Working with us: Finance and Commercial Operations

Where does revenue data break down after a deal closes?

Sales may see a closed deal as the finish line. For your team, it's the start of the work. If the quote lived in a spreadsheet, the discount was approved in an email thread, or the order has to be keyed into the ERP by hand, every one of those steps is a chance for the numbers to drift.

The signs tend to look like this:

• Quotes go out with prices or discounts nobody approved
• Someone retypes closed deals into the ERP or billing system
• Product and price lists in HubSpot don't match the ones finance uses
• Contract terms and renewal dates sit in PDFs instead of on the record
• Bookings in HubSpot and revenue in the finance system never quite agree

None of these is a disaster on its own. Added up, they slow down billing, create rework at month end, and make it hard for leadership to trust the forecast.

What does a reliable quote-to-cash process look like?

The goal isn't more automation for its own sake. It's a process where the quote a rep sends is the same one finance bills from, and where approvals happen before a price reaches the customer, not after.

In practice, that usually means a few things:

• One product and pricing catalog that sales and finance both use
• Discount and approval rules that run inside HubSpot, with a record of who approved what
• A closed deal that creates the order in your ERP or finance system without anyone typing it again
• Contract, renewal, and payment status visible on the deal and company records
• Clear rules for which system owns each piece of data

How does Pyxis help finance and commercial operations teams?

We start with the step that's causing the most rework or risk, not a full rebuild. From there, the work usually falls into a few areas.

• Quoting and approvals: We build quotes, product libraries, pricing rules, and approval steps inside HubSpot, so a rep can't send a quote that hasn't been cleared by finance. See quote-to-cash and custom quoting.
• ERP and finance integrations: We connect HubSpot to the ERP, billing, and credit-check systems you already use. Closed deals can create orders downstream, and the status from those systems comes back to the HubSpot record where sales and service can see it. We use Celigo, Zapier, or custom code when there's no standard connector. See integrations and data.
• Data ownership and governance: Before we connect anything, we agree with you on which system owns customers, products, prices, and orders. That keeps two systems from overwriting each other and gives your team a clear place to fix a bad record.
• Reporting finance can use: When deal stages, booking dates, and product lines are defined the same way in every system, pipeline and bookings reports start to line up with what finance sees. We set those definitions with your sales and finance leads, then build the reports in HubSpot. See revenue operations.
• Ongoing support: Pricing changes, new product lines, and acquisitions all touch the quoting process. A RevOps retainer keeps HubSpot and its integrations current as the business changes.

How do you keep control over what reaches the customer?

Finance teams are right to be careful about anything that changes a price, a contract, or a customer record. We design every build with that in mind.

Approval rules decide which quotes need a second look, and HubSpot keeps the history of each approval. Integrations are tested against your real records before they go live. When we use AI agents in the process, for example to fill in deal details after a call, a named person on your team reviews the work before it changes a record or reaches a customer.

Why do finance and commercial operations teams work with Pyxis?

We go deeper in discovery before we scope, so the plan is built around how orders, pricing, and approvals really move through your business. Because we design, build, and integrate, the team that maps the process is the team that carries it through.

• HubSpot Quote-to-Cash badge: Recognized by HubSpot for quoting, approvals, and downstream handoff work.
• HubSpot Diamond Solutions Partner: In the HubSpot ecosystem since 2012, with accreditations in CRM Implementation, Onboarding, and Platform Enablement.
• Celigo Advanced partner and Zapier Gold partner: We choose the integration approach that fits your systems and your team's ability to maintain it.
• Experience with the systems around HubSpot: We've connected HubSpot to ERPs, credit-check software, and other finance and operations systems, including custom integrations where no standard connector exists.

Who is this for?

• CFOs, controllers, and finance leaders who depend on what sales enters in HubSpot
• Commercial operations and deal desk teams who manage pricing, discounts, and approvals
• B2B companies of 50 to 500 employees with complex revenue systems
• Teams whose HubSpot needs to share data with an ERP, billing, or credit-check system
• Businesses facing a change event, such as new pricing, an acquisition, or an ERP replacement

Where is your quote-to-cash process creating extra work?

A HubSpot Audit gives you a clear view of what's working and a prioritized list of what to fix first, including your quoting setup and integrations. It starts with a 30-minute kickoff and takes one to two weeks. We use partner admin access, so it doesn't use a paid seat.

Start with a HubSpot Audit

Or see our results with other B2B teams.