ScaleXP is an approved app for leading accounting & CRM systems
SaaS Metrics for b2b companies
All of your
subscription metrics automated, at last.
Say goodbye to multiple systems and spreadsheets to track performance. Move to real-time visibility of all B2B SaaS metrics, with complex calculations fully automated from your underlying data.
- Automate complex calculations, saving hours each month.
- Build investor confidence through comprehensive KPIs, and ensure that everyone in the company is using the same numbers.
- Track metrics by business unit, product line or country. With our consolidated views, you can easily track performance at multiple levels.
Track all of your SaaS metrics
ScaleXP is a state-of-the-art finance automation platform for B2B SaaS finance teams. The system seamlessly joins data directly from your accounting and CRM systems and uses a series of sophisticated algorithms to automate SaaS metrics.
-
Over 30 SaaS KPIs are fully
automated, from MRR to churn. - Customise formulas to your requirements in a few clicks, using data from your accounting or CRM system.
- Add or extend the calculations, based on your requirements.
- Easily provide full visibility to underlying data to build confidence in your data.
Create confidence in your data - easily
Create a single source of truth for your company. Impress the CEO and investors with detailed and transparent calculations & ensure all teams can used the same numbers.
- Move to real-time data with integrated data sets.
- Share online reports & dashboards by department or person.
- Eliminate discrepancies in your even when there are late adjustments.
Listen to the CEO of one of our customers in this video.
#1 in SaaS Metrics for Consolidated or Multi-Entity Businesses
View SaaS metrics at multiple levels - consolidated across multiple legal entities, by business unit or even by product.
- Integrate Xero Tracking Codes or QuickBooks Classes into your metric calculations to view data by team or department.
- See the results for the HQ and instantly drill down to each subsidiary or business unit.
- Integrate the most sophisticated FX tracking on the market.
- View the results in engaging dashboards.
With ScaleXP, you can
Improve accuracy
Spreadsheet tracking is time consuming, and the mistakes are inevitable. With ScaleXP, your data moves in lock step with your accounting & CRM platform, ensuring you will never miss a late adjustment.
Deliver more insights
Updating spreadsheets each month is time-consuming. ScaleXP’s automated data sync frees up hours, allowing you to spend far more time analysing data and less time compiling it.
View consolidated SaaS metrics
Understanding SaaS metrics across countries and currencies can be tedious.
With ScaleXP, you get an integrated view of metrics for the group and can instantly drill down into each subsidiary.
What our customers say
Tracking MRR by customer is easy: You see immediately how much there's new, expanded, downgraded or churned MRR, and from which individual customers that came from.
Arttu - Finance Director - 
Xero App Store Review
Xero App Store Review
Lots of reports to automatically create metrics that we care about without having to dig through data. The customer support is also excellent.
Craig - COO - Xero App Store Review
Xero App Store Review
Previous
Next
Tracking MRR by customer is easy: You see immediately how much there's new, expanded, downgraded or churned MRR, and from which individual customers that came from.
Arttu - Finance Director - Xero App Store Review
Xero App Store Review
Lots of reports to automatically create metrics that we care about without having to dig through data. The customer support is also excellent.
Craig - COO 
Xero App Store Review
Xero App Store Review
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Tom - Commercial Analyst - Xero App Store Review
Xero App Store Review
Previous
Next
Who uses ScaleXP?
Save 3+ days per month by moving by using smart automation. Help your company create a single source of truth, grounded in financial data.
Preparing for investment is daunting. ScaleXP ensures that your data is in line with industry best practice and available at your fingertips. And if investors throw you a new definition, the system will calculate the metric for you, using your own data.
Ensure that you have full access to data and calculations from day one. Update metrics in a few clicks, viewing historical and current performance. Build spreadsheets in ScaleXP, preloaded with both accounting and CRM data.
SaaS Metrics FAQs
No CRM is necessary. If you track invoices in Xero or QuickBooks, ScaleXP can still calculate your metrics accurately. However, adding a CRM provides deeper visibility into sales pipeline and customer lifecycle.
Yes, recurring and one-off revenue is tagged in the system, making it easy to exclude non-recurring revenue from your MRR calculations, including setup fees or professional services charges.
Metric definitions can be easily updated to your investors’ requirements. Common definitions are already pre-loaded in the system. Modifications and updated can be done in a few clicks, using any data in your accounting or CRM system.
Absolutely. You can modify formulas and filters to reflect your unique definitions, whether aligning with investor expectations or internal tracking requirements. Any changes update your metrics instantly and consistently across reports.
ScaleXP is the leading platform for automated SaaS metrics. The system automatically tracks and calculates over 30 key SaaS metrics, including MRR, ARR, churn (both logo and revenue), expansion and contraction revenue, CAC, CLTV, ARPU, and many more. These metrics are powered by real-time data feeds, providing up-to-the-minute insights without the hassle of manual spreadsheet updates.
Yes. ScaleXP identifies recurring subscription revenue separately from one-time fees like onboarding or services, ensuring that your MRR and ARR figures are accurate.
Yes. ScaleXP enables group-level consolidation, supports multi-currency environments, and performs FX conversions, so you can compare global performance in a unified view.
Spreadsheets are labor-intensive and error-prone. ScaleXP is considered the gold standard by finance teams looking to streamline KPI reporting, as we eliminate manual formulas, ensure data consistency, and provide up-to-date dashboards automatically, freeing your finance team for more valuable analysis.
