For firms on Xero

Closed Won in HubSpot, Invoiced in Xero.

HubSpot’s own Xero app pulls invoices one way. We’re building the other way round: a won deal becomes a draft invoice in Xero, and you see when it’s paid, right in HubSpot.

HubSpot · Deals
Brightwater Analytics LtdPlatform renewal 2027
£8,550.00
Trigger:Closed wonQuote acceptedInvoice:DraftFinal
Draft invoice created in Xero
Xero · Invoices
Draft
INV-0418Brightwater Analytics Ltd
PLAT-01 Analytics platform, annual × 1£7,200.00
SRV-TRN Training sessions × 3£1,350.00
VAT 20%£1,710.00
Total£10,260.00
Sample

Draft invoices in Xero

A won deal becomes a draft invoice, ready for a check before it goes out.

Your items and account codes

HubSpot products matched to your Xero items, tax rates and account codes.

Paid or overdue, in HubSpot

Invoice number, status and days overdue on the deal and the company.

Where Xero Stands Today

Exact Online comes first. Xero is next, and we’re setting it up by hand with our first UK firms, so you’d help shape how it works. Tell us how you invoice and we’ll tell you plainly what’s ready.

QuickBooks Too

QuickBooks follows, set up the same way with the first firms that need it.

Who It Suits

UK B2B firms of 10 to 200 people on HubSpot that invoice from Xero, and the finance teams who type those invoices today.

Founding offer

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.