Gain a comprehensive and tailored view of your finance results and north star metrics with customisable dashboards.
SaaS Metrics Automated
Choose and track from over 30 SaaS metrics, pre-defined or customised to your business in a few clicks.
Report With Ease
ScaleXP smart reporting makes it easy to create a series of monthly management reports by team, by business unit or by department.
With ScaleXP you can
A view for every team
ScaleXP is designed to create a single source of truth, grounded in financial data. The system suggests templates for key stakeholders: the CEO, investors, the marketing team, even customer success.
Branded, drag & drop dashboards
Updating dashboards and templates is as simple as drag and drop, making it easy for you to create stunning, insightful dashboards within minutes. Incorporate your brand colors to elevate your reports to a whole new level.
Consolidated data at
ScaleXP enables you all to effortlessly view SaaS metrics across your organisation, from group level to specific units. Leveraging up-to-date accounting and CRM data, it ensures consistently accurate figures.
What our customers say
Who uses ScaleXP?
Preparing for investment is daunting. ScaleXP ensures that your data is in line with industry best practice. If investors throw you a new definition, the system will calculate the metric for you, using your own data.
Preparing for investment is daunting. ScaleXP ensures that your data is in line with industry best practice and available at your fingertips. And if investors throw a few new definitions at you, the system will provide a full definition and calculate the metric for you, using your own data.
Ensure that you have full access to data and calculations from day 1. Update metrics in a few clicks, viewing historical and current performance. Build spreadsheets in ScaleXP, pre-loaded with both accounting and CRM data.
CFO Dashboards FAQs
Our dashboards are designed to provide a full business update in one or two screens – integrating financial, sales and marketing data. They are provided using cutting-edge technology to join data across systems, ensuring a full view of the business.
The dashboards provide actionable KPIs and comparisons to targets or budgets. Our objective is to make it easy to access the data so more time can be spent analysing it, rather than compiling.
The setup time is just 1 hour!
Each new customer is onboarded over zoom, in a one hour session. At the end of that hour, you will have a dashboard, with your data, the metrics that you want to track, and reports which allow you to dig deeper.
All data on the dashboard is ‘drag and drop’. Data can be updated in less than a minute.
Yes, of course. Many of our customers created dashboards for their colleagues. You have full control over the dashboards you create and share, ensuring the business is focused on a single source of truth.
Yes, of course. ScaleXP includes a comprehensive set of SaaS KPIs: MRR, ARR, acquisition cost, lifetime value, net dollar retention, and much more.