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.

We have both recurring and one-off revenue. Can the system handle this?

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.u00a0

My investors have specific definitions for certain metrics. How will the system handle this?

Metric definitions can be easily updated to your investorsu2019 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.

Can I customize metric definitions?

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.

Which metrics are automated?

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.

Does it separate recurring vs one-time revenue?

Yes. ScaleXP identifies recurring subscription revenue separately from one-time fees like onboarding or services, ensuring that your MRR and ARR figures are accurate.

Can I consolidate across entities or currencies?

Yes. ScaleXP enables group-level consolidation, supports multi-currency environments, and performs FX conversions, so you can compare global performance in a unified view.

Why switch from spreadsheets?

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.

30+ Metrics for QuickBooks and Xero users

Track Your SaaS Metrics in Real Time

Automate real-time SaaS metrics like MRR, churn, retention, and growth directly from your finance and CRM data, giving your team transparent, reliable insights without manual spreadsheets.

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4.9

in Xero & QuickBooks app stores

ScaleXP is an approved app for leading accounting & CRM systems

Track all of your SaaS metrics in one place

ScaleXP is SaaS metrics software for B2B finance teams needing more than a dashboard. It connects accounting, billing, and CRM data to automate over 30 KPIs, including MRR, churn, CAC, and LTV, with full transparency and flexibility.

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See exactly how your SaaS metrics are calculated

Finance teams shouldn’t have to defend numbers they can’t explain. ScaleXP makes SaaS metrics transparent with clear formulas, custom definitions, and full traceability to the underlying data.

What Changes for Your Team

Before ScaleXP

SaaS metrics are tracked manually in spreadsheets or separate tools
Definitions vary across teams, board packs, and investor updates
Finance spends too much time compiling numbers and not enough time analysing them
Metrics are disconnected from underlying financial data
Reporting takes too long and creates unnecessary doubt

After ScaleXP

SaaS metrics are calculated automatically from live data
Definitions are standardised and still flexible enough to match your business
Finance has more time to explain performance, not prepare spreadsheets
Metrics stay aligned to actual accounting, billing, and CRM records
Leadership gets faster answers and more confidence in every number

#1 for SaaS metrics in consolidated or multi-entity businesses

ScaleXP is built for SaaS companies that need multi-level reporting. Easily view metrics across entities, business units, products, or regions, all without rebuilding spreadsheets each month.

Consolidate SaaS metrics across multiple legal entities
Track performance by business unit, product line, market, or country
Use Xero Tracking Codes and QuickBooks Classes and Locations in your reporting logic
Handle complex multi-currency reporting with sophisticated FX tracking

With the ScaleXP platform, you can:

Improve accuracy: Spreadsheets break easily. ScaleXP keeps metrics in sync with your accounting, billing, and CRM data automatically.
Deliver more insight: Automate KPI updates so Finance can focus on trends, analysis, and action.
View consolidated SaaS metrics: Get a unified view across entities, regions, products, or currencies with instant drill-down.
Standardise definitions: Align every team on consistent metrics while letting Finance refine formulas as needed.
Answer questions faster: Quickly surface live, drillable data for churn, growth, and CAC payback — no spreadsheets needed.

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Built for finance leaders responsible for accurate reporting

Trusted by Finance Teams Who Cannot Afford Errors

Tracking MRR by customer is easy. You can immediately see new, expanded, downgraded, or churned MRR and exactly which customers drove the movement.

Thanks to ScaleXP we’re now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving.

FAQs

What SaaS metrics can ScaleXP calculate?

ScaleXP can automate over 30 SaaS KPIs, including MRR, ARR, customer churn, revenue churn, LTV, CAC, CAC payback, retention, expansion, contraction, and cohort-based metrics.

Can we customise metric definitions?

Yes. You can customise formulas to reflect your own reporting logic, board definitions, and business model using data from your accounting, billing, and CRM systems.

Can we drill down into the data behind each KPI?

Yes. ScaleXP lets you move from headline metrics to the underlying transactions, customers, or segments so you can understand exactly what is driving performance.

Does ScaleXP work for multi-entity SaaS businesses?

Yes. You can report across multiple legal entities, business units, products, and geographies, with consolidated and drill-down views in one system.

Which systems does ScaleXP integrate with?

ScaleXP integrates with Xero, QuickBooks, Zoho, Stripe, HubSpot, Salesforce, and Pipedrive — connecting your accounting, billing, and CRM data into one unified metrics workflow.

Can Finance control how metrics are calculated?

Yes. Finance teams can standardise definitions centrally while still tailoring specific calculations to match internal and investor reporting requirements.