Connected Data

Two systems.One business story.

Connect HubSpot sales activity with Xero accounting records. AirCEO brings the context together so leaders can inspect the differences.

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Decision-grade truth. With receipts.

HubSpot + Xero · Connection diagram

Connect the records behind the numbers

HHubSpotDeals · Customers · Stages

XXeroInvoices · Payments · Status

AirCEOMatch records. Align time. Show the basis.

A connected executive view

Read-only connections. Your source systems stay yours.

Keep your systems. Connect their context.

Deals, invoices, and payments describe different events. AirCEO makes those distinctions explicit.

WHAT THIS MEANS FOR YOU

Built around the tools you already use.

HubSpot

Bring in CRM context such as deals, customers, pipeline stages, and sales activity. A won deal remains distinct from an invoice or payment.

Xero

Bring financial records into the same executive view. Compare invoice status and collection timing against the relevant sales context.

Reconciliation

Inspect customer matches and timing differences. Unmatched records remain a data-quality issue rather than being forced into a false match.

HubSpot and Xero are available. QuickBooks Online is planned. Connections use OAuth; AirCEO reads source records without editing them. Freshness depends on completed syncs.

HUBSPOT + XERO REPORTING

The questions a connection should answer.

How does AirCEO connect HubSpot and Xero?

AirCEO reads both systems through OAuth connections and brings sales and financial context into an executive view. Customer matching and reporting scope matter: a connection alone does not make every record comparable.

Why does HubSpot revenue differ from Xero cash?

A won deal, an invoice, and a payment describe different events. Close dates, billing schedules, tax, credits, and payment timing can all explain a difference. Start with the worked HubSpot–Xero reconciliation example.

Does AirCEO create or edit invoices?

No. AirCEO provides read-only reporting and decision context. If your goal is to create Xero invoices from HubSpot deals or write changes back to either system, you need an invoicing or workflow integration for that job.

Preparing a board review? Use the sales and finance reconciliation checklist to align definitions, reporting periods, and evidence before the meeting.

SEE THE CONNECTION

The whole business.
With the working attached.

Explore the product, the evidence standard, and the tools AirCEO connects.