How it works

From two CSVs to a corrected export in three steps

No OAuth. No mapping wizard. No 60-day implementation. Just the workflow your RevOps team is already doing in Excel — but with Claude doing the explaining.

1
Step 1

Upload

Drop your HubSpot Deals export and your QuickBooks Customers/Invoices export. We auto-detect column names across HubSpot Hub tiers and QuickBooks Online formats — no mapping wizard.

Up to 5 MB / 4,000 rows per file on the free tier. Files are deleted after 30 days.

2
Step 2

Analyze

We normalize company names across legal-suffix and diacritic variations, run fuzzy matching, then a pattern library catches known discrepancy shapes. Only novel pairs hit Claude.

Source-row citations on every claim. Confidence < 0.65 auto-downgrades to manual review.

3
Step 3

Decide + export

Click through each conflict — trust HubSpot, trust QuickBooks, flag for review, or ignore. Use bulk actions to clear obvious patterns in one click. Export a corrected CSV with your decisions appended.

Decisions feed the pattern library so future reports get smarter — for everyone.

Trust model

Built so you never have to second-guess it

Never auto-merges

DELEGATE-52 (Microsoft Research, 2026) found frontier models corrupt 25% of documents over long workflows. Every action requires your click.

Pattern library first

Known discrepancy shapes (partial payment, currency-format-only, missing legal suffix) resolve from templates — no LLM call. Cheap, fast, predictable.

Delta tracking compounds

Every paid report compares against your prior one. New conflicts, resolved conflicts, persistent issues — visible at a glance from month 2 onward.

Positioning

What we're not

Not Insycle

Insycle is $79–$299/mo for HubSpot-internal dedupe. We cross-check HubSpot against QuickBooks, which Insycle does not.

Not Synder / Bookkeep

Those tools sync Stripe → QuickBooks for e-commerce. We do CRM → accounting reconciliation for B2B RevOps.

Not Data Hub Pro

HubSpot's $720/seat/mo tier covers this with native sync. We're for teams that will never pay that — same wedge, 93% less.

First report free. No credit card. Sixty seconds.

Drop two CSVs and see exactly what's out of sync between HubSpot and QuickBooks.