EXACT integration

Create impact from Exact data

  • Automate all SaaS & subscription directly from Exact data
  • Automates all key metrics: MRR, ARR, acquisition costs, lifetime value, retention, churn, much more more
  • Used by 1000s of finance teams, for businesses of all sizes
  • Transparent, flat fees - never based on a % of your ARR
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ScaleXP is an approved app for leading accounting & CRM systems

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Easily track all of your SaaS metrics

ScaleXP is a state-of-the-art finance automation platform for B2B SaaS finance teams. The system seamlessly joins data directly from your accounting and CRM systems and uses a series of sophisticated algorithms to automate SaaS metrics.

  • Over 30 SaaS KPIs are fully
    automated, from MRR to churn.
  • Customise formulas to your requirements in a few clicks, using data from your accounting or CRM system.
  • Add or extend the calculations, based on your requirements.
  • Easily provide full visibility to underlying data to build confidence in your data.

Create confidence in
your data easily

Create a single source of truth for your company. Impress the CEO and investors with detailed and transparent calculations & ensure all teams can use the same numbers.

  • Move to real-time data with integrated data sets.
  • Share online reports & dashboards by department or person.
  • Eliminate discrepancies in your even when there are late adjustments.

Listen to the CEO of one of our customers in this video​.

A laptop showing how ScaleXP calculates CAC

Get the whole company view

A laptop showing how ScaleXP displays MRR data

View SaaS metrics at multiple levels - consolidated across multiple legal entities, by business unit or even by product.

  • Integrate data from Exact and your CRM platform
  • Import and consolidate data from multiple accounting systems: Exact + Xero + QuickBooks + ZohoBooks
  • ScaleXP creates an integrated view of your data with powerful, instant drill-down
  • View the results in engaging dashboards.
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With ScaleXP, you can

Improve accuracy

Spreadsheet tracking is time consuming, and the mistakes are inevitable. With ScaleXP, your data moves in lock step with your accounting & CRM platform, ensuring you will never miss a late adjustment.

Deliver more insights

Updating spreadsheets each month is time-consuming. ScaleXP’s automated data sync frees up hours, allowing you to spend far more time analysing data and less time compiling it.

View consolidated SaaS metrics

Understanding SaaS metrics across countries and currencies can be tedious.  
With ScaleXP, you get an integrated view of metrics for the group and can instantly drill down into each subsidiary.

What our customers say

Tracking MRR by customer is easy: You see immediately how much there's new, expanded, downgraded or churned MRR, and from which individual customers that came from.
Arttu - Finance Director - Xero App Store Review
Lots of reports to automatically create metrics that we care about without having to dig through data. The customer support is also excellent.
Craig - COO - Xero App Store Review
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Tracking MRR by customer is easy: You see immediately how much there's new, expanded, downgraded or churned MRR, and from which individual customers that came from.
Arttu - Finance Director - Xero App Store Review
Lots of reports to automatically create metrics that we care about without having to dig through data. The customer support is also excellent.
Craig - COO Xero App Store Review
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Tom - Commercial Analyst - Xero App Store Review
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Who uses ScaleXP?

Save 3+ days per month by moving by using smart automation. Help your company create a single source of truth, grounded in financial data.

Preparing for investment is daunting. ScaleXP ensures that your data is in line with industry best practice and available at your fingertips. And if investors throw you a new definition, the system will calculate the metric for you, using your own data.

Ensure that you have full access to data and calculations from day one. Update metrics in a few clicks, viewing historical and current performance. Build spreadsheets in ScaleXP, preloaded with both accounting and CRM data.

Metrics FAQs

Yes, you can use the system without a sales or CRM connection. Definitions and metrics will be automated using information from your accounting platform. 

Yes, recurring and one-off revenue is tagged in the system, making it easy to exclude non-recurring revenue from your MRR calculations, including setup fees or professional services charges. 

Metric definitions can be easily updated to your investors’ requirements. Common definitions are already pre-loaded in the system. Modifications and updated can be done in a few clicks, using any data in your accounting or CRM system.

You can customise all metrics based on your business requirements. Any data imported into the system can be included in the metrics definitions, for example: nominal codes, tracking codes or classes from your accounting system, a specific stage in the sales funnel, or any combination of these. Once customized, metrics are automatically calculated for you each month.