13 Best HubSpot Integrations for Connected Financial Management
Tired of financial reports that feel like a game of telephone?
Disconnected financial data is a nightmare for scaling startups. In fact, 73% of businesses say poor data quality impacts their ability to make confident decisions. When your financial data is scattered across multiple tools, forecasting gets messy, cash flow forecasts are inaccurate and making business decisions feels like shooting in the dark.
That’s where HubSpot integrations come in. By connecting your finance stack with HubSpot, you can:
Track inbound leads more efficiently
Automate revenue tracking and financial reporting
Reduce time on manual data entry (and the errors that come with it)
Get a clear picture of financial performance – without the spreadsheet chaos
In this guide, we’ll walk through the 13 best HubSpot integrations to improve small business financial management, eliminate silos and keep your business on track.
Top 13 HubSpot integrations for connected finances in 2025
It automatically syncs with HubSpot (and 350+ more integrations), pulling in deals, company details and revenue data so your financial records align with your sales performance. With one sleek dashboard, automated reports and real-time insights, you’ll always know where your money is coming from, where it’s going and how each deal impacts cash flow and overall growth.
Key features
Real-time financial dashboard: Instead of juggling multiple tools, Fuelfinance pulls your revenue, expenses, churn rate and key financial metrics into one centralized dashboard. Everything updates in real time, so you always have an up-to-date view of your finances.
Automated financial statements: Fuelfinance generates profit & loss statements, cash flow reports and balance sheets automatically – so you always know where your money is going without crunching numbers yourself.
Smart financial forecasting: Fuelfinance syncs with HubSpot to pull accurate sales data and builds revenue projections based on actual trends. This means your forecasts aren’t just guesses – they’re backed by real conversion rates, customer data and revenue performance.
Churn andrevenue recognition: Not all customers bring equal value. Fuelfinance tracks which customers generate the most revenue and helps spot churn risks early, allowing you to retain high-value clients and optimize your sales strategy.
Expert CFO support: Unlike most finance software, Fuelfinance pairs you with a dedicated fractional CFO who provides strategic insights, financial planning and optimization tips – without the cost of hiring in-house.
Before Fuelfinance, ColdIQ’s finances were all over the place, scattered across Stripe, Airtable and Google Sheets like a messy inbox. Reports were slow, inconsistent and missing key insights. After switching to Fuelfinance, they cut reporting time from 25 days to just 10, built a real-time dashboard to track everything in one place, and freed up 8+ hours a week for the founders.
Oceans
Before Fuelfinance, Oceans struggled with disconnected financial data, unreliable forecasts and their CEO stuck manually tracking numbers instead of running the business. After switching to Fuelfinance, they built a real-time dashboard, automated financial reports and implemented churn analytics to see what was happening.
Forecasting accuracy jumped from a 50% miss to just 5-10%, and switching financial providers saved them $20K a year.
Testimonial Hero
Testimonial Hero’s finances were a mess – unclear reports, untracked cash flow and a balance sheet stuffed with extra revenue accounts that didn’t need to exist. They also overpaid for financial services that did little more than basic number-crunching.
After switching to Fuelfinance, they cut finance costs by 50% while getting 2-3x more value, automated financial reports and finally got a clear view of CAC, LTV, and ROI.
Datarails
Datarails is a financial planning and analysis (FP&A) platform designed for companies that rely on Excel but need automation to improve efficiency. It integrates with HubSpot and other data sources to automate financial reporting, budgeting, and forecasting while keeping spreadsheet flexibility.
Datarails connects with HubSpot to sync deal data, company details and revenue information, making it easier to track sales performance and financial impact in one place.
Key features
Scenario planning and forecasting: Finance teams can run multiple “what-if” scenarios to predict the impact of different business decisions. Whether it’s forecasting revenue, cash flow or staffing needs, Datarails allows companies to model different outcomes based on real-time data.
FP&A genius: This built-in AI assistant answers finance-related questions, provides instant insights on trends and helps teams analyze past data. Users can quickly ask for key financial metrics or budgeting details and get instant responses.
Budgeting and planning automation: Finance teams can automate their budgeting process while keeping their Excel workflows. They can choose from pre-built templates or customize reports to match their company’s financial structure.
QuickBooks is an accounting tool that helps small businesses track income, manage invoices and generate reports without relying on manual spreadsheets. While it’s a solid option for bookkeeping and basic financial management, it’s more focused on accounting than strategic financial planning.
With its HubSpot integration, QuickBooks automatically syncs invoices, contacts and product details while monitoring inbound leads to understand which deals contribute to financial growth.
Key features
Bank reconciliation and transaction tracking: QuickBooks connects directly to bank accounts and credit cards to automatically pull in transactions and categorize expenses and income.
Custom invoicing and payment tracking: Users can create branded invoices, schedule recurring payments and track overdue invoices.Payments received through QuickBooks integrations are automatically recorded.
Inventory tracking: The tool monitors stock levels, cost of goods sold and reorder points to help businesses manage inventory without needing separate software.
Xero is an online accounting tool that helps small businesses automate financial tasks, track cash flow and manage transactions. With its cloud-based dashboard and direct bank integrations, Xero ensures financial records are always up to date, giving business owners a real-time view of their financial health.
It integrates with HubSpot CRM to keep customer data accurate and current, ensuring sales and marketing teams have the latest financial details at their fingertips. In supported regions, businesses can also generate invoices directly from HubSpot.
Key features
Bill and expense management: This feature centralizes unpaid bills, purchase orders and employee expense claims into a single dashboard. Businesses can schedule bill payments, categorize expenses and store receipts digitally.
Bank reconciliation: Xero connects with multiple banks and financial institutions worldwide to automatically import transactions. It then matches bank records with recorded expenses and payments, ensuring accurate bookkeeping.
Payroll processing: The tool automates salary calculations, tax deductions and employee leave tracking to simplify payroll management. Xero ensures compliance with local tax regulations and integrates with payment processing systems to pay salaries on time.
NetSuite is an enterprise resource planning (ERP) platform that combines financial management, customer relationship management (CRM) and eCommerce tools in one system. It helps businesses automate accounting tasks, manage inventory and generate financial reports using real-time data.
Through its HubSpot integration, NetSuite syncs key customer and financial records without switching between platforms.
Key features
General ledger: This is a centralized hub for all financial transactions. It automatically records data from various sources, including CRM and supply chain modules, ensuring accurate, real-time updates without manual entry.
Accounts payable (AP) automation: Streamlines invoice processing by matching purchase orders and automating payment approvals. It also reduces processing time and improves cash flow and lead management.
Tax compliance and revenue recognition: This solution automates sales tax, VAT and revenue recognition based on accounting standards like ASC 606 and IFRS 15. It ensures compliance and reduces manual tax calculations.
Customer reviews
Capterra: 3.9
G2: 4
FreshBooks
FreshBooks is a cloud-based accounting tool built for freelancers and service-based businesses that need to handle invoicing, track expenses and manage payments. It centralizes client transactions and syncs invoice and payment details with HubSpot.
With the HubSpot integration, sales reps and finance teams can see customer billing activity directly within HubSpot, making it easier to track payments and follow up when needed.
Key features
Invoicing: FreshBooks provides customizable invoice templates and allows businesses to generate invoices based on recorded services.
Online payments: It connects with payment processors like PayPal and Stripe so clients can pay invoices online.
Expense tracking: The tool lets users upload receipts, categorize expenses and associate them with specific clients or projects.
Time tracking: It includes a timer for logging billable hours or manually entering time spent on projects, which can then be added to invoices.
Customer reviews
Capterra: 4.5
G2: 4.5
Sage Intacct
Sage Intacct is a financial management platform that helps businesses handle accounting, budgeting and revenue tracking in one system. It automates accounts payable processes, revenue recognition and multi-entity consolidations while providing financial reporting services.
Through its HubSpot integration, Sage Intacct syncs invoices, payments and customer records, giving sales and finance teams access to transaction details without switching between platforms.
Key features
Core financials (general ledger, AP, AR): Track transactions, payables and receivables while automatically recording data across different modules.
Cash and order management: Sage has tools for tracking bank balances, reconciling transactions and processing orders. It connects with sales and inventory systems to generate invoices and track fulfillment.
Multi-entity and global consolidations: The tool automates financial reporting, intercompany transactions and currency conversions across multiple subsidiaries. It also standardizes data across different tax structures and regulations.
Subscription billing: It processes recurring invoicing and payments for businesses with subscription-based models.
Customer reviews
Capterra: 4.3
G2: 4.3
Tableau
Tableau is a data visualization and business intelligence platform that helps analyze large datasets. It turns complex data into interactive, shareable dashboards that provide decision-making insights.
The program pulls in HubSpot CRM data, enabling businesses to build custom reports that combine marketing, sales and financial insights in one place.
Key features
Data connectivity: Connect data sources, including spreadsheets, databases, cloud services and HubSpot CRM, allowing users to analyze information from multiple systems in one platform.
Interactive dashboards: Users can create customizable visualizations with a drag-and-drop functionality.
Data blending: You can combine data from different sources without a single consolidated dataset, making it possible to analyze sales, marketing and financial performance together.
Real-time data analysis: Connect live data sources, ensuring that dashboards and reports reflect the most up-to-date financial and sales information.
Customer reviews
Capterra: 4.6
G2: 4.4
Stripe
Stripe is a payment processing platform that lets businesses accept and manage online payments through credit cards, digital wallets and bank transfers. It supports recurring billing, fraud detection and global transactions, making it a common choice for e-commerce, SaaS and subscription-based businesses.
Through its HubSpot integration, Stripe syncs payment activity, invoices and subscriptions, allowing companies to manage customer transactions directly within HubSpot. Businesses can also set up automated payment reminders in Google Calendar.
Key features
Payment processing: This tool handles one-time and recurring payments (in different currencies) through various methods, including credit and debit cards, ACH bank transfers and digital wallets like Apple Pay and Google Pay.
Subscription billing: It automates recurring payments, invoicing and subscription management by allowing businesses to set billing intervals, trial periods and automatic renewals.
Fraud prevention: Stripe uses machine learning and real-time transaction monitoring to flag and block potentially fraudulent payments.
Global payments: It supports over 135 currencies and various local payment methods, automatically converting transactions into the company’s preferred currency.
Customer reviews
Capterra: 4.6
G2: 4.2
Zoho Books
Zoho Books is a cloud-based accounting software for small and mid-sized businesses that handles invoicing, expense tracking and financial reporting. It connects with bank accounts, payment gateways and inventory systems to automate bookkeeping.
Zoho Books syncs HubSpot contacts, invoices and product data, keeping customer and financial records updated across both platforms.
Key features
Invoicing: It allows users to create, customize and send invoices with built-in templates and automated payment reminders.
Online payments: Zoho Books supports payment gateways like PayPal and Stripe, enabling customers to pay invoices directly online.
Expense tracking: Lets businesses record, categorize and link expenses to specific projects or clients while pulling in transactions from connected bank accounts.
Banking and reconciliation: Automatically import bank transactions and match them with records in Zoho Books, reducing manual reconciliation work.
Customer reviews
Capterra: 4.4
G2: 4.4
Databox
Databox is a business analytics platform that gathers, visualizes and tracks key performance metrics from various data sources. It consolidates information into customizable dashboards, monitoring trends across sales, marketing and finance.
Companies using Databox can integrate HubSpot forms to automatically capture lead and customer data for financial analysis.The tool pulls in CRM and marketing data, allowing users to build reports that integrate financial and business insights in one place.
Key features
Real-time data updates: Databox automatically refreshes dashboards with live data from connected sources, keeping reports current without manual updates.
Goal tracking: Businesses can set and track performance goals by defining specific objectives and measuring progress over time.
Data visualization: The software transforms raw data into interactive charts, graphs and reports, making it easier to spot trends.
Mobile access: It provides a mobile app for monitoring key metrics on the go, giving users access to dashboards from anywhere.
Customer reviews
Capterra: 4.7
G2: 4.2
Power BI
Power BI is a business analytics service from Microsoft that helps organizations collect, analyze and visualize data from different sources. It enables users to build interactive reports and dashboards, offering a structured way to monitor key financial and business metrics.
By integrating with HubSpot, Power BI pulls in CRM and marketing automation data, allowing users to combine financial insights with customer and sales performance analytics.
Key features
Data connectivity: Power BI connects with various data sources, including Excel, SQL databases, cloud services and third-party applications like Salesforce and Google Analytics, bringing financial and operational data together.
Data transformation and modeling: It provides tools for cleaning, shaping and modeling data using Power Query Editor and DAX formulas, making it easier to structure and analyze financial information.
AI analytics: The tools includes features like Quick Insights, natural language queries and predictive modeling to help identify patterns and forecast trends.
Mobile accessibility: It has an iOS and Android app that allows users to access reports and monitor data remotely.
Customer reviews
Capterra: 4.6
G2: 4.5
Wallabi
Wallabi is a financial management and financial analysis platform that tracks budgets, forecasts financial performance and analyzes key metrics. It uses AI financial analysis to consolidate financial data into dashboards, offering expense tracking, predictive analytics and goal-setting tools.
The HubSpot integration with Wallabi connects customer and sales data with financial insights, allowing businesses to monitor revenue trends and performance in one place.
Key features
Budgeting and forecasting: This helps businesses create and adjust budgets based on past financial data and real-time projections. Users can set budget limits, allocate funds across departments and track variances to stay on target.
Expense tracking: Businesses can log, categorize and monitor expenses in real time. Users can upload receipts, link transactions to specific projects and compare spending against allocated budgets to identify cost overruns.
Real-time reporting: The program generates custom financial reports with charts and graphs that visualize revenue trends, expense breakdowns and profit margins. Reports update automatically with new financial data.
Goal setting: It lets teams set specific financial targets, such as revenue growth or cost reduction goals, and track progress over time. Dashboards display real-time updates on goal performance.
Customer reviews
There are no public reviews available for this HubSpot integration.
Best HubSpot integrations: An overview
Integration
Key features
Best for
Rating
Fuelfinance
Real-time financial dashboard Automated financial statements Smart financial forecasting Churn and revenue tracking Expert CFO support
Financial planning and forecasting with AI and expert support for SMBs
Capterra: 5 G2: 4.9
Datarails
Scenario planning and forecasting FP&A genius Budgeting and planning automation
Excel-based financial analysis
Capterra: 4.8 G2: 4.6
QuickBooks
Bank reconciliation and transaction tracking Custom invoicing and payment tracking Inventory tracking
Basic accounting and bookkeeping
Capterra: 4.3 G2: 4.0
Xero
Bill and expense management Bank reconciliation Payroll processing
Small business accounting and automation
Capterrra: 4.4 G2: 4.3
NetSuite
General ledger Accounts payable (AP) automation Tax compliance and revenue recognition
Cloud ERP and financial management
Capterra: 3.9 G2: 4
FreshBooks
Invoicing Online payments Expense tracking Time tracking
Freelancer invoicing and expense tracking
Capterra: 4.5 G2: 4.5
Sage Intacct
Core financials (general ledger, AP, AR) Cash and order management Multi-entity and global consolidations Subscription billing
Scalable cloud accounting and automation
Capterra: 4.3 G2: 4.3
Tableau
Data connectivity Interactive dashboards Data blending Real-time data analysis
Data visualization and reporting
Capterra: 4.6 G2: 4.4
Stripe
Payment processing Subscription billing Fraud prevention Global payments
Online payment processing and billing
Capterra: 4.6 G2: 4.2
Zoho Books
Invoicing Online payments Banking and reconciliation Expense tracking
Cloud accounting and invoicing
Capterra: 4.4 G2: 4.4
Databox
Real-time data updates Goal tracking Data visualization Mobile access
KPI tracking and business dashboards
Capterra: 4.7 G2: 4.2
Power BI
Data connectivity Data transformation and modeling AI analytics Mobile accessibility
Business intelligence and financial insights
Capterra: 4.6 G2: 4.5
Wallabi
Budgeting and forecasting Expense tracking Real-time reporting Goal setting
AI-driven financial analysis and planning
N/A
Ready for financial peace of mind?
Managing business finances shouldn’t constantly struggle with scattered data and disconnected tools. When your financial systems don’t talk to your sales and operations, staying on top of cash flow, forecasts and budgets become challenging. The right integrations bring everything together – helping your team stay organized, informed and focused on growth.
Among all the available financial management options, Fuelfinance works seamlessly with HubSpot to give you a clear overview of CRM and finance data connected. With a clear, visual dashboard, financial forecasting tools and expert support, it simplifies financial planning so you can make confident decisions – without drowning in spreadsheets.
If you're looking for a smarter way to manage your finances, Fuelfinance has you covered. Book a free demo today and see how it can bring clarity and control to your business.
FAQs
What are HubSpot integrations?
HubSpot integrations allow businesses to connect HubSpot with other tools, such as LinkedIn Sales Navigator, accounting tools, CRM platforms and marketing apps. These integrations help automate sales workflows by syncing data between systems, reducing manual work and improving overall efficiency.
What are the 5 hubs of HubSpot?
HubSpot offers five main hubs:
Marketing hub
Sales hub
Service hub
CMS hub
Operations hub
Each hub provides specialized tools to help businesses manage different aspects of customer relationships, from marketing automation to customer support and even content management or enabling sales teams smoother workflows.
Is HubSpot integration free?
Some HubSpot CRM integrations are free, while others require a paid plan. HubSpot offers a Marketplace with both free and premium integrations, depending on the complexity and features of the connected software.
Does HubSpot have API integration?
Yes, HubSpot provides API access that allows businesses to build custom integrations with their existing tools. Developers can use HubSpot’s API to automate workflows, sync data and create connections between HubSpot and other platforms for more efficient sales processes or better financial management.
