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 + 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.
Getting started
Click the ‘Getting started’ button to schedule a demo to answer any remaining questions.
