Learn how ScaleXP works with your systems

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How ScaleXP works with your systems

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Integrate data across accounting systems

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.

There is no need for a standard general ledger, making it easy to get started.

ScaleXP automatically imports foreign currency exchange rates and converts all accounting data using IFRS compliant rates. Once consolidated, ‘drill down’ into the data to understand anomalies or get answers quickly.

Easily integrate accounting + CRM data

ScaleXP + Xero + HubSpot

Through ScaleXP, HubSpot’s powerful marketing and CRM tools combine with Xero to present a single view of the customer, linking data from Xero and HubSpot to create an integrated view of your sales and customers.

ScaleXP + Xero + Salesforce

Through ScaleXP, HubSpot’s powerful marketing and CRM tools combine with Xero to present a single view of the customer, linking data from Xero and HubSpot to create an integrated view of your sales and customers.

ScaleXP + Xero + Pipedrive

Through ScaleXP, HubSpot’s powerful marketing and CRM tools combine with Xero to present a single view of the customer, linking data from Xero and HubSpot to create an integrated view of your sales and customers.

Integrations FAQs

During the free trial, you have unlimited use of the system for one feature. Most people decide to explore how they can fully automate revenue recognition or access a suite of SaaS metrics. During the trial, you will be able to specify what you want.

Sharing data (or giving ‘view only’ access) is always free on ScaleXP. You can share an unlimited number of reports, dashboards or presentations. If you need more ‘edit+view’ licenses, the additional charge is £40 per user per month.

We have thousands of transactions. Can we get a volume discount?

Yes, data from any system can be combined, Xero – QuickBooks – Zoho – any combination. This is a fully automated process and allows you to consolidate data, even if the general ledger codes are completely different.

ScaleXP integrates perfectly with Xero, Quickbooks, Zoho, Netsuite, Netvisor and Sage.

We integrate perfectly with Salesforce, Hubspot, Pipedrive and Stripe.