Overview
Month-end shouldn't cost you a week. ScaleXP is everything your finance team needs alongside Xero: automated revenue recognition, CRM invoicing, revenue forecasting and consolidation.
Because today, you know how it goes. Deferred revenue rebuilt by hand. Contracts prorated line by line. Deals re-keyed from the CRM. Then the board asks why ARR moved, and you're not sure the spreadsheet is right.
Automated revenue recognition in Xero
Automated revenue recognition in Xero ends the deferred revenue spreadsheet. The one that takes days, breaks with one formula and only one person understands. ScaleXP builds the schedule from every invoice line and prepares your journals:
• Deferred revenue: spread over the right months, annual prepaid contracts included • Accrued revenue: for work delivered but not yet invoiced • Prepayments and accruals: built from your Xero bills, with tracking categories • Usage-based and project revenue recognition: from usage data or project milestones
Every journal waits for your review. Approve it, post to Xero in two clicks.
HubSpot, Salesforce and Pipedrive integration with Xero
Sales celebrates the deal. Finance re-keys it into Xero. A year later, the renewal slips through and nobody bills it. ScaleXP turns every Closed Won deal into a Xero invoice, draft or approved.
• No more re-keying: products, prices and terms come straight from the deal • No renewal goes unbilled: renewals are tracked automatically • Find the revenue you missed: won deals with no invoice, invoices below contract value
Stripe Xero integration
Exporting Stripe to Xero by hand means CSVs, broken tax codes and revenue in the wrong month. ScaleXP brings every Stripe invoice into Xero with products, service periods and tax codes intact. Then it recognises the revenue and tracks MRR and churn.
Revenue forecasting and consolidation
The bank wants consolidated accounts. The board wants ARR by Friday. Xero alone can't give you either. ScaleXP consolidates up to 50 entities in any currency. It tracks 30+ SaaS metrics and builds one revenue forecast from Xero actuals, renewals and your CRM pipeline. Board packs export to PowerPoint.
Get 3–5 days back every month-end
• Rated 5.0 on the Xero App Store (75+ reviews) • 2023 Xero Staff Pick and 2025 Xero Featured App
"We used to spend half day on getting the deferred revenue correct. With ScaleXP, it became a 10 mins job." Olivia, Xero App Store review
Make your next month-end the first one without the spreadsheet. Click "Get this app": 7 days free on your Xero data, no credit card.
ScaleXP + Xero
Connect Xero in a few clicks
No CSV exports, no migration project. Click "Get this app", sign in with Xero and choose your organisation. ScaleXP imports your invoices, bills, contacts, tracking categories and trial balances. Your Xero data stays in step with ScaleXP, so it's there when you need it.
What you get as soon as Xero is connected
• No more deferred revenue spreadsheets: revenue schedules for every invoice, built from your invoice lines • Month-end journals ready to post: deferred revenue, accrued revenue, prepayments and accruals, posted in two clicks • ARR you can defend: ARR, MRR, churn and retention dashboards built from your Xero data • One view of the group: reporting across all your Xero organisations, in any currency
Add your CRM and Stripe
Stop re-keying deals and chasing sales for what to invoice. Syncs 20+ deal properties from HubSpot, Salesforce or Pipedrive.
• HubSpot Xero integration: Closed Won deals become Xero invoices, with invoice, payment and overdue status back in HubSpot • Salesforce Xero integration: Closed Won opportunities become Xero invoices, with paid or voided status shown on the opportunity • Pipedrive Xero integration: won deals become draft Xero invoices for finance to approve. Invoice and payment status can sync back. • Stripe Xero integration: Stripe invoices reach Xero with products, discounts and tax codes, and stay in sync with Stripe
One customer, one record: deals, invoices, payments, renewals and recognised revenue in one place. Finance stops rebuilding the picture in spreadsheets.
You stay in control
Unlike a full ERP project, nothing changes in how you run Xero. Journals post only once you approve them. You choose whether CRM invoices arrive as drafts or approved. Your ledger stays in Xero, and you can disconnect at any time.
Getting started
From spreadsheets to an automated month-end close in three steps.
Step 1: Start your free trial
Click "Get this app" and sign in with Xero. Your 7-day free trial runs on your own Xero data, with no credit card needed.
Step 2: Let ScaleXP do the work
ScaleXP builds your revenue schedules from your Xero invoices. It prepares your deferred revenue, accrued revenue, prepayment and accrual journals. Your ARR, MRR and churn dashboards fill in from the same numbers.
Step 3: Approve and post
Review the journals, approve them and post to Xero in two clicks. Month-end, done.
Onboarding included
You are not left alone with a new tool. A ScaleXP specialist sets everything up with you in a tailored onboarding session. After that, our team is on live chat and email whenever you need help.
Want to see invoicing from HubSpot, Salesforce or Pipedrive? Use "Setup walkthrough" under Additional info to book a demo with our team.
