30+ Metrics for QuickBooks and Xero users

SaaS Metrics Software for Finance Teams

Track ARR, MRR, churn, NRR and retention with SaaS metrics software that connects CRM, billing, Xero and QuickBooks Online data.

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4.9

in Xero & QuickBooks app stores

ScaleXP is an approved app for leading accounting & CRM systems

SaaS metrics from CRM and accounting data

SaaS metrics are only useful when finance can trust the data behind them.

CRM data shows what was sold, renewed, expanded, downgraded or churned. Accounting data shows what was invoiced, recognised, deferred and collected.

ScaleXP connects CRM, billing, Xero and QuickBooks Online data so finance teams can calculate ARR, MRR, NRR, GRR, churn, expansion and contraction from one finance-reviewed data layer.

This helps CFOs move beyond spreadsheet-based SaaS reporting and create metrics that can be explained, reconciled and used in board reporting.

For multi-entity SaaS companies, see multi-entity SaaS reporting software.

For wider finance reporting, see financial consolidation software

Track all of your SaaS metrics in one place

ScaleXP is SaaS metrics software for B2B finance teams that need more than a dashboard.

It connects accounting, billing and CRM data to automate over 30 SaaS KPIs, including ARR, MRR, NRR, GRR, churn, retention, expansion, contraction, CAC and LTV.

Finance teams can customise definitions, drill into the data behind each metric and report performance by entity, product, customer, region or reporting dimension.

Automatically track 30+ SaaS KPIs from connected finance and CRM data
Customise metric definitions to match board and investor reporting
Drill down from headline metrics to customers, invoices and source records
Report SaaS metrics by entity, region, product or customer segment

For broader CRM-to-finance workflows, see CRM Accounting Integration Software.

For SaaS groups, see multi-entity SaaS reporting software.

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SaaS Metrics for Multi-Entity Reporting

For SaaS companies with multiple entities, SaaS metrics need to work at both entity level and group level.

ScaleXP helps finance teams report ARR, MRR, churn, NRR and cohort metrics from Xero, QuickBooks Online, CRM and billing data, then use those metrics in group reporting and board packs.

For SaaS groups, this creates a clearer connection between customer-level performance, entity-level reporting and group-level board packs.

Discuss your requirements

ARR and MRR reporting software for finance teams

SaaS Metric

What finance needs to understand

ARR

Current recurring revenue run-rate

MRR

Monthly recurring revenue movement

New ARR

Revenue from new customers

Expansion

Growth from existing customers

Contraction

Downgrades and reductions

Churn

Lost customers or lost recurring revenue

No credit card required

ARR and MRR reporting becomes more complex when SaaS companies operate across several entities, products, regions or reporting dimensions.

ScaleXP helps finance teams move from a single ARR or MRR number to a more useful reporting view, showing the movement behind new ARR, expansion, contraction and churn.

For multi-entity SaaS reporting, see multi-entity SaaS reporting software.

See exactly how your SaaS metrics are calculated

Finance teams should not have to defend numbers they cannot explain. ScaleXP makes SaaS metrics transparent with clear formulas, custom definitions and full traceability to the underlying data.

Create a single source of truth across finance, billing, and CRM data.
Automate live SaaS metrics and share reports tailored to each team.
Build confidence with transparent, drill-down calculations behind every number.
Link SaaS metrics back to customers, invoices, contracts and source records

This gives CFOs the audit trail needed to explain ARR, MRR, churn, retention and expansion to leadership, investors and the board.

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

From SaaS metrics to revenue reporting

SaaS metrics need to connect to revenue, not sit beside it.

Finance teams often need to explain the difference between bookings, billings, recognised revenue, deferred revenue and cash. These numbers rarely match in the same month, especially for annual contracts, upfront invoices and multi-period subscriptions.

ScaleXP helps finance teams connect SaaS metrics with revenue workflows, so ARR, MRR and churn reporting can sit alongside recognised revenue, deferred revenue and accounting actuals.

For related revenue workflows, see Revenue Recognition Software.

For multi-entity finance reporting, see Financial Consolidation Software.

SaaS metrics for forecasting and board reporting

SaaS metrics are most useful when they support decisions.

ScaleXP helps finance teams use CRM, billing, Xero and QuickBooks Online data to understand current performance and forecast future revenue. This helps CFOs explain renewal risk, expansion opportunities, churn, forecast revenue and board-level trends.

Use ScaleXP to report:
ARR and MRR movement
NRR and GRR
Churn, contraction and expansion
Revenue by product or customer
Forecast revenue and renewal risk
SaaS metrics by entity, region or reporting dimension

For SaaS board packs across multiple entities, see SaaS group reporting software.

Discuss your requirements

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

ScaleXP is built for SaaS companies that need multi-level reporting. Finance teams can view SaaS metrics across entities, business units, products, regions and currencies 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 or Locations in your reporting logic
Handle complex multi-currency reporting with sophisticated FX tracking
Drill down from group-level SaaS KPIs to source records

For a dedicated multi-entity SaaS reporting workflow, see multi-entity SaaS reporting software.

For consolidated finance reporting, see group reporting software.

With the ScaleXP platform, you can:

Improve accuracy: keep SaaS metrics in sync with accounting, billing and CRM data
Deliver more insight: automate KPI updates so finance can focus on trends and action
View consolidated SaaS metrics: report across entities, regions, products and currencies
Standardise definitions: align finance, leadership and investor reporting
Answer questions faster: drill into churn, growth, CAC payback and customer movements

Built for finance leaders responsible for accurate reporting

Related SaaS Finance Reporting Workflows

ScaleXP helps SaaS finance teams connect metrics, revenue workflows and group reporting from the same finance-reviewed data layer.

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.

SaaS Metrics FAQs

What is SaaS metrics software?

SaaS metrics software helps subscription businesses calculate, monitor and report recurring revenue metrics such as ARR, MRR, churn, retention, expansion, contraction, NRR and GRR.

ScaleXP is SaaS metrics software for finance teams. It connects CRM, billing, Xero and QuickBooks Online data so SaaS metrics can be calculated, reviewed and reported from trusted source data.

Can ScaleXP calculate SaaS metrics from CRM data?

Yes. ScaleXP can use CRM data from systems such as HubSpot, Salesforce and Pipedrive.

CRM data helps finance teams understand what was sold, renewed, expanded, downgraded or churned. This is useful for ARR, MRR, churn, expansion, contraction and revenue forecasting.

Can ScaleXP calculate SaaS metrics from accounting data?

Yes. ScaleXP can use accounting data from Xero and QuickBooks Online for SaaS metrics workflows.

Accounting data helps finance teams connect SaaS metrics back to invoices, revenue, deferred revenue, cash collection and reporting dimensions.

Which systems does ScaleXP integrate with for SaaS metrics?

ScaleXP supports SaaS metrics from Xero, QuickBooks Online, CRM and billing data.

For CRM data, ScaleXP can connect to systems such as HubSpot, Salesforce and Pipedrive. For accounting data, SaaS metrics are supported through Xero and QuickBooks Online workflows.

Does ScaleXP support SaaS metrics from Zoho Books?

No. ScaleXP supports Zoho Books for consolidation and group reporting, but SaaS metrics are currently supported for Xero and QuickBooks Online workflows.

If a Zoho Books group also uses Xero or QuickBooks Online for SaaS entities, ScaleXP can support SaaS metrics from those Xero or QuickBooks Online workflows.

What ARR and MRR reporting can ScaleXP support?

ScaleXP helps finance teams report ARR, MRR, new ARR, expansion ARR, contraction ARR and churned ARR.

Finance teams can use connected CRM, billing and accounting data to create recurring revenue reporting that is easier to reconcile, explain and use in board reporting.

Can ScaleXP report NRR and GRR?

Yes. ScaleXP can support NRR and GRR reporting where the required customer and revenue movement data is available.

This helps finance teams understand how much recurring revenue is retained, expanded or lost across the customer base, including the difference between gross retention and net retention.

Can ScaleXP track churn, expansion and contraction?

Yes. ScaleXP can help finance teams report churn, expansion and contraction using connected customer, CRM, billing and accounting data.

This helps CFOs understand the movement behind ARR and MRR rather than only reporting the closing balance.

Can ScaleXP drill down into the data behind each SaaS metric?

Yes. ScaleXP lets finance teams drill down from headline SaaS metrics into the customers, transactions, products, segments or source records behind the number.

This helps finance teams explain SaaS metrics to leadership, investors and the board.

Can finance teams customise SaaS metric definitions?

Yes. Finance teams can customise metric definitions to match the company’s reporting logic, board definitions and investor requirements.

This is useful where SaaS metrics need to reflect specific billing rules, product structures, customer segments or reporting dimensions.

Does ScaleXP work for multi-entity SaaS businesses?

Yes. ScaleXP can support SaaS metrics across multiple entities, business units, products, geographies and reporting dimensions where the SaaS metrics data is available through Xero, QuickBooks Online, CRM or billing systems.

This helps finance teams create group-level SaaS metrics while still allowing drill-down into the underlying detail.

For more detail, see multi-entity SaaS reporting software.

Can SaaS metrics be used in board reporting?

Yes. ScaleXP helps finance teams include ARR, MRR, churn, NRR, GRR, customer growth, cohort performance and forecast revenue in board reporting.

This allows leadership and investors to review SaaS performance alongside financial results and management reporting.

What makes SaaS metrics software effective?

The best SaaS metrics software connects CRM, billing and accounting data to provide accurate, up-to-date metrics without manual spreadsheet reconciliation. ScaleXP brings these data sources together to automate SaaS reporting.