Quickbooks integration

Create impact from QuickBooks data

Laptop showing how QuickBooks integrates with ScaleXP.

ScaleXP is an approved app for leading accounting & CRM systems

A visual showing ScaleXP's smart finance automation, including a range of graphs and charts for revenue.

Automate QuickBooks deferred revenue & prepaid expenses

ScaleXP Smart Finance Automation, Including Deferred Revenue, Financial Consolidation, Budgets & Forcasts, SaaS Metrics, CFO Dashboards, Revenue Recognition, IFRS15 & ASC606 Compliant automated smart reports and dashboards

Close the month up to 3 days faster and reduce 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

A laptop showing how ScaleXP calculates CAC

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.

A laptop showing how ScaleXP calculates CAC
Laptop showing ScaleXP's drag and drop finance dashboards, and deferred revenue software.

Ensure each department understands their performance

Laptop showing ScaleXP's drag and drop finance dashboards, and deferred revenue software.

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.

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.

 

Deferred Revenue Automation Software, Deferred and Accrued Revenue, Deferred Revenue Journals
ScaleXP Smart Finance Automation, Including Deferred Revenue, Financial Consolidation, Budgets & Forcasts, SaaS Metrics, CFO Dashboards, Revenue Recognition, IFRS15 & ASC606 Compliant automated smart reports and dashboards
Deferred Revenue Automation Software, Deferred and Accrued Revenue, Deferred Revenue Journals

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 3+ days 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.