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Know which deals have actually been paid
Connect HubSpot and Xero to one company memory, and a single question reads both.
A deal marked closed-won in the CRM and an invoice forty days overdue in the ledger describe the same customer, and nobody reconciles them until somebody chases the wrong account.
Questions that need both
Each of these is unanswerable inside either product on its own. Agent mode reads both, resolves the customer to one entity, and ends with a line per system it consulted.
- ›Which closed-won deals this quarter have unpaid invoices?
- ›What is BigCo's total billed against what the CRM says the deal was worth?
- ›Which customers are over 30 days overdue, and who owns them?
What each side brings
HubSpot
Contacts, companies, deals and tickets, with the rest of the company's memory attached.
- Search contacts, companies, deals and tickets with free text and property filters
- Get a record with its associated companies, contacts and deals
- Read notes attached to a record, newest first
- Pipelines, stages and owners for translating ids
Xero
Invoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Invoices and bills with status, due dates and amounts
- Contacts and their balances
- Reports: P&L, balance sheet, aged receivables and payables
- Bank transactions and the chart of accounts
Who this is for
- FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
- SalesWalk into every call briefedAccount history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.
- LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
Other seams worth closing
Ask one question across both
Seven days free. One price per organisation, nothing metered, and model usage stays on your own provider keys.