Closed Won. Invoice sent. AI follows up when it goes overdue.
HubXero connects HubSpot and Xero so every closed deal creates its own invoice, every payment syncs back to your deal stage automatically, and overdue invoices follow up on themselves. No spreadsheets. No Zapier. No manual chasing.
Deal closes in HubSpot. Invoice appears in Xero in seconds - automatically.
Xero marks it paid. HubSpot deal stage updates without anyone touching it.
Invoice goes overdue. AI drafts and sends the follow-up. You approve or let it run.
Built for HubSpot+Xero teams after the March 2026 retirement
Capabilities
Five features. One job done right.
Closed-Won to Invoice in Seconds
The moment a deal moves to Closed-Won in HubSpot, HubXero reads the deal value, contact, and line items and creates a matching draft invoice in Xero. No copy-paste. No manual entry. No intern fatigue.
Today: Finance manually re-enters deal data into Xero after Sales closes. Average lag: 1-3 days.|With HubXero: Invoice appears in Xero within 60 seconds of Closed-Won. Every time.
HubSpot Trigger
Acme Corp - Website Redesign
CLOSED WON$12,500 · 2 line items
Xero Invoice Created
INV-0047 · Acme CorpDRAFT
Website Redesign (x1)$12,500.00
Total$12,500.00
Created in 0:47 seconds
Xero draft invoice created automaticallyLine items and contact mapped from HubSpotWorks for both Xero and QuickBooks
Payment Status Syncs Back to HubSpot Automatically
When Xero marks an invoice as paid, partially paid, overdue, or voided, HubXero updates your HubSpot deal stage to match. No more checking two systems. No more "did they actually pay?" conversations between Sales and Finance.
Today: Sales has no idea which deals have outstanding invoices. Finance checks Xero. Sales checks HubSpot. Nobody agrees.|With HubXero: HubSpot deal stage reflects real payment status, updated every 15 minutes from Xero.
HubSpot Deal View
Acme Corp
INV-0047 · $12,500
PAID
TechBridge Ltd
INV-0048 · $8,200
OVERDUE
Sunrise Agency
INV-0051 · $4,750
SENT
Last synced from Xero 8 minutes ago
Payment status syncs to HubSpot deal stage15-minute polling intervals (reliable, not webhook-dependent)Invoice payment timeline visible inside each HubSpot deal
AI Drafts and Sends Overdue Follow-Ups
When an invoice goes overdue, HubXero's AI analyses the payment history, the relationship, and the invoice size and drafts a contextual follow-up email. Send it instantly, schedule it, or set it to fully automatic. Intelligent timing. Not just a template timer.
Today: Invoice Follow-Up is Manual. Missed. Late. Awkward. (Your team's words, not ours.)|With HubXero: AI drafts the follow-up at the right moment. You approve or let it run.
AI DRAFT
INV-0048 · TechBridge Ltd · 14 days overdue
To: sarah@techbridge.io · Subject: Invoice #0048 - quick check-in
Hi Sarah,
I wanted to follow up on invoice #0048 for £8,200, which was due 14 days ago. I know Q2 has been busy - just checking whether it's in your payment queue or whether there's anything I can help clarify.
Happy to resend or adjust the due date if needed.
AI-timed dunning emails (not just rule-based reminders)Tone adapts: gentle nudge at 7 days, firm at 14, escalation at 30Upsell suggestion when invoice is paid (optional)
Smart Contact Matching - No More Duplicate Chaos
HubSpot allows duplicate contacts with the same name. Xero does not. HubXero's fuzzy matching engine resolves the mismatch before it becomes a sync failure - matching on email, company domain, and name similarity to find the right Xero contact every time.
Today: 'Steve Smith' in HubSpot breaks your Xero sync because Xero already has three Steve Smiths. Invoice fails silently.|With HubXero: AI matches the right contact by email and domain. No sync failures from duplicates.
Contact Matching
HubSpot contact
Steve Smith
s.smith@acmecorp.io · Acme Corp
AI matched · 94% confidence
Xero contact matched
Stephen Smith
s.smith@acmecorp.io · ACME Corporation Ltd
Matched on email domain · No sync failure
AI fuzzy contact matching (email + domain + name)Duplicate resolution before invoice creationContact sync both directions (HubSpot and Xero)
Sync Errors Explained and Replayed
When a sync event fails, HubXero tells you exactly why in plain English and gives you a one-click replay button once the issue is resolved. No more mysteries. No more Zapier tasks that fire sporadically and silently fail.
Today: Your Zapier zap failed. You don't know why. The invoice was never created. Finance discovers the gap 3 weeks later.|With HubXero: Every sync error is logged with a clear reason and a replay button. Nothing falls through silently.
Sync Health
98.3% uptime this week
Acme Corp · INV-0047
Invoice created · Deal stage updated
OK
NovaTech · INV-0049
Duplicate contact in Xero - resolved
BlueLine Media · INV-0050
Payment synced · Stage moved to Invoiced-Paid
OK
Plain-English error explanations (no API jargon)One-click replay once issue is resolvedWeekly sync health digest emailed to admin
The Problem
Your HubSpot and Xero are living in different realities.
The Spreadsheet Bridge
When Xero's native HubSpot integration retired in March 2026, thousands of teams went back to the spreadsheet bridge. Your ops team maintains a monster spreadsheet to reconcile two systems that should talk to each other automatically. Every entry is a tax on your team's time and attention.
The Payment Blindspot
Your HubSpot deal says Closed Won. But has the invoice gone out? Has it been paid? Is it overdue? Nobody knows without opening Xero in another tab and searching manually. Finance and Sales teams sit in separate systems, unable to agree on what the revenue picture actually looks like.
The Overdue Chase
Invoice Follow-Up: Manual. Missed. Late. Awkward. Someone has to check which invoices are overdue, figure out what to say, and send the email. It falls through the cracks. The payment is delayed. The cash flow gap widens. And when it does happen, it is uncomfortable for everyone.
How It Works
Set it up in under 10 minutes.
Connect
OAuth in 2 clicks
Automate
Deals trigger invoices
Recover
AI handles overdue
Step 1
Connect HubSpot and Xero in seconds
Authorise both platforms via OAuth - no API keys, no developer required. HubXero reads your HubSpot pipeline and your Xero organisation and maps them automatically. Total setup time: under 10 minutes.
Step 2
Deals create invoices. Payments update deals.
Set your Closed-Won trigger once. From that point, every deal that moves to Closed Won creates a matching invoice in Xero automatically. And every payment event in Xero - paid, overdue, voided - updates the HubSpot deal stage without anyone touching it.
Step 3
AI follows up on overdue invoices so you don't have to
When an invoice crosses your overdue threshold, HubXero's AI drafts a contextual follow-up email - timed to the relationship, sized to the invoice, and toned to the situation. Review and send, or set it to fully automatic. The awkward chase is no longer your team's job.
HubSpot and Xero integrations available at launch. QuickBooks Online coming in V1.1.
Built For
Built for the teams stuck in the middle of HubSpot and Xero.
FINANCE MANAGER / CFO
You should not need to open Xero to know if a deal is actually done.
You are managing cash flow and revenue recognition for a 20-100 person company that uses HubSpot for sales and Xero for accounting. Since March 2026, the native sync is gone. You are the one reconciling two systems manually. HubXero gives you a single source of truth - and stops overdue invoices from silently destroying your payment timeline.
REVOPS MANAGER
Your pipeline should reflect reality. Not a spreadsheet estimate.
You built the HubSpot pipeline. You know exactly when a deal should close. What you do not know is whether the invoice went out, whether it was paid, and whether Finance has updated anything. HubXero closes the loop between your CRM and the accounting system so your revenue reports are not lies.
20-100 person teams
$2-10M ARR
UK, Australia, New Zealand
Active HubSpot users
Xero accounting teams
Post-March 2026 migration
Early Access · Limited Spots
Your invoices should pay for themselves.
Sign up and get these immediately:
HubSpot+Xero Migration Checklist (PDF) - The exact steps to audit your records after the March 2026 retirement. Instant download.
Invoice Overdue Recovery Template Pack - 3 AI-ready follow-up templates for overdue invoices at 7, 14, and 30 days.
Founding Member Priority Access - Personal onboarding call with the founder. Direct roadmap input. Locked founding price.
Founding cohort closes at 50 members.
Our guarantee
Join the waitlist free. We onboard you personally in the founding cohort. You pay only once you have seen HubXero sync a real invoice and watched your HubSpot deal update automatically. If it does not work for your setup in the first session, you owe nothing.
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