Close the Gap Between HubSpot and Your Clients’ Invoicing.
Your clients still type each won deal into Exact or Xero. Deal to Invoice closes that gap, and we do the setup with you. Ask us about the partner plan.
Set up with you
We connect HubSpot and the accounting package for each client, with you in the loop.
A partner plan
Ask us about the partner plan for agencies with several clients on HubSpot.
Something new to offer
Invoices and payment status in HubSpot, for clients on Exact Online first, then Xero and QuickBooks.
Why Clients Ask
Finance still types each closed deal into the accounting package, and sales can’t see who hasn’t paid. If your clients invoice from Exact or Xero, they may have asked you about it already.
How It Works for Partners
Tell us which clients it fits. We set it up for them by hand while we take on our first 10 firms, and the client relationship stays with you.
Founding customers pay half for the first 12 months. Nothing is charged until it’s live for you. Cancel any time.
Stop Retyping Deals.
See a closed won deal become a draft invoice, and the payment status come back, in one minute.