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ScaleXP

By ScaleXP
5 out of 5 stars
Free 7 day trial available
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The most comprehensive reporting platform for B2B businesses using Xero. Integrate financial and CRM data with automated SaaS metrics, dashboards, and presentations. Automate revenue recognition. Instantly report across currencies, track multiple budgets, and incorporate Tracking Codes.
Rated
5.0
out of 5
Reviewed by
46
Xero users
Try this app
Free 7 day
trial available
Listed for
3 years
May 2021

Overview

ScaleXP streamlines accounting and reporting processes for finance teams in subscription, SaaS and software businesses.

• Fully automate deferred and accrued 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. ScaleXP is the global leader in revenue recognition for Xero users.

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

• Invoice directly from HubSpot, with final review & send in Xero. Easily share payment status in HubSpot with 2 way sync.

• Connect Xero to Stripe to transfer all invoice details - including customer names and tax rates to Xero.

• Automate prepayments and pre-paid expense recognition. The system contains a series of sophisticated text recognition algorithms which read all words and data on supplier bills, preparing prepayment schedules, ready for your review and approval.

• Consolidate financials across countries, currencies, geographies, and even accounting systems. Report by tracking code across multiple entities, making department reporting much simpler.

• Track multiple budgets & forecasts across entities and systems.

• Automate SaaS metrics including ARR, MRR, net dollar retention, gross revenue churn, renewals, and upsells. Integrate tracking codes into your subscription metrics across one or multiple Xero entities.

• Streamline revenue and MRR forecasting, using data from Xero + your CRM platform. Include subscription income, contracted revenue, and renewals.

• Use AI-chat functionality to create dashboards and graphs. Easily integrate charts into presentations, downloadable to Powerpoint, creating impressive and engaging management packs and board reports.

ScaleXP saves B2B finance teams between 3 and 5 days per month. See our reviews to understand more.

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 2023 "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
46 Reviews

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Most recent reviews

EW
Emma Wakeham
Posted 16 Jul 2024
5 out of 5 stars

Finally a single source of truth

Thanks to ScaleXP we finally have a single source of truth!! This is a brilliant platform which really allows you to drill down into your numbers without the manual overheads. As a business we have never had this level of visibility, the different dashboards and reports have allowed us to understand our revenue like never before and the deferred revenue, prepayments and invoice drafting automations have saved us time and money already! The process of onboarding has been seamless, the team really took the time to get to know our business needs and guided us through the whole process so that we can get the most out of the platform whether it was in on a call of via their very extensive knowledge base! A shout out to them 😊 I am excited to see where this platform takes us as well as where they go, it sounds like there are some exciting things to come which will make our lives a lot easier! I would highly recommend!
2 people found this review helpful.

Response from ScaleXP

Thank you. We really appreciate your comments - 😊!
DS
Dean Stibbs
Posted 11 Jul 2024
5 out of 5 stars

Brilliant Software

One of the biggest weaknesses with Xero is that it does not do Revenue Recognition. We are a medium sized SaaS business so I was primarily hunting for a good software tool to handle Rev Rec that integrated with Xero. So we could ditch the manual Excel spreadsheets. ScaleXP is absolutely brilliant in handling this automation creating draft journals into Xero. However, I discovered ScaleXP does far more in terms of Reporting, Budgets, Forecasts, Cost recognition handling Prepayments, Dashboards, Metrics and Presentations, Customer Reporting. A brilliant piece of software engineering that I would highly recommend to any accountant that seeks to make their lives more efficient and save time and money.
2 people found this review helpful.

Response from ScaleXP

Thank you Dean for the feedback!
RF
Richard Forrest
Posted 28 Jun 2024
5 out of 5 stars

Great Tool, Fantastic Support

Not only is this a great tool and a timesaver, but within weeks is providing insights into my SaaS business that I never had before. We now have consolidations with eliminated accounts, a deferred revenue schedule that is automated, automated journals and all the metrics and reporting we need. It has replaced the previous reporting tool we had in place so a cost saving there as well. The tool is flexible, intuitive, and fun to use. The support team are very responsive (and patient). I regret not having implemented sooner - so my advice is to do it now because your team will never be fully ready and your data will never be completely clean. The visibility it gives you and data cleansing capability is great so you get to where you need to be quickly.
3 people found this review helpful.

Response from ScaleXP

Thank you for the feedback!

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

ReportingInvoicing and jobs

Industries

EducationProfessional servicesAccounting

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

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7 day free trial available

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