Connect your Zoho Books entities and get a quick view of consolidated financials.
in Xero & QuickBooks app stores
Zoho Books works well for individual organisations. The challenge starts when finance teams need one group view across multiple Zoho Books entities.
ScaleXP connects to Zoho Books and gives finance teams a group reporting layer across entities.
You keep Zoho Books as the accounting system and use ScaleXP for consolidated financials, entity reporting and month-end group views.
Some finance teams want to connect Zoho Books immediately. Others prefer to discuss their entity structure, currencies and reporting requirements first.
Option
Best for
CTA
Start free trial
You want to connect Zoho Books now
Start in ScaleXP
Discuss your requirements
You have complex FX, eliminations or reporting needs
Discuss your requirements
ScaleXP gives finance teams a quick first view of group financials after connecting Zoho Books entities.
Finance teams use ScaleXP when Zoho Books is still the right accounting system, but spreadsheets are no longer the right consolidation process.
Connect Zoho Books entities and move from separate entity reports to one group-level view.
ScaleXP helps finance teams manage reporting logic above the accounting system.
Consolidated reporting helps finance teams prepare outputs for management, boards and investors.
Requirement
How ScaleXP helps
Multiple Zoho Books organisations
Connect entities into one reporting layer
Review group-level financial results
Entity reporting
Keep visibility by individual organisation
Multi-currency groups
Review FX and reporting currency requirements
Intercompany activity
Identify where eliminations may be needed
Board reporting
Prepare cleaner group reporting outputs
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.)
You can start the trial immediately. Discuss your requirements first if your group structure needs review before setup.
Yes. Click Start free trial to begin in ScaleXP and connect your Zoho Books entities.
No. You can start the trial instantly. Choose Discuss your requirements if you want to talk through your entity structure, currencies, eliminations, or reporting needs first.
Yes. ScaleXP supports multi-currency consolidation workflows for finance teams reporting across entities and currencies.
Yes. ScaleXP can support intercompany eliminations and group adjustments as part of the consolidation process.
Discuss your requirements if you have complex FX, intercompany eliminations, mixed accounting systems, unusual reporting structures or board reporting needs.
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.