budgets and forecast software

Complete visibility on budget & forecast variances

Image of ScaleXP financial consolidation software dashboard

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. 

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ScaleXP Smart Finance Automation, Including Deferred Revenue, Financial Consolidation, Budgets & Forcasts, SaaS Metrics, CFO Dashboards, Revenue Recognition, IFRS15 & ASC606 Compliant automated smart reports and dashboards

Track your budgets vs actuals by connecting data from these systems. See all integrations.

A laptop showing charts of data, and the different accounting and payments systems that can integrate with ScaleXP - Stripe, Xero, QuickBooks, Sage, and Microsoft Dynamics.

Intelligent Variance Analysis

A laptop showing charts of data, and the different accounting and payments systems that can integrate with ScaleXP - Stripe, Xero, QuickBooks, Sage, and Microsoft Dynamics.

Our platform offers you comprehensive tracking of actuals vs forecasts with granular analysis in dynamic dashboards, variance analysis becomes much simpler.

Track Multiple Forcasts

ScaleXP Smart Finance Automation, Including Deferred Revenue, Financial Consolidation, Budgets & Forcasts, SaaS Metrics, CFO Dashboards, Revenue Recognition, IFRS15 & ASC606 Compliant automated smart reports and dashboards
ScaleXP Smart Finance Automation, Including Deferred Revenue, Financial Consolidation, Budgets & Forcasts, SaaS Metrics, CFO Dashboards, Revenue Recognition, IFRS15 & ASC606 Compliant automated smart reports and dashboards

Manage up to 10 budgets and forecasts in real-time with just a few clicks.

ScaleXP Smart Finance Automation, Including Deferred Revenue, Financial Consolidation, Budgets & Forcasts, SaaS Metrics, CFO Dashboards, Revenue Recognition, IFRS15 & ASC606 Compliant automated smart reports and dashboards

Effortless Reporting

Dynamic online dashboards can be shared in a click, making it easy to share data with the CEO, the board or investors.

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.

Deferred Revenue Automation Software, Deferred and Accrued Revenue, Deferred Revenue Journals
ScaleXP Smart Finance Automation, Including Deferred Revenue, Financial Consolidation, Budgets & Forcasts, SaaS Metrics, CFO Dashboards, Revenue Recognition, IFRS15 & ASC606 Compliant automated smart reports and dashboards
Deferred Revenue Automation Software, Deferred and Accrued Revenue, Deferred Revenue Journals

What our customers say

Who 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 display 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 vs. 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.