B2B SaaS finance automation

Finance automation for growing B2B SaaS companies

ScaleXP connects accounting, CRM and billing data to automate the finance work that gets harder as SaaS companies grow — from revenue recognition and month-end close to SaaS metrics, forecasting and board reporting.

  • Automate recurring month-end journals and revenue recognition
  • Track ARR, MRR, churn and retention without rebuilding spreadsheets
  • Turn live finance data into forecasts and board-ready reporting
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5.0

on the Xero App Store (75+ reviews)

Graphic showing how the ScaleXP Platform connects renewals, billing, and finance workflows to replace manual tracking and improve system-wide control.
ScaleXP is an approved app for leading accounting & CRM systems
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Disconnected forecasting process across spreadsheets, CRM, billing, and accounting systems

SaaS growth creates finance complexity across disconnected systems

Customer contracts sit in CRM. Billing and invoices sit elsewhere. Actuals live in Xero, QuickBooks or Zoho Books, while recurring revenue, forecasts and reporting are often rebuilt in spreadsheets.

As customers, products and entities grow, finance spends more time reconciling systems — slowing the close, making numbers harder to explain and taking time away from analysis.

Disconnected forecasting process across spreadsheets, CRM, billing, and accounting systems
Two panels connected by a red X: Xero, QuickBooks, and Zoho Books logos on the left, HubSpot, Salesforce, and Pipedrive logos on the right, illustrating a disconnect between accounting and CRM systems.
Two panels connected by a red X: Xero, QuickBooks, and Zoho Books logos on the left, HubSpot, Salesforce, and Pipedrive logos on the right, illustrating a disconnect between accounting and CRM systems.

Accounting software can’t run SaaS finance

  • Revenue schedules are rebuilt by hand
  • ARR and MRR live outside the ledger
  • Renewals and forecasts sit in separate systems
  • Finance reconciles the gaps every month
Diagram showing CRM, billing and accounting data connected into a unified SaaS board reporting platform

One connected finance layer across your SaaS stack

ScaleXP adds the finance automation layer that accounting software alone does not provide. It connects the systems your team already uses and turns customer, billing and accounting data into automated finance workflows, live SaaS metrics and management reporting.

You keep your accounting system. ScaleXP removes the spreadsheet-heavy work around it.

Diagram showing CRM, billing and accounting data connected into a unified SaaS board reporting platform
two diagrams showing both deferred and accrued revenue flows
two diagrams showing both deferred and accrued revenue flows

Automate the finance work created by subscription revenue

ScaleXP turns recurring subscription finance work into automated, reviewable workflows. Revenue schedules, deferred and accrued revenue, prepayments, accruals and recurring journals are calculated from source data instead of rebuilt manually every month.

  • Close month-end faster with fewer schedules prepared manually
  • Reduce reconciliation errors between spreadsheets and the general ledger
  • Maintain a clear audit trail from calculation to journal
  • Free finance capacity for analysis instead of recurring preparation

Customer result

3–5 finance-team days saved every month

Deferred revenue was tracked in long, tedious spreadsheets. Data required hours of checking, across the UK and South African subsidiary.

“ScaleXP has allowed us to save between 3 and 5 days a month.”

Estiaan Schoombie, Finance Manager at Cue Technology

Estiaan Schoombie

Finance Manager, Cue Technology

See how Cue saves 3–5 days each month

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SaaS metrics dashboard showing various performance indicators and graphs on a laptop screen.

Know exactly what changed in recurring revenue — and why

ScaleXP automatically tracks new ARR, expansion, contraction, churn, NRR and GRR and lets finance drill from headline metrics to the customers and records driving each movement.

  • Explain ARR and MRR changes in minutes, not after spreadsheet reconciliation
  • Identify churn and expansion earlier at customer and cohort level
  • Give management defensible answers backed by underlying records
  • Eliminate repeated CRM and billing exports before reporting cycles
Financial reporting dashboard displaying various metrics such as MRR and ARR on a laptop screen.

From underlying transactions to board-ready reporting

ScaleXP turns the same underlying finance and customer data into management reporting, forecasts and board-ready views, so finance does not have to rebuild reporting after every month-end close.

  • Produce board reporting faster from one consistent source of data
  • Reduce conflicting numbers between finance, SaaS metrics and forecasts
  • Trace board-level KPIs back to customers and transactions
  • Spend more time explaining performance, not assembling the pack
Financial reporting dashboard displaying various metrics such as MRR and ARR on a laptop screen.
CRM accounting integration software showing CRM and accounting data joined into a revenue intelligence layer in ScaleXP
CRM accounting integration software showing CRM and accounting data joined into a revenue intelligence layer in ScaleXP

Connect the systems your SaaS finance team already uses

ScaleXP connects Xero, QuickBooks Online or Zoho Books with CRM and billing data, adding automation around the systems already running the business. You can remove spreadsheet-heavy workflows without the cost and disruption of replacing your accounting system with a new ERP.

  • Avoid a disruptive ERP migration just to remove spreadsheet workflows
  • Reduce manual handoffs between accounting, CRM and billing systems
  • Improve finance operations sooner with lower implementation risk
  • Avoid retraining finance teams on an unnecessary new ERP
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What changes for your finance team

Before ScaleXP

  • Revenue schedules maintained manually
  • SaaS metrics rebuilt in spreadsheets
  • Systems reconciled every reporting cycle
  • Board packs assembled from multiple files
  • Month-end depends on repeated manual preparation

With ScaleXP

  • Recurring finance workflows update automatically
  • SaaS metrics stay connected to source data
  • Month-end becomes review-led rather than spreadsheet-led
  • Reporting updates from the same underlying information
  • Finance can investigate movements without rebuilding analysis

The result is a finance function that can support more revenue, customers and complexity without scaling spreadsheet work at the same rate.

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Built for SaaS finance teams outgrowing spreadsheets

  • B2B SaaS companies with recurring or subscription revenue
  • Finance teams using Xero, QuickBooks Online or Zoho Books
  • Companies tracking ARR, MRR, churn and retention manually
  • Teams spending days on month-end spreadsheets and reconciliations
  • Growing multi-entity businesses needing consistent finance reporting

Finance-grade control and security

ScaleXP automates recurring finance work while keeping calculations traceable, reviewable and controlled by finance.

Security reports

Trust Center

Get real-time visibility into ScaleXP’s complete security posture, including infrastructure, organizational controls, product security and internal procedures.

SOC 2 Type 2 certified

Security Accreditations

ScaleXP is SOC 2 Type II certified and compliant with GDPR and UK ICO requirements, helping protect sensitive finance data with independently reviewed controls.

Two-factor authentication

2FA

Protect user access with security features including SSO and two-factor authentication, which can be enabled for ScaleXP users.

B2B SaaS FAQs

SaaS finance automation uses connected accounting, CRM and billing data to automate recurring finance workflows created by subscription businesses. These can include revenue recognition, recurring journals, SaaS metrics, forecasting and management reporting.

ScaleXP adds this automation around accounting platforms such as Xero, QuickBooks Online and Zoho Books without requiring the company to replace its general ledger.

ScaleXP automates many of the recurring workflows that finance teams commonly manage in spreadsheets, including revenue schedules, journals, ARR and MRR reporting, customer-level recurring revenue movements, forecasts and management reporting.

Teams may still use spreadsheets for ad hoc analysis, but the recurring finance process no longer needs to depend on them.

No. ScaleXP works alongside Xero, QuickBooks Online and Zoho Books. It automates finance processes and reporting that sit around the accounting system, so companies can improve their finance infrastructure without immediately implementing a new ERP.

ARR, MRR, NRR and GRR, churn, expansion and contraction, CAC and LTV, customer retention and cohort analysis — each calculated from connected accounting, CRM and billing data so the figure can be traced back to the customers and invoices behind it.

See SaaS metrics software for how each one is built.

Yes. Service periods are read from invoice and contract data, recognized, deferred and accrued revenue schedules are built from it, and journals are prepared for Finance to review before they post.

See revenue recognition automation for the full workflow.

Relevant fields such as contract dates, deal values and renewal information can be used, so commercial terms sit beside the invoices they relate to. The exact fields connected are agreed during setup rather than every CRM field being synced indiscriminately.

See HubSpot and Xero, Salesforce and QuickBooks and Pipedrive and Xero.

Yes. ScaleXP imports Stripe invoices, either into your accounting system or into ScaleXP directly, then applies revenue recognition logic to them and feeds the same reporting layer as the rest of your data. Multicurrency billing is handled in the same flow.

See Stripe and Xero or Stripe and QuickBooks.

Yes. ScaleXP consolidates multiple entities, including entities on Xero, QuickBooks Online or Zoho Books and in different currencies, into one group view with intercompany eliminations.

See financial consolidation software.

By connecting the systems the numbers already live in. Once accounting, CRM and billing data are connected, reports are built from the source rather than from exports, so month-end stops being a rebuild.

Reports refresh as the underlying data changes, and each figure can be traced back to the invoice or deal behind it, which is what makes the output usable in a board pack.

Implementation is typically around three weeks, with some companies going live faster. Connecting your accounting system itself takes a matter of hours.

Timing depends on the number of entities, how your CRM and billing data are structured, and how complex your revenue recognition requirements are. Onboarding focuses on connecting systems, mapping finance fields and validating outputs with your finance team before any workflow is relied on.

ScaleXP is priced per month on a published plan, with an additional monthly charge for each extra subsidiary and a discount for paying annually. Pricing is not linked to a percentage of your ARR.

See ScaleXP pricing for the current plans and what each one includes.