Hubsessed Office Hours: Unified Revenue View · Every clip

Is finance in the room?

Ryan Ginsberg · Thursday, November 12, 2026

Before you size a HubSpot project, find out whether finance is part of it. Someone approached me on LinkedIn the other day about work and asked me to estimate my hours for something I've never seen. So I asked whether they know what HubSpot can do for contracts, invoicing and payments, because "that changes the entire scope of how we implement HubSpot and what tools we bring to the interface on the sales side and how accounting gets looped into the conversation, or how finance gets looped into that." Then the question for anyone buying HubSpot for the first time: "Is finance part of the conversation, or are they just the one approving budget?" You get the one question that changes what an estimate even covers. Who from finance is in the room on your HubSpot project, if anyone? Replay clip from Hubsessed Office Hours: Unified Revenue View. Chris and I hosted. Full session: https://www.hubsessed.io/office-hours/unified-revenue-view/2026-11-12