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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
43
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
43 Reviews

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Most recent reviews

KC
Kim Cruz
Posted 20 Jun 2024
5 out of 5 stars

Great Software & Great Support

Before ScaleXP, there was a lot of manual labor that went into reporting revenue on event start date versus invoice issue date. ScaleXP has made our revenue recognition reporting so much easier. It has been a real time saver! The Saas metrics and customizing the dashboard for quick financial visibility are great features. All in all, ScaleXP has been easy to navigate and understand. I am very happy with our set-up. A special mention must go out to the incredible support team, who consistently keep us up to date and respond to queries almost instantly. The team absolutely adds another level to the whole ScaleXP suite
SN
Sandhini Nair
Posted 23 May 2024
5 out of 5 stars

Finance Professionals Best Friend!

Being part of a Startup/ScaleUp/SME Company, ScaleXP is the perfect friend, with multi-currency, consolidated reporting, deferred revenue and SaaS metrics. It is easy to use, great to edit so that your reports look the way you want it to. Their support team is amazing, they respond to requests quickly and will try and make your life as easy as possible! It is a great App!! Highly recommend for finance teams! Thank you ScaleXP!
One person found this review helpful.
NE
Neil Edwards
Posted 10 Apr 2024
5 out of 5 stars

Trailblazing tool with exemplary customer service!

I'm an independent Finance consultant providing support to several SaaS clients, who use ScaleXP predominantly to calculate deferred revenue for any subscription contracts. The tool has proved to be an invaluable way of getting rid of clunky and potentially erroneous spreadsheets, and to focus more time on understanding what the numbers mean rather than generating them. Customer support has been superb too. Firstly, the ScaleXP team takes the time to ensure that customers know how to use the product and can effectively tailor it to their own business model. Secondly, I have been impressed that ScaleXP has taken feedback on potential improvements to the tool, and is willing to share visibility of how those improvements will look in the development sandbox. It is a very collaborative relationship. Finally, in my own explorations around ScaleXP there are many other features especially around SaaS metrics that my clients and I are yet to take advantage of fully, so I am looking forward to seeing how those will streamline month end activities further. In summary, SaaS businesses can’t go too far wrong with ScaleXP.
5 people found this review helpful.

Response from ScaleXP

Thank you Neil! You captured the essence of what we deliver so eloquently....."getting rid of clunky and potentially erroneous spreadsheets to focus more time on understanding what the numbers mean rather than generating them."

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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