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Renewal Management for QuickBooks & Xero users
Automate Renewal Management With Financial Accuracy
Manage contract renewals in one connected workflow across billing, revenue, and forecasting.
- Track renewals before revenue is missed
- Eliminate spreadsheet-led renewal processes
- Improve billing and forecast accuracy
4.9
in Xero & QuickBooks app stores
ScaleXP is an approved app for leading accounting & CRM systems
Renewal tracking breaks easily
Renewals often sit across spreadsheets, CRM fields, and invoice records. That makes it hard for finance teams to know what is due, what has changed, and what revenue to expect next.
- Renewal dates are tracked in multiple places
- Billing can drift from contract timing
- Upsells and downgrades complicate renewal values
- Forecasting is disconnected from live renewal activity
ScaleXP brings renewals into a controlled finance workflow
ScaleXP helps teams track contract renewals, flag them early, and connect renewal activity to billing, revenue recognition, and forecasting.
It replaces fragmented tracking with a clearer operational process grounded in live contract and invoice data.
- Auto-flag upcoming renewals before due dates
- Combine invoice data to show full renewal value
- Support billing, revenue schedules, and reporting from the same workflow
How It Works
- Capture contract data: Renewal timing and related invoice activity are pulled into one connected view.
- Flag renewals early: Upcoming renewals are identified in advance so teams can act before expiry.
- Reflect contract changes: Upsells, downgrades, and amendments are included in the renewal picture.
- Align billing activity: Teams can use renewal timing to support accurate invoice processing and follow-up.
- Feed finance reporting: Renewal activity flows into revenue schedules, forecasting, and broader month-end reporting.
What Changes for Your Team
Before ScaleXP
- Renewals are tracked in spreadsheets or CRM notes
- Invoice data is checked manually across customers
- Contract changes obscure true renewal values
- Future revenue is reviewed outside the renewal process
After ScaleXP
- Renewals are tracked in one systemised workflow
- Invoice data supports a clearer renewal view
- Contract changes are easier to review together
- Renewal activity supports finance reporting and forecasting
Protect recurring revenue
Missed or delayed renewals create avoidable leakage. ScaleXP helps finance and commercial teams identify renewal activity earlier, manage contract changes more clearly, and improve visibility into expected recurring revenue.
- Reduce the risk of forgotten renewals
- Start renewal actions earlier
- Support timely payments
- Improve visibility of expected recurring revenue
Improve billing accuracy
When renewals and billing are disconnected, invoice timing and contract values can drift. ScaleXP helps teams work from a clearer view of renewal timing, contract changes, and invoice data.
- Align renewal timing with billing actions
- Review upsells and downgrades together
- Reduce manual checking across invoice records
- Support cleaner downstream finance processes
Strengthen finance workflows
Renewals affect more than customer follow-up. They influence deferred revenue, recognition schedules, and the quality of month-end reporting. ScaleXP supports a more connected workflow across renewals, billing, and finance.
- Support IFRS 15 and ASC 606 revenue schedules
- Reduce manual deferred revenue tracking
- Improve handoff into month-end reporting
- Create a more repeatable close process
Reduce spreadsheet complexity
Spreadsheet-led renewal tracking slows teams down and weakens control, especially across entities, countries, and currencies. ScaleXP replaces manual files with a more connected system view.
- Remove version-control issues
- Improve consistency across subsidiaries
- Support multi-country operations
- Reduce local spreadsheet workarounds
With the ScaleXP platform, you can:
- Turn renewals into financial control: Manage renewals as part of a finance workflow, not a disconnected reminder process.
- Reduce spreadsheet renewal risk: Replace manual tracking with a clearer system for reviewing dates, values, and contract changes.
- Improve confidence in future revenue: Connect renewal activity to billing, revenue schedules, and forecasting with greater visibility.
- CFOs managing recurring revenue control
- Finance Directors improving billing discipline
- Controllers reducing spreadsheet dependence
- Finance Managers supporting month-end accuracy
- SaaS teams with contract-driven renewals
Trusted by Finance Teams Who Cannot Afford Errors
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy.
The system is intuitive, user friendly and constantly improving. The team made us
successful with the product from the outset.
We are using ScaleXP to untangle a number of complexities in our business model. ScaleXP is giving us the agility we need to make business decisions in a more informed way and at a faster pace than we've even been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!
FAQs
What is renewal management software?
Renewal management software helps finance and commercial teams track upcoming contract and subscription renewals, monitor timing, and manage related billing activity. It’s most useful when renewals connect directly to invoicing, revenue schedules, and forecasting — rather than sitting in a separate spreadsheet or CRM field.
How does ScaleXP track customer renewals?
ScaleXP brings renewal timing and invoice data together in one connected view. Upcoming renewals are auto-flagged in advance so teams can act before expiry, and a visual renewals dashboard gives a clear picture of each customer’s renewal status across multiple invoices.
How does ScaleXP handle upsells and downgrades during renewals?
When a contract changes in value — whether an upsell, downgrade, or amendment — ScaleXP captures that alongside the renewal so teams can review the full contract value in one place, rather than checking multiple records manually.
How does renewal management connect to billing?
Renewal timing determines when invoices need to be reviewed, updated, or issued. ScaleXP connects renewal activity to billing workflows so invoice timing stays aligned with contract terms, reducing the risk of billing errors or missed charges.
Can ScaleXP support revenue recognition as well as renewals?
Yes. ScaleXP supports deferred revenue tracking and IFRS 15 and ASC 606-compliant revenue recognition schedules alongside renewal management. That means renewal activity flows directly into month-end reporting rather than requiring a separate manual handoff.
Is ScaleXP suitable for multi-entity businesses?
Yes. ScaleXP can show renewals across legal entities and supports teams working across countries and currencies. Finance leaders get a group-level renewal view without relying on separate local spreadsheets for each subsidiary.
Which systems does ScaleXP integrate with for renewal management?
ScaleXP integrates with Xero, QuickBooks, Stripe, HubSpot, Salesforce, Zoho, and Pipedrive — connecting renewal activity across your CRM, accounting, and billing systems in one workflow.
Why replace spreadsheet renewal tracking?
Spreadsheet renewal tracking is hard to govern, easy to break, and difficult to connect to billing and finance outputs. A connected system reduces manual checking, improves control over renewal dates and contract values, and makes it easier to maintain accurate revenue forecasting and reporting.