Validation & controls
Check record completeness, duplicate customers, reporting dates and currency. Keep sales pipeline measures distinct from recognized accounting revenue.
CRM & Sales
HubSpot integration
Use HubSpot deal and customer data to support recurring sales and management reporting. Bring commercial context alongside accounting results to investigate changes in customers, pipeline and revenue.
HubSpot
Your source data
Andmera
Map · Calculate · Validate
Review-ready reports
- Revenue Analysis
- Customer Analysis
- Company Performance
Source data, connected
Data you can bring into reporting
Contacts, deals and customer lifecycle data.
- Companies, contacts and lifecycle stages
- Deals, pipelines and close dates
- Activities and selected reporting properties
From source data to a reviewed report
- 1Choose company and period
- 2Connect or import data
- 3Apply mappings and calculations
- 4Reconcile and validate
- 5Review and publish
Experts stay in control
Reporting agents prepare the data and surface exceptions. Your team reviews uncertain mappings, checks supporting evidence and approves the output. Every report retains references to the records and rules behind it.
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Put your HubSpot data to work.
Tell us the reporting objective, source data and rules. We’ll help you define the right connection and a repeatable reporting workflow.