ScaleXP brings HubSpot and Xero or QuickBooks into one shared reporting view for leadership teams.
in Xero & QuickBooks app stores
Connected systems help teams move faster and stay aligned. Fewer spreadsheet handoffs between teams, a clearer shared picture of customer status, and updates that flow automatically rather than manually.
When the data is aligned, decisions get easier.
Without ScaleXP
Business visibility
Teams rely on separate systems and partial reporting.
Leaders see one connected view across teams and systems.
Team alignment
Sales, ops, and finance work from different data
Teams work from the same shared reporting layer.
Workflow speed
Updates depend on manual exports and handoffs.
Data moves faster between systems and teams.
Reporting setup
Dashboards take time to build and maintain.
Reporting is easier to launch and use.
Forecast refresh
Forecasts rely on spreadsheet updates and manual checks.
Forecasts update from connected CRM and accounting data.
Decision-making
Answers take longer and confidence is lower.
Leaders get clearer answers, faster.
ScaleXP keeps the page broad for all leadership teams, while giving SaaS businesses stronger visibility into recurring revenue performance.
Most teams can get live in around 3–4 weeks, depending on systems, data quality, and the reporting needed.
No. ScaleXP is designed to avoid the long setup and maintenance burden that usually comes with a traditional BI project.
ScaleXP connects HubSpot with Xero or QuickBooks. This brings your CRM activity — deals, customers, contracts, and renewals — together with your accounting data, giving leadership teams one joined-up view of commercial and financial performance.
No. ScaleXP is used by CEOs, COOs, CFOs, and Revenue Operations leaders who need a clearer, shared view of business performance. Finance teams benefit from cleaner, faster reporting, while sales and operations leaders get visibility into what has been sold, billed, and paid — without waiting for manual updates.
It is better positioned as a faster, simpler alternative for teams that want connected reporting without building a full BI project.
ScaleXP brings together customer and deal data from HubSpot with invoice, payment, and financial data from Xero or QuickBooks. This includes contract values, billing status, payment progress, renewals, and revenue recognition — giving teams a single connected view across the customer lifecycle.
Yes. It gives sales, operations, and leadership a more consistent view of customer and revenue activity.
Yes. Connected HubSpot and accounting data gives teams a stronger base for revenue and business forecasting.
Reduce time spent manually tracking deferred revenue, income in advance and pre-paid expenses. Eliminate tedious spreadsheet tracking and improve accuracy.
ScaleXP fully automates revenue recognition and prepayments using a sophisticated series of text recognition algorithms, which read and process all of the data and text on invoices.
ScaleXP builds a forecast directly from HubSpot and QuickBooks or Xero
Keep your teams aligned with a seamless sync between HubSpot and your accounting software (Xero, QuickBooks).
ScaleXP automatically updates payment status and customer financial info in real time, so your sales and customer success teams can instantly see if a client is up to date or overdue, all within HubSpot.
+ 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
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.
Xero Review 
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.)
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.
