Invoice automation for HubSpot + Xero

Closed won to paid — and you approve every invoice before Xero ever sees it.

Wonvoice turns won HubSpot deals into the right invoice in the right Xero organisation. It starts in shadow mode: you see every invoice it would create, on the deal itself, before you let it create anything.

Start free →Shadow mode by default — nothing touches Xero until you say so.01CLOSE02ROUTE03REVIEWSHADOW04INVOICE05GET PAIDHUBSPOTXERO01CLOSE02ROUTE03REVIEWSHADOW04INVOICE05GET PAID
01 · CLOSE

The deal closes. That's the last thing anyone types.

The moment a deal hits Closed won, Wonvoice picks it up — no exports, no spreadsheets, no Friday invoice run. Deals that close while nobody's looking still get picked up. Nothing slips through.

02 · ROUTE

Your rules decide where the invoice is raised.

Invoice from one Xero organisation or several — your rules decide which deals go where. Billing schedules come from the deal itself: line items if you use them, your own fields if you don't.

New businessRenewalsPartnershipsSupportnot monitoredOnboardingnot monitoredWonvoiceyour invoicing rulesXero — UK LtdXero — US Inc
Monitor the pipelines you choose. Your rules route each deal's invoice to the right organisation — one Xero org or several.
03 · REVIEW

See the exact invoice before it exists.

Shadow mode runs every step for real and stops just short of Xero. You review the invoice it would have raised — dates, amounts, line text, tax — on the deal itself. Approve the machine before you trust it.

SHADOW
Draft invoiceDRAFT
ToMeridian Learning Ltd
ReferenceHS-8843
Date1 Aug 2026
Due31 Aug 2026
Meridian Learning Ltd — invoice 1 of 3£4,200.00
VAT (20%)£840.00
Total£5,040.00
What you review on the deal — before anything exists in Xero.

Start free →21 days free, full product, no card needed.

04 · INVOICE

Raised in Xero as a draft, right account, right tax.

Invoices are created against your chart of accounts and tax rates, as drafts your team approves — or authorised immediately if that's your policy. And it can never invoice the same deal twice, no matter what retries behind the scenes.

05 · GET PAID

Payment status finds its own way back.

When an invoice is paid or voided in Xero, the deal in HubSpot hears about it — on the deal's properties and, if you enable it, on a native HubSpot invoice record. Sales sees money status without asking finance, and finance stops being a status API.

Built the way finance software should be.

Anything ambiguous stops

A deal that can't be invoiced confidently is held for review with the reason and a guided fix. Never a guess, never a silent skip.

Every action on the record

A permanent record that can be added to but never edited: who connected what, which invoice was raised for which deal, what changed and when.

Go live one pipeline at a time

Shadow to live is a per-pipeline decision, reversible any time. Prove it on one pipeline before the rest follow.

Your CRM stays yours

Wonvoice reads deals and writes only the fields you choose. No rewiring of your portal, no hidden automations, one-click uninstall.

Mirrored in HubSpot, if you want it

Optionally, every Xero invoice is also created as a native HubSpot invoice record on the deal — number, amount and live authorised/paid status — so sales sees the invoice without opening Xero.

Questions finance asks first

HubSpot already has a free Xero integration — why pay for this?

The free sync copies invoice data between the two systems — it doesn't decide anything. Wonvoice is the decision layer: every invoice is previewed in shadow mode before anything is created, ambiguous deals stop with a reason and a guided fix, your rules route each deal to the right organisation and tax treatment, and it can never invoice a deal twice. You're paying for the part where finance gets to say yes.

What does it cost?

$79/month covers up to two Xero organisations; $149/month for three or more and higher volume. Every plan starts with a 21-day full trial — no card needed.

What happens to deals that closed before we connected?

Nothing is created for them without you. Recent deals (about a month back) are picked up in shadow mode so you can see what they would have produced; anything older stays untouched. Because shadow mode never writes to Xero, deals you already invoiced by hand can simply be left alone.

What happens to a deal it can't invoice confidently?

It stops and waits for a human. The deal page explains what's missing and how to fix it — and once you've fixed it, Wonvoice notices and retries by itself.

Do I need HubSpot line items?

No. The billing schedule can come from your deals' line items, or from deal properties you choose — it's a per-workspace choice in setup.

We invoice from multiple Xero organisations, in multiple currencies. Supported?

Yes. Route deals to organisations by a deal property, with a revenue account and tax rate configured per organisation, per currency.

What can it touch in our systems?

It reads deals, and writes only the deal properties you map. Invoices are created as drafts unless you choose otherwise. Uninstalling is one click and removes its access.

How do we know it's safe to switch on?

You watch it first. Shadow mode shows every invoice it would have created, on the deals themselves. When they look right, you take one pipeline live — the rest stay in shadow until you're ready.

Who needs to be involved to set this up?

Whoever can authorise your Xero organisation (often you), and whoever administers your HubSpot — installing an app usually needs a super admin. Everything else is a guided wizard you can do alone, typically in well under an hour.

Convinced, but someone else owns your HubSpot? Send this page to your HubSpot admin →

WHY THIS EXISTS

Wonvoice was built after too many month-ends spent moving won deals into Xero by hand — and too little trust in tools that write straight into the ledger. So it earns trust the way finance does: run in parallel first, show every invoice before it exists, and go live one pipeline at a time.

Your next closed deal could invoice itself.

Connect HubSpot, connect Xero, and see what it would have invoiced — without sending anything.

Start free →Go live one pipeline at a time — reversible any time.