See how ScaleXP works with Xero, QuickBooks or Zoho Books.
In a 30-minute demo, we’ll show the relevant workflows using example data and discuss how they could apply to your finance process. Complex requirements? Discuss them with us first.
CRM and accounting integrations for finance teams
ScaleXP connects HubSpot, Salesforce and Pipedrive with Xero, QuickBooks Online and Zoho Books, and brings in Stripe billing data. Finance teams use it to turn closed deals into reviewed invoices, automate revenue recognition, calculate ARR, MRR and churn, and consolidate entities across accounting systems.
- Turn CRM deals into reviewed Xero or QuickBooks invoices
- Automate revenue recognition under IFRS 15 and ASC 606
- Calculate ARR, MRR, churn and forecasts from joined data
- Consolidate Xero, QuickBooks and Zoho Books entities
5.0
on the Xero App Store (75+ reviews)
See your own CRM and accounting set-up in a focused demonstration.
ScaleXP is an approved app for leading accounting & CRM systems
Which CRM and accounting combinations does ScaleXP support?
ScaleXP connects HubSpot, Salesforce and Pipedrive with Xero and QuickBooks Online, brings in Stripe billing data, and consolidates Zoho Books entities. Pick your systems to go straight to the page that explains how they work together.
1. Your accounting system (choose one or more)
2. Your CRM or billing tool (optional)
Your integration
Pick your systems
Choose your accounting system and, if you like, your CRM or billing tool.
See the integrationAll supported combinations
| Accounting system |  HubSpot |  Salesforce |  Pipedrive | Stripe |
|---|---|---|---|---|
 Xero | HubSpot + Xero integrationClosed Won deals into reviewed Xero invoices, revenue recognition, ARR and MRR | Salesforce + Xero integrationInvoices from Closed Won opportunities, two-way sync, revenue recognition | Pipedrive + Xero integrationDraft Xero invoices from Won deals, payment status back in Pipedrive | Stripe + Xero integrationInvoices, payments, refunds and IFRS 15 / ASC 606 revenue schedules |
 QuickBooks Online | HubSpot + QuickBooks integrationClosed Won deals into reviewed QuickBooks invoices, revenue recognition, ARR | Salesforce + QuickBooks integrationInvoices from Closed Won opportunities, two-way sync, deferred and accrued revenue | Pipedrive + QuickBooks integrationPipedrive deals linked to QuickBooks invoices, revenue recognition, renewals | Stripe + QuickBooks integrationStripe invoices, Classes and Locations, automated revenue schedules |
 Zoho Books | Multi-entity consolidation and group reporting for Zoho Books, including alongside Xero and QuickBooks entities. See Zoho Books consolidation | |||
Using more than one accounting system? Consolidate Xero, QuickBooks and Zoho Books in one view.
What each connection does
Moving data between systems is only the start. ScaleXP completes the finance work that usually happens in spreadsheets after a deal closes.
| Finance workflow | Xero | QuickBooks Online |
|---|---|---|
| Create invoices from CRM dealsHubSpot, Salesforce and Pipedrive deals become invoices finance reviews before they are issued | ✓ Xero | ✓ QuickBooks Online |
| Find missing invoices and billing gapsBilling assurance checks every closed deal has been invoiced | ✓ Xero | ✓ QuickBooks Online |
| Automate revenue recognitionDeferred and accrued revenue schedules in line with IFRS 15 and ASC 606 | ✓ Xero | ✓ QuickBooks Online |
| Calculate ARR, MRR, churn and forecastsSaaS metrics from the same joined CRM and accounting data | ✓ Xero | ✓ QuickBooks Online |
| Import Stripe invoices and build revenue schedulesPayments, refunds, discounts and multicurrency handled | ✓ Xero | ✓ QuickBooks Online |
| Consolidate entities and currenciesMulti-entity reporting with IFRS-compliant exchange rates | ✓ Xero | ✓ QuickBooks Online |
Zoho Books is supported for consolidation and group reporting, including alongside Xero and QuickBooks. Journals are posted to your accounting system only after finance approves them.
Customer result
Xero, HubSpot and budgets connected in one reporting workflow
Interrodata linked Xero, its budgets and HubSpot into ScaleXP.
Interrodata
“ScaleXP has transformed our reporting process. We linked Xero, our budgets and HubSpot into ScaleXP... It now pulls information seamlessly and builds our branded SaaS reports.”
Chris
Interrodata
Integrate data across accounting systems
Combine data from disparate accounting systems, in just a few clicks. Data can be imported from multiple countries and multiple systems. For example, you can combine data from Xero in the UK, QuickBooks in the USA and Zoho Books in Canada.
There is no need for a standard general ledger, making it easy to get started.
ScaleXP automatically imports foreign currency exchange rates and converts all accounting data using IFRS compliant rates. Once consolidated, ‘drill down’ into the data to understand anomalies or get answers quickly.
Explore integrations by system
Start from the system you already use. Each page explains what ScaleXP adds on top of it.
Xero integrationKeep Xero and automate journals, revenue recognition and reporting.Explore XeroQuickBooks Online integrationFinance automation for QuickBooks Online, from invoicing to month-end.Explore QuickBooks OnlineZoho Books integrationConsolidation and multi-entity reporting for Zoho Books.Explore Zoho BooksHubSpot integrationTurn HubSpot deals into invoices, revenue schedules and ARR.Explore HubSpotSalesforce integrationConnect Salesforce opportunities to your finance systems.Explore SalesforcePipedrive integrationPipedrive integration for finance teams on Xero or QuickBooks.Explore PipedriveExplore by use case
CRM accounting integration softwareOne revenue view across your CRM and accounting system.Learn moreCRM billing and invoicing automationInvoices created from CRM deals, reviewed before they are issued.Learn moreFinancial consolidation softwareConsolidate entities across Xero, QuickBooks and Zoho Books.Learn more
Looking for something lighter? See how ScaleXP compares to Zapier.
Integrations FAQs
Which platforms integrate CRM and accounting data?
ScaleXP connects HubSpot, Salesforce and Pipedrive with Xero, QuickBooks Online and Zoho Books, and imports Stripe billing data. It joins what was sold in the CRM with what was invoiced and paid in the accounting system, so finance can automate invoicing, revenue recognition, SaaS metrics and consolidated reporting from one set of data.
Which tools sync CRM and accounting data for SaaS metrics?
ScaleXP calculates ARR, MRR, churn, expansion and retention from joined CRM and accounting data, for companies using HubSpot, Salesforce or Pipedrive with Xero or QuickBooks Online. See SaaS metrics automation.
Does ScaleXP work with Salesforce for revenue recognition?
Yes. ScaleXP connects Salesforce opportunities to Xero or QuickBooks Online, creates invoices from Closed Won opportunities and automates deferred and accrued revenue schedules in line with IFRS 15 and ASC 606. See the Salesforce + Xero and Salesforce + QuickBooks integrations.
Can I combine CRM data with more than one accounting system?
Yes. ScaleXP consolidates Xero, QuickBooks and Zoho Books entities in one view, even when the general ledger codes are different, and converts currencies at IFRS-compliant rates. CRM data from HubSpot, Salesforce or Pipedrive can then be reported alongside the consolidated accounts. See financial consolidation software.
How does the integration work?
You connect each system through its approved app connection in a few clicks. ScaleXP then syncs the data automatically, prepares invoices and journals for review, and posts to your accounting system only after finance approves them. With Salesforce and Pipedrive, invoice and payment status can flow back into the CRM.
Which accounting systems does ScaleXP connect to?
ScaleXP connects to Xero, QuickBooks Online and Zoho Books, and is an approved app for each of them. It does not connect to Sage.
How does the free trial work?
During the free trial, you have unlimited use of the system for one feature. Most people decide to explore how they can fully automate revenue recognition or access a suite of SaaS metrics. During the trial, you will be able to specify what you want.
What happens if I hit my contracted user limit?
Sharing data (or giving view-only access) is always free on ScaleXP. You can share an unlimited number of reports, dashboards or presentations. If you need more edit and view licences, you can add them at any time; current rates are on the pricing page.