ScaleXP joins Salesforce CRM data and Xero accounting data into a revenue intelligence layer for the whole business.
in Xero & QuickBooks app stores
Single-entity SaaS reporting is hard enough. Multi-entity reporting adds legal entities, currencies, products, regions, CRM fields, billing rules and board reporting requirements.
Finance teams often rebuild the same reporting pack every month, with ARR, MRR, churn and retention tracked in separate spreadsheets from the finance data used for management accounts and board reporting.
ScaleXP helps SaaS finance teams report metrics across entities, regions, products and reporting dimensions using connected CRM, billing, Xero and QuickBooks Online data.
Finance teams can move from disconnected spreadsheets to one reporting layer for ARR, MRR, churn, NRR, GRR, cohort performance, revenue forecasts and board KPIs.
As SaaS companies grow, finance teams need more than one ARR or MRR number. They need to understand how performance varies by entity, region, product, business unit and customer segment.
ScaleXP helps finance teams create multi-entity SaaS reporting from connected CRM, billing and accounting data.
This helps finance teams explain not only what changed, but where it changed and why.
For a complete view of connected ARR, MRR, churn and retention reporting, explore our SaaS Metrics Software.
Multi-entity SaaS companies often manage sales in one CRM while finance operates across multiple Xero or QuickBooks Online companies.
ScaleXP connects a single Salesforce, HubSpot or Pipedrive instance to multiple entities, enabling invoicing, renewals, forecasting and SaaS reporting across the group.
This is especially useful for SaaS groups where sales teams work from one commercial system while finance reports across multiple legal entities.
Instead of rebuilding CRM-to-finance reporting in spreadsheets, finance teams can connect sales pipeline, renewals, invoices and SaaS KPIs in one group reporting workflow.
See how CRM Accounting Integration Software connects sales and finance data across multiple entities from a single CRM.
SaaS group reporting is different from standard finance reporting. CFOs need to explain recurring revenue performance, customer movement, retention and forecast revenue alongside actual financial results.
ScaleXP helps finance teams report SaaS KPIs in a structure that supports group-level decision-making and board reporting.
For growing SaaS groups, ScaleXP creates a reporting layer that is easier to explain, review, and repeat each month. Learn more about our Financial Consolidation Software.
Board packs need more than charts. They need a clear explanation of performance, movement and risk across the group.
ScaleXP helps SaaS finance teams create board-ready reporting that connects SaaS KPIs with finance-reviewed CRM, billing, Xero and QuickBooks data.
For more detail on board packs, investor reporting and leadership reporting, see SaaS Board Reporting Software.
ARR and MRR reporting becomes more complex as SaaS businesses grow across multiple entities, currencies, products, and regions.
ScaleXP helps finance teams report recurring revenue at both group and entity level, with clear visibility into ARR, MRR, expansion, contraction, churn, NRR, GRR, cohorts, and performance by entity, product, or customer segment.
This gives CFOs a clearer view of where growth is coming from, where revenue risk is building, and how the business is performing across the group.
Learn more about our Revenue Recognition Software.
Finance teams often need to report SaaS performance by entity, region, product, customer segment, department, or accounting dimensions.
ScaleXP combines CRM, billing, and accounting data to report what was sold, invoiced, recognized, deferred, collected, and how ARR and MRR changed.
This gives finance teams and investors a clearer view of SaaS performance while reducing manual reporting. SaaS metrics are supported for Xero and QuickBooks Online, with Zoho Books supported for financial consolidation and group reporting.
ScaleXP helps finance teams move from manually maintained SaaS metrics packs to repeatable reporting workflows based on connected CRM, billing and accounting data.
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.)
Multi-entity SaaS reporting is the process of reporting SaaS metrics such as ARR, MRR, churn, NRR, GRR, expansion, contraction and cohort performance across more than one legal entity, region, product line or reporting structure.
For a SaaS CFO, the challenge is not only calculating the metrics. The harder task is explaining how SaaS performance differs across the group, why ARR or MRR changed, which entities are growing, where churn is increasing and how those movements connect to the finance data used in board packs and management reporting.
ScaleXP helps finance teams create multi-entity SaaS reporting from connected CRM, billing, Xero and QuickBooks Online data, with drill-down into the records behind the numbers.
SaaS group reporting software helps finance teams report SaaS KPIs across a group structure. This can include multiple entities, regions, products, currencies, CRM pipelines or accounting companies.
Unlike a single-company SaaS metrics dashboard, SaaS group reporting software needs to support entity-level and group-level views. Finance teams need to report ARR, MRR, churn, NRR, GRR, renewals and pipeline consistently, while still being able to explain performance by entity, region or product.
ScaleXP supports SaaS group reporting by connecting CRM, billing and accounting data into a finance-reviewed reporting workflow for SaaS metrics, board packs and group reporting.
Yes. ScaleXP can help multi-entity SaaS companies connect one CRM system, such as Salesforce, HubSpot or Pipedrive, into multiple Xero or QuickBooks Online companies.
This is useful when sales teams manage deals, renewals and pipeline in one CRM, but finance reports through several accounting entities. CRM data can support invoicing workflows, renewal tracking, revenue forecasting and SaaS KPI reporting across multiple Xero or QuickBooks companies.
For finance teams, this reduces the need to manually split CRM data by entity or rebuild pipeline and renewal reports in spreadsheets.
Yes. ScaleXP can support ARR and MRR reporting across multiple entities where the required CRM, billing, Xero or QuickBooks Online data is available.
Finance teams can review recurring revenue at group level and then drill into performance by entity, region, product, customer segment or other reporting dimensions. This helps CFOs explain the movement from opening ARR or MRR to closing ARR or MRR, including new revenue, expansion, contraction and churn.
This is especially useful for SaaS companies preparing board packs or investor reporting where a single headline ARR number is not enough.
Yes. ScaleXP helps finance teams include SaaS metrics such as ARR, MRR, churn, NRR, GRR, cohort performance, renewal risk and forecast revenue in board reporting.
For multi-entity SaaS companies, board reporting needs to explain performance across the group, not just show isolated KPI charts. ScaleXP helps connect SaaS KPIs with finance-reviewed CRM, billing and accounting data, so finance teams can explain what changed, where it changed and why it matters.
This makes board packs easier to prepare and easier to support with drill-down detail.
Yes. ScaleXP can support churn, retention, expansion and contraction reporting across multiple entities or reporting dimensions where the required source data is available.
Finance teams can review net revenue retention, gross revenue retention, logo churn, revenue churn, expansion ARR and contraction ARR across the group. This helps identify where revenue is being retained, expanded or lost, rather than relying on one group-level retention percentage.
For SaaS CFOs, this can make it easier to spot underperformance in a specific entity, region, product or customer segment.
Yes. ScaleXP can help finance teams report SaaS KPIs by entity, region, product, business unit, customer segment or reporting dimension, depending on the data available in connected systems.
This is useful for SaaS companies that need more detailed reporting than a single group-level ARR, MRR or churn number. Finance teams can use CRM fields, product data, accounting dimensions, Xero tracking categories, QuickBooks Classes and QuickBooks Locations to create reporting views that match how the business is managed.
This supports better board reporting, regional analysis and performance review across the group.
Yes. ScaleXP supports SaaS metrics from Xero and QuickBooks Online workflows, alongside CRM and billing data.
This allows finance teams to connect SaaS metrics to the accounting data used for invoicing, revenue reporting and management accounts. Finance teams can review ARR, MRR, churn and retention alongside invoices, recognised revenue, deferred revenue, cash collection and other finance data.
ScaleXP also extends QuickBooks revenue workflows by connecting QuickBooks accounting data with CRM commercial data, SaaS metrics, forecasting and reporting.
No. ScaleXP supports Zoho Books for consolidation and group reporting, but SaaS metrics are currently supported for Xero and QuickBooks Online workflows.
If a group uses Zoho Books for some entities and Xero or QuickBooks Online for SaaS entities, ScaleXP can support SaaS metrics from the Xero or QuickBooks Online workflows. Zoho Books can still be relevant to consolidation and group reporting, but it should not be treated as a source for SaaS metrics in ScaleXP.
This distinction helps finance teams understand which systems can support SaaS KPI reporting and which systems are used for financial consolidation.
ScaleXP can reduce the need for manual SaaS metrics spreadsheets by connecting CRM, billing and accounting data, automating KPI calculations and supporting repeatable reporting packs.
Finance teams can still export or share reports where needed, but the core calculations, definitions and drill-down logic can be managed in ScaleXP. This helps reduce spreadsheet errors, version-control issues and the time spent rebuilding ARR, MRR, churn and retention reports each month.
For multi-entity SaaS groups, the benefit is stronger because the reporting challenge usually increases as more entities, products, regions and CRM dimensions are added.
ScaleXP helps finance teams connect SaaS performance with the finance data behind it. CFOs often need to explain the difference between what was sold, what was invoiced, what was recognised as revenue, what remains deferred, what was collected and what changed in ARR or MRR.
By connecting CRM, billing, Xero and QuickBooks Online data, ScaleXP helps finance teams review SaaS KPIs in the context of finance reporting. This supports board reporting, investor reporting, management accounts and revenue analysis.
The result is a clearer link between commercial performance and financial results.
Yes. ScaleXP allows finance teams to drill down from headline SaaS metrics into the customers, invoices, contracts, products, segments or source records behind the number.
This is important for board reporting and finance review because ARR, MRR, churn and NRR are only useful if finance teams can explain the movement. Drill-down detail helps teams review exceptions, validate metric definitions and answer questions from leadership, investors or directors.
For multi-entity SaaS companies, drill-down also helps show whether a movement came from a specific entity, region, product or customer segment.
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.
