Zoho Books Financial Consolidation Software

Last reviewed:

ScaleXP extends Zoho Books with advanced financial consolidation, multi-currency reporting, intercompany eliminations and board-ready reporting.

Your group might run several Zoho Books entities, or a mix of Zoho Books, Xero and QuickBooks. Either way, ScaleXP gives finance one trusted view of group performance.

5.0

on the Xero App Store (75+ reviews)

Logos of Zoho Books, Stripe, HubSpot, and Xero displayed on a laptop screen.

ScaleXP is an approved app for leading accounting & CRM systems

Rated 5.0 on the Xero App Store (75+ reviews) · 2023 Xero Staff Pick and 2025 Xero Featured App · 30+ SaaS metrics

Consolidation gets harder as entities,
currencies and systems multiply

Disconnected finance process: spreadsheets, CRM, billing and accounting data linked by hand

Most finance teams start consolidation in spreadsheets. It works for two entities. Then growth happens.

New subsidiaries are added. Currencies multiply. Acquisitions bring different accounting systems. Board reporting becomes more demanding.

Soon finance teams are spending days every month rebuilding numbers instead of analyzing them.

Disconnected finance process: spreadsheets, CRM, billing and accounting data linked by hand

Financial consolidation software built for group reporting

Shared operating dashboard across customer revenue and business performance data

ScaleXP is purpose-built for multi-entity finance teams.

Traditional reporting tools stop at the numbers. ScaleXP covers the whole consolidation workflow:

  • Data collection and mapping
  • FX translation
  • Intercompany eliminations
  • Ownership structures
  • Group and board reporting

Finance teams remain in control while ScaleXP automates the repetitive work.

Shared operating dashboard across customer revenue and business performance data

How Zoho Books
consolidation works in ScaleXP

Disconnected finance process: spreadsheets, CRM, billing and accounting data linked by hand
ScaleXP dashboard interface shows revenue charts and a pie chart beside a finance icon, with a sidebar of dashboard sections and clean blue accents.

What ScaleXP Adds to Zoho Books

Zoho Books stays the accounting system for each entity. ScaleXP connects to your Zoho Books organizations and adds the group consolidation, reporting and forecasting layer on top.

Stays in Zoho Books

Added by ScaleXP

Exclusive offer for Zoho Books customers

Get ScaleXP for 35% less

Powerful, automated group reporting and forecasting for your Zoho Books data — at a special price for Zoho customers.

Approved Zoho Books app

Your Zoho Books data. More insight. Less work.

  • Additional entities (2–5)

    $30/ month per entity

    Add more entities at our special Zoho rate.

  • 6+ entities

    Custom pricing

    Have more than 5 entities? Get in touch for a tailored quote.

    Contact us

Everything you need for group finance

  • Zoho Books multi-entity consolidation, fully automatedBring all your entities together without manual spreadsheet consolidation.
  • Comprehensive reporting across the groupActuals versus budget, with reporting by team, department and class.
  • Integrated group forecastingForecast across the consolidated group rather than maintaining separate spreadsheet forecasts.
  • AI-powered insights, dashboards and drilldownIntegrated reporting with transaction-level drilldown, dashboards, KPIs and AI-powered insights.
  • 1 hour of tailored onboardingGet up and running quickly with expert support.
Start your free trial

7 days freeNo credit card requiredSpecial pricing for Zoho Books customers

What Changes for Your Team

Before ScaleXP

After ScaleXP

Consolidate multiple Zoho Books organizations

Disconnected finance process: spreadsheets, CRM, billing and accounting data linked by hand

Many growing businesses operate multiple legal entities.

ScaleXP consolidates multiple Zoho Books organizations into a single reporting layer, giving finance teams live visibility across the group.

For finance teams managing several Zoho entities, this creates a controlled path from entity-level accounts to multi-entity reporting and board-ready reporting.

ScaleXP dashboard showing segmented financial reporting across multiple entities

Consolidate Zoho Books, Xero and QuickBooks together

Financial dashboard interface displaying accrued revenue details and integration options for accounting software.

Acquisitions and international expansion often result in multiple accounting systems.

ScaleXP supports Zoho Books, Xero and QuickBooks Online within a single consolidation platform.

A UK parent company on Xero can consolidate with a US subsidiary on QuickBooks and an international subsidiary on Zoho Books.

You can consolidate mixed ledgers without moving every subsidiary onto one accounting system.

Financial dashboard interface displaying accrued revenue details and integration options for accounting software.

Automate FX translation
and intercompany eliminations

Disconnected finance process: spreadsheets, CRM, billing and accounting data linked by hand

Financial consolidation requires more than dashboards.

ScaleXP automates the technical consolidation work that usually sits in fragile spreadsheets.

This reduces spreadsheet risk and improves confidence in every number.

Data dashboard showing financial metrics and currency options for multiple countries.

Turn consolidated financials into board-ready reporting

scalexp reporting dashboard showing live data

ScaleXP Smart Reporting transforms consolidation outputs into executive reporting.

Nobody rebuilds a board pack by hand. Finance builds Zoho Books board reporting, investor reporting, KPI dashboards and performance commentary from live consolidated data.

scalexp reporting dashboard showing live data

Customer result

Group consolidation and MRR by customer in one tool

Consolidated group reporting, with MRR tracked down to individual customers.

“Excellent software for group consolidation and tracking MRR by customer.”

Arttu

Xero review

Zoho Books FAQs

For groups running several Zoho Books organizations, ScaleXP is an approved Zoho Books app built for group reporting.

It connects to each entity and produces a consolidated P&L, Balance Sheet and Cash Flow, budget vs. actual by team, department and class, group forecasts, board packs and KPI dashboards, with drill-down to transactions. Zoho Books stays the accounting system for each entity.

You don’t need to replace Zoho Books. ScaleXP works alongside it: Zoho Books keeps the books for each entity, and ScaleXP automates the group reporting on top.

FX translation, intercompany eliminations and ownership rules are applied automatically, and consolidated reports and board packs update from live Zoho Books data. Entities on Xero or QuickBooks can be consolidated in the same view.

Zoho Books customers get a special rate: $65 per month for the first entity (35% off the standard Starter price of $100 per month) and $30 per month for each additional entity from 2 to 5. Groups with 6 or more entities get custom pricing.

You can start a 7-day free trial with no credit card required, and the Zoho offer includes 1 hour of tailored onboarding.

Yes. ScaleXP is an approved Zoho Books app designed specifically for financial consolidation and group reporting.

ScaleXP extends Zoho Books with specialist consolidation functionality, including group reporting, FX translation, eliminations and board-ready reporting.

Yes. ScaleXP consolidates up to 50 entities, including multiple Zoho Books organizations, into a single group reporting structure.

Finance teams can bring multiple entities into one consolidated P&L, Balance Sheet and Cash Flow without rebuilding spreadsheets every month.

Yes. ScaleXP supports mixed-ledger consolidation across Zoho Books, Xero and QuickBooks Online, and entities without a ledger connection can be added from trial balance data.

This is useful for groups that have grown through acquisition, operate internationally or keep different accounting systems across subsidiaries.

Yes. ScaleXP supports multi-currency financial consolidation across entities connected to the platform.

Finance teams can consolidate subsidiaries operating in different currencies while reporting in a single presentation currency for board, investor and management reporting.

ScaleXP supports automated FX translation, consolidated reporting and group-level analysis across major global currencies.

Supported currencies include:

  • AED – United Arab Emirates Dirham
  • AUD – Australian Dollar
  • BHD – Bahraini Dinar
  • BRL – Brazilian Real
  • CAD – Canadian Dollar
  • CHF – Swiss Franc
  • CNY – Chinese Yuan
  • COP – Colombian Peso
  • CZK – Czech Koruna
  • DKK – Danish Krone
  • EGP – Egyptian Pound
  • EUR – Euro
  • GBP – British Pound Sterling
  • HKD – Hong Kong Dollar
  • HUF – Hungarian Forint
  • IDR – Indonesian Rupiah
  • ILS – Israeli New Shekel
  • INR – Indian Rupee
  • JPY – Japanese Yen
  • KES – Kenyan Shilling
  • MAD – Moroccan Dirham
  • MDL – Moldovan Leu
  • MXN – Mexican Peso
  • MYR – Malaysian Ringgit
  • NGN – Nigerian Naira
  • NOK – Norwegian Krone
  • NZD – New Zealand Dollar
  • PHP – Philippine Peso
  • PLN – Polish Złoty
  • QAR – Qatari Riyal
  • RWF – Rwandan Franc
  • SAR – Saudi Riyal
  • SDG – Sudanese Pound
  • SEK – Swedish Krona
  • SGD – Singapore Dollar
  • THB – Thai Baht
  • TRY – Turkish Lira
  • TZS – Tanzanian Shilling
  • UGX – Ugandan Shilling
  • USD – US Dollar
  • VND – Vietnamese Dong
  • ZAR – South African Rand

Yes. ScaleXP is designed for international groups operating across multiple countries, currencies and accounting systems.

A typical group might include a UK parent using Xero in GBP, a US subsidiary using QuickBooks in USD, a UAE subsidiary using Zoho Books in AED and a European subsidiary using Zoho Books in EUR.

ScaleXP consolidates all entities into a single group P&L, Balance Sheet and Cash Flow while preserving local reporting and accounting workflows.

Yes. ScaleXP supports intercompany eliminations and consolidation adjustments, helping finance teams reduce manual spreadsheet work and produce more controlled group reporting.

Yes. ScaleXP Smart Reporting creates board-ready reporting packs, KPI dashboards and investor reports from live consolidated financial data.

This helps finance teams move from manual reporting to leadership-ready insight.

ScaleXP is SOC 2 Type II certified and built for secure finance workflows.

ScaleXP is designed for sensitive financial data, with secure connections, controlled access and audit-ready reporting.

No. ScaleXP maps different charts of accounts into a unified group reporting structure.

Each entity can keep its local chart of accounts while group reporting remains consistent.

No. ScaleXP extends Zoho Books and Zoho Analytics.

Zoho Books remains the accounting system for each entity. Zoho Analytics can continue to support dashboards and analysis. ScaleXP adds the specialist financial consolidation layer for group reporting, FX, eliminations, ownership handling and board-ready reporting.

Zoho Books works well as the accounting system for each entity. ScaleXP adds the group consolidation layer above Zoho Books, helping finance teams combine multiple Zoho Books organizations into consolidated P&L, Balance Sheet, Cash Flow and board reporting.

Yes. You can start a ScaleXP free trial for Zoho Books consolidation without a credit card. This allows finance teams to test consolidation, reporting and multi-entity workflows before deciding whether to continue.