RevOps Connect

End the Sales vs Finance Data Battle

Integrate HubSpot with your ERP so sales and finance work from the same numbers. No more monthly reconciliation nightmares.

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The Problem

Sales reports revenue in HubSpot. Finance reports revenue in the ERP. The numbers never match. Month-end becomes a reconciliation nightmare. Forecasts are questioned. Trust erodes between teams.

The Solution

We integrate HubSpot with your ERP to create a single source of truth. Closed deals sync to orders. Invoice status syncs back. ARR, MRR, and revenue metrics calculate correctly in both systems.

Benefits

Numbers match - CRM and ERP revenue reconcile automatically
Real-time visibility - sales sees invoice and payment status
Accurate forecasting - finance trusts pipeline data from HubSpot
Faster close - reduce month-end reconciliation from days to hours
Better decisions - leadership trusts the numbers for planning
Audit-ready - clear data lineage from deal to invoice to revenue

How It Works

1

Current State Analysis

We document how revenue flows through your systems and where disconnects occur.

2

Data Model Alignment

We align deal structures, products, and pricing between HubSpot and your ERP.

3

Bidirectional Sync

Deals sync to orders, and invoice/payment status syncs back to HubSpot.

4

Revenue Recognition

We ensure revenue is recognized correctly based on your accounting rules.

5

Reporting Alignment

We build reports that show the same numbers in both systems with clear reconciliation.

Frequently Asked Questions

How do you handle deferred revenue and subscriptions?

We support complex revenue scenarios including subscriptions, deferred revenue, and multi-element arrangements. Your accounting rules are reflected in how data syncs.

What if we have multiple subsidiaries or currencies?

We handle multi-entity and multi-currency scenarios. Deals are routed to the correct subsidiary, and currency conversion happens correctly.

Can we still adjust deals in HubSpot after they sync?

Yes, with controls. We define which changes can sync after initial order creation and which require manual adjustment to maintain accounting integrity.

Ready to get started?

Let's discuss how we can help solve your integration challenges.

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