Most QuickBooks–Salesforce integrations stop at moving records. Finance problems begin after that. Three gaps show up every month:
ScaleXP is designed to close these gaps by placing finance logic between systems, not just syncing data.
Finance teams gain three things:
ScaleXP adds a finance intelligence layer between Salesforce and QuickBooks Online.
It interprets CRM deal data in the context of invoices, recognised revenue, credits, and accounting rules so Finance can report on what actually happened, not just what was sold.
ScaleXP is used for revenue timing validation, deferred revenue alignment, and board-ready financial reporting that reconciles directly to the QuickBooks ledger.
ScaleXP connects Salesforce and QuickBooks Online so deal activity and accounting transactions can be analysed together.
Closed-won deals are compared to invoices, credits, and recognised revenue, allowing Finance to see where follow-up or validation is required.
Outputs are built to be reviewed, shared, and defended, because every number ties back to QuickBooks.
with integration
+ QuickBooks
Fully integrate Salesforce and accounting data, without the need for unique identifiers
Automate revenue forecasting, from integrated QuickBooks + Salesforce data
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
with integration
+ QuickBooks
Fully integrate Salesforce and accounting data, without the need for unique identifiers
Automate revenue forecasting, from integrated QuickBooks + Salesforce data
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
ScaleXP is designed for finance teams, CFOs, and founders who rely on Salesforce and QuickBooks and need reporting they can trust.
It’s built for teams that need:
We have been able to significantly reduce the time to prepare our monthly reporting packs, feeding into a group board pack at the click of a button with 100% accuracy. We also have a real time view of our ARR bridge, are able to get to SaaS metrics quickly and also to sanity check that invoicing aligns with contracts.
Chief Financial Officer 
Yes. ScaleXP provides full automation of all your sales revenue, past, current and future, including providing the associated accounting journals for accruals and deferrals in QuickBooks.
Further, ScaleXP provides a full breakdown of all revenue shown on your Income Statement as well as all deferred income and accrued revenue shown on your Balance Sheet.
Revenue recognition schedules can be viewed by customer, by invoice, and by general ledger code. And, in case that’s not enough, all schedules can be downloaded to a spreadsheet or CSV.
ScaleXP is built on a series of sophisticated natural language processing algorithms, which read and understand the text, just as a person would. Any date format can be used. You can even mix and match American date format (mm-dd-yy) and British date format (dd-mm-yy).
The system also understands words which convey time such as annual, quarterly, 6 months, 2 weeks, 6 days, just about anything you can think of. If a person can read and understand the revenue recognition period on your invoices, the ScaleXP algorithms will also understand.
Yes, of course. ScaleXP provides a full breakdown of both Revenue (on the P&L) and Deferred Income (on the Balance Sheet). It will work across all of your accounts, as many as you have.
Schedules can be viewed by customer, by invoice, and by general ledger code. An audit trail of all journals passed to the accounting system. And, in case that’s not enough, all schedules can be downloaded to an Excel file.
It means combining Salesforce deal and customer context with verified QuickBooks accounting transactions, so Finance can report on what actually happened, not just what was sold.
No. ScaleXP is not a basic sync or connector. It acts as a finance intelligence layer that aligns Salesforce activity with accounting reality.
ScaleXP compares Salesforce deal outcomes against invoices, credits, and recognised revenue in QuickBooks so timing differences are visible and explainable.
We have been able to significantly reduce the time to prepare our monthly reporting packs, feeding into a group board pack at the click of a button with 100% accuracy. We also have a real time view of our ARR bridge, are able to get to SaaS metrics quickly and also to sanity check that invoicing aligns with contracts.
Head of Finance & People
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.
