Questions

Frequently Asked Questions

Is it on the HubSpot marketplace?

Not yet. We set up the first firms by hand.

Which accounting packages?

Exact Online first, then Xero and QuickBooks.

Draft or final invoices?

Your choice. You can start with drafts and switch to final invoices once you trust the setup.

Credit notes and other currencies?

Tell us what you need. We’re building these with the first firms.

We’re a HubSpot partner agency, can we offer it to clients?

Yes, ask us about the partner plan.

What does it cost?

€49, €99 or €149 a month for up to 50, 200 or 500 invoices. Founding firms pay half for the first 12 months.

Who does the setup?

We do. We connect HubSpot and your accounting package, match your products to item codes, and run a few test deals with you before anything goes live.

What happens when an invoice can’t be created?

It shows in the sync log with the reason, for example a product with no item code. Fix it, retry, and the invoice goes through.

Does it change anything in our HubSpot?

It adds invoice fields to your deals and companies: invoice number, status, amount due and days overdue. Your pipeline and stages stay as they are.

Do we pay anything before it works?

No. Founding firms pay nothing until it’s live for them, and can cancel any time.

Still have a question?

Write to Tim. You get an answer from a person, usually the same day.

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