Boston, MA (September 18, 2024) – Wendt Partners, a HubSpot Elite Solutions Partner based in New York, announced today that it has become the first HubSpot Elite Partner to also be recognized as a FinHub® solutions partner. The announcement was made at INBOUND®, HubSpot’s annual customer event, held at the Boston Convention Center.
FinHub is the world’s first financial strategy, analytics, and reporting platform designed specifically for HubSpot CRM. Created by leading business analysts and finance professionals, FinHub fills a crucial gap in the revenue cycle.
“HubSpot is the world’s leading customer platform for growing companies,” said Douglas Wendt, President of Wendt Partners. “By integrating marketing, sales, and service, HubSpot manages the entire revenue generation and retention cycle for enterprises. However, it has historically lacked native financial reporting capabilities. FinHub solves this by bringing comprehensive financial reporting into HubSpot, providing insights on revenue, profitability, and growth forecasting.”
Developed by Phoenix Strategy Group, FinHub integrates financials directly into HubSpot. It overcomes limitations found with the HubSpot-QuickBooks connector and the complexity of data routing through third-party platforms. FinHub seamlessly integrates accounting data into HubSpot’s reporting and analytics interface, providing groundbreaking executive dashboards within the CRM.
With this integration, companies gain automated consolidation, attribution, and detailed financial forecasting based on live HubSpot data. Essential metrics such as profit margin, cash runway, monthly recurring revenue (MRR), customer acquisition cost (CAC), and lifetime gross profit (LTGP) can now be monitored and managed within a single platform.
“We are committed to delivering world-class financial reporting within HubSpot,” said David Metzler, President & CEO of Phoenix Strategy Group. “By unifying leadership across demand generation, conversion, and financial planning, we are creating the first truly end-to-end customer platform—all within HubSpot.”
“Wendt Partners has consistently been at the forefront of innovation within the HubSpot ecosystem,” concluded Douglas Wendt. “From being the first joint HubSpot and DealHub partner for enterprise CPQ to the first North American HubSpot partner to achieve SOC 2 and ISO 27001 certification, we are now the first to bring HubSpot and FinHub together. This partnership solidifies our position as a cutting-edge solutions provider for HubSpot customers worldwide.”
For more information, visit www.phoenixstrategy.group.
