The problem this solves
The transactions are in HubSpot, but the reporting on top of them does not hold up. Revenue reports do not reconcile to what finance sees, VAT is handled inconsistently across quotes and invoices, and when an auditor asks who changed a price or refunded a payment, there is no clean trail to answer. Commerce data without governance is just numbers nobody in finance is willing to sign their name to.
How we work
We build reporting that finance can actually stand behind: recurring and one-off revenue, subscription metrics like renewals and churn, collections and outstanding balances, all defined so the numbers reconcile to what your accounting system shows rather than telling a different story. Definitions get agreed with finance up front, because a revenue report only earns trust once the two systems agree on what a number means.
On compliance, we make tax and VAT handling consistent across the commerce layer so it is applied the same way on every quote and invoice, and we bring in the tax logic your markets require. Where full VAT compliance genuinely exceeds HubSpot's native handling - OSS, complex cross-border rules - we say so and scope the integration path rather than pretending a setting covers it.
On governance, we set up the access and audit side: who can change prices, issue refunds, or edit subscriptions, and a trail that answers who did what when. That is what turns commerce data from a set of numbers into a system finance and, if needed, an auditor will trust.
Deliverables
- Revenue reporting reconciled to finance definitions
- Subscription metrics: renewals, churn, and recurring revenue
- Collections and outstanding-balance reporting
- Consistent tax and VAT handling across quotes and invoices
- Access governance for pricing, refunds, and subscriptions
- Audit trail answering who changed what and when