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By ScaleXP
5 out of 5 stars
Comprehensive B2B reporting. Integrate financial and customer data with automated SAAS metrics, dashboards and presentations. Automate revenue recognition (deferred and accrued income) and prepayments. Instantly report and convert currencies, track multiple budgets, integrate Tracking Codes.


ScaleXP streamlines accounting processes.

• Fully automate deferred revenue recognition. The system contains a series of sophisticated text recognition algorithms which read all words on an invoice and allocate revenue according to the relevant time period. Revenue recognition is completely automated across quarterly, annual or even weekly invoices. Invoice modifications and credit notes are detected by the system and update the original transaction, ensuring that revenue recognition is always correct and fully aligned to Xero.

• Streamline accrued revenue. ScaleXP is the only tool in the Xero app store to provide an elegant solution to automated accrued revenue recognition. The system imports future dated invoices (those to be sent at the end of a contract term). Revenue is automatically allocated over the relevant term using all of the data and text on the invoice.

• Automate prepayments and expense recognition. Cost is recognized in the correct month, using the data and text on the bill. The system allocates cost precisely by day across any time period -weeks, months, years, even decades.

• Consolidate financials across countries, currencies, geographies, even accounting systems. Our instant drill down functionality allows you to click through instantly to any number.

• Track multiple budgets & forecasts across entities and systems. Integrate tracking codes to understand costs by department. Monitor targets for sales team, seamlessly merging your forecast and actual CRM data.

• Integrate with your CRM data (Hubspot or Salesforce) to understand when deals have closed and are ready to be invoiced. Review booked v. billed data. Understand and track the sales pipeline close and conversion rates.

• SAAS or subscription companies benefit from a suite of automated metrics including ARR, MRR, net dollar retention, gross revenue churn, renewals and upsells. Data is beautifully presented in graphs and charts which are ready to share with the business.

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.

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ScaleXP + Xero

ScaleXP is a certified Xero partner app. Users can sync data daily or on demand. Revenue and cost recognition schedules are available in 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. Financial consolidation is completed in a single click.

Reviews & ratings

5.0 out of 5 stars
20 Reviews
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Hamish Badenoch
5 out of 5 stars

Best consolidation and reporting tool on the market

We use Xero software across multiple entities. ScaleXp is by far the best product I have come across in the market. The ability to tailor the consolidation and reporting (easily) is something unique at this price point. Any issues you have in creating your custom reports and the customer support team are on hand to help. It is some of the best customer support I have experience over any software tool/platform.

Response from ScaleXP

Thank you Hamish. We really appreciate your comments!
Estiaan Schoombie
5 out of 5 stars

Best Dashboard Tool on the Market

If you are in the SAAS space, no better tool on the market for compiling accurate key metric dashboards. From demo to onboarding to go live >> seamless process. ScaleXP is the all-inclusive reporting / dashboard tool that takes away the manual labour finance teams are normally faced with. It syncs the data accurately from Xero and allows you to build key reports & dashboards to help drive the company forward (and it looks good too). If you are a finance leader that is keen to automate reports / dashboards / metrics >> his is the tool for you. Guaranteed to save you between 3 -5 days a month plus at a reasonable price. Thanks ScaleXP team!

Response from ScaleXP

Thank you Estiaan. We really appreciate your comments!
Michele Ocampo
5 out of 5 stars

Game changer with amazing customer support

We are using ScaleXP to untangle a number of complexities in our business model. ScaleXP is giving us the agility we need to make business decisions in a more informed way and at a faster pace than we've even been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!

Response from ScaleXP

Thank you Michele!

Additional info

Shared data

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

App details

By ScaleXP
Added in 2021


Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States




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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.