Know where your revenue stands every Monday morning.
One email that joins HubSpot and QuickBooks: deals in your pipeline, deals won, invoices sent, payments received and what’s overdue. We set it up and send it for you.
We do the work. You spend 10 minutes. No card needed. Or book a 15-minute call.
| Week of Nov 2 | Amount | Note |
|---|---|---|
| Open pipeline | $412,300 | +$38,000 vs last week |
| Won in HubSpot | $88,000 | 7 deals |
| Invoiced in QuickBooks | $61,500 | 3 won deals not invoiced |
| Collected | $71,920 | +$9,400 vs last week |
| Overdue 30+ days | $18,200 | 4 invoices |
- B4Harbor Physio, Mesa Roofing and Lindqvist Supply are marked won in HubSpot but have no invoice in QuickBooks.
- B6Two of the four overdue invoices are Lindqvist Supply’s, and they have a $24,000 renewal open in HubSpot.
- B4All three invoices went out on Tuesday.
- B6Lindqvist Supply paid both invoices before the renewal call.
Sound familiar?
HubSpot says you won $88,000 this month. QuickBooks shows $61,500 invoiced.
Won deals sit without an invoice because nobody noticed.
You find out a customer is overdue right before their renewal call.
Someone rebuilds the same spreadsheet every Monday.
HubSpot’s reports stop at deals. Invoices and payments live in QuickBooks. So nobody sees the whole picture in one place.
What you get in the free 4 weeks
Your Monday revenue email, set up and sent for you.
| What you get | Cost to you |
|---|---|
| A Monday email with pipeline, deals won, invoiced, collected and overdue | Included |
| What changed since last week, and which deals or invoices need a nudge | Included |
| Setup done for you. You only connect two accounts, read-only | Included |
| Bonus: a one-time list of won deals with no invoice, and invoices with no matching deal | Included |
| Total | $0 |
No card. Nothing renews by itself.
How it works
- Today, 10 minutes
- Connect HubSpot and QuickBooks Online, read-only. We send the steps.
- This week
- We build your first report and check it against your books with you.
- Every Monday by 8 a.m.
- The email lands in your inbox, and in anyone else’s you add.
After 4 weeks, keep it running
- The Monday email for everyone on your team who needs it.
- Ask us about any number, and we’ll check it.
- Nothing renews by itself. Cancel any month.
Money-back guarantee
If the Monday email isn’t useful in your first paid month, we refund you in full.
Other ways to fix this
| Option | Cost | What you still have to do |
|---|---|---|
| Hire a freelancer to build a dashboard | $15 to $70 an hour | Brief them, wait, and fix it when it breaks |
| Buy a dashboard tool | $50 to $680 a month | Connect it, build the reports and keep them working |
| NumbersAgree | Free for 4 weeks, then $149 a month | Read one email on Monday |
Our promises
- We only ask for read-only access. We never change anything in your accounts without your OK.
- A person checks every finding before you see it.
- We delete your data within 30 days after the check, unless you sign up.
- You get a reply within one working day.
Questions
Is this software or a service?
A service. We set up the report, check it and send it every Monday. There’s nothing to install or learn.
What access do you need?
Read-only access to HubSpot (a private app with read scopes, or a view-only user) and a QuickBooks Online user with reports-only access. We send the steps.
How soon is the first email?
Within a week of connecting. We go through the first one together.
Our HubSpot data is messy. Is that a problem?
That’s normal. The first report lists what doesn’t line up, like won deals without an amount or invoices with no matching company, so you can fix the ones that matter most.
We use Salesforce or Xero. Can you still do it?
Not yet. We’re starting with HubSpot and QuickBooks Online. Tell us what you use in the form, because that decides what we add next.
Who is this not for?
Companies with fewer than 10 people, companies on NetSuite or Sage Intacct with a finance team, and teams whose analyst already owns weekly reporting.
Start your free 4 weeks
Tell us about your setup. We reply within one working day with the steps to connect HubSpot and QuickBooks.
Prefer to talk first? Book a 15-minute call.