Your outstanding invoices tell you what is already sold. Your HubSpot deals tell you what is still coming. Cashplannr reads your open deals and, if you invoice in HubSpot, also your outstanding invoices and draft invoices.
Deals that are not closed yet count as expected cash-in on their closing date, for the full deal amount. We do not include deals without a closing date.
Outstanding HubSpot invoices count as outstanding, with their due date. Draft invoices count as expected.
We link the company behind a deal to the same relation in Cashplannr.
No waiting until a deal becomes an invoice. You see the expected cash already on the closing date of the deal.
One number for commercial and financial decisions, fed by the same HubSpot data.
Cashplannr fetches your HubSpot data four times a day. In between, you can start a sync yourself.
In Cashplannr you choose HubSpot. We send you to the HubSpot login screen.
You log in to HubSpot and approve the read access.
Your open deals appear in Cashplannr and count in your forecast. After that the sync runs four times a day.
We edit nothing in HubSpot.
You log in to HubSpot itself. We do not store a password, and you can revoke access in HubSpot at any time.
We read deals, invoices and company names. No emails, no marketing data.
Book a 30-minute call. We'll set up the connection together and show you your first cash curve.
