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.