HubSpot and Xero, finally talking to each other

HubSpot and Xero finally talking — 20 hours of admin saved every week.

5-star Google reviews

5-star HubSpot Directory reviews

Happy clients

About Accounting for Nature

Accounting for Nature is the Australian organisation behind a scientific framework for environmental accounting — helping landholders, businesses and governments measure and certify the condition of their natural capital.

As the framework has grown, so has the operational side: certifications, memberships and invoicing across a widening base — all of it, until recently, running through systems that didn’t talk to each other.

The challenge

Two systems, two truths

HubSpot held the relationships; Xero held the money. The two ran side by side with no connection, so nobody had one complete picture of any account.

Manual at every step

Invoice generation, reminders and payment confirmations all needed a human in the loop. Every step was a chance to be late, wrong, or both.

20 lost hours a week

The re-typing, cross-checking and chasing added up to around 20 hours of admin every week — senior time, spent on data entry.

The solution

Integrate first, automate on top

We built a HubSpot–Xero integration that made the CRM the source of truth — invoice generation driven from deal data, with no re-typing.

On top of it, we automated the whole billing communication cycle: invoices go out, reminders follow, and payment confirmations land back against the record — all without manual intervention.

Then came a commercial dashboard giving the team live visibility of their key financial metrics — numbers that previously took spreadsheet archaeology to assemble.

The results

The integration fundamentally changed how Accounting for Nature's team operates day to day. Billing communication that previously required manual intervention at every step now runs without it.

Working together brought:

Automated invoice generation and a CRM as a source of truth.
Automated invoice reminders and payment confirmation.
A comprehensive commercial dashboard to review key financial metrics.

hours of admin saved every week

Xero

integrated with HubSpot

“Sean and the Zippily team are exceptional, professional, responsive, and quickly attuned to our needs. They are highly skilled with HubSpot and deliver well-designed automations and practical improvements that have significantly streamlined how we work and improved the usability of our CRM day to day. A highly capable and trusted partner, we would confidently recommend them.”

Mel Brooks — Accounting for Nature