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."
See exactly how much time and money you'll save
Includes: admin, invoicing, project setup, tracking
HubSpot, Asana/Monday, Xero subscriptions
hours saved per month
That's 6.25 work weeks back!
worth of time monthly
300,000
Annual savings
125x
ROI on cDoc
Pro Plan
300 RevCycles (revenue cycles) /month
$199
/month
14-day free trial • No credit card required
Calculations assume: 10 hours saved per deal, CDOC reduces manual work by 90%
When a contract deal sent, and Xero payment made. 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.
Everything you need to know about CDOC and how it automates your revenue cycle
A CDOC Deal (Revenue Cycle) represents one complete end-to-end revenue process, not just a single action. Unlike platforms that charge per task, we count the entire business flow as one unit of value.
One price. One cycle. No hidden per-step fees.
Zapier/Make is a fantastic tool for connecting thousands of different apps. However, for the high-stakes world of Revenue Operations, you need a specialized engine that understands financial logic, not just data movement. CDOC is a Managed RevOps Platform while Zapier/Make requires you to:
With CDOC, you just have to connect your accounts and we handle the rest of the system. You can focus on growing revenue.
Our Smart Tax Automation ensures compliant tax calculations automatically:
No invoices without taxes • No miscalculations • Reduced compliance risk
Yes. CDOC supports up to 10 custom line items per invoice while counting as just one RevCycle.
Unlike standard integrations that only pull total amounts, CDOC maintains transparent financial structure in Xero.
CDOC performs Contextual Project Deployment — creating complete, ready-to-use workspaces:
Board/list structure from templates
Deal description from HubSpot
Deal value & client info
Direct link to Xero invoice
Your team can start working immediately with full context.
No password storage — direct platform authentication
All data encrypted in transit
Financial data stays in Xero — we store only what's necessary
CDOC does not sell, share, or expose your data to third parties.
We don't cut off your automations. You'll receive proactive notifications and can:
Flexible scaling without operational disruption.
No setup fees for standard plans. Enterprise clients get White-Glove Onboarding.
Cancel anytime with monthly plans. Annual plans remain active until period ends.
No hidden penalties or cancellation fees.
CDOC includes Automation Health & Failure Monitoring:
No automations get lost — everything is tracked and recoverable.
CDOC is built for service businesses that use:
Ideal for: Service/Digital Agencies, Consulting Firms, B2B SaaS, Professional Services
If your team still copies data between tools or worries about revenue leakage, CDOC was built for you.
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.
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