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ScaleXP

By ScaleXP
5 out of 5 stars
Free trial available
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Comprehensive B2B financial reporting. Integrate financial and CRM data with automated SaaS metrics, dashboards, and presentations. Automate revenue recognition, deferred income and prepayments. Instantly report and convert currencies, track multiple budgets and Tracking Codes.
Rated
5.0
out of 5
Reviewed by
39
Xero users
Try this app
Free trial
available
Listed for
2 years
May 2021

Overview

ScaleXP streamlines accounting processes for finance teams and SaaS businesses. With it, you can connect Xero to your CRM and payment processing system to see paid and issued invoices, tax/discount/product code mapping, standardised FX rates, and any edits. You can also:

Fully automate deferred revenue recognition. The system contains a series of sophisticated text recognition algorithms which read all words and data on invoices. Revenue recognition is completely automated across quarterly, annual or even weekly invoices.

• Connect to HubSpot, Salesforce, and Pipedrive for full integration with your CRM and customer data.

• Connect Xero to Stripe for your payment processing and invoice reconciliation.

• Automate prepayments and expense recognition.

• Consolidate financials across countries, currencies, geographies, and even accounting systems.

• Track multiple budgets & forecasts across entities and systems.

• Integrate with CRM data to understand when deals have closed and are ready to be invoiced.

• Automated SaaS metrics including ARR, MRR, net dollar retention, gross revenue churn, renewals, and upsells.

Setup and onboarding takes just one hour, and by working with ScaleXP, you’ll ensure your team has accurate up-to-date insights to drive new growth.

The system is designed to provide big company automations and analytical power to SMEs simply and affordably. The system will simplify your month end process, saving you time and making the process easier.

ScaleXP
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ScaleXP + Xero

ScaleXP is a certified Xero partner app and was recently listed as a ‘Xero staff pick’! Users can sync data daily, or on demand. Revenue and cost recognition schedules are available with a click, providing a full breakdown by customer and invoice. Schedules can be downloaded to excel, a CSV or shared online.

Invoice or bill changes in Xero are detected by ScaleXP and automatically imported. Modifications are easy to track with built-in filters, designed to highlight changes.

Data can be imported across any number of countries or currencies, and financial consolidation is completed in a single click.

Reviews & ratings

5.0 out of 5 stars
39 Reviews

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Most recent reviews

AG
Aida Greaney-Boles
Posted 7 Feb 2024
5 out of 5 stars

A game changer!

ScaleXP is a game changer - for all companies with multi-currency entities, consolidated reporting, deferred revenue calculations or SaaS metrics to report, ScaleXP handles it all superbly on one platform. The backup of the expert support team is outstanding. Highly recommend!
One person found this review helpful.
LE
Laura Ellis
Posted 16 Jan 2024
5 out of 5 stars

Time saving

ScaleXP has saved me so much time each month when preparing monthly financial reports for different audiences. It's been a great addition.
RS
Rayhan Siddique
Posted 5 Jan 2024
5 out of 5 stars

Revenue Recognition

Just started using the Scale XP. Best for Revenue recognition, laying out the P&L with the tracking code, easy to edit the report and Dashboard etc.
One person found this review helpful.

Additional info

Shared data

Xero
ScaleXP
Accountsshared from Xero to ScaleXP
Usersshared from Xero to ScaleXP
Tracking Categoriesshared from Xero to ScaleXP
Paymentsshared from Xero to ScaleXP
Manual Journalsshared from Xero to ScaleXP
Journalsshared from Xero to ScaleXP
Invoicesshared from Xero to ScaleXP
Currenciesshared from Xero to ScaleXP
Credit Notesshared from Xero to ScaleXP
Contactsshared from Xero to ScaleXP

Functions

ReportingCRM

Industries

Professional servicesEducationProperty and realty

App details

By ScaleXP
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@scalexp.com

Follow

LinkedIn

Try ScaleXP for free

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.