Automate your revenue recognition, billing and subscription management
Finance teams that use ScaleXP save an astounding 3 days per month with the leading tool for Xero and QuickBooks.
4.9
in Xero & QuickBooks app stores
ScaleXP is an approved app for leading accounting & CRM systems
Automate your revenue recognition
Automate deferred and accrued revenue directly from the text and data on your invoices. Improve accuracy and close 3 days faster.
Automate your billing and subscription management
Create invoices directly from your CRM deal properties. Easily track renewals and get paid faster - with our comprehensive subscription management platform.
Move to advanced SaaS & subscription analytics
Automate key SaaS metrics from accounting + CRM data. Integrate tracking codes & classes. Take your reporting to the next level.
How Andy Mellor achieved a stress-free month-end close
With ScaleXP, Andy has replaced manual work with real-time automation. Invoices sync with Xero automatically, and gross margin reporting is now instant and effortless.
The difference has been amazing in terms of the clarity of insight into the margins that we have.
Andy Mellor
Fractional CFO
Core Features
Speed up your month-end
Automate your invoicing and revenue tracking for smoother financial closes.
Replace tedious spreadsheets with ScaleXP’s smart workflows. Create invoices straight from your CRM, accurately track deferred revenue, and finish your month-end with confidence and ease.
Real-time SaaS reporting
Unlock instant visibility into every key SaaS metric.
Monitor revenue growth, customer churn, and retention in real time. With up-to-date dashboards, you can make quick, informed decisions and stay ahead of the curve.
Integration with Xero/QuickBooks
Effortlessly sync your accounting, with no manual entry or errors.
Connect ScaleXP with Xero or QuickBooks in seconds. Get automated updates, reconciliation, and error-free financials; your accounts are always aligned and ready for reporting.
Impress with Metrics & KPIs
Share clear dashboards that highlight your business progress.
Showcase key metrics and KPIs to investors, board members, and your team. Deliver insightful reports designed to impress, and make data-driven decisions with clarity.
Automate deferred revenue recognition
- ScaleXP eliminates the need to track deferred revenue in long, error prone spreadsheets.
- The platform uses a sophisticated series of algorithms to read all data and text on your invoices.
- Revenue recognition schedules are prepared for you. They are easy to review, and once confirmed, create journals which can be posted back into Xero or QuickBooks in 2 clicks.
- ScaleXP’s algorithms are the most advanced on the market and can transform deferred revenue recognition, eliminating the need for spreadsheet tracking.
Track all SaaS subscription metrics
Get real-time visibility of all B2B SaaS metrics, with complex calculations fully automated from your underlying data. Build investor confidence through comprehensive KPIs. And ensure that everyone in the company is using the same numbers.
- Automate complex calculations, saving hours, each month
- Create transparency with clear, detailed schedules
- Consolidate data across countries and currencies, creating an instant global view of performance
Never miss a contract renewal
Contract renewals are notoriously difficult to track. With ScaleXP, you can say goodbye to messy spreadsheets and ensure your renewals are seamlessly managed in one fully integrated system.
Join ScaleXP and benefit from:
3-days
average time savings
100+
Easy to cusomize charts
30+
SaaS metrics automated
3-Click
Instant reports
Let us show you how ScaleXP can supercharge your financial reporting
- Discuss your requirements and answer your questions
- Outline options to improve reporting and streamline processes
- After the demo, you can use our product free for 10 days
Just click on the calendar and select a convenient day and time
We're committed to the security and privacy of your data
What our customers say
Thanks to ScaleXP, our month-end close is now twice as fast!
Ivan
Xero Review
Thanks to ScaleXP we finally have a single source of truth!! This is a brilliant platform which really allows you to drill down into your numbers without the manual overheads.
Emma
Xero Review
ScaleXP is great in calculating deferred revenue with the click of a button compared to Excel.
Wesley
Xero Review
ScaleXP FAQs
ScaleXP is an AI-powered finance platform that automates month-end close, revenue recognition, and SaaS metrics. It connects accounting, billing, and CRM systems into one real-time source of truth so finance teams and founders can make faster, more confident decisions.
ScaleXP is built for growing SaaS companies, agencies, and service businesses that use Xero,QuickBooks or Zoho Books and need accurate, real-time financial insight without relying on spreadsheets or manual processes.
ScaleXP uses AI to automate deferred revenue, accruals, prepayments, and consolidations. Journals are automatically posted back to Xero or QuickBooks with full audit trails, reducing manual work and helping teams close days faster.
ScaleXP integrates natively with Xero, QuickBooks, Zoho Books,HubSpot, and more to connect billing, CRM, and accounting data into one unified platform. This ensures all teams work from the same accurate numbers.
ScaleXP automatically calculates over 40+ key SaaS and business metrics including MRR, ARR, churn, retention, CAC, LTV, and revenue forecasts, updated in real time across entities and currencies.
Unlike spreadsheets or generic BI tools, ScaleXP is purpose-built for finance teams. It automates accounting logic, validates data accuracy with AI, and delivers investor-grade metrics without manual maintenance or reconciliation.