ChartMogul alternatives for Xero and QuickBooks finance teams

ChartMogul is a subscription analytics platform that calculates MRR, ARR, churn and retention from billing data. Teams on Xero or QuickBooks Online often compare it with Baremetrics and ProfitWell Metrics, which work in a similar way. They also look at tools that take a different route: Maxio, which adds billing and revenue recognition; Fathom, which adds management reporting; and ScaleXP, which calculates SaaS metrics from the accounting ledger. This page sets out what each vendor publishes and where each one fits. ScaleXP publishes this comparison. Competitor details come from each vendor's own website and were checked on October 15, 2026.

What ChartMogul does

ChartMogul calls itself "the AI-native stack for subscription intelligence" and says it is "trusted by over 3,000 leading software companies". The metrics it names on its homepage include ARR, MRR, contraction MRR, reactivation MRR, exchange rate impact, churn and retention.

• Data sources: ChartMogul's integrations page lists more than 30 sources, most of them billing systems, including Stripe, Chargebee, Paddle, Recurly, Braintree, Zuora, App Store Connect, Google Play, Maxio, Ordway and HubSpot Subscriptions. Each is described as "Import billing data".
• CRM: ChartMogul "works with HubSpot in both directions". It imports HubSpot companies and contacts every hour, and once a day it writes MRR, ARR, plan and customer status back to HubSpot as custom properties. Salesforce appears on the pricing page as a CRM source marked "coming soon". Pipedrive is not listed.
• Exports: data and metrics can be sent to warehouses and storage such as Snowflake, BigQuery and Amazon S3, depending on plan.
• Revenue recognition: ChartMogul's homepage, pricing and integrations pages do not mention revenue recognition, ASC 606, journals or accounting.

How ChartMogul works with Xero and QuickBooks

Xero and QuickBooks are listed as sources ("Import billing data"), not as destinations. Both integrations are "built and supported by SaaSync, a ChartMogul partner". Because "Xero has invoices but no subscriptions", SaaSync derives subscriptions from invoices, credit notes and payments. Invoices it cannot interpret go to a review queue in SaaSync for manual review. The Xero sync runs every 30 minutes. The QuickBooks integration "works with QuickBooks Online, not QuickBooks Desktop". SaaSync is included at no cost with ChartMogul, including the free plan, and custom sync logic costs $100 a month, paid to SaaSync. Nothing is written back to Xero or QuickBooks.

ChartMogul pricing

"Pricing is based on the annual recurring revenue (ARR) tracked inside ChartMogul." The Free plan is $0 up to $10K MRR. Starter runs from $69 to $849 a month and Pro from $119 to $1,439 a month, billed monthly, depending on ARR; annual billing saves 17%. Enterprise starts at $19,900 a year for companies above $10M ARR. Plans differ in how many billing sources they include: one on Free and Starter, five on Pro and 15 on Enterprise. ChartMogul offers a 14-day free trial with no credit card.

When ChartMogul fits

• Subscriptions are billed in a system ChartMogul connects to, such as Stripe, Chargebee, Recurly or Paddle, and that system is your source of truth for MRR.
• You want metrics in HubSpot, or in a data warehouse.
• You are under $10K MRR and the free plan covers your needs.
• Revenue recognition and month-end journals are handled elsewhere, and finance accepts the difference between billing MRR and ledger revenue.

When to look at an alternative

• Your invoices are raised in Xero or QuickBooks Online, not in a billing system, and you do not want a partner sync and a review queue between the ledger and your metrics.
• The board expects MRR and ARR to reconcile to recognized revenue in the accounts.
• You need revenue recognition, deferred revenue journals or consolidation alongside the metrics.
• You want to avoid a price that rises with ARR, or you want a free tool with no ARR ceiling.

ChartMogul alternatives

Baremetrics

Baremetrics sells subscription analytics, along with Payment Recovery, Cancellation Insights and Financial Forecasting. It says it "tracks over 28 key subscription metrics including Monthly Recurring Revenue (MRR), Annual Run Rate (ARR)", plus churn rate, upgrades, downgrades and LTV. Its integrations menu lists Stripe, Braintree, Recurly, Chargebee, the Apple App Store, Google Play, Shopify, QuickBooks Online, Xero and a Universal Connector. For Xero, it shows "recurring invoices and payments as subscriptions"; its QuickBooks page describes the same for "recurring payments and invoices".

Strengths: Xero and QuickBooks Online appear in Baremetrics' own integration list, with no partner named. Dunning and cancellation tools are available as add-ons. Paid plans start lower than ChartMogul's Pro plan.

Limits to weigh: the plan table shows Launch from $75/month ($0–360K ARR), Growth from $255/month ($360K–3.6M ARR) and Scale from $1,152/month ($3.6M+ ARR), but the FAQ on the same page quotes $49, $189 and $749, so confirm the price with Baremetrics. Launch includes a single integration and Growth two. Payment Recovery and Cancellation Insights cost $129/month each. A free trial is offered, but its length is not stated, and no free plan is published. Revenue recognition and journal posting are not published.

Fathom

Fathom is a reporting, analysis and forecasting tool for Xero, QuickBooks Online and other ledgers. Its KPI tracking page covers custom and non-financial KPIs, built with a formula builder or imported from Excel or Google Sheets. Fathom's homepage and KPI tracking page do not name MRR, ARR or churn.

Strengths: management reports, three-way cash flow forecasts and multi-company consolidation from the ledger; Pro at $450/month with 25 companies included, plus $17 per extra company; a 14-day free trial; monthly, with no contract.

Limits to weigh: Fathom does not publish subscription metrics or a billing-system connection, so MRR and churn would have to be built as custom KPIs from data you supply.

Maxio

Maxio is a billing and revenue platform: "Bill any pricing model, recognize revenue as it's earned". Its SaaS metrics page lists ARR, MRR, net revenue retention, churn by cohort, renewal rate, cohorts, LTV, CAC and DSO, and says the reporting "is integrated with automated billing software". For Xero, Maxio publishes "Automatic journal entries from Maxio transactions to Xero accounts". For QuickBooks, "Maxio generates a consolidated journal entry that is then recorded in QuickBooks' General Ledger."

Strengths: billing, ASC 606 / IFRS 15 revenue recognition and SaaS metrics in one system; Salesforce, HubSpot and Pipedrive listed as CRM integrations; Xero and QuickBooks Online listed among its general ledgers.

Limits to weigh: Maxio lists Stripe as a payment gateway and does not say its analytics can read another billing system, so using it means moving billing to Maxio. Grow is $599/month for up to $100k in monthly billings, Scale is by quote, and "Our default agreements are paid annually". No free trial of Maxio itself is published. See Maxio alternatives.

ProfitWell Metrics (Paddle)

ProfitWell Metrics is now a Paddle product. Paddle describes it as "Accurate, accessible revenue reporting for subscription and SaaS companies - completely free." It "integrates with Stripe, Chargebee, and many other payment and billing tools, including Paddle", and the page also shows Braintree, Zuora and Recurly. The metrics named are MRR, churn, upgrades and downgrades, customer lifetime value, active customers and revenue per customer, with segmentation and benchmarks. It integrates with "HubSpot, Zapier, Zendesk, Intercom and more".

Strengths: no charge and no published usage limit; a "Not on Paddle?" route for companies that bill elsewhere.

Limits to weigh: Paddle's page does not mention Xero or QuickBooks, so it suits companies whose subscriptions run through a supported billing system. ARR, revenue recognition and journals are not named on the page. The old paddle.com/profitwell address returned a 404 on October 15, 2026; the product page is paddle.com/profitwell-metrics.

ScaleXP

ScaleXP is finance automation software for Xero, QuickBooks Online and Zoho Books. For SaaS metrics, it reads the invoices in Xero or QuickBooks Online. MRR is a full-month view of invoiced revenue from the revenue accounts you choose, and ARR is MRR × 12. Each month is split into new, lost, upgraded, downgraded and reactivated customers, and you can expand a customer to see the invoices behind the figure. HubSpot, Salesforce or Pipedrive adds contracts, renewals, pipeline and a revenue forecast. Stripe invoices can be synced into Xero or QuickBooks. The same invoice data drives deferred and accrued revenue journals: in Xero they arrive as draft journals for approval; in QuickBooks they post when you click Post. See SaaS metrics in ScaleXP and revenue recognition.

Strengths: metrics, revenue recognition and reporting from the same ledger data; 30+ metrics, including cohorts, NRR and CAC; consolidation of up to 50 entities; rated 5.0 on the Xero App Store (75+ reviews); plans from $125/month; a 7-day free trial on your own Xero or QuickBooks Online data, with no card.

Limits: metrics are only as good as the invoices in the ledger, so service periods and revenue accounts need to be set up correctly. The help centre documents Stripe as its billing-system connection; Chargebee, Recurly, Paddle and app stores are not documented as sources. SaaS metrics are documented for Xero and QuickBooks Online, not Zoho Books. CAC stays blank until you assign the cost accounts. There is no free plan, and the trial is shorter than ChartMogul's 14 days. ScaleXP does not offer dunning or payment recovery.

Comparison table

How each tool describes its data sources, ledger connection, pricing and trial on its own website.

Sources: vendor websites listed at the end of this page, checked October 15, 2026. "Not published" means the vendor does not state it on the pages checked.

How to choose

• Where are subscriptions recorded? If a billing system such as Stripe, Chargebee or Recurly holds them, ChartMogul, Baremetrics and ProfitWell Metrics read it directly. If invoices are raised in Xero or QuickBooks Online, check how each tool turns those invoices into subscriptions, and how much manual review that needs.
• Must the metrics reconcile to the accounts? Billing-based MRR and ledger revenue can differ because of credit notes, manual invoices and timing. If the board pack shows both, decide which number is the reference.
• Do you need revenue recognition as well? Maxio and ScaleXP publish it; the three analytics tools do not.
• Will you move billing? Maxio expects billing to run in Maxio. The others read your existing systems.
• Which CRM? ChartMogul works with HubSpot in both directions, with Salesforce "coming soon". Maxio and ScaleXP list HubSpot, Salesforce and Pipedrive. ProfitWell Metrics lists HubSpot.
• Cost model: ChartMogul and Baremetrics price by ARR band. ProfitWell Metrics is free. Fathom prices by company, Maxio by billing volume, and ScaleXP by plan from $125/month.

Summary

ChartMogul, Baremetrics and ProfitWell Metrics are billing-led analytics tools; the differences are in sources, CRM links and price, with ProfitWell Metrics free and ChartMogul free up to $10K MRR. Maxio combines billing, revenue recognition and metrics, but needs billing to move. Fathom reports from the ledger but does not publish subscription metrics. ScaleXP calculates SaaS metrics from Xero or QuickBooks Online invoices, next to revenue recognition journals, with fewer billing-system sources and no free plan. Start with where your subscription data lives and whether the metrics must match the accounts.

Frequently asked questions

Sources

• ChartMogul home: positioning, 3,000+ companies, metrics named; no revenue recognition (checked October 15, 2026)
• ChartMogul pricing: plans, ARR-based pricing, 14-day trial, source limits, Salesforce "coming soon"
• ChartMogul integrations: sources and destinations
• ChartMogul and Xero (SaaSync)
• ChartMogul and QuickBooks (SaaSync)
• ChartMogul and HubSpot
• Baremetrics pricing: plans, FAQ figures, add-ons, integration limits
• Baremetrics metrics
• Baremetrics and Xero and Baremetrics and QuickBooks
• ProfitWell Metrics (Paddle)
• Maxio SaaS metrics, Maxio integrations, Maxio and Xero, Maxio and QuickBooks, Maxio pricing
• Fathom pricing and Fathom KPI tracking
• ScaleXP: MRR, ARR and the Customers tab
• ScaleXP: deferred revenue journals to Xero or QuickBooks