ScaleXP automatically reads every invoice, contract detail, and product line to identify which items need to be deferred. The system applies the correct revenue recognition rules based on invoice dates, service periods, contract terms, and any custom schedules you’ve set.

Once the data is ingested, ScaleXP generates complete revenue recognition schedules for each invoice and updates them automatically as new invoices are issued, amended, or credited. This means your deferred revenue journals are calculated for you each month, with clear schedules you can review, export, or audit at any time — without maintaining complex spreadsheets.

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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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ScaleXP automatically manages foreign exchange (FX) rates for all multi-currency invoices and bills. When transactions are imported, the platform detects the original currency and applies the correct FX rate for the relevant transaction or reporting date.

Exchange rates can be sourced directly from your accounting system – for each and every single bill or invoice – ensuring accuracy and compliance.

All FX calculations and postings comply with IFRS and US GAAP standards, giving you consistent reporting across entities and currencies. Finance teams maintain full transparency, with options to review and adjust any rate or journal before posting — ensuring total control over currency impacts at month end.

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.

ScaleXP continuously syncs data, automatically capturing late or updated entries. Adjustments flow into reports and journals in real time — no manual reconciliation needed.

Once month-end automation is live, ScaleXP unlocks a comprehensive suite of reports and dashboards designed to deliver deep financial insight and executive-ready visuals. You can instantly generate sector-specific metrics and business-critical KPIs — including revenue growth, retention, churn, and gross margin — all derived automatically from your accounting and CRM data.

The platform includes an impressive array of interactive dashboards, blending financial and operational data into clear, visual summaries. Reports can be filtered by entity, region, customer, or department, with support for Xero tracking codes and QuickBooks classes for granular analysis.

Every report is guaranteed to impress — perfect for board packs, investor updates, and internal performance reviews. With just a few clicks, you can create professional, audit-ready insights that highlight your team’s results and the strength of your business.

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ScaleXP is built specifically for lean finance teams who need to do more with less. By automating repetitive month-end tasks, reconciliations, and reporting, the platform frees up hours every week — allowing your team to focus on strategic priorities instead of admin.

Even with limited resources, you can deliver enterprise-level reporting, compliance, and analysis. ScaleXP becomes your digital finance assistant, handling the heavy lifting while you stay in control.

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You can start a free 7-day trial directly from the ScaleXP website — no credit card required. Connect your accounting system and see how automation accelerates your next close.

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ScaleXP is built with enterprise-grade security to protect your financial data at every stage. All information is encrypted in transit and at rest, and hosted on secure, SOC 2–compliant infrastructure. Access is tightly controlled through user permissions and audit trails, so only authorised team members can view or edit data.

The platform is fully SOC2 Type 2 and GDPR compliant. Our commitment to data integrity and privacy means you can automate confidently — knowing your financial data is protected by the same standards trusted by leading finance teams worldwide.

Automation tools lock closed accounting periods, generate recurring journals, and provide detailed audit trails for adjustments. Regular reviews and documentation ensure schedules match contract terms and prevent mistakes or unauthorized changes.

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.

Read more