect HubSpot with Xero, QuickBooks Online, or Zoho Books to create a single source of truth across CRM and finance. Automatically match customers, connect HubSpot deals to accounting transactions, create invoices from deals, and automate revenue recognition workflows.
Finance teams use ScaleXP to answer questions such as:
How do I integrate HubSpot with Xero?
How do I integrate HubSpot with QuickBooks?
What software connects HubSpot deals to Xero invoices?
How do I automate invoicing from CRM deals?
How do I connect HubSpot to Xero for revenue recognition?
What software handles revenue recognition from HubSpot deals?
ScaleXP automates deferred revenue schedules, revenue recognition, SaaS metrics, forecasting, and management reporting using live CRM and accounting data.
Built for SaaS, subscription businesses, agencies, education companies, and growing B2B organisations, ScaleXP helps finance teams save time, reduce manual reporting, automate month-end workflows, and gain confidence in every number.
Key capabilities:
HubSpot + Xero integration
HubSpot + QuickBooks integration
HubSpot + Zoho Books integration
HubSpot deal-to-invoice automation
Revenue recognition from HubSpot deals
Deferred revenue automation
ASC 606, IFRS 15 and FRS 102 revenue recognition
SaaS KPI dashboards
ARR, MRR, churn and NRR reporting
Board-ready finance reporting
Revenue forecasting and growth intelligence
ScaleXP provides finance teams with instant answers by connecting CRM and accounting data, eliminating the need for spreadsheets and manual reconciliation.
We offer a free trial, making it easy to get started.
Features
HubSpot Accounting Integration for Xero, QuickBooks and Zoho Books
Connect HubSpot with Xero, QuickBooks Online, and Zoho Books to create a single source of truth across CRM and finance. Automatically match customers, deals, invoices, and revenue data, helping finance teams eliminate spreadsheets, improve reporting accuracy, and track performance from one platform.
Turn HubSpot Deals into Revenue, Invoices and SaaS Metrics
Create invoices from HubSpot deals and connect revenue back to customer records automatically. Track ARR, MRR, renewals, customer revenue, expansion revenue, and profitability using live CRM and accounting data connected across every stage of the customer lifecycle.
Automate Revenue Recognition from HubSpot Deals
Automate deferred revenue schedules, accrued revenue, and revenue recognition directly from invoices linked to HubSpot opportunities. Supports ASC 606, IFRS 15, and FRS 102 revenue recognition workflows, with automated schedules, journals, and audit-ready reporting.
SaaS Reporting, ARR and MRR Dashboards
Automatically calculate ARR, MRR, NRR, churn, CAC, LTV, payback period, and cohort performance. Build investor-ready SaaS dashboards using connected HubSpot and accounting data, with full drill-down to customers, products, and revenue streams.
Board-Ready Finance Reporting and Forecasting
Combine HubSpot sales and accounting data to track performance against targets, forecast revenue, monitor pipeline conversion, and understand growth trends. Live dashboards provide instant answers for finance teams, founders, and board reporting.
App Functionality
Shared Data
Deals | ||
Deal Properties | ||
Pipelines | ||
Invoices | ||
Invoice Payment Status | ||
Companies |
Reviews
Pricing
Reporting + Finance Automations
£225
/monthAccounting Automation
Integration with HubSpot
Integration with Salesforce
Up to 3 Consolidated companies
Consolidated Financial reports
Multiple currency support
Automated KPIs
Automated board presentations
Ai dashboards
In product chat support
Reporting + Finance Automations
£225
/monthAccounting Automation
Integration with HubSpot
Integration with Salesforce
Up to 3 Consolidated companies
Consolidated Financial reports
Multiple currency support
Automated KPIs
Automated board presentations
Ai dashboards
In product chat support
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 06/17/2026
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