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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.
B2B SaaS & Tech
Instant clarity on SaaS metrics, from billing to boardroom
If you’re still running SaaS metrics and revenue recognition on spreadsheets, you’re flying blind. ScaleXP gives CFOs real-time clarity, data integrity, and investor-ready accuracy.
4.9
in Xero & QuickBooks app stors
ScaleXP is an approved app for leading accounting & CRM systems
Real-time clarity for fast growing SaaS
- When ARR and customer growth outpace finance infrastructure, spreadsheet reporting collapses. Version control breaks. Trust erodes. Decision-making slows.
- ScaleXP connects billing, CRM, and accounting into one live, reliable view — giving CFOs and finance leaders accurate visibility across revenue quality, churn, customer cohorts, and growth efficiency.
- Every number. Every day. Automatically up to date. Auditable. Defensible. Reliable.
Automate SaaS Metrics, No Spreadsheets Required
- From MRR and ARR to churn, expansion, cohorts, and NRR — ScaleXP calculates SaaS metric automatically, using billing and subscription data.
- Unlike expensive enterprise tools or lightweight spreadsheet-based solutions, ScaleXP gives growing SaaS companies the automation they need at a real-world price point.
- ScaleXP makes CFOs the authoritative voice on growth quality and retention dynamics.
Natalie Green
“It automates all our key SaaS metrics directly from billing data.”
Explore SaaS metrics with ScaleXP
Automate Month-End Close, No More Manual Reconciliations
- With ScaleXP, month-end becomes a review- not a rebuild.
- Automated accrued income & deferred revenue
- Automated prepayments and accruals
- Full audit trail & transparency
- Most SaaS companies save 3–5 days per month and eliminate Balance Sheet reconciliation entirely.
Learn more about Month-End with ScaleXP
Create a single source of truth for metrics
- ScaleXP integrates seamlessly with Xero, QuickBooks, Stripe, HubSpot, and Salesforce and more, bringing sales, billing, and finance into perfect alignment.
- One source of truth. Zero spreadsheet risk.
Scale your business, not your spreadsheets
- Your product scales fast, your finance team should too. ScaleXP gives you automation, accuracy, and investor-ready insight, without the manual grind.
- Close faster, grow smarter, and lead every conversation with confidence.
We're committed to the security and privacy of your data
Trust Center
Get real-time visibility into ScaleXP's complete security posture with detailed reports covering infrastructure, organizational controls, product security, and internal procedures.
Security Accreditations
We're SOC 2 Type 2 certified and fully compliant with GDPR and UK ICO regulations, ensuring your data is protected to the highest industry standards.
2FA
Choose from a range of features including SSO and two-factor authentication, which can be easily enabled for all users.
We're committed to the security and privacy of your data
Trust Center
Get real-time visibility into ScaleXP's complete security posture with detailed reports covering infrastructure, organizational controls, product security, and internal procedures.
Security Accreditations
We're SOC 2 Type 2 certified and fully compliant with GDPR and UK ICO regulations, ensuring your data is protected to the highest industry standards.
2FA
Choose from a range of features including SSO and two-factor authentication, which can be easily enabled for all users.
Trusted by MSP finance teams worldwide
Join GivePanel & hundreds of other companies benefitting from smart finance automation
- GivePanel use ScaleXP for automated revenue recognition and dashboards featuring key financials and SaaS metrics across their UK and US entities
View all case studies
Trusted by MSP finance teams worldwide
Join GivePanel & hundreds of other companies benefitting from smart finance automation
- GivePanel use ScaleXP for automated revenue recognition and dashboards featuring key financials and SaaS metrics across their UK and US entities
View all case studies
B2B SaaS FAQs
Can my team join my free trial?
Yes, you can add up to 5 additional users to the trial free of charge. Simply go to your account settings and add the additional users.
What's the difference between paying annually compared to monthly?
Yes, you can add up to 5 additional users to the trial free of charge. Simply go to your account settings and add the additional users.
Does ScaleXP integrate with other apps?
Yes, you can add up to 5 additional users to the trial free of charge. Simply go to your account settings and add the additional users.
Do I pay for consolidation & multi-entity groups?
Yes, you can add up to 5 additional users to the trial free of charge. Simply go to your account settings and add the additional users.
Do I have to enter payment details to sign-up?
Yes, you can add up to 5 additional users to the trial free of charge. Simply go to your account settings and add the additional users.
What payment methods do you accept?
Yes, you can add up to 5 additional users to the trial free of charge. Simply go to your account settings and add the additional users.
Is customer support included?
Yes, you can add up to 5 additional users to the trial free of charge. Simply go to your account settings and add the additional users.