CEOs start the year with numbers you trust

ScaleXP unifies SaaS billing, CRM, and accounting into one living source of truth, so ARR, churn, and cash are always live, accurate, and ready.

AI automates prepayments, accruals, and revenue recognition, so month-end closes faster without manual effort.

ScaleXP is an approved app for leading SaaS accounting & CRM systems

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Close faster

CEOs automate accruals, prepayments, and revenue recognition for your SaaS, all posted back into Xero or QuickBooks, and close up to 75% faster, without last-minute surprises.

CEOs: Impress your board

Deliver investor-grade reports and SaaS metrics in seconds, so you always walk into meetings with numbers you can trust.

Eliminate manual errors

ScaleXP catches issues before they hit your books, so you spend less time checking numbers and more time explaining what they mean.

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How Andy Mellor achieved a stress-free month-end close

With ScaleXP, Andy has replaced manual work with real-time automation. Invoices sync with Xero automatically, and gross margin reporting is now instant and effortless.

The difference has been amazing in terms of the clarity of insight into the margins that we have.

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Andy Mellor

Fractional CFO

One platform. One source of truth

ScaleXP connects your SaaS billing, CRM, and accounting systems, then continuously reconciles and validates your data using AI.

Reports and dashboards update automatically, so your numbers are always current, without manual work or month-end delays.

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Built for SaaS finance leaders who need accuracy, not admin

ScaleXP connects directly to Xero, QuickBooks, Stripe, HubSpot, and Salesforce, so you don’t need to replace your finance or sales stack.

AI checks and aligns data across systems in real time, eliminating mismatches before they reach your reports or board pack.

Dashboards and reports update automatically, giving you live ARR, churn, and cash without last-minute preparation.

Once your systems are connected, reports stay current on their own, removing version confusion and manual effort from month-end.

Join ScaleXP and benefit from:

3-days

average time savings

100+

Easy to customize charts

30+

SaaS metrics automated

3-Click

Instant reports

Let us show you how ScaleXP can supercharge your financial reporting

Just click on the calendar and select a convenient day and time

FAQs

Yes. ScaleXP offers a free 7-day trial with no obligation and you do not need to enter credit card or payment details upfront. You can sign up for the trial and upgrade to a paid plan later if desired.

When you choose to pay annually, you save 10% compared to paying monthly. It’s a great way to reduce costs if you’re planning to use the service long-term.

Yes, we integrate with Xero, HubSpot (HS), QuickBooks, Stripe, Salesforce, and Pipedrive.

Financial consolidation across entities is built into ScaleXP, and there is no separate fee for consolidated reporting or multi-company data. In other words, your subscription includes the ability to import and consolidate data from multiple subsidiaries or companies without paying extra fees.

No, you do not have to enter payment details to sign-up for our free trial. You can choose to upgrade to a paid plan at any time, in which you will then need to enter payment details.

All calculations follow accounting best practices and are fully traceable, including IFRS and GAAP principles. Each journal entry includes detail-level data, making audit reviews straightforward and reliable.

Absolutely. ScaleXP automates the heavy lifting while keeping you firmly in control. Every journal, calculation, and adjustment is fully transparent — you can review, edit, and approve each entry before it posts to your accounting system.

Detailed audit trails and drill-down functionality ensure you always understand exactly how figures are derived. Automation doesn’t remove control — it removes risk. With ScaleXP, you gain greater visibility, accuracy, and confidence over every number in your reports.

Yes — ScaleXP automates both revenue and expense accruals with complete accuracy and transparency.

Our AI reads every bill, contract, and transaction line, identifying when costs or income should be recognised — not just when they’re received or invoiced.
That means your revenue and expenses are accrued automatically, even if the final invoice hasn’t arrived yet.

Expense accruals are built directly from your accounting data, with suggested entries based on historical patterns.
Revenue accruals are handled just as intelligently — ScaleXP aligns recognition with service periods, subscriptions, or project timelines, ensuring compliance with your accounting standards.

Once the actual bill or payment hits your system, ScaleXP auto-reconciles everything, updates the journal entries, and leaves a complete audit trail.

The result? A close process that’s faster, cleaner, and fully accurate — giving you confidence that every pound and every period is right, every time.

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