Link Xero with HubSpot for Finance and Accounting Teams

Link Xero with HubSpot

A guide for Finance and Accounting Teams

  • Fed up of being emailed unreliable spreadsheets or asked about invoice status every day?
  • Maybe you want to give Sales or Ops teams transparency or ownership over invoicing, but don’t want to give them access to Xero?
  • Join hundreds of businesses all around the world who use Invoice Stack to streamline their invoicing by connecting Xero and HubSpot.

Watch the video

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3 reasons to use Invoice Stack to integrate Xero and HubSpot

Create invoices quickly and easily

Invoice Stack automatically fills out invoices based on the information that’s already in your HubSpot deals. Everything is pulled straight from your Xero settings, such as accounts, taxes, contacts, tracking categories and much more. 

 

Plus if you need multiple invoices, deposits or recurring invoices we’ve got you covered. 

 

On average it takes just 74 seconds to create an invoice and sync it with Xero.

You're in control

Use HubSpot to control which teams can create invoices and even restrict them to create only draft invoices. 

 

You don’t need to give anyone else access to Xero.

No change to your processes

You and your team can stay working in Xero, we use the same payments, templates and the same emails. 

 

Once invoices are created, Xero is the source of truth so any changes you make are synced right back to HubSpot, including edits to the amounts, reconciling payments and even credit notes.

Trusted by HubSpot users worldwide

Thousands of HubSpot users from around the globe use Invoice Stack to streamline their invoicing. 

$160m+ Revenue processed by Invoice Stack
Certified by HubSpot
40,000+ Invoices created with Invoice Stack

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