Custom engineered Accounting & Finance integration

Access Financials & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Connect Access Financials to HubSpot so customer accounts, sales orders and invoice status move between finance and the sales team on a schedule, and account managers see balances and overdue invoices on the HubSpot company record.

  • A few weeks, scoped up front typical turnaround

Why connect Access Financials to HubSpot

UK mid-market firms running Access Financials and HubSpot find that finance and sales hold two versions of every customer, and the connectors that exist for smaller accounting packages do not cover Access.

  • Accepted quotes are re-keyed as sales orders, so order entry lags the deal and errors creep in.
  • Account managers chase renewals without knowing an invoice is overdue or a credit hold is in place.
  • Finance receives customer changes late, because they were made in HubSpot and never reached the ledger.
  • Revenue reporting against pipeline means exporting both systems into a spreadsheet each month.

What you can do with Access Financials and HubSpot

The integration works against your Access Financials modules and chart of accounts, using the Access developer platform for Financials, and runs on a schedule agreed with finance.

  • A new customer account created in Access Financials is matched to the HubSpot company, and the customer code, credit limit and outstanding balance are written to company properties.
  • A HubSpot deal marked won, with line items, creates a sales order in Access Financials for finance to approve.
  • Sales invoices, credit notes and receipts raised in Access Financials update invoice status and paid dates on the related HubSpot deal or a custom invoice object.
  • Ownership is set per field, so finance controls the commercial record and sales controls the relationship record.

How the Access Financials & HubSpot integration works

Two-way sync
Sync direction between Access Financials and HubSpot
Scheduled sync
How often data updates flow
Customers, Sales Orders, Invoices, Ledger
Records kept in sync
Sales Hub
HubSpot hubs supported
A few weeks, scoped up front
Typical time to deploy

Typical setup

  1. Scope systems and data access
  2. Map fields and ownership rules
  3. Dry run against real data
  4. Go live with monitoring

Integration Impact Analysis

With Integration

  • Streamlined operationsAutomated workflows replace manual processes
  • Single source of truthConsistent data across all revenue teams

Without Integration

  • Manual processesTeams managing tools instead of revenue
  • Data silosCritical insights trapped in silos

Access Financials & HubSpot integration: FAQs

Does Access Financials have an API that HubSpot can use?
Yes. The Access Group runs a developer portal for its ERP products, including Financials, and the Financials API covers customers, suppliers, nominal accounts, stock, purchase orders, sales orders and sales transactions. Sales transactions include sales invoices, credit notes, receipts and adjustments, with header fields such as due date, gross value and outstanding amount. Which API your deployment can use depends on your Access version and hosting, so we confirm access with your Access account team at scoping.
What data can sync between Access Financials and HubSpot?
Customers and their credit and balance data, sales orders, and sales invoice and credit note status. HubSpot companies, deals and line items map onto those records. Ledger detail beyond the customer account stays in finance.
Who owns the customer record in a finance integration?
Finance typically owns the commercial record, such as customer code, credit limit and terms, and HubSpot owns the relationship record, such as contacts and deal stage. The integration enforces that split field by field so neither team overwrites the other.
How long does an Access Financials HubSpot integration take, and what does it cost?
A few weeks, scoped up front, with the exact timeline set once we have confirmed API access and the modules involved. We give a fixed quote after a scoping call.

Related HubSpot integrations

Sage 200 & HubSpot → Connect Sage 200 to HubSpot so customers, sales orders, invoices and payments from Sage 200 appear on HubSpot … Xero & HubSpot → Connect Xero to HubSpot in both directions: raise Xero invoices from won HubSpot deals, and see invoice status…

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HubSpot Integrations → Our custom API integration service, accreditations and approach. The complete guide to HubSpot integrations → How to connect anything to HubSpot — native vs custom APIs, costs and timelines. Data migration → Move your data into HubSpot cleanly, with nothing lost. Browse all integrations → See every system we connect to HubSpot.

Why SpotDev?

HubSpot Diamond Partner

Elite tier partnership with HubSpot, reserved for top-performing consultancies with proven expertise in complex integrations.

Custom Integration Accredited

Advanced HubSpot accreditation specifically for complex API integrations and custom development projects.

HubSpot Onboarding Accredited

Accredited onboarding specialists who ensure seamless implementation and user adoption for complex HubSpot deployments.

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