For RevOps teams on HubSpot + QuickBooks

Reconcile HubSpot and QuickBooks, in plain English.

Drop two CSVs. Crossbook explains every conflict, duplicate, and missing invoice in plain English — with the exact row index from both files. First report free. $49/month thereafter.

Source-cited · GDPR-ready · 60-second setup

Live workspace

A workspace that actually reflects reality.

Watch the demo run itself, or hover and drive it. Decisions and filters are local-only — nothing reaches a server until you upload your own CSVs.

reconciliation-may-2026.crossbook
Conflicts
0
Amount at risk
$0
High priority
0
All conflictsHIGH (8)Currency-format (12)Missing invoices (4)
HIGH
Stark IndustriesHubSpot row 89 → QBO row 64
HIGH
Wayne EnterprisesHubSpot row 14 → QBO row 9
MEDIUM
HooliHubSpot row 73 → QBO row 52

Decisions are local-only. Nothing leaves your browser.

Live data shown: 312 HubSpot rows × 287 QBO rows · 25 conflicts in the underlying fixture.

How it works

From CSV to corrected export, in three steps.

01

Drop two CSVs

HubSpot Deals export + QuickBooks Customers/Invoices export. Drag in, no schema setup.

02

Read the report

Pattern library + Claude surface every conflict in 30–60 seconds, citing the exact row index in both files.

03

Decide. Export.

Trust HubSpot, trust QBO, flag, or ignore — single rows or in bulk. Download a corrected CSV with your decisions appended.

What’s inside

Everything you need, nothing you don’t.

Source-cited every time

Every claim links back to a row index in both files. No "the model said so." You can audit the trail in seconds.

Pattern library moat

Common discrepancies (partial payments, currency-format mismatches, legal-suffix dupes) match instantly — no LLM call, no latency, no API cost.

Monthly delta digest

After your second upload, every report shows what changed since last month. New, resolved, persistent — a data-quality trend you actually keep.

Bulk decisions + filters

One click to ignore every currency-format mismatch. Filters by priority, conflict type, amount, and company.

Positioning

What we’re not.

Not Insycle

Insycle is $79–$299/month for dedupe inside HubSpot. We cross-check HubSpot against QuickBooks.

Not Synder / Bookkeep

Those sync Stripe → QuickBooks. We do CRM → accounting reconciliation.

Not Data Hub Pro

We don’t replace the $720/seat/month tier. We're for teams that will never pay it.

Pricing

$49 a month, flat. Cancel anytime.

First report free per email. No annual lock-in. No seats. No volume tiers.

Free

$0

First report, forever
  • · 1 report per email
  • · Full summary card
  • · First 5 conflicts unblurred
Recommended
Pro

$49 /month

Everything below, unlimited.
  • · Unlimited reports
  • · All conflicts unblurred
  • · Bulk actions + filters
  • · Monthly delta digest
  • · Corrected CSV export
Trust

Built for the data you can’t afford to leak.

Read-only by default

We never write back to HubSpot or QuickBooks. Decisions live in the report, not your CRM.

Your data, your retention

CSV files are purged after 30 days. Delete-my-data endpoint clears everything within 24 hours.

Never trains the model

Anthropic processes the data with zero-retention enabled. Your CSV does not become anyone's training set.

Privacy Policy · DPA · Delete my data

FAQ

Questions worth asking first.

Stop reconciling in Excel.

First report free. 60 seconds. No card.