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            • Step 1: Install ScaleXP Invoicing in HubSpot
            • ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
            • Revenue setup 1: Configure and validate revenue recognition
            • Step 2: Configure ScaleXP Invoicing
            • Prepayments 1: Select your prepayments
            • Expense setup 1: Prepare your accounts
            • Start here: Automate revenue journals
            • How to configure your P&L and balance sheet in ScaleXP (consolidated company)
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          Claude AI

          Connect Claude to ScaleXP and ask questions about your financial data

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            • How to connect Claude to ScaleXP with the ScaleXP MCP connector

              The ScaleXP MCP connector lets you ask Claude questions about your ScaleXP data in plain English - for example "Which...

              September 15th, 2026 83 views 0 likes

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