Salesforce shows what’s sold. Xero and QuickBooks show what’s invoiced, recognised, and collected.
ScaleXP connects them — turning opportunity data into finance-ready outputs, from invoices to forecasts, all from one source of truth.
AI handles the prep; finance reviews and approves, with every number traceable.
in Xero & QuickBooks app stores
Salesforce records what was sold, while Xero or QuickBooks records what was invoiced and collected. Finance teams often bridge the gap manually, creating reporting delays and inconsistent numbers.
ScaleXP supports Salesforce accounting integration for teams connecting CRM data with billing, reporting and revenue recognition.
ScaleXP creates fully integrated data across Salesforce, Xero or QuickBooks, giving finance teams structured outputs for invoicing, revenue recognition, SaaS metrics, forecasting and reporting.
Finance can prepare accurate billing outputs without rebuilding Salesforce data manually.
Leadership can see commercial performance using Salesforce and accounting data together.
ScaleXP helps finance prepare revenue recognition schedules and journals, from Salesforce contract and billing data.
Finance can forecast using pipeline, closed-won deals, invoices and accounting actuals.
Without ScaleXP
Deal handoff
Salesforce deals require manual finance checks.
Salesforce data becomes structured for finance review.
Invoice preparation
Finance rekeys customer and product details.
Invoice outputs use approved mapped data.
Revenue recognition
Schedules are maintained in spreadsheets.
Revenue schedules stay linked to source data.
SaaS reporting
ARR and MRR are rebuilt manually.
SaaS metrics update from integrated data.
Forecasting
Pipeline and actuals sit apart.
Forecasts combine CRM and accounting data.
Finance control
Outputs need manual validation later.
Finance reviews exceptions before reporting.
ScaleXP helps teams map Salesforce, Xero or QuickBooks data into controlled finance outputs.
Reduce time spent manually tracking deferred revenue, income in advance and pre-paid expenses. Eliminate tedious spreadsheet tracking and improve accuracy.
ScaleXP fully automates revenue recognition and prepayments using a sophisticated series of text recognition algorithms, which read and process all of the data and text on invoices.
ScaleXP builds a forecast directly from HubSpot and QuickBooks or Xero
Keep your teams aligned with a seamless sync between HubSpot and your accounting software (Xero, QuickBooks).
ScaleXP automatically updates payment status and customer financial info in real time, so your sales and customer success teams can instantly see if a client is up to date or overdue, all within HubSpot.
+ accounting data
+ accounting data
Fully integrate HubSpot and accounting data
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
Automate sales forecasts
We are a SAAS company with multiple entities and currencies and use ScaleXP for revenue recognition and consolidation. I'm very impressed how quickly ScaleXP can sync and pull through this data. It's saved us lots of manual processes.
Xero Review 
Invoicing and associated reporting can be fully automated in Xero and QuickBooks.
ScaleXP will automatically provide a two way sync between HubSpot and your accounting system once daily. You can also generate an immediate sync at any time, as often as you like.
Xero and QuickBooks can be automatically updated with draft revenue recognition journals. You simply review and click to approve. Journals can not be automatically passed to Zoho Books, but ScaleXP provides the full journal and a comprehensive CSV download.
Yes. ScaleXP provides full automation of all your sales revenue, past, current and future, including providing the associated accounting journals for accruals and deferrals in Xero and QuickBooks.
Further, ScaleXP provides a full breakdown of all revenue shown on your Income Statement as well as all deferred income and accrued revenue shown on your Balance Sheet.
Revenue recognition schedules can be viewed by customer, by invoice, and by general ledger code. And, in case that’s not enough, all schedules can be downloaded to a spreadsheet or CSV.
By default, ScaleXP syncs daily between HubSpot and your accounting software. However, you can also trigger an immediate sync at any time. This ensures that new deals, invoices, and payments stay current across both systems on a daily basis.
Currently ScaleXP’s HubSpot invoicing automation works with Xero and QuickBooks. Invoices generated from HubSpot are posted directly into Xero or QuickBooks, where you can finalize and send them. (If you use other accounting software, ScaleXP can still produce the required journal entries for you to upload.)
Yes. ScaleXP can use Salesforce data with Xero to support finance workflows across invoicing, revenue recognition, reporting and forecasting.
Yes. ScaleXP can use Salesforce and QuickBooks data together so finance teams can manage billing, reporting and revenue workflows from integrated data.
Setup time depends on your Salesforce fields, accounting structure and reporting needs. Most projects start with system connection, field mapping and finance review.
No. Onboarding focuses on connecting systems, mapping finance fields and validating outputs with your finance team before workflows are used.
ScaleXP helps prepare invoice-ready outputs from Salesforce opportunity data, using customer, product, contract and billing fields for finance review.
Yes. Salesforce contract, product and billing data can support revenue recognition workflows, including deferred revenue and recognition schedules.
ScaleXP can help map Salesforce product data into finance reporting structures used with Xero, QuickBooks and revenue recognition workflows.
Yes. ScaleXP can use Salesforce and accounting data to support ARR, MRR, renewals, churn and SaaS reporting.
A sync tool moves data between systems. ScaleXP structures integrated data into finance-ready outputs, reporting workflows and review processes.
Yes. ScaleXP is designed for finance review, exception checks and approval before outputs are used for reporting or workflows.
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.