Xero, QuickBooks & Zoho Users

Automate Financial Consolidation with Confidence

ScaleXP is financial consolidation software for SaaS groups. It brings Xero, QuickBooks and Zoho Books into one group view. Intercompany entries and FX are handled for you.

5.0

on the Xero App Store (75+ reviews)

Laptop displaying financial dashboard with charts, graphs, and currency options including USD, EUR, and GBP.

ScaleXP is an approved app for leading accounting & CRM systems

Financial Consolidation & Reporting for Growing Groups

Disconnected forecasting process across spreadsheets, CRM, billing, and accounting systems

Group reporting gets harder when each entity runs its own ledger, chart of accounts or currency. Spreadsheets then add delay. They also add version errors and extra review work before you can trust the numbers.

Disconnected forecasting process across spreadsheets, CRM, billing, and accounting systems

ScaleXP Financial Consolidation Software

Blue and white financial dashboard on a laptop screen featuring currency figures and floating cards with logos for Xero, Zoho Books, and QuickBooks.

ScaleXP gives you one place to run financial consolidation. Line up your data once. Refresh reports in seconds. Skip the spreadsheet rebuild every month.

Blue and white financial dashboard on a laptop screen featuring currency figures and floating cards with logos for Xero, Zoho Books, and QuickBooks.

How Financial Consolidation Works in ScaleXP

Blue-themed ScaleXP analytics image showing connected Xero, HubSpot, and QuickBooks logos to a dashboard with financial charts and currency widgets
Blue-themed ScaleXP analytics image showing connected Xero, HubSpot, and QuickBooks logos to a dashboard with financial charts and currency widgets

Replace Spreadsheet Consolidation Processes

Shared operating dashboard across customer revenue and business performance data

Spreadsheets hide risk in group reporting. Teams chase files. They check formulas, review mappings and fix version clashes. Only then can they look at the results.

Shared operating dashboard across customer revenue and business performance data

Customer result

6 entities consolidated into one group board pack

Monthly reporting packs consolidate six business entities and feed into a group board pack at the click of a button.

“We have been able to significantly reduce the time to prepare our monthly reporting packs consolidating 6 business entities, feeding into a group board pack at the click of a button with 100% accuracy.”

John Billington, Chief Financial Officer at Nourish Care

John Billington

Chief Financial Officer, Nourish Care

See how Nourish consolidates 6 entities

Faster Group Reporting

Shared operating dashboard across customer revenue and business performance data

ScaleXP cuts the manual work of gathering and merging data. Finance teams move from entity close to group reporting with fewer handoffs. There is far less spreadsheet prep.

Shared operating dashboard across customer revenue and business performance data

Stronger Reporting Control

Financial dashboard showing metrics like MRR, ARR, CAC Payback, and LTV on a computer screen.

Financial consolidation software should improve control, not just speed. ScaleXP takes reporting logic out of linked files. It puts it in one steady workflow.

Financial dashboard showing metrics like MRR, ARR, CAC Payback, and LTV on a computer screen.

Better Multi-Entity Visibility

Reporting drilled down by Xero Tracking Code across departments, projects and product lines

Finance leaders can review results by entity, team and region. There is no need to rebuild views each month. Growing groups get a clearer picture.

Reporting drilled down by Xero Tracking Code across departments, projects and product lines

What You Can Do with ScaleXP Group Consolidation Software

Dashboard displaying financial reports and charts from ScaleXP software with logos of Salesforce, Xero, HubSpot, QuickBooks, and Stripe.
Dashboard displaying financial reports and charts from ScaleXP software with logos of Salesforce, Xero, HubSpot, QuickBooks, and Stripe.

Automate Multi-Entity Group Reporting from QuickBooks, Xero and Zoho Books

ScaleXP dashboard showing segmented financial reporting across multiple entities

ScaleXP is group reporting software for multi-entity businesses that want consolidated reporting without an ERP migration or a heavy enterprise consolidation tool. Connect your QuickBooks, Xero and Zoho Books entities, add trial balance uploads for anything else, and refresh the consolidated P&L, balance sheet, cash flow and board pack from one place.

More entities, currencies or intercompany activity? Book a meeting to discuss.

ScaleXP dashboard showing segmented financial reporting across multiple entities

Intercompany Eliminations Software for Multi-Entity Groups

ScaleXP financial consolidation dashboard showing multi-entity revenue reporting, with Xero, Zoho Books and QuickBooks logos

Intercompany sales, cost recharges, intercompany loans and group entries are hard to eliminate when each entity closes in its own ledger and the eliminations live in a spreadsheet. ScaleXP identifies intercompany balances across your QuickBooks, Xero and Zoho Books entities and applies the eliminations at group level. Your team reviews and approves; it does not rebuild them.

For growing groups, that means fewer linked workbooks, eliminations that are applied the same way every month, and a shorter, more reliable path from entity close to consolidated group reporting.

ScaleXP intercompany eliminations dashboard showing connected entities, identified intercompany balances, group adjustments and consolidated P&L output

Budget vs Actuals Tracking Across Entities

ScaleXP dashboard showing segmented financial reporting across multiple entities

Group actuals are only half the job. Teams also need to compare actuals with budget. That means by entity, department, region, fund, project and cost center.

ScaleXP automates budget vs actuals across the group. It uses the structures you already hold in Zoho Books, Xero or QuickBooks.

CFOs can see at a glance where the group is ahead of plan or behind it. No one has to rebuild budget reports each month.

Budget vs actuals reporting across entities, departments, tracking codes, classes and locations.

Budget Reporting by Tracking Codes, Classes and Locations

ScaleXP financial consolidation dashboard showing multi-entity revenue reporting, with Xero, Zoho Books and QuickBooks logos

ScaleXP reads the tags you already use in your accounts. That lets it track budget vs actuals below entity level.

Teams can track budgets with the tags they already keep in Zoho Books, Xero or QuickBooks. There is no need to build separate spreadsheet logic.

Budget versus actuals report by tracking codes, classes and locations, showing departmental and regional performance analysis across accounting systems in ScaleXP.

Consolidation Software for QuickBooks, Xero and Zoho Books

ScaleXP financial consolidation dashboard showing multi-entity revenue reporting, with Xero, Zoho Books and QuickBooks logos

Your entities do not all need the same accounting platform. ScaleXP consolidates multiple QuickBooks companies, Xero organizations and Zoho Books organizations into one group P&L, balance sheet and cash flow. Each entity keeps its own ledger; the group gets one reporting format. Entities on Xero or QuickBooks sync daily, so consolidated reports refresh from live data rather than month-end exports.

You can also report below entity level with the tags you already keep: Xero tracking categories, QuickBooks Classes and Locations, and Zoho Books tracking codes.

ScaleXP financial consolidation dashboard showing multi-entity revenue reporting, with Xero, Zoho Books and QuickBooks logos

Include Every Entity, Even When Systems Differ

ScaleXP dashboard showing segmented financial reporting across multiple entities

Not every subsidiary will use the same system. ScaleXP covers Xero, QuickBooks, Zoho Books and trial balance uploads. So you can include smaller entities without moving them to a new ledger.

Group reporting lines up, and each office keeps the system it knows.

ScaleXP financial consolidation software dashboard showing group summary across Xero, QuickBooks, Zoho Books and trial balance entities, with consolidated P&L and budget vs actuals reporting

SaaS Group Reporting for Multi-Entity Finance Teams

ScaleXP dashboard showing segmented financial reporting across multiple entities

For SaaS groups, the numbers are only half the story. Leaders also need to explain ARR, MRR, churn, retention and revenue trends. And they need it by entity, region and business unit.

ScaleXP puts financial consolidation and SaaS reporting side by side. CFOs move from entity accounts to a board-ready pack. There is no second spreadsheet pack for KPIs.

SaaS teams end up with one full picture: group accounts, group performance and SaaS KPIs in one place.

Learn more about multi-entity SaaS reporting software.

Consolidating specifically across Xero and QuickBooks? See our Xero and QuickBooks Consolidation Software page.

If you run several Zoho Books organizations, read why Zoho Books multi-entity consolidation breaks for SaaS CFOs.

Diagram showing how ScaleXP consolidates revenue across multiple QuickBooks entities with automated consolidations, intercompany eliminations, multi-currency translation, and group-level revenue reporting.

Financial Consolidation FAQs

Financial consolidation software combines the accounts of several legal entities into one set of group financial statements: a consolidated P&L, balance sheet and cash flow. It maps each entity’s chart of accounts to a group format, applies exchange rates and eliminates intercompany balances, then produces group reporting and board packs. It matters most when entities run on different ledgers such as QuickBooks, Xero and Zoho Books.

Yes. ScaleXP consolidates across Xero, QBO, Zoho and other finance sources. Your entities do not need to share one accounting system. You can bring it all into one workflow without moving any subsidiary to a new ledger.

Yes. ScaleXP applies exchange rates as part of the reporting workflow. That gives you steady group reporting across international entities. It matters when subsidiaries trade or report in their own local currency.

ScaleXP converts 50 currencies into GBP, covering Europe, the Americas, Asia Pacific, the Middle East and Africa, including the US Dollar, Euro, Australian Dollar, Canadian Dollar, Swiss Franc, Singapore Dollar and Indian Rupee. Exchange rates are applied as part of the consolidation workflow. If your currency is missing, we can usually add it within 24 hours.

That is not a problem. You can upload a trial balance from Google Sheets or Excel Online, free of charge. So the entity still joins the group view, even if it is not on Xero, QBO or Zoho. Entities on Xero or QBO can also sync daily.

Yes. ScaleXP reads Xero Tracking Codes, QBO Classes and QBO Locations. You can then view results by department, business unit, region or segment. Those views sit next to your group numbers. The same tool serves finance and the wider business.

No. ScaleXP is built for groups whose entities use different charts of accounts. You map each one to a shared group format. Group reporting then lines up. No one has to rebuild a ledger first.

Yes. ScaleXP builds board-ready reports from your group data. There is no need to rebuild packs from separate files. You refresh them from one place. Reports stay consistent, cycles get shorter, and you can present to the board with confidence.

For SaaS groups on Xero, QuickBooks or Zoho Books, ScaleXP puts financial consolidation and SaaS reporting side by side. Group accounts, intercompany eliminations and FX translation sit next to ARR, MRR, churn and NRR by entity, region and business unit, so the board pack comes from one place rather than two.

The best multi-entity reporting software is the one that consolidates the ledgers your entities already use without forcing a migration. ScaleXP consolidates QuickBooks, Xero and Zoho Books entities, plus trial balance uploads for anything else, into one group view with multi-currency translation and intercompany eliminations. You report by entity, department, region or group from one set of mapped data.

Yes. ScaleXP consolidates across Xero, QuickBooks and Zoho Books. You can also add trial balance data from Google Sheets or Excel Online. That way, entities outside those systems still appear in group reporting.

Yes. ScaleXP identifies intercompany balances across your entities, including intercompany sales, cost recharges and intercompany loans, and applies the elimination entries and group adjustments at group level. Your team reviews entity-level inputs and the consolidated result in one controlled workflow instead of rebuilding eliminations in a spreadsheet each month. It works across QuickBooks, Xero and Zoho Books entities and trial balance uploads.

Yes. ScaleXP automates actuals vs budget by Zoho tracking codes, Xero tracking categories and codes, QuickBooks Classes and QuickBooks Locations. You can hold up to 15 budgets. Compare them across entities, departments, regions, funds, projects and more.

Yes. ScaleXP can track up to 15 budgets. Compare actuals against any budget version, entity or reporting structure. You do not need a separate spreadsheet pack.

Yes. ScaleXP consolidates multiple QuickBooks companies or legal entities into one group P&L, balance sheet and cash flow, and can include Xero and Zoho Books entities in the same group. Each QuickBooks company keeps its own file; ScaleXP syncs the data daily, maps each chart of accounts to one group format, applies exchange rates and intercompany eliminations, and reports by entity, QuickBooks Class or Location, or consolidated group.

Group consolidation software produces group accounts from the individual accounts of the companies in a group. It collects each entity’s figures, maps them to one group chart of accounts, converts foreign-currency entities, eliminates intercompany balances and presents a consolidated P&L, balance sheet and cash flow. ScaleXP does this for groups whose entities run on QuickBooks, Xero or Zoho Books, or that supply a trial balance from Google Sheets or Excel Online.

Yes. Where eliminations are currently rebuilt in a spreadsheet each month, ScaleXP moves that logic into one workflow: it identifies intercompany balances across entities, applies the elimination entries and group adjustments at group level, and keeps the consolidated result reviewable next to the entity-level inputs. Your team reviews and approves rather than reconstructing linked workbooks, and the same treatment is applied every period, which is what makes the group numbers easier to defend.