Automate Your Month-End, for PR & Marketing Agencies

Dashboard showing various SaaS metrics including MRR, ARR, CAC Payback, and LTV on a laptop screen.

ScaleXP automates reconciliation for retainers, projects, and prepayments — transforming your month-end from a 10‑day admin marathon into a smooth, audit‑ready close.

  • Gain instant visibility into client profitability
  • Eliminate manual reconciliation across retainers and projects - creating a single, credible sourc of truth for your teams
  • Close the month in just 1 day - giving much faster visibility into client, team, department profitability
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Dashboard displaying agency KPIs, including total revenue, revenue per client, and project margin metrics.

ScaleXP is an approved app for leading accounting & CRM systems

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Agencies Lose 5–10 Days Every Month to Manual Finance Work

For agencies, managing retainers, WIP, and project billing can feel like a full‑time job. Spreadsheets, deferrals, and adjustments make every close slow, error‑prone, and stressful.

When your finance team is buried in reconciliations, partners and account leads can’t see true client margins — and growth decisions stall.

Discover How ScaleXP Automates Agency Reconciliation

Finance Automation Built for Agencies

Graphical display of customer acquisition cost metrics including marketing costs and sales commission.

ScaleXP automates reconciliation for retainers, prepayments, and projects — posting audit‑ready journals directly into Xero or QuickBooks. You get real‑time accuracy, consolidated dashboards, and complete confidence in every number.

  • Automated Reconciliation: Retainers, WIP, and deferrals handled automatically.
  • Audit‑Ready Journals: Every entry traceable and posted directly into your ledger.
  • Instant Profitability Insight: See margins by client, project, or department in one click.
  • Full Integration: Connects to Xero, QuickBooks, and WIP tools for end‑to‑end automation.
Automate Your Retainers and Projects in Minutes
Dashboard displaying agency KPIs, including total revenue, revenue per client, and project margin metrics.
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Trusted by Agencies Using Xero & QuickBooks

Dashboard interface displaying metrics such as CAC, LTV, and ARR on a laptop screen.

Agencies running on ScaleXP close 75% faster and remove manual processes completely. Continuous adjustments, retainers, and prepayments are handled automatically — giving your finance team time back and your partners real‑time insight.

  • Show a dashboard view of client profitability.
  • Visual flow from invoice → recognition → reporting.
  • Key metrics: “75% faster close,” “Zero manual reconciliations,” “One source of truth.”
See ScaleXP in Action →

Built by Finance Professionals, for Agencies

Graphical display of customer acquisition cost metrics including marketing costs and sales commission.

ScaleXP was built by finance professionals who understand the complexity of agency accounting — retainers, prepayments, clawbacks, and WIP. Every workflow is designed for audit‑ready accuracy and faster reporting.

  • Built specifically for retainer‑based PR & marketing agencies
  • Designed by finance professionals, not engineers
  • Seamlessly integrates with your accounting system and WIP tools
  • Delivers accurate, consolidated reporting across all clients
Try It with Your Data
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Financial dashboard displaying recurring revenue and invoice details from ScaleXP.

Eliminate Manual Reconciliation — For Good

Dashboard interface displaying metrics such as CAC, LTV, and ARR on a laptop screen.

Free your finance team from manual adjustments and give partners real‑time visibility into every client’s profitability.

ScaleXP automates reconciliation, postings, and reporting — transforming your close from a 10‑day chase into a controlled, accurate, audit‑ready process.

Automate Your Agency’s Month‑End

What our customers say

Tracking MRR by customer is easy: You see immediately how much there's new, expanded, downgraded or churned MRR, and from which individual customers that came from.
Arttu - Finance Director - Xero App Store Review
Lots of reports to automatically create metrics that we care about without having to dig through data. The customer support is also excellent.
Craig - COO - Xero App Store Review
Tracking MRR by customer is easy: You see immediately how much there's new, expanded, downgraded or churned MRR, and from which individual customers that came from.
Arttu - Finance Director - Xero App Store Review
Lots of reports to automatically create metrics that we care about without having to dig through data. The customer support is also excellent.
Craig - COO Xero App Store Review
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Tom - Commercial Analyst - Xero App Store Review

PR & Marketing Agency FAQs

Yes, it automates recognition and adjustments for both.

Absolutely; it syncs data automatically.

Journals are automatically calculated and posted.

Yes, every entry is traceable and compliant with accounting standards.

Most agencies close 75% faster within the first month.

Still have questions? Let’s chat