A single contract in HubSpot triggers our entire automation engine, creating compliant invoices in Xero and fully-configured projects in your project management tool.
HubSpot Deal becomes actionable
With smart tax in Xero
Full or partial in Xero
Auto-closed in HubSpot
In Asana or Monday.com
"This isn't just integration—it's an automated nervous system for your revenue operations."
When a deal closes, cDoc deploys comprehensive project workspaces with structure, context, and everything your team needs to start delivering immediately.
Project structures based on your service types (Web Development, Marketing Campaign, etc.) ensuring consistency and quality standards across all client work.
Automatically adds correct tax breakdown (GST, VAT, Sales Tax) to draft invoices in Xero based on your business location, protecting revenue and ensuring compliance.
Changes in any connected platform automatically reflect across all systems, keeping your sales, finance, and delivery teams perfectly aligned.
Proactive monitoring with instant alerts for any automation failures, ensuring your revenue cycle never experiences downtime.
Select the perfect automation experience for your business needs, with transparent pricing based on your revenue cycle volume.
All plans include a 14-day free trial with 15 RevCycles. No credit card required to start.
Digital & Service Agencies • B2B SaaS Companies • Consulting & Professional Services Firms • Tech-Enabled Freelancers
Every closed deal automatically becomes an accurate invoice, collected cash, and a project ready for delivery.