Automate your revenue recognition

Automate deferred and accrued revenue directly from the text and data on your invoices. Improve accuracy and close faster — customers regularly save 3–5 days every month.

Read more

Automate invoicing from your CRM

CRM-to-invoice automation for Xero and QuickBooks: ScaleXP prepares the invoices; you choose how they’re sent. Track renewals and keep invoices in step with your CRM deals.

Read more

Move to advanced SaaS & subscription analytics

Automate key SaaS metrics from accounting + CRM data. Integrate tracking codes & classes. Take your reporting to the next level.

Read more
Summit 17 logo

How Andy Mellor achieved a stress-free month-end close

With ScaleXP, Andy has replaced manual work with real-time automation. Invoices sync with Xero automatically, and gross margin reporting is now instant and effortless.

Read the case study

The difference has been amazing in terms of the clarity of insight into the margins that we have.

Black and white portrait of a man with short hair and a slight smile, wearing a dark polo shirt.
Andy Mellor
Fractional CFO

Core Features

Dashboard interface displaying revenue recognition data and metrics on a laptop screen.

Speed up your month-end

Automate your invoicing and revenue tracking for smoother financial closes.

Replace tedious spreadsheets with ScaleXP’s smart workflows. Create invoices straight from your CRM, accurately track deferred revenue, and finish your month-end with confidence and ease.

Book a Demo
Dashboard displaying revenue charts and currency symbols including USD, EUR, and GBP.

Real-time SaaS reporting

Unlock instant visibility into every key SaaS metric.

Monitor revenue growth, customer churn, and retention in real time. With up-to-date dashboards, you can make quick, informed decisions and stay ahead of the curve.

Book a Demo
Financial dashboard displaying revenue data from Xero and QuickBooks software applications.

Integration with Xero/QuickBooks

Effortlessly sync your accounting, with no manual entry or errors.

Connect ScaleXP with Xero or QuickBooks in seconds. Get automated updates, reconciliation, and error-free financials; your accounts are always aligned and ready for reporting.

Book a Demo
SaaS metrics dashboard displaying various financial indicators and graphs from ScaleXP.

Impress with Metrics & KPIs

Share clear dashboards that highlight your business progress.

Showcase key metrics and KPIs to investors, board members, and your team. Deliver insightful reports designed to impress, and make data-driven decisions with clarity.

Book a Demo
Financial dashboard displaying recurring revenue and invoice details from ScaleXP.

Automate deferred revenue recognition

  • ScaleXP eliminates the need to track deferred revenue in long, error prone spreadsheets.
  • The platform uses a sophisticated series of algorithms to read all data and text on your invoices.
  • Revenue recognition schedules are prepared for you. They are easy to review, and once confirmed, create journals which can be posted back into Xero or QuickBooks in 2 clicks.
  • ScaleXP’s algorithms are the most advanced on the market and can transform deferred revenue recognition, eliminating the need for spreadsheet tracking.
Read more

Track all SaaS subscription metrics

Get real-time visibility of all B2B SaaS metrics, with complex calculations fully automated from your underlying data. Build investor confidence through comprehensive KPIs. And ensure that everyone in the company is using the same numbers.

  • Automate complex calculations, saving hours, each month
  • Create transparency with clear, detailed schedules
  • Consolidate data across countries and currencies, creating an instant global view of performance
Read more
Financial dashboard showing metrics and data from QuickBooks on a laptop screen.
Financial dashboard interface displaying revenue reports and invoice details from ScaleXP.

Never miss a contract renewal

Contract renewals are notoriously difficult to track. With ScaleXP, you can say goodbye to messy spreadsheets and ensure your renewals are seamlessly managed in one fully integrated system.

Read more

Join ScaleXP and benefit from:

3–5 days

average time savings

100+

Easy to cusomize charts

30+

SaaS metrics automated

3-Click

Instant reports

Let us show you how ScaleXP can supercharge your financial reporting

  • Discuss your requirements and answer your questions
  • Outline options to improve reporting and streamline processes
  • After the demo, you can use our product free for 7 days

Just click on the calendar and select a convenient day and time

We're committed to the security and privacy of your data

Colorful abstract geometric design with various shapes and patterns.

Trust Center

Get real-time visibility into ScaleXP's complete security posture with detailed reports covering infrastructure, organizational controls, product security, and internal procedures.
Logo of ScaleXP, a company focused on growth and confidence in business.

Security Accreditations

We're SOC 2 Type 2 certified and fully compliant with GDPR and UK ICO regulations, ensuring your data is protected to the highest industry standards.
Icon representing two-factor authentication with a smartphone and a padlock symbol.

2FA

Choose from a range of features including SSO and two-factor authentication, which can be easily enabled for all users.

What our customers say

Thanks to ScaleXP, our month-end close is now twice as fast!

Ivan

Xero Review

Thanks to ScaleXP we finally have a single source of truth!! This is a brilliant platform which really allows you to drill down into your numbers without the manual overheads.

Emma

Xero Review

ScaleXP is great in calculating deferred revenue by click of a button compared to manual excel system which was very time consuming.

Madhu Sooriya

Xero Review

Capterra logo featuring a triangular design and text, alongside the G2 logo in a circular format.

ScaleXP FAQs

ScaleXP is an AI-powered finance platform that automates month-end close, revenue recognition, and SaaS metrics. It connects accounting, billing, and CRM systems into one real-time source of truth so finance teams and founders can make faster, more confident decisions.

ScaleXP is built for growing SaaS companies, agencies, and service businesses that use Xero,QuickBooks or Zoho Books and need accurate, real-time financial insight without relying on spreadsheets or manual processes.

ScaleXP uses AI to automate deferred revenue, accruals, prepayments, and consolidations. ScaleXP prepares the journals; your finance team reviews and approves them before they’re posted to Xero or QuickBooks, with full audit trails, reducing manual work and helping teams close days faster.

ScaleXP integrates natively with Xero, QuickBooks, Zoho Books,HubSpot, and more to connect billing, CRM, and accounting data into one unified platform. This ensures all teams work from the same accurate numbers.

Learn more about our integrations.

ScaleXP automatically calculates 30+ key SaaS and business metrics including MRR, ARR, churn, retention, CAC, LTV, and revenue forecasts, updated in real time across entities and currencies.

Unlike spreadsheets or generic BI tools, ScaleXP is purpose-built for finance teams. It automates accounting logic, validates data accuracy with AI, and delivers investor-grade metrics without manual maintenance or reconciliation.

Choose software that automatically turns contract, invoice and CRM data into revenue schedules and journal entries, while keeping revenue reporting and forecasts up to date. ScaleXP does this in one platform.