Sync deals data from HubSpot into Rillet and automate invoicing

"Deals won" are synced from HubSpot into Rillet as Contracts, together with the corresponding Customers and Products. You can require a review and approval of the contract details before impacting the General Ledger. For each contract, customize the invoice pattern and include payment links. Invoices and dunning sequences are run automatically.

Automate revenue recognition

For each deal synced from HubSpot, Rillet allows you to customize the revenue pattern. It then automatically creates the Revenue Waterfall and Deferred Revenue schedules, and posts the corresponding journal entries.

Automate SaaS metrics and GAAP reporting

Easily drill down and drill through ARR, NRR, Logo Retention Cohorts, SaaS P&L as well as your GAAP financials.

Perform multi-entity accounting

Automate your workflows for multi-currency accounting and multi-entity consolidation. Switch between consolidated and subsidiary views with ease.

Get visibility on the status of your HubSpot integration

On the main dashboard of Rillet, you get a clear overview of the status of the integration with HubSpot (together with all other integrations). Required actions are clearly flagged and can get tackled timely.