Learn how ScaleXP works with your systems
ScaleXP connects to Xero, QuickBooks Online and Zoho Books for accounting, to HubSpot, Salesforce and Pipedrive for CRM, and to Stripe for billing. Combine data from disparate accounting systems in just a few clicks, for example Xero in the UK, QuickBooks in the USA and Zoho Books in Canada. There is no need for a standard general ledger.
Accounting: Xero, QuickBooks Online, Zoho Books. CRM: HubSpot, Salesforce, Pipedrive. Billing: Stripe. Select your systems below to see how ScaleXP connects them.
Select your accounting system
Learn how ScaleXP integrates your accounting data.
Combined with my CRM data: (Optional)
Learn how ScaleXP integrates your CRM Data
Include Stripe Integration
Learn how ScaleXP Integrates data from
Select your systems by clicking the logos above...
+
+
+
+
Looking for something lighter? See how ScaleXP compares to Zapier.
Customer result
Xero, HubSpot and budgets connected in one reporting workflow
Interrodata linked Xero, its budgets and HubSpot into ScaleXP.
Interrodata
“ScaleXP has transformed our reporting process. We linked Xero, our budgets and HubSpot into ScaleXP... It now pulls information seamlessly and builds our branded SaaS reports.”
Chris
Interrodata
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. For example, you can combine data from Xero in the UK, QuickBooks in the USA and Zoho Books 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, link invoicing and customer management in HubSpot seamlessly with Xero to present a single view of the customer, creating an integrated view of your sales and customers across all your reporting and operations.
ScaleXP + Xero + Salesforce
Through ScaleXP, Salesforce’s powerful marketing and CRM tools combine with Xero to present a single view of the customer, linking data from Xero and Salesforce to create an integrated view of your sales and customers.
ScaleXP + Xero + Pipedrive
Through ScaleXP, Pipedrive's powerful marketing and CRM tools combine with Xero to present a single view of the customer, linking data from Xero and Pipedrive to create an integrated view of your sales and customers.
Integrations FAQs
How does the free trial work?
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.
What happens if I hit my contracted user limit?
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, you can add them at any time; current rates are on the pricing page.
We have different accounting systems. Can I combine data across systems?
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.
What accounting integrations does ScaleXP offer?
ScaleXP integrates perfectly with Xero, Quickbooks, and Zoho.
What CRM or Stripe integrations does ScaleXP offer?
We integrate perfectly with Salesforce, Hubspot, Pipedrive and Stripe.