Xero, QuickBooks & Zoho Users

Automate Financial Consolidation with Confidence

ScaleXP is financial consolidation software for SaaS groups. It brings Xero, QuickBooks and Zoho Books into one group view. Intercompany entries and FX are handled for you.

  • Consolidate across entities, currencies, and reporting structures
  • Reduce spreadsheet-driven reporting delays
  • Create clearer group reporting from unified data
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4.9

in Xero & QuickBooks app stores

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ScaleXP is an approved app for leading accounting & CRM systems

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Financial Consolidation & Reporting for Growing Groups

Disconnected forecasting process across spreadsheets, CRM, billing, and accounting systems

Group reporting gets harder when each entity runs its own ledger, chart of accounts or currency. Spreadsheets then add delay. They also add version errors and extra review work before you can trust the numbers.

  • Group reporting depends on manual spreadsheet logic
  • Different entities use Xero, QBO, Zoho, or other platforms
  • Currency conversion adds extra checks
  • Board reporting takes too long to prepare
Disconnected forecasting process across spreadsheets, CRM, billing, and accounting systems

ScaleXP Financial Consolidation Software

Blue and white financial dashboard on a laptop screen featuring currency figures and floating cards with logos for Xero, Zoho Books, and QuickBooks.

ScaleXP gives you one place to run financial consolidation. Line up your data once. Refresh reports in seconds. Skip the spreadsheet rebuild every month.

  • Consolidate data across Xero, QBO, Zoho, and other sources
  • Match up reporting across different account structures
  • Report by entity, group, department, or segment
Blue and white financial dashboard on a laptop screen featuring currency figures and floating cards with logos for Xero, Zoho Books, and QuickBooks.

How It Works

Blue-themed ScaleXP analytics image showing connected Xero, HubSpot, and QuickBooks logos to a dashboard with financial charts and currency widgets
  • Pull data from Xero, QBO, Zoho and other systems into one place.
  • Map each chart of accounts to one group format.
  • Apply exchange rates for multi-currency reporting across entities.
  • Report by entity, department, business unit, region or group.
  • Refresh board packs from live group data.
Blue-themed ScaleXP analytics image showing connected Xero, HubSpot, and QuickBooks logos to a dashboard with financial charts and currency widgets

Replace Spreadsheet Consolidation Processes

Shared operating dashboard across customer revenue and business performance data

Spreadsheets hide risk in group reporting. Teams chase files. They check formulas, review mappings and fix version clashes. Only then can they look at the results.

  • Manual exports slow month-end reporting
  • Consolidation logic sits in fragile workbooks
  • Review cycles increase when files change
  • Trust drops when the audit trail is weak
Shared operating dashboard across customer revenue and business performance data

What Changes for Your Team

Before

  • Export balances from each entity manually
  • Rebuild consolidation logic in spreadsheets
  • Recheck exchange rates and mappings monthly
  • Delay reporting while errors are reviewed

After

  • Pull entity data into one process
  • Use one set of mappings group-wide
  • Refresh consolidated reports faster
  • Work from one trusted reporting layer

Faster Group Reporting

Shared operating dashboard across customer revenue and business performance data

ScaleXP cuts the manual work of gathering and merging data. Finance teams move from entity close to group reporting with fewer handoffs. There is far less spreadsheet prep.

  • Less manual file collection each month
  • Faster refresh of management reporting
  • Shorter path from close to board pack
  • More time for review and analysis
Shared operating dashboard across customer revenue and business performance data

Stronger Reporting Control

Financial dashboard showing metrics like MRR, ARR, CAC Payback, and LTV on a computer screen.

Financial consolidation software should improve control, not just speed. ScaleXP takes reporting logic out of linked files. It puts it in one steady workflow.

  • Lower version-control risk across entities
  • Clearer review process before reporting
  • More consistent reporting structures
  • Better visibility over mapped data
Financial dashboard showing metrics like MRR, ARR, CAC Payback, and LTV on a computer screen.

Better Multi-Entity Visibility

Scalexp drill down into tracking codes & quickbooks classes

Finance leaders can review results by entity, team and region. There is no need to rebuild views each month. Growing groups get a clearer picture.

  • Report by entity and consolidated group
  • Analyse by department or business unit
  • Support Xero Tracking Codes reporting
  • Support QBO Classes and Locations
Scalexp drill down into tracking codes & quickbooks classes

With the ScaleXP platform, you can:

Dashboard displaying financial reports and charts from ScaleXP software with logos of Salesforce, Xero, HubSpot, QuickBooks, and Stripe.
  • Move group reporting into one clear workflow. Rely less on linked workbooks and manual checks.
  • Bring Xero, QBO, Zoho and other sources together. No entity has to move to a new ledger.
  • Refresh board and management packs from one place. Give your board numbers they can trust.
  • ScaleXP makes group reporting simple. Merge data from Xero, QBO, Zoho and more, without heavy enterprise tools.
Dashboard displaying financial reports and charts from ScaleXP software with logos of Salesforce, Xero, HubSpot, QuickBooks, and Stripe.

Automate Multi-Entity Group Reporting

ScaleXP dashboard showing segmented financial reporting across multiple entities

ScaleXP suits teams that want flexible group reporting without heavy enterprise tools. Pull in Xero, QBO, Zoho and other sources. Your reports stay current and easy to review.

Complex requirements? Book a meeting to discuss.

Discuss Your Requirements
ScaleXP dashboard showing segmented financial reporting across multiple entities

Intercompany Eliminations Without Spreadsheet Rebuilds

ScaleXP financial consolidation dashboard showing multi-entity revenue reporting, with Xero, Zoho Books and QuickBooks logos

Intercompany balances, recharges and group entries are hard to manage when each entity closes in its own ledger. ScaleXP moves those checks into one steady workflow.

  • Identify intercompany balances across entities
  • Review group-level adjustments before reporting
  • Reduce manual elimination work in spreadsheets
  • Keep the workings easy to review each month

For growing groups, that means fewer linked workbooks. It is clear who owns each group entry. And the path from close to group reporting is far more reliable.

ScaleXP intercompany eliminations dashboard showing connected entities, identified intercompany balances, group adjustments and consolidated P&L output

Budget vs Actuals Tracking Across Entities

ScaleXP dashboard showing segmented financial reporting across multiple entities

Group actuals are only half the job. Teams also need to compare actuals with budget. That means by entity, department, region, fund, project and cost centre.

ScaleXP automates budget vs actuals across the group. It uses the structures you already hold in Zoho Books, Xero or QuickBooks.

CFOs can see at a glance where the group is ahead of plan or behind it. No one has to rebuild budget reports each month.

Budget vs actuals reporting across entities, departments, tracking codes, classes and locations.

Budget Reporting by Tracking Codes, Classes and Locations

ScaleXP financial consolidation dashboard showing multi-entity revenue reporting, with Xero, Zoho Books and QuickBooks logos

ScaleXP reads the tags you already use in your accounts. That lets it track budget vs actuals below entity level.

  • Finance teams can compare actuals vs budget by:
  • Zoho tracking codes
  • Xero tracking categories and tracking codes
  • QuickBooks Classes
  • QuickBooks Locations

Teams can track budgets with the tags they already keep in Zoho Books, Xero or QuickBooks. There is no need to build separate spreadsheet logic.

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Budget versus actuals report by tracking codes, classes and locations, showing departmental and regional performance analysis across accounting systems in ScaleXP.

Consolidate Faster Across Xero, QBO, and Zoho

ScaleXP financial consolidation dashboard showing multi-entity revenue reporting, with Xero, Zoho Books and QuickBooks logos

Your entities do not all need the same accounting platform. ScaleXP works across Xero, QBO and Zoho. It brings a mixed stack into one reporting format.

You can also use tags such as Xero Tracking Codes, QBO Classes and QBO Locations. These let you view results below entity level.

ScaleXP financial consolidation dashboard showing multi-entity revenue reporting, with Xero, Zoho Books and QuickBooks logos

Include Every Entity, Even When Systems Differ

ScaleXP dashboard showing segmented financial reporting across multiple entities

Not every subsidiary will use the same system. ScaleXP covers Xero, QuickBooks, Zoho Books and trial balance uploads. So you can include smaller entities without moving them to a new ledger.

Group reporting lines up, and each office keeps the system it knows.

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ScaleXP financial consolidation software dashboard showing group summary across Xero, QuickBooks, Zoho Books and trial balance entities, with consolidated P&L and budget vs actuals reporting

SaaS Group Reporting for Multi-Entity Finance Teams

ScaleXP dashboard showing segmented financial reporting across multiple entities

For SaaS groups, the numbers are only half the story. Leaders also need to explain ARR, MRR, churn, retention and revenue trends. And they need it by entity, region and business unit.

ScaleXP puts financial consolidation and SaaS reporting side by side. CFOs move from entity accounts to a board-ready pack. There is no second spreadsheet pack for KPIs.

SaaS teams end up with one full picture: group accounts, group performance and SaaS KPIs in one place.

Learn more about multi-entity SaaS reporting software.

Consolidating specifically across Xero and QuickBooks? See our Xero and QuickBooks Consolidation Software page.

If you run several Zoho Books organizations, read why Zoho Books multi-entity consolidation breaks for SaaS CFOs.

Diagram showing how ScaleXP consolidates revenue across multiple QuickBooks entities with automated consolidations, intercompany eliminations, multi-currency translation, and group-level revenue reporting.

Built for finance teams who need precision and clarity

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Financial Consolidation FAQs

Financial consolidation software merges data from several legal entities into one view. It supports group reporting, board packs and the monthly close. It cuts the need for spreadsheets. It helps most when entities sit on different ledgers, currencies or charts of accounts, such as Xero, QBO and Zoho.

Yes. ScaleXP consolidates across Xero, QBO, Zoho and other finance sources. Your entities do not need to share one accounting system. You can bring it all into one workflow without moving any subsidiary to a new ledger.

Yes. ScaleXP applies exchange rates as part of the reporting workflow. That gives you steady group reporting across international entities. It matters when subsidiaries trade or report in their own local currency.

ScaleXP converts 50 currencies into GBP.

  • Europe: Euro, Swiss Franc, Czech Koruna, Danish Krone, Hungarian Forint, Moldovan Leu, Norwegian Krone, Polish Zloty, Serbian Dinar, Swedish Krona, Turkish Lira.
  • Americas: US Dollar, Canadian Dollar, Brazilian Real, Belize Dollar, Chilean Peso, Colombian Peso, Mexican Peso, Peruvian Sol.
  • Asia Pacific: Australian Dollar, New Zealand Dollar, Chinese Yuan, Hong Kong Dollar, Japanese Yen, Singapore Dollar, Malaysian Ringgit, Indonesian Rupiah, Philippine Peso, Thai Baht, Vietnamese Dong, Indian Rupee, Sri Lankan Rupee, Bangladeshi Taka.
  • Middle East and Africa: UAE Dirham, Bahraini Dinar, Egyptian Pound, Israeli Shekel, Jordanian Dinar, Kuwaiti Dinar, Omani Rial, Qatari Riyal, Saudi Riyal, Kenyan Shilling, Moroccan Dirham, Nigerian Naira, Rwandan Franc, South African Rand, Sudanese Pound, Tanzanian Shilling, Ugandan Shilling.

Is your currency missing? We can usually add it within 24 hours.

That is not a problem. You can upload a trial balance from Google Sheets or Excel Online, free of charge. So the entity still joins the group view, even if it is not on Xero, QBO or Zoho. Entities on Xero or QBO can also sync daily.

Yes. ScaleXP reads Xero Tracking Codes, QBO Classes and QBO Locations. You can then view results by department, business unit, region or segment. Those views sit next to your group numbers. The same tool serves finance and the wider business.

No. ScaleXP is built for groups whose entities use different charts of accounts. You map each one to a shared group format. Group reporting then lines up. No one has to rebuild a ledger first.

Yes. ScaleXP builds board-ready reports from your group data. There is no need to rebuild packs from separate files. You refresh them from one place. Reports stay consistent, cycles get shorter, and you can present to the board with confidence.

ScaleXP is the best fit for multi-entity SaaS companies on Xero, QuickBooks or Zoho Books, with automated intercompany eliminations, FX translation and group reporting in one platform.

ScaleXP handles multi-entity reporting for SaaS finance teams. It works across different accounting systems, currencies and entities. No spreadsheets needed.

Yes. ScaleXP consolidates across Xero, QuickBooks and Zoho Books. You can also add trial balance data from Google Sheets or Excel Online. That way, entities outside those systems still appear in group reporting.

Yes. ScaleXP covers intercompany eliminations, group adjustments and multi-entity reporting. You can move that logic out of spreadsheets and into one steady process.

Yes. ScaleXP automates actuals vs budget by Zoho tracking codes, Xero tracking categories and codes, QuickBooks Classes and QuickBooks Locations. You can hold up to 15 budgets. Compare them across entities, departments, regions, funds, projects and more.

Yes. ScaleXP can track up to 15 budgets. Compare actuals against any budget version, entity or reporting structure. You do not need a separate spreadsheet pack.