Spreadsheets and manual reconciliations slow month-end close and create unnecessary risk. Deferred revenue schedules often require countless checks, validations, and rework — all of which delay reporting accuracy.
Finance professionals need control and transparency, not complexity. ScaleXP removes inefficiency while maintaining complete precision and compliance.
ScaleXP automates deferred revenue recognition from invoice to journal — connecting seamlessly with your accounting system and CRM.
Every entry is accurate, compliant, and automatically validated for audit purposes.
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.
Watch to learn how Summit 17 uses ScaleXP
Unlike generic automation tools, ScaleXP was designed by finance experts who understand the detail behind deferred revenue.
Every rule, posting, and reconciliation reflects best-practice accounting logic — not engineering assumptions.
See how ScaleXP automates your deferred revenue — replacing manual processes with controlled, finance-grade automation.
No spreadsheets, no copy-paste, no errors — just reliable, audit-ready numbers every time.
Replace error‑prone spreadsheets with our platform, designed to keep pace with headcount changes, holidays, and evolving revenue models.
Our platform continuously syncs with Xero, importing invoices, credit notes, and late edits in real time. So your deferred revenue figures are always accurate and audit‑ready.
Publish and distribute interactive revenue schedules on the platform with just a few clicks, driving transparency and alignment throughout your organization.
Get real time access to your data, without waiting for spreadsheets to be updated. Review and share your data, creating impact across the company.
Close the month faster. Improve accuracy and create a strong platform for growth with robust and sustainable processes.
Eliminate inevitable spreadsheet errors. Build confidence in your numbers with schedules that are easy for others to review and understand.
ScaleXP integrates with leading accounting, CRM, and billing systems including Xero, QuickBooks, Netsuite, HubSpot, Salesforce, and Stripe — ensuring a single source of truth for all financial data.
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.
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.
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.
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.
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.
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.
