Quickbooks integration
Create impact from QuickBooks data
- Close the month 75% faster, creating more time for high value activities.
- Track all your SaaS metrics from QuickBooks data.
- Easily report actuals vs. budget or latest forecast by department across countries and businesses.
ScaleXP is an approved app for leading accounting & CRM systems
Automate QuickBooks deferred
& accrued revenue
Automate your deferred and accrued revenue in QuickBooks to close faster and cut spreadsheet errors.
ScaleXP is a powerful software platform which sits next to QuickBooks. Using a series of machine learning algorithms, the system fully automates deferred revenue and prepayments, using your existing invoices and bills in QuickBooks, with no retyping or manual tracking.
Calculate all your SaaS metrics from QuickBooks data
Fully automate all of your SaaS metrics: MRR, ARR, lifetime value and acquisition costs. Using a series of tagging algorithms, which are quickly customized to your business, ScaleXP provides a full suite of SaaS metrics from QuickBooks data alone.
Ensure each department understands their performance
Track actuals vs. budget effortlessly with ScaleXP’s QuickBooks integration, offering precise, department-specific financial reporting and forecast comparisons. Share visual dashboards with each team to communicate financial results with clarity. Integrate financial and operational KPIs.
Close your month-end faster
with prepaid expenses
Close your month-end faster by automating prepaid expense schedules. ScaleXP pulls data directly from QuickBooks to create and manage amortisation schedules, ensuring accurate monthly figures without the manual work, saving time and reducing errors.
Combine QuickBooks & CRM data
QuickBooks & HubSpot
Through ScaleXP, combine HubSpot’s marketing and CRM tools with QuickBooks invoicing and accounting to streamline subscription management. ScaleXP will monitor deals closed, so you can be confident all invoices are issued and provide a view of upcoming renewals.
QuickBooks & Salesforce
Use ScaleXP to easily monitor the most critical data from Salesforce. Easily check to ensure that all new deals have been invoiced, monitor renewals to ensure that they have not been forgotten. Stop revenue leakage.
QuickBooks & Pipedrive
Using ScaleXP, finance teams can easily understand and track the most important data from Pipedrive: deals booked vs. billed, pending renewals, the size of the new sales pipeline and even deals likely to close this month.
QuickBooks + Stripe
Do you issue some invoices in QuickBooks and others in Stripe? Use ScaleXP to seamlessly combine your data, creating a single repository of customer revenue. With all of the data in one place, you can then easily monitor customer churn, retention and even track renewals.
Close 75% faster
Close the month faster
ScaleXP fully automates deferred revenue and prepaid expenses, using a sophisticated series of text recognition algorithms.
Report with ease
Move to smart reporting to easily report by department or business unit, even across multiple forecasts.
Access SaaS metrics in a click
Monitor your SaaS metrics at a consolidated level, by country or business unit, all in the same dashboard, without spreadsheets.
What our customers say
Discover how we helped SquaredUp produce SaaS insights faster and with greater accuracy with financial consolidation in ScaleXP.
