Before you start
The 12 checks
After the check
How Auditor Alpha helps
Checks 1, 2, 5, 7, 8 and 9 are matching tasks that Auditor Alpha runs automatically between HubSpot and Xero, every 2 hours, so month-end starts with a short list of exceptions rather than a blank spreadsheet. Start the free Revenue Health Check to see your own list.
Illustrative example
A finance lead works through the checklist for 85 closed deals. Check 1 surfaces two deals with no invoice: one is a timing lag invoiced on the 2nd of the next month, and the other is a renewal booked in HubSpot but never raised in Xero, worth £6,400. Check 3 finds an approved scope change of £1,950 that never reached billing. Both are invoiced before close and logged under check 12.
All names and figures in this example are illustrative, not real customer data.
Frequently asked questions
How long does this take?
It depends on volume. A small team can often finish within an hour or two.
Should I run it before or after closing?
Before, so corrections land in the right period.
Can I use this for quarterly reviews?
Yes. Widen the period and review more carefully.