AI-POWERED SAAS METRICS
ScaleXP calculates ARR, MRR, churn and NRR from your accounting and CRM data, ready for your board and investors.
Works with the systems you already use.
When every team keeps its own spreadsheet, there's no single source of truth, and sales, finance and the board each quote a different ARR.
Sales, finance and RevOps each quote a different number from a different system.
Leadership meetings start by arguing over whose figures are right, not what to do.
The CRM, billing and the accounts disagree, and nobody can say which one is right.
Metrics that change between meetings chip away at confidence in the whole team.
Your most expensive people rebuild ARR, churn and cohorts in spreadsheets by hand.
Investors ask for ARR, NRR and cohorts, and the data room takes weeks, not days.
The cost: senior hours lost every month, decisions made on numbers nobody trusts, a board that questions every figure, and a slower raise when it matters most.
See how it works in 40 seconds
ScaleXP calculates 30+ SaaS metrics, including ARR, MRR, churn, NRR and cohorts, from Xero or QuickBooks Online data enriched with HubSpot, Salesforce or Pipedrive.
Zoho Books customers get the same SaaS metrics from their Zoho Books data, for each organization and consolidated across the group.
Accounting
CRM
Billing
Swipe the table sideways to see all three columns.
| System | Type | What ScaleXP does with it |
|---|---|---|
| Xero | Accounting | Invoices, customers and accounts feed ARR, MRR, churn and retention |
 QuickBooks Online | Accounting | Same as Xero: invoices, customers and accounts feed every metric |
 Zoho Books | Accounting | Invoices, customers and accounts feed ARR, MRR, NRR, GRR and churn, for each organization and consolidated for the group |
 HubSpot | CRM | Approved deals become Xero or QuickBooks Online invoices; invoices, payments and credit notes sync back to HubSpot |
| Salesforce | CRM | Invoices are prepared from opportunities and revenue schedules from contracts |
| Pipedrive | CRM | Won deals become Xero or QuickBooks Online invoices |
| Stripe | Billing | Stripe invoices and subscriptions feed ARR, MRR and churn |
ScaleXP connects to Xero or QuickBooks Online, plus HubSpot, Salesforce, Pipedrive or Stripe if you use them. On Zoho Books, it connects to each of your Zoho Books organizations.
AI reads the service start and end dates on each invoice line, so every subscription is counted in the right months.
Connect a CRM and deal, invoice and payment data flow both ways, with status written back to the CRM.
30+ metrics are calculated automatically, and you choose the data source for each: accounting data, CRM or both.
Load as much history as you want, so trends start on day one. Most customers are live in 1 to 3 weeks.
ScaleXP calculates 30+ SaaS metrics from the same accounting and CRM data, so every metric agrees with the others and links to its definition.
Best for explaining growth to the board.
New, expansion, contraction and churn are split out every month, so you can see exactly what changed in recurring revenue.
Best for retention reviews with the leadership team.
Logo churn, revenue churn, and net and gross revenue retention come from the same customer and invoice data.
Best for seeing which customer groups stay and grow.
Customers are grouped by start month, so you can compare retention and expansion cohort by cohort.
Best when investors ask how efficient growth is.
CAC, LTV and payback are calculated alongside ARR, so efficiency questions are answered from the same data.
Definitions: MRR · ARR · NRR and GRR · customer churn · CAC payback
ScaleXP calculates ARR, MRR, churn and NRR from your Xero invoices, and adds CRM deals if you connect them.
ScaleXP calculates ARR, MRR, churn and NRR from your QuickBooks Online invoices, and adds CRM deals if you connect them.
For Zoho Books, ScaleXP provides the full SaaS metrics suite, including MRR, ARR, NRR, GRR and churn, consolidated across organizations; revenue recognition is available on request.
ScaleXP calculates every metric from your accounting and CRM data, so ARR and churn match your accounts and anyone can trace a figure to the invoice.
Revenue recognition from the same invoices: revenue recognition software · The rest of your stack: B2B SaaS finance stack
CUSTOMER RESULT
GivePanel runs UK and US businesses on Xero and uses ScaleXP for revenue recognition, consolidated reporting and SaaS metrics such as NRR, MRR, LTV and CAC.
Before ScaleXP, GivePanel had no CEO dashboards or combined UK and US view.
"As a CEO I actually enjoy going into ScaleXP and using it to look at my cashflow, profit and loss and other SaaS metric reports like Net Revenue Retention."
Nick · CEO and Founder, GivePanelScaleXP is for SaaS teams that want metrics calculated from the accounting and CRM data they already have, without moving billing or rebuilding spreadsheets.
Metrics come from your accounting data, so ARR matches the numbers you report.
Two-way sync with HubSpot, Salesforce or Pipedrive writes invoice and payment status back.
ARR, MRR, churn, NRR, cohorts, CAC and LTV are all calculated for you.
Automated board packs with drill-down, AI-written commentary and your brand colors.
The read-only Claude connector answers questions about your metrics, customers and revenue.
In a demo, we'll estimate your setup time based on the systems you use.
Swipe the table sideways to compare all four.
| Criterion | Spreadsheets | ChartMogul | Maxio | ScaleXP |
|---|---|---|---|---|
| Where metrics come from | CRM and billing exports | Billing data from billing systems, Xero or QuickBooks | Maxio billing and finance data | Your accounting system and CRM |
| Xero and QuickBooks | Manual export | Imports billing data from Xero and QuickBooks | Lists Xero and QuickBooks Online | Calculates from Xero or QuickBooks Online |
| HubSpot, Salesforce, Pipedrive | Manual export | HubSpot listed; Salesforce and Pipedrive not listed | Lists all three | Two-way sync, status written back |
| Metrics covered | Whatever you build | MRR, ARR, churn, NRR and cohorts | ARR, MRR, NRR, churn by cohort, renewal rate | 30+, including ARR, MRR, churn, NRR and cohorts |
| Matches your accounts | By hand | Not listed | Billing and finance data in one system | Yes, calculated from your accounting data |
| Board and investor reporting | Built by hand | Not listed | Investor-ready reports | Automated board packs with commentary |
| Billing | Wherever it is today | Stays in your billing system | Subscription billing runs in Maxio | Stays in Xero, QuickBooks Online or Stripe |
| Published pricing | Free | Free up to $10K MRR, then priced by revenue | Grow from about $7,200 a year ($599 a month); Scale by quote | From $1,500 a year ($125 a month) |
Competitor details from each vendor's own website, checked October 24, 2026.
Choose ChartMogul if your metrics come from Stripe billing data and you want product-led growth tools. Choose Maxio to move billing into one platform.
Using Stripe or several billing systems? Discuss your requirements
Comparing tools? See ChartMogul alternatives
ScaleXP turns your SaaS metrics into board packs automatically, and its Claude connector lets you ask questions of the same figures in plain English.
Board pack · August 2026
ARR $584,400
AI-written commentary
MRR rose 3.2% to $48,700. Churn of $2,000 came from two customers.
Claude · read-only ScaleXP connector
Why did MRR churn rise in August?
Two customers churned, $2,000 of MRR; see the customer list.
Illustrative data
Swipe the table sideways to see both columns.
| Output | What it includes |
|---|---|
| Board packs | Charts, transaction-level drill-down, AI-written commentary and your brand colors |
| Claude connector | Plain-English questions on reports, SaaS metrics, customers, revenue and entity groups; read-only, on every plan |
| Dashboards | ARR, MRR, churn, NRR and cohorts from one set of figures |
| Benchmarks | Compare your metrics with our published SaaS benchmarks |
| Sharing | Read-only users are free and unlimited |
| Exports | Dashboards and packs export to PowerPoint and Excel |
| Several companies | One login manages several client companies, for fractional CFOs and advisers |
Need a starting point? Board pack template · Board reporting tools compared
ScaleXP is built for B2B SaaS and subscription companies with $1M–$50M in ARR that run on Xero, QuickBooks Online or Zoho Books.
ScaleXP connects HubSpot, Salesforce or Pipedrive with Xero or QuickBooks Online and calculates 30+ SaaS metrics from the joined data, including ARR, MRR, churn, NRR and cohorts.
Contracts, deals and invoices sit in one finance-controlled model, so every metric can be traced back to the customer and invoice behind it.
Connect your accounting system and CRM to a tool that calculates the metrics for you.
ScaleXP connects Xero or QuickBooks Online with HubSpot, Salesforce or Pipedrive, reads every invoice and deal, and calculates 30+ SaaS metrics, including ARR, MRR, churn and NRR.
On Zoho Books, it provides the full SaaS metrics suite, consolidated across organizations.
Yes. ScaleXP calculates ARR and MRR from your accounting invoices, your CRM data or both.
A CRM isn’t required, and connecting one adds deal and contract data. AI reads the service dates on each invoice line, so every subscription is counted in the right months.
Movements are split into new, expansion, contraction and churn, each traced to its source.
ScaleXP automates 30+ SaaS metrics, including ARR, MRR, churn, net and gross revenue retention, cohorts, CAC, LTV and payback.
You choose the data source for each metric, accounting data, CRM or both, so the figures fit how your business runs.
Each metric links to its definition in our SaaS metrics library.
Yes. ScaleXP calculates MRR, ARR, NRR, GRR and churn for each Zoho Books organization and consolidates them, including groups that also run Xero or QuickBooks Online entities. MRR and ARR use FX rates finance sets, and duplicate customers can be merged so they count once. See Zoho Books SaaS metrics.
Accurate cohort analysis needs revenue data that ties to your invoices. ChartMogul builds cohorts from billing data such as Stripe.
ScaleXP builds them from your accounting system and CRM, so cohort revenue matches your accounts. The right choice depends on where your trusted revenue figures live.
The most useful MRR and NRR dashboard is one that matches your accounts.
ScaleXP's dashboard calculates MRR, NRR and churn from your accounting and CRM data, with drill-down to each customer and invoice.
If your revenue data lives only in Stripe billing, a billing analytics tool such as ChartMogul may suit you better.
It depends on where your revenue data lives. ChartMogul suits teams whose metrics come from billing data.
Maxio suits teams that want billing and metrics in one platform.
ScaleXP suits SaaS companies with $1M–$50M in ARR on Xero or QuickBooks Online, or on Zoho Books, including groups with several Zoho Books organizations.
Set-up fees and other one-off items are excluded from MRR by account, so MRR shows only recurring revenue.
Credit notes are netted off against the invoice they correct, so MRR reflects the net amount invoiced. Each adjustment traces back to the invoice in Xero or QuickBooks Online.
Yes. Metric definitions in ScaleXP can be edited to match how your board reports them.
Metrics can be segmented by Xero tracking codes, QuickBooks Classes, HubSpot properties or Stripe metadata, so you can see ARR and churn by product, region or channel.
Yes. ScaleXP runs revenue recognition and SaaS metrics from the same invoices, so recognized revenue and ARR come from one source.
It automates revenue recognition several ways, from invoice wording to rules and CRM contract dates. See revenue recognition software for how it works.
ScaleXP works with Salesforce through two-way sync. Deal, invoice and payment data flow both ways, and invoice and payment status are written back to Salesforce.
ScaleXP syncs 20+ deal properties and combines them with Xero or QuickBooks Online data, so ARR, MRR and churn come from one place.
Yes. Every ScaleXP metric is calculated from your accounting and CRM data.
Anyone with access can drill down from ARR, MRR or churn to the customer and invoice behind it.
That makes each figure easy to defend to a board, investors or auditors. Board packs carry the same drill-down, so directors see the same trail.
Yes. ScaleXP creates automated board packs from your accounting and CRM data, with your SaaS metrics, charts, transaction-level drill-down, AI-written commentary and your brand colors.
The figures match the dashboard because they come from the same data. Need a starting point?
See our board pack template.
Plans start from $125 a month, and CRM integrations can be added to any plan.
Every plan includes tailored onboarding, and there's a 7-day free trial on your own accounting data. See pricing for every plan in your own currency and to start a trial.
If you're weighing plans with a CRM integration, a short demo will help you choose.
Last reviewed: by Suezann Holmes, qualified accountant (Wharton MBA)
“producing more insights, faster and with greater accuracy”
SaaS metrics automation
A 30-minute demo with a co-founder, using example accounting, CRM and billing data.
In a 15- or 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.