Zoho offers powerful tools for accounting (Zoho Books) and analytics (Zoho Analytics). As companies scale, many teams look for additional specialised capabilities for multi-entity consolidation, automated FX rules, eliminations and board-ready financial reporting.
ScaleXP is a Zoho-approved solution designed to extend Zoho’s existing functionality, giving finance leaders the advanced consolidation and reporting features required for group-level visibility — without replacing any Zoho product.
ScaleXP is built to work alongside Zoho Books and Zoho Analytics, not instead of them.
How Zoho Books and Zoho Analytics Support Finance Teams
Zoho Books and Zoho Analytics provide everything finance teams need for:
- Day-to-day accounting
- Individual entity reporting
- Dashboards and performance insights
- Operational KPIs
- Multi-organisation management
These tools are incredibly flexible and are used by finance teams globally.
ScaleXP’s role is to complement these strengths by focusing on specialised multi-entity consolidation and board-level reporting workflows.
Where Finance Teams Typically Add ScaleXP
As companies grow, finance teams often need to introduce:
- Multi-entity financial consolidation
- Automated FX translation for P&L and balance sheet
- Group-level eliminations and ownership handling
- Standardised reporting packs for boards and investors
- Cross-system consolidation (if different subsidiaries use Xero, QuickBooks or Zoho Books)
These are specialised consolidation processes that go beyond standard accounting or BI dashboards.
This is where ScaleXP extends the Zoho ecosystem.
ScaleXP: Purpose-Built to Extend Zoho’s Capabilities for Group Reporting
ScaleXP is the only Zoho-approved consolidation solution, designed to work seamlessly with Zoho Books and Zoho Analytics by adding:
1. Advanced multi-entity consolidation
- Combine multiple Zoho Books organisations
- Automated FX translation
- Group-level P&L, balance sheet and cashflow
2. Automated eliminations & ownership %
- Manage intercompany adjustments
- Handle partial ownership or minority interests
3. Consolidation across multiple accounting systems
If an organisation has acquired entities running Xero or QuickBooks, ScaleXP can unify them — while Zoho Books remains the core system for other entities.
4. Smart Reporting for boards and investors
From the Smart Reporting product:
- Board packs
- Consolidated KPI dashboards
- Commentary and narrative fields
- Templates that refresh automatically with consolidated data
These features are designed to sit on top of Zoho Books and Zoho Analytics, turning them into a powerful, end-to-end reporting ecosystem.
How ScaleXP and Zoho Work Together (Complementary Model)
| Business Need | Ideal Zoho Tool | ScaleXP Adds… |
|---|---|---|
| Day-to-day accounting | Zoho Books | Multi-entity consolidation |
| Operational KPIs | Zoho Analytics | Group-level reporting logic |
| Dashboards | Zoho Analytics | Automated board/investor packs |
| Multi-organisation setup | Zoho Books | Cross-entity consolidation |
| Financial insights | Zoho Analytics | Group cashflow + FX + eliminations |
| Acquired entities using Xero/QBO | — | Consolidation across systems |
Who Uses ScaleXP with Zoho Books?
Finance teams typically introduce ScaleXP when:
- They run two or more Zoho Books organisations
- They want automated consolidated reporting
- They need more advanced board packs and KPIs
- They operate in multiple currencies
- They use more than one accounting system across subsidiaries
ScaleXP offers this without disrupting or replacing any existing Zoho workflow.
FAQs
ScaleXP adheres to the highest standards of global data protection and reliability.
We are fully SOC 2 compliant, ensuring enterprise-grade controls across security, availability, processing integrity and confidentiality.
ScaleXP is also the only app officially approved by Zoho Books for financial consolidation, following a rigorous technical and security review by Zoho.
This means you can trust ScaleXP as a secure, compliant extension to your Zoho environment.
Zoho customers often start with:
- Excel consolidation sheets
- Manual imports/exports
- Zoho Analytics dashboards for operational reporting
These are valuable tools, but they do not provide true financial consolidation (automated FX, eliminations, group ownership, consolidated cashflow).
ScaleXP serves as the Zoho-approved consolidation engine that adds the specialised capabilities needed for group-level reporting — without changing how Zoho Books operates.
Yes. ScaleXP uniquely supports multi-system consolidation, enabling groups to unify entities using:
- Zoho Books
- Xero
- QuickBooks Online
This is especially valuable for:
- Acquisitions
- International subsidiaries
- Regions with different accounting preferences
ScaleXP consolidates all systems into one group view, while Zoho Books continues to support core accounting operations.
No — ScaleXP automatically maps each entity’s chart of accounts into a single unified group structure, even if they:
- Use different account names
- Use different numbering conventions
- Sit in different accounting systems
This eliminates the need for standardisation projects or forced migration.
Yes. ScaleXP’s Smart Reporting engine transforms consolidated financial data into:
- Board packs
- Leadership dashboards
- Investor updates
- KPI and variance analysis
- Narrative commentary and performance insights
These reports update automatically using live consolidated data, helping finance teams move from manual reporting to strategic communication.
Smart Reporting is designed to enhance Zoho Books and Zoho Analytics, not replace them.
Yes — ScaleXP includes a full consolidation rules engine:
- Automated FX translation (IFRS & GAAP compliant)
- Balance sheet and P&L currency treatment
- Intercompany eliminations
- Minority interest & ownership calculations
- Adjustments and consolidation journals
- Full audit trail for every change
These capabilities sit on top of Zoho Books and Zoho Analytics to deliver complete group-level accuracy.
Yes. ScaleXP automates many repetitive month-end tasks, including:
- Pulling period data from each Zoho Books organisation
- Updating consolidated financials instantly
- Applying FX, eliminations and ownership rules
- Refreshing board packs and dashboards automatically
- Highlighting variances and trends
Finance teams typically reduce month-end from days to hours, while keeping Zoho Books as their primary accounting hub.
Absolutely. Through Smart Reporting, ScaleXP provides:
- Consolidated KPI dashboards
- Real-time financial performance views
- Variance analysis across entities
- Multi-currency reporting
- Visual trends and automated commentary fields
These dashboards are consolidation-aware — something not possible in most BI tools without extensive manual work.
Leadership sees one accurate version of the truth, fed directly from consolidated numbers.