HubSpot and Xero, read together
HubSpot holds the pipeline: contacts, companies, deals and the emails and sequences around them. Xero is the books: invoices, bills and a bank feed that has to be reconciled line by line. A deal closes in HubSpot at one number, the invoice goes out of Xero at another, the payment arrives weeks later, and the rep is already forecasting the renewal.
Liaison reads HubSpot and Xero together and ties each closed deal to its invoice and its payment, so you see what was sold, what was billed, what was collected, and where the three disagree.
Where HubSpot and Xero disagree
- Closed-won deals in HubSpot with no invoice in Xero, so revenue was promised and never billed.
- Deal amounts that differ from the invoiced amount because of discounts, terms or a change nobody logged.
- Customers with overdue invoices in Xero who HubSpot shows as mid-upsell, with no one aware.
- Customers that exist twice, under different names in each system, so nothing matches without a person.
- Forecast revenue in HubSpot that the books will never see on the dates the forecast assumes.
Questions it answers across both
- “Which deals closed this quarter have not been invoiced?”
- “Who owes us money right now that a rep is actively selling to?”
- “What is the gap between what we sold in HubSpot and what we invoiced in Xero this month?”
- “Which customers pay late every time, and what is in the pipeline with them?”
What Liaison does with HubSpot and Xero
- Matches every closed deal in HubSpot to its invoice and payment in Xero and lists the ones that are unbilled or short.
- Drafts the invoice from the deal's line items for you to confirm before it is sent.
- Flags overdue balances on accounts with open deals, to the deal owner, before the next call.
- Writes the month-end sold-billed-collected summary from both systems.
What it reads and does in each
Liaison across HubSpot and Xero, set up with you, for $629 a month.
- Connects to HubSpot and Xero with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what HubSpot says, what Xero says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace the sync between HubSpot and Xero?
No. Keep whatever you run. Liaison reads both sides after it and shows you what still disagrees.
Will it send an invoice?
It drafts the invoice from the deal and waits for your yes. Once you have approved that kind of invoice, it sends the next ones without asking.
Can it chase overdue invoices?
Yes, one reminder each, in your voice, after you have approved the first. It never changes payment terms on its own.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.