CFOs automate accruals, prepayments, and revenue recognition for your agency, all posted back into Xero or QuickBooks, and close up to 75% faster, without last-minute surprises.
Deliver investor-grade reports and SaaS metrics in seconds, so you always walk into meetings with numbers you can trust.
ScaleXP catches issues before they hit your books, so you spend less time checking numbers and more time explaining what they mean.
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.
The difference has been amazing in terms of the clarity of insight into the margins that we have.
Today’s agency CFO is expected to:
But agency finance systems weren’t built for how agencies actually operate — especially as delivery models evolve.
Month-end is just where the pain shows up. The real issue is delayed margin visibility:
By the time reports are ready, the story has already changed.
Real-time margin visibility means:
This is the difference between reacting to results and guiding outcomes.
With real-time visibility, CFOs can:
One live view.
One source of truth.
No reconciliation required.
ScaleXP connects your time-tracking, project delivery, and accounting systems into a single, reliable view of performance.
Built specifically for agencies using Xero or QuickBooks, ScaleXP delivers:
Time, cost, and revenue stay aligned — continuously.
AI in agency finance isn’t about replacing judgement.
It’s about increasing accuracy, consistency, and trust.
ScaleXP uses AI to:
Built by finance professionals.
Designed to meet accounting and audit standards.
When agencies operate with real-time margin insight:
This is financial confidence — backed by numbers you trust.
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Real-time margin visibility is the ability to see accurate profitability by client, project, team, or service line as work is delivered, not weeks later at month-end. It allows CFOs to identify margin risk early and guide decisions before overruns or erosion occur.
No. Faster month-end close is a benefit, not the goal. Real-time margin visibility provides insight before month-end, enabling proactive decisions rather than discovering issues after the period has closed.
No. ScaleXP works with Xero and QuickBooks. It layers on top of your existing accounting system, automating revenue recognition and cost allocation, and posting audit-ready journals back into Xero or QuickBooks.
ScaleXP is designed to integrate with your existing systems and workflows. Most agencies can get started quickly without disrupting day-to-day operations, and without replacing core finance systems.
ScaleXP is a top-performing app in the Xero and QuickBooks app stores and is trusted by finance teams at growing agencies. It is built by finance professionals specifically for agency workflows.
Yes. ScaleXP is security certified and built to meet accounting and audit standards. Every journal posted to Xero or QuickBooks is fully traceable, creating a clear audit trail.
ScaleXP integrates with Xero and QuickBooks, as well as HubSpot, Salesforce, and Pipedrive, plus popular time-tracking and project management tools used by agencies.
Yes. AI is used to verify data accuracy, flag anomalies, and ensure consistency. Finance teams remain fully in control, with AI supporting accuracy rather than replacing judgement.
Yes. ScaleXP supports retainers, fixed-price work, and staged delivery, with automated revenue recognition and cost allocation across each model.
Yes. ScaleXP eliminates manual spreadsheets by aligning time, cost, and revenue automatically, delivering live dashboards instead of Excel models.
CFOs can answer margin questions instantly using live data, reducing explanations and increasing confidence in leadership discussions.
Yes. ScaleXP is designed for project-based, client-driven agencies where traditional accounting systems fall short.
ScaleXP maintains consistent, accurate financial data as agencies grow, allowing them to scale without losing margin visibility or control.
Yes. ScaleXP is built for senior CFOs who need strategic visibility, leadership confidence, and trusted numbers—not just faster reporting.
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.