budgets and forcasts
Complete visibility on budget & forecast variances
Our budget and forecast management software empowers you with reliable insights to accurately predict revenue and expenses. With easy tracking and forecasting of budget variances vs actuals, you’ll have greater visibility and control over your financial performance to mitigate risk and take advantage of new opportunities with confidence.
Track your budgets vs actuals by connecting data from these systems. See all integrations.
Intelligent Variance Analysis
Our platform offers you comprehensive tracking of actuals vs forecasts with granular analysis in dynamic dashboards, variance analysis becomes much simpler.
- ScaleXP keeps comparisons accurate
as data evolves throughout the year. - Simplified tracking by department, team, or
country, and easy sharing of variance analysis. - Intuitive color-coding highlights
target achievements or surpassing.
Track Multiple Forcasts
Manage up to 10 budgets and forecasts in real-time with just a few clicks.
- Craft multiple forecasts tailored for internal/external reporting and by business unit, department, or function.
- Enjoy fully automated variance analysis featuring SaaS and subscription metrics such as unit economics, CAC payback, MRR, and more.
- Customize template reports and adjust user privileges for precise control over data access and visibility.
Effortless Reporting
Dynamic online dashboards can be shared in a click, making it easy to share data with the CEO, the board or investors.
- Instant financial consolidation guarantees readily available group results.
- Automatic exchange rate imports and application for international subsidiaries.
- IFRS and GAAP standards adherence ensures the utmost accuracy in your data.
With ScaleXP you can
Save 3-days per month
Streamline budget variance analysis and multiple forecasts in minutes, Saving 3 days per month for strategic decisions instead of labour-intensive and automatable calculations.
Be confident in the numbers
Avoid costly budget errors with real-time variance analysis and forecasting. Boost investor confidence and drive business growth.
Be more data-driven
Gain data-driven insights with comprehensive tracking of actuals vs forecasts. Make confident, well-informed decisions that drive business success.
What our customers say
Lots of reports to automatically create metrics that we care about without having to dig through data. The customer support is also excellent.
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.Xero App Store Review 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..Xero App Store Review ScaleXP is great at calculating MRR by click of a button compared to manual excel system which was very time consuming... 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.Xero App Store Review ScaleXP has given us hugely improved visibility on what is happening in the business and saves hours every month on reporting.Xero App Store ReviewWho uses ScaleXP?
All of your SaaS metrics at your fingertips. Full audit traceability to individual invoices. Track budgets and variances effortlessly.
Fully integrated data, which always reconciles to your accounting system so you can always see the big picture.
Dashboards which disable the latest information, fully integrating from your underlying data, creating a single source of truth across teams.
Budget and forecasts FAQs
Yes, the system can track up to 10 budgets or forecasts. Forecasts can be imported from Xero or QuickBooks or spreadsheet based budgets can also be loaded directly into the ScaleXP platform.
Multiple forecasts can be imported and tracked in ScaleXP. This make it easy to track targets by team, ensuring every team receives a report with their specific targets, particularly the CEO and the sales team.
Yes, the system provides several template reports and presentations, which are easy to customise. This includes a suite of graphs which should actual v. budget performance.
Yes, of course. Forecasts and targets are imported in a businesses home currency. Variance analysis and performance reports can be shown in any currency, in a single click. All FX rates are imported daily, and IFRS standards are applied in all calculations.