About ScaleXP

ScaleXP provides smart automation of finance tasks for B2B companies including automated deferred revenue, prepayments, and KPI calculations. It consolidates across currencies and accounting systems and integrates financial data with CRM data.

Integrations include Xero, QuickBooks, ZohoBooks, Hubspot, Salesforce and Pipedrive.

ScaleXP's sophisticated text recognition algorithms read text and data on invoices to automatically prepare revenue recognition schedules and draft journals as well as prepayment schedules for expenses.

The system automates key metrics, integrating accounting and CRM data, including tracking codes, to present instant results in dashboards, reports, and presentations.

ScaleXP provides template presentations, dashboards and packs which are highly customisable. Select from 90+ prebuilt graphs or add your own.

Reports, graphs, and presentations can track across multiple currencies and accounting systems and compare to multiple budgets.


Key benefits of ScaleXP

Automated deferred revenue - sophisticated text recognition algorithms read all text and data on invoices in the accounting system to prepare revenue recognition schedules and draft journals.

Tracks KPIs - automates key metrics using either industry definitions or customised definitions; integrates accounting and CRM data and presents instantly in dashboards or presentations.

Analyses customer trends within minutes of connecting to accounting system.

Automates SaaS metrics such as MRR, ARR, lifetime value, and customer acquisition cost using ScaleXP's automated reads of accounting data at customer level.

Tracks actuals against multiple budgets and reforecasts even when split across different accounting systems and currencies. Can use Xero tracking codes or QuickBooks classes in ScaleXP reporting.

Provides pre-populated template presentations which update automatically and can be fully customised and then downloaded to PowerPoint. Provides 90+ prebuilt graphs or the ability to add your own.

Consolidates across countries, currencies, and accounting systems instantly, in a few clicks. Integrates tracking codes across entities. Can report against multiple budgets and forecasts and instantly view consolidated entities and their constituent parts in any combination of entity, currency and timeframe.


Images

ScaleXP Software - ScaleXP dashboard screenshot
ScaleXP Software - ScaleXP customer success analytics
ScaleXP Software - ScaleXP cutsomizable report
ScaleXP Software - ScaleXP interactive graphs
ScaleXP Software - ScaleXP data filters
ScaleXP Software - ScaleXP cohort analysis
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ScaleXP video
ScaleXP Software - ScaleXP dashboard screenshot
ScaleXP Software - ScaleXP customer success analytics
ScaleXP Software - ScaleXP cutsomizable report
ScaleXP Software - ScaleXP interactive graphs
ScaleXP Software - ScaleXP data filters
ScaleXP Software - ScaleXP cohort analysis

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Reviews

Overall rating

4.7 /5
(3)
Value for Money
4.7/5
Features
4.7/5
Ease of Use
5/5
Customer Support
5/5

Already have ScaleXP?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 3 reviews of 3
Joe
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Software to present data in East format

Reviewed on 05/12/2022

Overall experience with ScaleXP is good. The software can have be more advanced.

Overall experience with ScaleXP is good. The software can have be more advanced.

Pros

The software is fantastic and it's ability to show the data in a simplify manner is really commendable

Cons

It takes a bit time to learn about the software (so every tool online)

Lateef
Overall rating
  • Industry: Arts & Crafts
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent

Reviewed on 02/10/2023

Excellent

Excellent

Pros

Smooth data extraction from Xero Accounting system. Effortless management documenting is possible through ScaleXp

Cons

None for now, everything works perfectly

Sonam
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Brilliant

Reviewed on 12/08/2021

They're quick to implement new changes and take feedback on board.

They're quick to implement new changes and take feedback on board.

Pros

For me the automated charts and reports are the most helpful. It gives me time to take a part the data and clarity on what I can do with the data.

Cons

I wish I could customise the presentations so that I can tailor it to each brand and client.

ScaleXP FAQs

Below are some frequently asked questions for ScaleXP.

ScaleXP offers the following pricing plans:

  • Starting from: £250.00/month
  • Pricing model: Subscription
  • Free Trial: Available

ScaleXP provides a free 7 day trial to make it easy to understand how quickly and easily the system can automate your revenue recognition and SaaS metrics.

ScaleXP has the following typical customers:

2–10, 11–50, 51–200, 201–500

ScaleXP supports the following languages:

English

ScaleXP supports the following devices:

ScaleXP integrates with the following applications:

HubSpot CRM, Pipedrive, QuickBooks, SalesforceIQ, Xero, Zoho Books

ScaleXP offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

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