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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
49
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
49 Reviews

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Most recent reviews

NB
Nick Bullock
Posted 24 Feb 2025
5 out of 5 stars
I was tasked with working through 2 years of data to convert the books from cash to accrual. This tool made it a breeze and saved me hours of work. Well worth the buy.

Response from ScaleXP

Thank you; it's so great to understand this.
LP
Lisa Pascaud
Posted 3 Jan 2025
5 out of 5 stars

Positive Experiance

We have been using ScaleXp for a couple of years and it has made my accounting more precise and less labour intensive, we would recommend the software to track income and expenses. It is user friendly and there is always help at hand.

Response from ScaleXP

Thank you. We really appreciate your comments!
IC
Iain Coward
Posted 31 Oct 2024
5 out of 5 stars

Highly Recommended

This software integrates really well with xero and is now our primary tool for consolidation, revenue recognition, calculating saas metrics, prepayments, month end reporting of P&L, BS, & cash flow. It's basically automated a lot of the more challenging month end processes that a subscription based software buisness faces, and which xero doesn't have the functionality to tackle. It's clear that this product has been designed by a team that really understand the accounting challenges faced at month end. The customer onboarding has been friendly, and exceptional in their attention to detail. They've really gone above and beyong to ensure that ScaleXP is set up and working for us. For what it delivers it's really good value for money, and I would highly recommend giving it a try.

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

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.