ScaleXP connects Salesforce with Xero or QuickBooks so leadership teams can move from pipeline to invoice, payment, and reporting without manual handoffs.
in Xero & QuickBooks app stores
ScaleXP turns Salesforce and Xero or QuickBooks into one connected operating layer, so teams can move from sales activity to billing, payments, and reporting without duplicate entry.
Connected systems reduce confusion and make it easier to see what happened after the deal closes.
Without ScaleXP
Post-close workflow
Teams manage the gap after close manually.
Opportunities move into billing and reporting through one flow.
Invoice creation
Deal data is re-entered into accounting systems.
Billing starts from connected CRM and accounting data.
Payment visibility
Sales teams lose visibility after invoicing starts.
Teams can track progress from opportunity through payment.
Reporting clarity
CRM and accounting tell different stories.
Reporting reflects one connected workflow.
Operational speed
Handoffs slow down after close.
Teams move faster with fewer manual steps.
Leadership visibility
Answers take longer to assemble.
Leaders get clearer answers, faster.
ScaleXP helps teams move from closed opportunity to invoice, payment visibility, and reporting without rebuilding the workflow manually.
A sales rep closes an opportunity in Salesforce. ScaleXP uses the connected deal data to support billing in Xero or QuickBooks, keeps payment progress visible, and updates reporting from the same workflow.
ScaleXP keeps the page broad for leadership teams, while giving subscription businesses clearer recurring revenue visibility.
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.)
Most teams can get live in around 3–4 weeks, depending on systems, field mapping, and reporting requirements.
Salesforce can connect to Xero, QuickBooks, and Zoho Books through ScaleXP. ScaleXP acts as the finance layer between Salesforce and your accounting system, so sales and finance data stay aligned.
An opportunity closes in Salesforce, billing data is connected in Xero or QuickBooks, payment progress becomes visible, and reporting updates.
Yes. ScaleXP helps turn Salesforce opportunity data into billing workflows and reduces manual invoice creation.
Yes. Teams can follow the journey from opportunity through billing and payment rather than losing visibility after the CRM stage.
No, this is for CEOs, COOs, CFOs, and Rev Ops leaders who need better post-close visibility.
Yes. One of the main benefits is reducing the mismatch between CRM and accounting data so reporting becomes clearer and faster.
Yes. Connected pipeline and accounting data gives teams a stronger base for forecasting and performance tracking.
It is better positioned as a more structured solution for CRM-to-accounting workflows and reporting, rather than a generic field sync.
Those approaches often leave teams with manual workarounds, fragmented visibility, and slower reporting after opportunities close.
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.
