Connect, sync and integrate HubSpot and Xero
Guarantees perpetual, bidirectional synchronisation of your core invoicing and customer data between HubSpot and Xero, streamlining your financial reconciliation process and eliminating manual data entry.
Outcome Pack Type
Connectivity Pack. Connectivity packs are foundational, "always-on" services that connect at least one system to another. Because the service is persistent it is priced on a monthly basis.
- Unified Sync
- Central Data Hub
- AI Orchestrated Action Pack (Coming soon)
Required Systems
The minimum system requirements for this outcome pack are:
- HubSpot CRM
- Xero Accounting
Teams Served
Outcome packs can serve any team in a business. This outcome pack is optimised to serve:
- Sales
- Finance
Getting started with this Connectivity Pack
Our team will work with you to understand your required business outcomes and create a roadmap to help you achieve them. This Outcome Pack is built on strutoIX and deployed using our Guided Deployment Framework.
Invoice Automation
- Automatic invoice creation in Xero when deals close in HubSpot, with real-time status updates.
Payment Reconciliation
- Intelligent matching of payments to invoices in Xero, with automated reconciliation workflows.
Error Prevention & Recovery
- Proactive validation and automatic correction of financial data discrepancies for robust error handling.
Financial Audit Trail
- Complete, detailed audit trail of all financial transactions with comprehensive reconciliation reporting to aid compliance.
Fast Time to Value
Deploy quickly for enhanced TTV.
Faster Reconciliation
Increased time to reconciliation.
Reduce Manual Entry
Reduce manual data entry.
Ready to Guarantee Your Business Outcomes?
Join the companies already achieving measurable results with strutoIX