Create board-ready SaaS reporting without rebuilding spreadsheets every month.
in Xero & QuickBooks app stores
SaaS CFOs spend too much time gathering data, checking spreadsheets and reconciling metrics back to invoices.
By the time the board pack is ready, there is often little time left to analyse performance.
ScaleXP connects CRM, billing and accounting data into a finance-reviewed reporting layer.
Finance teams can report ARR, MRR, revenue, deferred revenue, cash and forecasts from connected source data instead of rebuilding the board pack manually.
This helps CFOs spend less time compiling numbers and more time explaining what changed, why it changed and what action the business should take.
ScaleXP reduces the manual work needed to gather, reconcile and prepare SaaS board reporting.
ARR and MRR reporting is more useful when it connects back to finance records.
CFOs need to explain performance, not just produce charts.
Board reporting area
What finance needs to explain
ARR and MRR
New business, expansion, contraction and churn
NRR and GRR
Revenue retention and customer movement
Revenue
Recognised revenue, deferred revenue and timing differences
Cash
Invoicing, collection and cash impact
Forecasts
Pipeline, renewals, contracted revenue and actuals
Commentary
What changed, why it changed and what needs action
No credit card required
SaaS board reporting usually breaks because the data sits in different systems.
CRM holds opportunities, renewals, products, sales owners, customer data and pipeline. Accounting systems hold invoices, payments, recognised revenue, journals, entities and reporting dimensions.
The board pack needs both views.
ScaleXP helps finance teams connect what was sold, billed, collected, recognised and forecast. This gives CFOs a cleaner foundation for board reporting.
For broader CRM and finance workflows, see CRM Accounting Integration Software.
SaaS performance is hard to explain when bookings, billings, revenue and cash are reported separately.
A new customer may be closed in CRM, invoiced upfront, recognised over twelve months and collected later. Each number is correct, but each tells a different part of the story.
This is especially useful for SaaS businesses with annual billing, deferred revenue, multi-period contracts or renewal-driven growth.
For revenue workflows, see Revenue Recognition Software.
A SaaS board pack usually needs to explain revenue movement, customer movement and forward-looking performance.
These metrics are more useful when they are connected to the underlying invoices, revenue schedules and accounting actuals.
As SaaS companies grow, board reporting needs more detail.
Finance teams may need to report by entity, product, customer, region, channel, sales owner or accounting dimension. This becomes difficult when those fields are spread across CRM, accounting and spreadsheets.
ScaleXP helps finance teams create reporting views by customer, product, entity and reporting dimension.
The board pack should not consume the whole reporting cycle.
When finance teams spend days preparing data, there is less time to challenge the numbers, identify trends and improve business performance.
ScaleXP helps shift the finance workflow from manual preparation to analysis.
This is where SaaS board reporting becomes more valuable: not just reporting what happened, but helping the business decide what to do next.
ScaleXP is designed to support finance-reviewed workflows.
The objective is not to bypass finance judgement. The objective is to reduce manual preparation work, improve reporting consistency and give finance teams better control over board reporting outputs.
For related forecasting workflows, see Revenue Forecasting. For Xero-specific SaaS metrics reporting, see the Xero SaaS Metrics Dashboard.
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.)
SaaS board reporting software helps finance teams prepare board packs for leadership, investors and board meetings.
It usually covers ARR, MRR, churn, expansion, NRR, GRR, revenue, deferred revenue, cash, forecasts and commentary on performance.
Finance board reporting software helps finance teams prepare board packs, investor reports and leadership reporting from connected financial and operational data.
For SaaS companies, this should include ARR, MRR, churn, revenue, deferred revenue, cash, forecasts and commentary.
ScaleXP connects CRM, billing and accounting data so finance teams can prepare board-ready reporting from connected source data.
This reduces manual spreadsheet work and gives CFOs more time to analyse performance.
SaaS metrics often sit outside the accounting system.
Finance teams usually need to combine CRM data, invoices, revenue schedules, deferred revenue, cash and forecasts. Without connected data, this work happens in spreadsheets.
Yes. ScaleXP can help SaaS finance teams report ARR, MRR and related SaaS metrics.
This can include new ARR, expansion, contraction, churn, NRR and GRR, depending on the data connected.
Yes. ScaleXP helps finance teams connect SaaS reporting to billing, invoice and accounting data.
This helps reduce the gap between operational SaaS metrics and finance-reported results.
Yes. ScaleXP can use CRM data from systems such as Salesforce, HubSpot and Pipedrive.
CRM data can support reporting on pipeline, renewals, products, customers, owners and forecast revenue.
Yes. ScaleXP works with Xero and QuickBooks.
Finance teams can use ScaleXP to support SaaS metrics, revenue recognition, deferred revenue, forecasting and board reporting workflows.
Yes. ScaleXP supports revenue recognition and deferred revenue workflows.
Finance teams can prepare schedules, review exceptions and use the outputs for journals, reporting and board pack preparation.
No. ScaleXP is designed to support finance-reviewed workflows.
It reduces manual preparation work, improves reporting consistency and helps finance teams review outputs before they are used in board 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.