Finance Managers streamlining billing processes
Automatic Deal-to-Invoice/Quote Creation
Effortlessly convert HubSpot deals into Xero invoices/Quotes, with real-time updates for transparent accounting.
Watch your deal convert into an invoice/quote automatically and view the document directly within your deal.
One-Click Invoice/Quote Sync
Effortlessly manage and synchronize invoices/quotes between HubSpot and Xero with full customization control.
Split invoices by percentage ratio for complex billing scenarios, review drafts before syncing, and maintain flexibility for special requirements while saving time on manual entry
Financial Data Update Using CRM Card
Access up-to-date Xero financial data directly in HubSpot. View comprehensive financial information within your Contacts, Companies, and Deals sections for better decision-making.
Make informed decisions and have better client conversations with up-to-date financial data without platform switching
FAQ
What is Xero Integration and how does it work?
Xero Integration connects your HubSpot and Xero accounts to work together smoothly. It automatically creates invoices from your HubSpot deals and keeps all your customer details, products, and contacts up to date in both systems. If anything goes wrong, the system can quickly fix it and get back on track.
How much does it cost?
You can start with a free trial of 15 free syncs to test everything out. After that, we offer:
Basic Plan: $15/month
Unlimited manual company sync
Unlimited company financial data updates from Xero
Custom rules and mapping for creating customers in Xero
Premium Package:
$30/month with upgraded features to enhance your business operations
Can you make it fit my business needs?
Yes! We can build a custom plan just for your business. You'll pay a one-time setup fee and a monthly fee based on how much you use it. Plus, you'll get dedicated support to help you get started and keep things running smoothly.
Why is CRM important for accounting integration?
Integration ensures seamless transfer of customer and financial data between systems, eliminating manual data entry and reducing errors. This connection enables better collaboration between your sales and finance teams, while providing a complete view of your business operations in real-time.
