ScaleXP’s automated revenue recognition saves finance teams up to 3 days per month with automated revenue schedules, journals and reporting.
in Xero & QuickBooks app stores
Automate deferred and accrued revenue directly from the text and data on your invoices. Improve accuracy and close faster — customers regularly save 3–5 days every month.
Create invoices directly from your CRM deal properties. Easily track renewals and get paid faster - with our comprehensive subscription management platform.
Automate key SaaS metrics from accounting + CRM data. Integrate tracking codes & classes. Take your reporting to the next level.
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.
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.
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.
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.
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.
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.
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.
Just click on the calendar and select a convenient day and time
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.
Xero Review
ScaleXP is great in calculating deferred revenue by click of a button compared to manual excel system which was very time consuming.
Xero Review
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.
Choose software that automatically turns contract, invoice and CRM data into revenue schedules and journal entries, while keeping revenue reporting and forecasts up to date. ScaleXP does this in one platform.
“Making the month-end revenue recognition process simplified.”
Revenue automation
See ScaleXP run your own accounting and CRM data, focused on the workflows costing your team the most time.
In a 30-minute demo, we’ll show the relevant workflows using example data and discuss how they could apply to your finance process. Complex requirements? Discuss them with us first.
