Overview
ScaleXP is a Xero Staff Pick and Featured App for finance automation.
ScaleXP helps B2B finance teams automate revenue recognition, deferred revenue, accrued revenue, prepayments, tracking codes, SaaS metrics, CRM invoicing and month-end close.
Built by CFOs and accountants, ScaleXP connects Xero with CRM and billing data. Replace manual spreadsheets with AI-powered workflows that prepare schedules and journals for review before posting to Xero.
Automate Xero revenue recognition and deferred revenue
ScaleXP reads invoice data, billing dates, service periods, line items, currencies and contract terms to prepare revenue schedules automatically.
Automate revenue recognition, deferred revenue schedules, accrued revenue schedules, revenue journals, revenue waterfalls, recognised revenue, deferred revenue and unbilled revenue reporting.
ScaleXP supports monthly, quarterly, annual, project-based, usage-based and multi-period revenue recognition workflows.
Automate month-end close in Xero
ScaleXP helps finance teams close faster by automating manual month-end tasks traditionally managed in spreadsheets.
Automate deferred revenue journals, accrued revenue journals, prepayments, prepaid expenses, cost accruals, month-end reporting schedules and Xero tracking categories.
Finance teams can prepare, review and post detailed journals to Xero with more control, consistency and audit trails.
Connect CRM data with Xero
ScaleXP connects HubSpot, Salesforce, Pipedrive, Stripe and other systems with Xero.
Turn CRM deals and opportunities into finance-reviewed invoice workflows while keeping customer, contract, billing and reporting data aligned between sales and finance.
Supported workflows include HubSpot to Xero invoicing, Salesforce to Xero invoicing, Pipedrive to Xero invoicing, CRM-to-Xero synchronisation, CRM-based revenue forecasting and customer reporting.
SaaS metrics and board-ready reporting
ScaleXP calculates SaaS metrics directly from Xero, CRM and billing data.
Track ARR, MRR, Net Revenue Retention, Gross Revenue Retention, churn, expansion revenue, Customer Lifetime Value and Customer Acquisition Cost.
Create board-ready dashboards, investor reporting and executive reporting without maintaining spreadsheet models.
Built for Xero finance teams
ScaleXP is designed for SaaS companies, subscription businesses, professional services firms, education providers, B2B businesses using Xero, and accountants, bookkeepers and finance teams supporting growing clients.
Why finance teams choose ScaleXP
- Xero revenue recognition and deferred revenue automation
- Month-end close automation
- Prepayments, accruals and journal automation
- Xero tracking code automation
- CRM-to-Xero invoicing
- SaaS metrics and board-ready reporting
- Audit trails and reporting transparency
- Built by CFOs and accountants
- Free trial available
ScaleXP helps Xero finance teams close faster, report with confidence and make better decisions.
ScaleXP + Xero
ScaleXP is a certified Xero partner app and 2023 Xero Staff Pick and 2025 Featured App.
Users can sync Xero 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, CSV or shared online.
Invoice and bill changes in Xero are detected by ScaleXP and automatically imported. Built-in filters help finance teams identify changes, review schedules and maintain accurate journals.
ScaleXP prepares journals for deferred revenue, accrued revenue, prepayments and accruals for review before posting to Xero. Tracking categories can be applied to support department, product, customer and regional reporting.
ScaleXP also connects Xero with CRM and billing systems including HubSpot, Salesforce, Pipedrive and Stripe, helping finance teams align CRM, invoicing, revenue recognition and reporting workflows.
Pricing plans
This app includes a free 7 day trial
Finance Automation
- Revenue recognition automation
- Deferred and accrued revenue journals
- Prepayments and accrual journals
- SaaS metrics including ARR and MRR
- HubSpot to Xero automated invoicing
- Salesforce to Xero automated invoicing
- Pipedrive to Xero automated invoicing
- CRM-to-Xero workflows including renewals and contract tracking
- Board-ready dashboards and reports
- Month-end close automation
- Revenue forecasting, including MRR, ARR, CRM data
- Full audit trail for schedules and journals
- Xero tracking category automation
Getting started
Getting started is simple.
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Connect ScaleXP to Xero.
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Choose the workflows you want to automate, such as revenue recognition, prepayments, accruals, SaaS metrics or CRM invoicing.
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Review your imported invoices, bills, customers and tracking categories.
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Configure your schedules and reporting rules with support from the ScaleXP team.
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Review journals in ScaleXP before posting to Xero.
Book a short demo and we will help confirm the best setup for your Xero workflow.
