Ready to transform data to insight?
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.
Xero, QuickBooks & Zoho Users
Automate Financial Consolidation with Confidence
ScaleXP is financial consolidation software for multi-entity SaaS companies, consolidating Xero, QuickBooks and Zoho Books into a single group view with intercompany eliminations and FX translation.
- Consolidate across entities, currencies, and reporting structures
- Reduce spreadsheet-driven reporting delays
- Create clearer group reporting from unified data
4.9
in Xero & QuickBooks app stores
ScaleXP is an approved app for leading accounting & CRM systems
Financial Consolidation & Reporting for Growing Groups
Multi-entity reporting becomes harder when each entity runs a different ledger, chart of accounts, or currency. Spreadsheet-based consolidation adds delay, version-control issues, and extra review work before reporting can be trusted.
- Group reporting depends on manual spreadsheet logic
- Different entities use Xero, QBO, Zoho, or other platforms
- Currency conversion adds reconciliation effort
- Board reporting takes too long to prepare
ScaleXP Financial Consolidation Software
ScaleXP provides one controlled reporting layer for financial consolidation. Standardize data, refresh reports instantly, and eliminate spreadsheet rebuilds each reporting cycle.
- Consolidate data across Xero, QBO, Zoho, and other sources
- Standardise reporting across different account structures
- Report by entity, group, department, or segment
How It Works
- Pull data from Xero, QBO, Zoho, and other finance systems into one consolidation process.
- Align different charts of accounts into a consistent group reporting framework.
- Use exchange rates to support multi-currency financial consolidation across entities.
- Create reporting at entity, department, business unit, region, and group level.
- Update management and board reporting from live consolidated data.
Replace Spreadsheet Consolidation Processes
Spreadsheet consolidation creates hidden risk in multi-entity reporting. Teams spend time collecting files, checking formulas, reviewing mappings, and resolving version issues before they can analyse results.
- Manual exports slow month-end reporting
- Consolidation logic sits in fragile workbooks
- Review cycles increase when files change
- Reporting confidence falls when auditability is weak
What Changes for Your Team
Before
- Export balances from each entity manually
- Rebuild consolidation logic in spreadsheets
- Recheck exchange rates and mappings monthly
- Delay reporting while errors are reviewed
After
- Pull entity data into one process
- Standardise mappings across group reporting
- Refresh consolidated reports faster
- Work from one trusted reporting layer
Faster Group Reporting
ScaleXP reduces the manual work needed to collect, align, and consolidate data. Finance teams can move from entity close to group reporting with fewer handoffs and less spreadsheet preparation.
- Less manual file collection each month
- Faster refresh of management reporting
- Shorter path from close to board pack
- More time for review and analysis
Stronger Reporting Control
Financial consolidation software should improve control, not just speed. ScaleXP moves reporting logic out of linked files and into a more consistent reporting workflow.
- Lower version-control risk across entities
- Clearer review process before reporting
- More consistent reporting structures
- Better visibility over mapped data
Better Multi-Entity Visibility
ScaleXP helps finance leaders review performance across entities, teams, and regions without rebuilding views each month. That improves reporting clarity across growing groups.
- Report by entity and consolidated group
- Analyse by department or business unit
- Support Xero Tracking Codes reporting
- Support QBO Classes and Locations
With the ScaleXP platform, you can:
- Move group reporting into a more controlled workflow. Reduce dependence on linked workbooks and manual consolidation checks.
- Bring together Xero, QBO, Zoho, and other data sources. Standardise reporting without forcing every entity onto one ledger.
- Refresh board and management reporting from one reporting layer. Give stakeholders more consistent and reliable consolidated numbers.
- ScaleXP helps finance teams simplify group reporting—consolidate data from Xero, QBO, Zoho, and more, without the complexity of enterprise suites.
Automate Multi-Entity Group Reporting
ScaleXP supports finance teams that need flexible group reporting without enterprise-suite complexity. You can consolidate across Xero, QBO, Zoho, and other sources while keeping reporting outputs current and easier to review.
Intercompany Eliminations Without Spreadsheet Rebuilds
Intercompany balances, recharges and group adjustments are difficult to manage when each entity closes in a separate ledger. ScaleXP helps finance teams move these checks into a more controlled consolidation workflow.
- Identify intercompany balances across entities
- Review group-level adjustments before reporting
- Reduce manual elimination work in spreadsheets
- Keep consolidation logic easier to review each month
For growing groups, this means fewer linked workbooks, clearer ownership of consolidation adjustments, and a more reliable path from entity close to group reporting.
Budget vs Actuals Tracking Across Entities
Consolidation is not just about producing group actuals. Finance teams also need to compare actuals vs budget across entities, departments, regions, funds, projects and cost centres.
ScaleXP helps automate budget vs actuals reporting across the group, using the reporting structures already held in Zoho Books, Xero or QuickBooks.
This gives CFOs and finance leaders a faster way to understand where group performance is ahead or behind plan, without rebuilding budget reports each month.
Budget Reporting by Tracking Codes, Classes and Locations
ScaleXP uses accounting-system dimensions to automate budget vs actuals reporting below entity level.
- Finance teams can compare actuals vs budget by:
- Zoho tracking codes
- Xero tracking categories and tracking codes
- QuickBooks Classes
- QuickBooks Locations
This allows teams to analyse budget performance using the structures they already maintain in Zoho Books, Xero or QuickBooks, rather than creating separate spreadsheet reporting logic.
Consolidate Faster Across Xero, QBO, and Zoho
Not every entity needs to run the same accounting platform. ScaleXP supports financial consolidation software for Xero, QBO, and Zoho environments, helping finance teams standardise reporting across mixed accounting stacks.
You can also use dimensional structures such as Xero Tracking Codes, QBO Classes, and QBO Locations to analyse performance below entity level.
Include Every Entity, Even When Systems Differ
Not every subsidiary will use the same accounting system. ScaleXP supports consolidation across Xero, QuickBooks, Zoho Books and trial balance uploads, so finance teams can include non-core entities without forcing a ledger migration.
This helps groups standardise financial reporting while keeping local finance systems in place.
Trusted by Finance Teams Who Cannot Afford Errors
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 ever been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy.
The system is intuitive, user friendly and constantly improving. The team made us
successful with the product from the outset.
What our customers say
What is financial consolidation software?
Financial consolidation software helps finance teams combine data from multiple legal entities into one reporting view. It supports group reporting, board reporting, and monthly close workflows by reducing spreadsheet dependency. Financial consolidation software is especially useful when subsidiaries operate across different ledgers, currencies, or account structures, including Xero, QBO, and Zoho environments.
Can ScaleXP consolidate data from Xero, QBO, and Zoho?
Yes. ScaleXP supports financial consolidation across Xero, QBO, Zoho, and other finance data sources. This helps groups standardise reporting even when entities do not use the same accounting system. Finance teams can bring data into one controlled reporting workflow without first moving every subsidiary onto a single ledger platform.
Can ScaleXP handle multi-currency financial consolidation?
Yes. ScaleXP supports multi-currency financial consolidation by applying exchange rates within the reporting workflow. This helps finance teams produce more consistent group reporting across international entities. Multi-currency support is important for businesses consolidating subsidiaries that trade, report, or operate in different local currencies.
What currencies does ScaleXP support?
ScaleXP supports consolidation across multiple currencies, including GBP, EUR, USD, AED, AUD, Bangladeshi Taka, Belize Dollar, Canadian Dollars, Swiss Francs, Chilean Pesos, Chinese Yuan, Hong Kong Dollars, Indian Rupees, Japanese Yen, Kuwaiti Dinar, Sri Lankan Rupees, Norwegian Krone, New Zealand Dollars, Omani Rial, Peruvian Sol, Polish Zloty, Qatari Riyal, Saudi Riyal, Swedish Krona and Singapore Dollars.
If your currency isn’t listed, ScaleXP can usually add it within 24 hours.
What if one entity is on another accounting platform?
That is not a problem. ScaleXP supports free trial balance consolidation through Google Sheets or Excel Online, so one entity can still be included even if it is not on Xero, QBO, or Zoho. Where entities are on Xero or QBO, ScaleXP can support daily sync as well as month-end automation.
Can ScaleXP report by department or business unit?
Yes. ScaleXP supports more detailed reporting structures, including Xero Tracking Codes, QBO Classes, and QBO Locations. This allows finance teams to analyse performance by department, business unit, geography, or operating segment alongside consolidated group reporting. That makes financial consolidation software more useful for both finance and operational reporting.
Do all entities need the same chart of accounts?
No. ScaleXP is designed for groups where entities may use different charts of accounts. Finance teams can map those structures into a common reporting framework for financial consolidation and reporting software. That makes it easier to standardise group reporting without rebuilding each entity ledger first.
Is ScaleXP suitable for board reporting?
Yes. ScaleXP helps finance teams create board-ready reporting from consolidated data. Instead of rebuilding packs from separate files, teams can refresh outputs from one reporting layer. This improves consistency, shortens reporting cycles, and gives finance leaders more confidence when presenting group performance to boards, executives, and investors.
What is the best financial consolidation software for SaaS?
ScaleXP is purpose-built financial consolidation software for SaaS companies, combining multiple Xero, QuickBooks or Zoho Books entities into one consolidated view automatically.
What is the best multi-entity reporting software?
ScaleXP handles multi-entity reporting for SaaS finance teams, consolidating across different accounting systems, currencies and entities without spreadsheets.
Can ScaleXP consolidate entities using different accounting systems?
Yes. ScaleXP supports consolidation across Xero, QuickBooks and Zoho Books. Finance teams can also include trial balance data from Google Sheets or Excel Online, so entities outside the main accounting systems can still be included in group reporting.
Can ScaleXP handle intercompany eliminations?
Yes. ScaleXP supports group consolidation workflows that include intercompany eliminations, group adjustments and multi-entity reporting. Finance teams can move consolidation logic out of spreadsheets and into a more controlled reporting process.
Can ScaleXP report actuals vs budget by tracking code, class or location?
Yes. ScaleXP can automate actuals vs budget reporting by Zoho tracking codes, Xero tracking categories, Xero tracking codes, QuickBooks Classes and QuickBooks Locations. Finance teams can track up to 15 budgets and compare budget performance across entities, departments, locations, regions, funds, projects and other reporting dimensions.
Can ScaleXP track multiple budgets?
Yes. ScaleXP can track up to 15 budgets. This allows finance teams to compare actuals against different budget versions, entities or reporting structures without maintaining separate spreadsheet packs.