Why checking once a month is not enough
- A monthly or annual review looks backwards and often covers only a sample.
- Errors found late are harder to fix, and customers may be less willing to accept late billing.
- A continuous check shortens the gap between a mistake and its discovery.
How Auditor Alpha works
- Connect: grant read-only access to HubSpot and Xero in a couple of minutes. There is no setup project, and nothing is written back.
- Review: Auditor Alpha reconciles the last 60 days of deals against invoices, then keeps checking every 2 hours.
- Receive findings: a report shows revenue at risk, every mismatch and a suggested fix, and it can be shared with as many people as you like.
- Decide: recover what was found, then choose whether to continue with ongoing monitoring, or stop at no cost.
Read more: How automated invoice matching works.
What you get from the free Revenue Health Check
- Seven days on your own data
- Revenue at risk, quantified
- Every mismatch with evidence (a detection trail back to the source records)
- A suggested fix for each finding
- A report you can use whether or not you continue
See what the report looks like: sample report.
Built for caution
- Read-only OAuth access
- Hosted on SOC 2 Type II audited cloud infrastructure, with TLS 1.3 encryption in transit and AES-256 encryption at rest
- Confidence-scored matches with human review, so nothing changes automatically
Read more about security.
Who it suits
Finance leads, founders, revenue operations and internal audit teams in businesses that sell through HubSpot and invoice through Xero, particularly those with projects, retainers or milestone billing.
What it does not do
Auditor Alpha detects and suggests; it does not issue invoices or edit your records. Today it supports HubSpot and Xero, and other CRMs and accounting systems are on the roadmap. Accuracy depends on the quality of your data.
Illustrative example
During a seven-day Health Check, Auditor Alpha reviews 60 days of history and finds 6 closed deals without invoices. Two are timing lags that clear within days. Four are genuinely unbilled, with a combined £38,000 at risk. The finance lead shares the report with the account owners, who confirm and raise the invoices.
All names and figures in this example are illustrative, not real customer data.
Frequently asked questions
Does Auditor Alpha need access to write to my systems?
No. Access is read-only.
How long does set-up take?
Connecting takes a couple of minutes.
Do I need a credit card for the Health Check?
No.
What happens after seven days?
You keep the report. You can choose ongoing monitoring or stop at no cost.
Which systems are supported?
HubSpot and Xero today.