From first call to monthly monitoring

The six steps

1. Introductory call: we learn how you sell and invoice, and check that HubSpot and Xero are the right fit.
2. Read-only connection: you authorise HubSpot and Xero through OAuth. You can revoke access at any time.
3. First reconciliation: every closed-won deal in the agreed period is matched against Xero invoices.
4. Review together: we walk through the leak alerts and confidence scores with your team.
5. Your decisions: your team confirms, resolves or dismisses each alert. Nothing changes in your systems.
6. Monthly monitoring: checks run on a schedule, with alerts and an exportable evidence trail.