CRM Accounting Integration Software for Revenue Intelligence

  • Connect what sales sold with what finance billed and recognised
  • Automate billing, invoicing, revenue schedules and reporting
  • Give sales, finance and leadership one revenue view
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4.9

the ScaleXP platform showing our crm integration software with hubspot, pipedrive and salesforce integrations

ScaleXP is an approved app for leading accounting & CRM systems

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Salesforce logo displayed in a blue cloud shape with white text.
hubspot logo stylised in white and orange
Logo of Intuit QuickBooks with a green circle and white text.
Xero logo in blue text with a circular design element.
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CRM and accounting systems each show only part of revenue

Month-end close infographic showing the transition from a 5-day close to a 2-day close with AI finance automation
  • Sales sees deals and pipeline
  • Finance sees invoices and actuals
  • Leadership needs one joined revenue view
SALESFORCE, HubSpot, Pipedrive, QuickBooks and xero logos with a red X between them, illustrating the integration gap that fails to handle revenue recognition, targets vs. actuals, and P&L reconciliation.

ScaleXP joins CRM and accounting data into a revenue intelligence layer

Recurring revenue and renewals dashboard connected to HubSpot and accounting
  • Join CRM and accounting data in one layer
  • Connect sales activity to finance outcomes
  • Report revenue from pipeline to cash to recognition
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CRM accounting integration software showing CRM and accounting data joined into a revenue intelligence layer in ScaleXP

Why revenue intelligence matters

Shared operating dashboard across customer revenue and business performance data
Leadership dashboard combining customer revenue and operational reporting

How CRM accounting integration works in ScaleXP

Recurring revenue and renewals dashboard connected to HubSpot and accounting
  • Connect source systems: Connect CRM and accounting systems such as HubSpot, Salesforce, Xero and QuickBooks.
  • Join revenue data: Link customers, deals, invoices, payments, products, owners, entities and reporting dimensions.
  • Create finance workflows: Use joined data for billing, invoicing, revenue recognition, forecasting and reporting.
  • Review outputs: Finance reviews invoices, revenue schedules, journals and reports before final outputs.
  • Report revenue: Track pipeline, billed revenue, cash, recognised revenue, renewals, metrics and forecasts.
A diagram explaining how the CRM and accounting data integrates with the ScaleXP platform

Turn CRM deals into billing and invoicing workflows

Shared operating dashboard across customer revenue and business performance data
  • Reduce manual rekeying from CRM to accounting
  • Use CRM products, prices and billing dates
  • Keep finance review before invoices are finalised
  • Support quote-to-cash workflows
A diagram showing CRM deals turning into billing and invoicing workflows with ScaleXP

Connect billing, invoices and revenue recognition

Recurring revenue and renewals dashboard connected to HubSpot and accounting
  • Connect deals and invoices to revenue schedules
  • Support deferred revenue where customers are billed upfront
  • Support accrued revenue where revenue is earned before invoicing
  • Keep finance review before journals are posted
CRM billing automation showing deal data, products, prices and billing dates becoming finance-reviewed invoice outputs.

Improve forecasting with CRM pipeline and accounting actuals

Shared operating dashboard across customer revenue and business performance data
  • Forecast revenue from CRM pipeline
  • Reconcile forecasts with accounting actuals
  • Include renewals and existing contracts
  • Track forecast movements by customer, product or owner
ScaleXP combines CRM pipeline, closed-won deals, invoices, renewals, unbilled revenue, and accounting actuals into a single revenue forecasting view, helping finance teams create more accurate forecasts and reporting.

Support SaaS metrics and board reporting

Recurring revenue and renewals dashboard connected to HubSpot and accounting
  • ARR, MRR and recurring revenue visibility
  • Pipeline, bookings, billing and revenue in one view
  • SaaS metrics from CRM and accounting data
  • Board-ready reporting without spreadsheet rebuilds
Dashboard showing various SaaS metrics including MRR, ARR, CAC Payback, and LTV on a laptop screen.

Support multi-currency, multiple entities and consolidation

Shared operating dashboard across customer revenue and business performance data
  • Report revenue across multiple currencies
  • Connect CRM records to more than one accounting entity
  • Combine actuals with pipeline and renewals
  • Support consolidated reporting for leadership and board packs
Multi-entity consolidation dashboard showing multiple companies and currencies flowing into a single consolidated view with automated FX translation, eliminations, ownership adjustments, and group financial reporting.

What a CRM accounting revenue intelligence layer unlocks

Revenue workflow

With ScaleXP

Without ScaleXP

Join CRM and accounting revenue data

Yes

Limited

Track sold, billed and recognised revenue together

Yes

Not included

Connect deals, invoices, payments and schedules

Yes

Not included

Sync invoice and payment status to CRM

Yes

Limited

Forecast from pipeline and actuals

Yes

Not included

Support consolidated revenue reporting

Yes

Not included

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Connect Sold To, Bill To and reseller revenue views

Shared operating dashboard across customer revenue and business performance data
  • With ScaleXP, teams can report revenue by:
  • End customer & Billing customer
  • Reseller or distributor
  • Channel partner
  • Product & Sales owner
  • Entity or reporting dimension
CRM accounting integration showing Sold To customer, Bill To customer, reseller and distributor revenue reporting in ScaleXP

Built for every team that needs revenue visibility

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Man with a shaved head wearing a purple shirt with a pattern, arms crossed in front of a solid background.

Recognised finance automation for Xero and QuickBooks users

ScaleXP is the best product that I have come across in the market. The ability to tailor reporting easily is unique at this price point.
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Hamish - Chief Financial Officer

HUBSPOT integration with xero and quickbooks

Integrate HubSpot and accounting data

Graphic showing HubSpot logo alongside icons for QuickBooks, Microsoft Dynamics 365, and Xero.
  • Finance teams close 75% faster each month through automated HubSpot billing and accounting automation
  • Processes and reports are streamlined across systems
  • Integrated data provides valuable growth insights
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Logos of HubSpot, Stripe, Intuit QuickBooks, and Xero displayed on a laptop screen.

Integrate data across multiple platforms & systems

QuickBooks logo featuring a stylized green letter 'Q' and the brand name in black text.
Logo of Zoho Books featuring a stylized letter B and the word Books in a modern font.
A purple logo for stripe
Laptop screen displaying an invoice report from Xero with financial data and graphs.

Close the month faster using automation

Stop revenue leakage & get paid faster with integrated billing

  • Eliminate unnecessary delays in issuing invoices with automated workflows linking HubSpot to receivables
  • Reduce invoicing error rates by capturing key data fields in HubSpot and passing this data into invoices in Xero or QuickBooks for automated billing
  • Easily share the payment status in HubSpot, making it easy for the sales teams to help chase late payments where necessary
Illustration of a blue faucet with dollar bills flowing out of the spout.
Financial reporting dashboard displaying various metrics such as MRR and ARR on a laptop screen.

Create a single source of truth for metrics

  • Automate complex calculations, saving hours each month
  • Create transparency with clear, detailed schedules
  • Consolidate data across countries and currencies, creating an instant global view of performance

Easily forecast revenue or MRR

  • Escape from tedious spreadsheets
  • Easily incorporate data from your current systems
  • Daily imports ensure your forecast is always up to date
  • Automatically include all invoices from your accounting system and new 'Closed Won' deals from your CRM system, including the full contractual term
Hero product screenshot showing revenue forecast dashboard connected to CRM, billing, and accounting data
Graphic showing integration between Xero and QuickBooks with arrows indicating data flow.

Real-time 2-Way sync between HubSpot & your accounting system

HubSpot + ScaleXP Delivers More

+ accounting data

+ accounting data

Fully integrate HubSpot and accounting data

Ensure all invoices are issued on time

In limited cases

Automatically track contract renewals

In limited cases

Understand data using AI powered dashboards across integrated datasets

Understand the highest growth customers, their channel, sector and geography

Automate business critical KPIs by fully integrated data sets

Automate sales forecasts

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We are a SAAS company with multiple entities and currencies and use ScaleXP for revenue recognition and consolidation. I'm very impressed how quickly ScaleXP can sync and pull through this data. It's saved us lots of manual processes.
Sandra Arnott Xero Review
Woman in a yellow blazer holding an iPad displaying financial data, with logos of Xero and HubSpot in the corner.

Hubspot Contract Management FAQs

Invoicing and associated reporting can be fully automated in Xero and QuickBooks.

ScaleXP will automatically provide a two way sync between HubSpot and your accounting system once daily. You can also generate an immediate sync at any time, as often as you like.

Xero and QuickBooks can be automatically updated with draft revenue recognition journals. You simply review and click to approve. Journals can not be automatically passed to Zoho Books, but ScaleXP provides the full journal and a comprehensive CSV download.

Yes. ScaleXP provides full automation of all your sales revenue, past, current and future, including providing the associated accounting journals for accruals and deferrals in Xero and QuickBooks.

Further, ScaleXP provides a full breakdown of all revenue shown on your Income Statement as well as all deferred income and accrued revenue shown on your Balance Sheet.

Revenue recognition schedules can be viewed by customer, by invoice, and by general ledger code. And, in case that’s not enough, all schedules can be downloaded to a spreadsheet or CSV.

By default, ScaleXP syncs daily between HubSpot and your accounting software. However, you can also trigger an immediate sync at any time. This ensures that new deals, invoices, and payments stay current across both systems on a daily basis.

Currently ScaleXP’s HubSpot invoicing automation works with Xero and QuickBooks. Invoices generated from HubSpot are posted directly into Xero or QuickBooks, where you can finalize and send them. (If you use other accounting software, ScaleXP can still produce the required journal entries for you to upload.)

CRM Accounting Integration Software FAQs