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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.


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.

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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
33 Reviews

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Most recent reviews

Ish Hodaszi
Posted 28 Nov 2023
5 out of 5 stars

Incredibly useful

ScaleXP is a game-changer for deferred revenue recognition. It makes the process so easy and efficient, and it also provides amazing insights for our management reports. We love how it has simplified our workflow! The tool wasn't the easiest to get going at first due to the way our P&L was set up, but the support team were fantastic and helped us resolve our issues. They are a responsive and helpful bunch! We are so glad we switched to ScaleXP and we can't imagine going back to spreadsheets. It's a must-have tool for any business that deals with deferred revenue!
Eloise Overland
Posted 14 Nov 2023
5 out of 5 stars
ScaleXP is rapidly becoming a core integration within our team. We started using ScaleXP for revrec and tracking our deferred revenue but are loving all of the new features that are becoming readily available. We are currently building out dashboards with the help of the AI functionality and are already seeing the benefits this will have for our wider team much further than tracking our ARR. The team at ScaleXP are great and are always willing to help with our individual business needs.

Response from ScaleXP

Thank you Eloise!
Gerry McHugh
Posted 18 Oct 2023
5 out of 5 stars

Fantastic tool

It's awesome. We've managed to swap all of the standard tables and graphs over to SXP reports for this month's board deck very seamlessly. They look loads better, and we'll save huge amounts of admin time in the future.

Response from ScaleXP

Thank you; we really appreciate your feedback!

Additional info

Shared data

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




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App details

By ScaleXP
Added in 2021


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




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