Integrations

ScaleXP integrates with all leading accounting
and CRM systems for a truly integrated view of the business

Integrations

ScaleXP integrates with all leading accounting and CRM systems for a truly integrated view of the business

Our most popular accounting integrations

Combine your financial data across systems to streamline financial consolidation, revenue reporting, churn and many more.  

 

Our most accounting popular integrations

Combine your financial data across systems to automate consolidation, revenue reporting, churn and many more.

Our CRM integrations

Combine your sales and marketing data to automate tracking actuals v. budgets, KPI reporting and many more. 

Our CRM integrations

Combine your sales and marketing data to automate tracking actuals v. budgets, KPI reporting and many more. 

Smooth onboarding process

At ScaleXP, all of our new customers have a guided onboarding session on Zoom.

Onboarding only takes 1 hour, and at the end of this session, you and your team will be up and running.

Say goodbye to hours, or even weeks of configuration and setup!

Smooth onboarding process

At ScaleXP, all of our new customers have a guided onboarding session on Zoom.

Onboarding only takes 1 hour, and at the end of this session, you and your team will be up and running.

Say goodbye to hours, or even weeks of configuration and setup!

Data visualization

Our data visualisation tools make data more accessible, especially to those outside of the finance teams. Your data is presented in a sleek, smart and presentable way saving you time and money.

Our built-in presentation templates help get you started with ease. Simply drag and drop any extra charts onto the pages –  just add your comments and present.

Once shared, your colleagues can select, highlight and isolate variables on the interactive charts to drill down across the system, helping them make meaningful decisions.

ScaleXP board pack presentation graphic

Data visualisation

Our data visualisation tools make data more accessible, especially to those outside of the finance teams. Your data is presented in a sleek, smart and presentable way saving you time and money.

Our built-in presentation templates help get you started with ease. Simply drag and drop any extra charts onto the pages –  just add your comments and present. 

ScaleXP board pack presentation graphic

Multi-currency system

Combine data from disparate accounting systems, in just a few clicks. Data can be imported from multiple countries and multiple systems. As a simple example, you can combine data from Xero in the UK, Quickbooks in the USA and Sage in Canada.

ScaleXP automatically imports foreign currency exchange rates and ensures that IFRS compliant rates are always used.  Once consolidated, ‘drill down’ into the data to understand anomalies or get answers quickly.

The system can provide FX rates with any currency in the world:

  • American Dollars USD
  • Canadian Dollars CAD
  • Cayman Islands Dollars KYD
  • Mexican Peso MXN
  • Colombian Pesos COP
  • Brazilian Real BRL
  • Pound Sterling GBP
  • Euro EUR
  • Bulgarian Lev BGN
  • Norwegian Krone NOK
  • Bulgarian Lev BGN
  • Norwegian Krone NOK
  • Swiss Franc CHF
  • Swedish Krona SEK
  • Croatian Kuna HRK
  • Danish Krone DKK
  • Polish Zloty PLN
  • Czech Koruna CZK
  • Romanian Leu RON
  • Gibraltar Pound GIP
  • Turkish Lira TRY
  • Moroccan Dirham MAD
  • South African Rand SAR
  • Egyptian Pound EGP
  • Saudi Riyal SAR
  • Jordanian Dinar JOD
  • Omani Rehal OMR
  • Libyan Dinar LYD
  • UAE Dirham AED
  • Bahraini Dinar BHD
  • Kuwaiti Dinar KWD
  • Israel New Shekel ILS
  • Singapore Dollar SGD
  • Taiwan New Dollar NTD/NWD
  • Indian Rupees INR
  • Hong Kong Dollar HKD
  • Japanese Yen JPY
  • Brunei Dollar BND
  • Turkish Lira TRY
  • Australian Dollars AUD
  • New Zealand Dollar NZD
  • Fijian Dollar FJD

Multi-currency system

Combine data from disparate accounting systems, in just a few clicks. Data can be imported from multiple countries and multiple systems. As a simple example, you can combine data from Xero in the UK, Quickbooks in the USA and Sage in Canada.

ScaleXP automatically imports foreign currency exchange rates and ensures that IFRS compliant rates are always used.  Once consolidated, ‘drill down’ into the data to understand anomalies or get answers quickly.

The system can provide FX rates with any currency in the world:

  • American Dollars USD
  • Canadian Dollars CAD
  • Cayman Islands Dollars KYD
  • Mexican Peso MXN
  • Colombian Pesos COP
  • Brazilian Real BRL
  • Pound Sterling GBP
  • Euro EUR
  • Bulgarian Lev BGN
  • Norwegian Krone NOK
  • Bulgarian Lev BGN
  • Norwegian Krone NOK
  • Swiss Franc CHF
  • Swedish Krona SEK
  • Croatian Kuna HRK
  • Danish Krone DKK
  • Polish Zloty PLN
  • Czech Koruna CZK
  • Romanian Leu RON
  • Gibraltar Pound GIP
  • Turkish Lira TRY
  • Moroccan Dirham MAD
  • South African Rand SAR
  • Egyptian Pound EGP
  • Saudi Riyal SAR
  • Jordanian Dinar JOD
  • Omani Rehal OMR
  • Libyan Dinar LYD
  • UAE Dirham AED
  • Bahraini Dinar BHD
  • Kuwaiti Dinar KWD
  • Israel New Shekel ILS
  • Singapore Dollar SGD
  • Taiwan New Dollar NTD/NWD
  • Indian Rupees INR
  • Hong Kong Dollar HKD
  • Japanese Yen JPY
  • Brunei Dollar BND
  • Turkish Lira TRY
  • Australian Dollars AUD
  • New Zealand Dollar NZD
  • Fijian Dollar FJD

Integrations FAQs

You can request more integrations with the systems you use. Please note that it may take a while. Email us ->  

Our on-boarding only takes 1 hour. 

ScaleXP can import large datasets, which can be flexible based on your requirements. For more information please Email us ->

ScaleXP can fully automate over 100 metrics in the system. The system will recommend 10 based on your sector and stage of growth, you can extend this list to any others that are relevant to you.

We’ve done extensive research on the top 10 KPIs based on your sector and stage of growth. These metrics are provided through the onboarding process, updating the list is very simple. 

The system will recommend standard metrics which you can customise based on your business requirements. 

Integrations FAQs

You can request more integrations with the systems you use. Please note that it may take a while. Email us ->  

Our on-boarding only takes 1 hour. 

ScaleXP can import large datasets, which can be flexible based on your requirements. For more information please Email us ->

ScaleXP can fully automate over 100 metrics in the system. The system will recommend 10 based on your sector and stage of growth, you can extend this list to any others that are relevant to you.

We’ve done extensive research on the top 10 KPIs based on your sector and stage of growth. These metrics are provided through the onboarding process, updating the list is very simple. 

The system will recommend standard metrics which you can customise based on your business requirements.