Keep the systems your teams already know. Connect sales and finance. Automate revenue, SaaS metrics and consolidation, with no percentage-of-ARR fees.
in Xero & QuickBooks app stores
Maxio is built around subscription billing. That can make sense if you need a new billing engine, complex usage charging, collections and subscription management.
But many SaaS finance teams already have systems that work.
The real problem is not replacing these systems. It is connecting them.
Your teams should not have to change how they work just to give finance better data.
Finance stays in Xero, QuickBooks or Zoho Books
Invoices, payments, journals and accounting records remain in the ledger your finance team already understands.
Sales and Customer Success stay in the CRM
Salesforce, HubSpot or Pipedrive continues to hold deals, contract terms, customer relationships, owners and renewals.
ScaleXP joins everything together
ScaleXP connects CRM, billing and accounting data, turning it into finance-reviewed invoicing, revenue recognition, SaaS metrics, forecasting, consolidation and board reporting.
No unnecessary system replacement. No duplicate spreadsheets. No broken handoff between sales and finance.
What matters
ScaleXP
Maxio
Best overall fit
Growing SaaS finance teams that want to retain their CRM and accounting systems
Companies that need a dedicated subscription billing platform
Finance automation
Revenue recognition, deferred revenue, accrued revenue, prepayments, accruals and reporting
Revenue recognition centred around Maxio billing
CRM connection
HubSpot, Salesforce and Pipedrive data drives invoicing, revenue, metrics and forecasting
CRM data primarily feeds billing and subscription workflows
Reseller models
Supports separate Sold To and Bill To customers, reseller invoicing and end-customer reporting
Customer hierarchies are available; detailed workflows depend on configuration
SaaS reporting
30+ SaaS metrics connected to CRM and accounting data
SaaS metrics based on billing, contract and payment data
Price
US$350 or US$600 per month. No percentage-of-ARR fees
From US$599 per month, with custom pricing for larger requirements
Customers tell us that percentage-of-ARR or billing-linked fees are a major reason they leave Maxio. ScaleXP takes a different approach.
Predictable pricing
There are no percentage-of-ARR fees. Your core licence does not automatically increase just because ARR grows or invoice volumes rise. Additional entities or new functionality may affect the subscription, but ARR growth alone does not.
Compare the three-year cost
ScaleXP does more than pass data between systems.
It connects what was sold with what should be invoiced, recognised, forecast and reported.
From CRM to invoice
Create draft invoices using deal, customer, product and billing data from HubSpot, Salesforce or Pipedrive.
From invoice to revenue
Use invoice and contract data to prepare recognised, deferred and accrued revenue schedules.
From pipeline to forecast
Combine issued invoices, renewals and CRM pipeline to improve revenue and MRR forecasting.
Learn more about our CRM Billing and Invoicing Automation.
Channel sales create an awkward finance problem.
The end customer using the product may be different from the reseller or distributor paying the invoice.
ScaleXP connects both relationships.
Keep the commercial customer visible
Track the Sold To customer, product, account owner, renewal and subscription in the CRM.
Invoice the correct business
Send the invoice to the Bill To reseller, distributor or channel partner through the accounting system.
Report across both views
Revenue recognition is only one part of month end.
ScaleXP brings the wider close into one connected workflow.
Revenue workflows
Expense workflows
Finance reviews the calculations and exceptions before anything is posted.
That means less spreadsheet work without giving up finance control.
Your US team might use QuickBooks, your UK entity Xero, and another subsidiary Zoho Books. ScaleXP brings them together without changing each local ledger.
Consolidate across systems and currencies
See what drives the numbers
ScaleXP connects the revenue journey from beginning to end.
1. Sold
Capture deals, products, contract dates, customers and owners in the CRM.
2. Billed
Create invoices and track invoice and payment status in the accounting system.
3. Recognised
Prepare recognised, deferred and accrued revenue schedules for finance review.
4. Measured
Calculate ARR, MRR, churn, retention, expansion and customer movements.
5. Reported
Create management reports, consolidated results and board-ready PowerPoint presentations.
For SaaS finance teams that already use established CRM and accounting systems, ScaleXP delivers more of what finance needs, with less disruption.
Maxio may be a better fit when the overriding requirement is a dedicated subscription billing engine.
The question is not whether Maxio has strong functionality. It does.
The question is whether your finance team needs the whole platform, and whether the implementation and rising cost are justified.
Reduce time spent manually tracking deferred revenue, income in advance and pre-paid expenses. Eliminate tedious spreadsheet tracking and improve accuracy.
ScaleXP fully automates revenue recognition and prepayments using a sophisticated series of text recognition algorithms, which read and process all of the data and text on invoices.
ScaleXP builds a forecast directly from HubSpot and QuickBooks or Xero
Keep your teams aligned with a seamless sync between HubSpot and your accounting software (Xero, QuickBooks).
ScaleXP automatically updates payment status and customer financial info in real time, so your sales and customer success teams can instantly see if a client is up to date or overdue, all within HubSpot.
+ accounting data
+ accounting data
Fully integrate HubSpot and accounting data
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
Automate sales forecasts
We are a SAAS company with multiple entities and currencies and use ScaleXP for revenue recognition and consolidation. I'm very impressed how quickly ScaleXP can sync and pull through this data. It's saved us lots of manual processes.
Xero Review 
Invoicing and associated reporting can be fully automated in Xero and QuickBooks.
ScaleXP will automatically provide a two way sync between HubSpot and your accounting system once daily. You can also generate an immediate sync at any time, as often as you like.
Xero and QuickBooks can be automatically updated with draft revenue recognition journals. You simply review and click to approve. Journals can not be automatically passed to Zoho Books, but ScaleXP provides the full journal and a comprehensive CSV download.
Yes. ScaleXP provides full automation of all your sales revenue, past, current and future, including providing the associated accounting journals for accruals and deferrals in Xero and QuickBooks.
Further, ScaleXP provides a full breakdown of all revenue shown on your Income Statement as well as all deferred income and accrued revenue shown on your Balance Sheet.
Revenue recognition schedules can be viewed by customer, by invoice, and by general ledger code. And, in case that’s not enough, all schedules can be downloaded to a spreadsheet or CSV.
By default, ScaleXP syncs daily between HubSpot and your accounting software. However, you can also trigger an immediate sync at any time. This ensures that new deals, invoices, and payments stay current across both systems on a daily basis.
Currently ScaleXP’s HubSpot invoicing automation works with Xero and QuickBooks. Invoices generated from HubSpot are posted directly into Xero or QuickBooks, where you can finalize and send them. (If you use other accounting software, ScaleXP can still produce the required journal entries for you to upload.)
ScaleXP is generally the better fit for SaaS finance teams that want to retain Xero, QuickBooks or Zoho Books while adding CRM invoicing, revenue recognition, SaaS metrics, forecasting and consolidation.
Maxio may be better where complex subscription billing is the primary requirement.
No. ScaleXP does not charge percentage-of-ARR fees.
Its US$350 and US$600 monthly licence levels are based on the functionality required. ARR growth does not automatically increase the core licence.
Maxio’s public pricing starts at US$599 per month, with custom pricing for larger companies and additional requirements.
Customers should confirm how their proposed fees change with ARR, billing volume, modules and renewal terms.
Yes. ScaleXP works with Xero to automate revenue schedules, journal preparation, CRM invoicing, SaaS metrics and multi-entity reporting.
Yes. ScaleXP integrates with all three.
CRM data can support invoicing, revenue recognition, renewals, forecasting, SaaS metrics and reporting.
Yes. ScaleXP supports workflows where the Sold To end customer differs from the Bill To reseller, distributor or channel partner.
ScaleXP is particularly well suited to groups consolidating Xero, QuickBooks or Zoho Books entities across different currencies and accounting systems.
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.