SXP Invoicing
Built by - SXP
Installs - 50+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared SXP Invoicing Subscription - Pro plan
Overview
1/5 - ScaleXP showing contracts, billing schedules, future invoices, renewals, and payment status.
ScaleXP Invoicing is the intelligent layer between HubSpot and Xero or QuickBooks. It helps sales and customer success teams stay in HubSpot, finance teams stay in accounting, and leadership operate from one connected view of contracts, invoices, payments, renewals, and revenue.
Instead of moving data between systems manually, ScaleXP syncs CRM and accounting data in real time to automate invoicing, improve renewal visibility, and give teams accurate revenue reporting and forecasting. From future invoices to payment status to MRR forecasting, ScaleXP helps the business work from one source of truth.
Key benefits include:
Full contract and future invoice visibility
Automated renewal tracking
Two-way invoice and payment sync
Unified HubSpot and accounting data
More accurate revenue and MRR forecasting
Better alignment across sales, customer success, and finance
Start your free trial today or book a meeting to discuss your requirements.
Features
One Source of Truth Across HubSpot and Accounting
Connect HubSpot with Xero and QuickBooks to unify contracts, invoices, payments, renewals, and revenue in one place. ScaleXP syncs data in real time, giving every team a complete and accurate view without manual reconciliation or spreadsheets.
Automated Invoice Creation from HubSpot Deals to Xero or QuickBooks
Automatically create invoices from closed-won HubSpot deals. ScaleXP uses deal terms to generate billing schedules and push invoices to Xero or QuickBooks without manual data entry.
Track Contracts, Future Invoices, and Renewals
Track the full contract lifecycle in HubSpot, including billing schedules, future invoices, renewal dates, and invoice status. Keep sales and customer success aligned after the deal closes.
Unify CRM and Accounting Data
Combine HubSpot customer and deal data with invoice and payment data from accounting systems. Analyze customer segments using real revenue data without manual reconciliation.
Revenue and MRR Forecasting
Forecast revenue using pipeline, contracts, future invoices, renewals, and accounting data. Build more accurate MRR and revenue projections based on real billing activity.
Sales in HubSpot, Finance in accounting system
Sales and customer success teams work in HubSpot while finance teams stay in Xero or QuickBooks. ScaleXP connects both systems to keep data consistent across teams.
App Functionality
Shared Data
Products | ||
Deal Properties | ||
Invoices | ||
Contacts | ||
Quotes or Quote Template | ||
Owners | ||
Events | ||
Workflows | ||
| ||
CMS |
ScaleXP connects HubSpot with Xero and QuickBooks to synchronize customer, deal, contract, invoice, payment, and revenue data. Deal data flows from HubSpot into ScaleXP to generate contracts, billing schedules, and invoices. Invoice and payment data from accounting systems are synced back into HubSpot, providing real-time visibility into billing and collections.
Reviews
Pro
$2.08
/monthAutomate invoicing, track contracts and renewals, and unify CRM and accounting data in one place
Fully integrated CRM and accounting data for consistent, accurate reporting
Multi-entity invoicing across Xero and QuickBooks as your business scales
Multi-currency invoicing to support global customers with accurate billing
Unlimited Invoices
Unlimited Seats
Pro
$2.08
/monthAutomate invoicing, track contracts and renewals, and unify CRM and accounting data in one place
Fully integrated CRM and accounting data for consistent, accurate reporting
Multi-entity invoicing across Xero and QuickBooks as your business scales
Multi-currency invoicing to support global customers with accurate billing
Unlimited Invoices
Unlimited Seats
* 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: 05/04/2026
More info
Built by - SXP
Installs - 50+ installs
Categories Languages this app is available in English - United States
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