Building an accurate revenue or MRR forecast in spreadsheets is time-consuming and often leaves you chasing your tail as data changes.
ScaleXP offers a smarter way.
ScaleXP automates forecasts by connecting your accounting tools (Xero, QuickBooks, Zoho Books) with your CRM (HubSpot, Salesforce, Pipedrive), giving you real‑time visibility across contracts, renewals, sales, and currencies.
Building a credible revenue forecast in spreadsheets is complex. If you are lucky, all of your data is in two systems. If you are unlucky, data can be in 3 systems plus spreadsheets. Tracking changes in spreadsheets is virtually impossible.
ScaleXP solves this problem by providing direct integration to both your accounting and CRM data. This makes it easy to view and track all data, even across multiple accounting systems.
ScaleXP integrates quickly and easily with Xero, QuickBooks, Zoho Books, HubSpot, Salesforce and Pipedrive.
ScaleXP revenue forecasts move in lock step with your data, incorporating the latest results automatically
ScaleXP pulls data from your current systems and provides smart overlays to make forecasting much easier:
Incorporating your forecast into a board pack or presentation is easy. Just click to share the latest view with a colleague or download a presentation for the next board meeting
Your ScaleXP forecast is always up to date, allowing you to get a quick view each time a new deal is closed or after invoices have been sent, ensuring your forecast provides a live view, without hours of work.
ScaleXP builds on top of your systems, making the setup process much easier. Full onboarding for the subscription management and billing platform takes 3 weeks, less than half the time of other leading systems.
ScaleXP is an approved and certified app for Xero, QuickBooks and HubSpot.
We’re thrilled that ScaleXP was selected as a “2023 Xero Staff Pick” and a “2025 Xero Featured App”, the highest awards that Xero gives its apps. This was based on our straight 5 star reviews and the overall quality of our integration.
To read our latest customer reviews, directly in the Xero app marketplace, just click here.
Nourish started using the ScaleXP revenue recognition, SaaS metrics and consolidation functionality in late 2022 to enable them to speed up production of monthly board packs and performance analysis.
Yes, you can see fully adjusted accounting revenue or a forecast of recurring revenue only, adjusted for full month view, The choice is yours. You have flexibility to customize views to meet your needs.
ScaleXP provides bottom up revenue forecasting using the full power of all the data in your CRM and accounting systems, either MRR or accounting based , adapted to meet your needs.
Yes, your revenue forecast is automatically availble in a selection of charts and graphs, reports, and presentations which can be downloaded into Excel and PowerPoint in a click.
Yes, data from any systems can be combined – Xero – QuickBooks – Zoho – any combination. This is a fully automated process, built using complex and highly accurate algorithms.
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.
