ScaleXP and Salesforce integration, API

ScaleXP + Salesforce

ScaleXP takes Salesforce data to the next level, enabling it to be used across the business.

Sales vs target chart

Maximise sales

Maximise sales by spotting when deals are languishing in the sales funnel.

Top 10 KPIs dashboard

Impress investors

Impress investors by understanding the right metrics for your business.

Boardpack presentations

Templated presentations

Manage your board meetings perfectly with our template presentations.

Customer success dashboard

Team dashboards

Manage your team meetings perfectly, with dashboards by team, with all of the relevant data to ask the right questions.

Upcoming renewals chart

Renewals report

Understand your renewals schedule months in advance.

Concierge onboarding for all customers.

At ScaleXP, all of our new customers get a concierge onboarding, done in person, over Zoom.

Onboarding takes 1 hour, and at the end of this session, you and your team will be up and running.

Say goodbye to hours, or even weeks of configuration and setup!

ScaleXP Onboarding call

Combine data from Salesforce with
these systems.

ScaleXP and Salesforce integrations combinations, ScaleXP APIs

Your Salesforce data can be combined with data
from any of the systems above.

Here are a few examples of the power of connectivity:

Salesforce + Xero Integration

Automatically calculate trends in customer buying behaviour. See in a single click the customers that have upgraded or downgraded.

ScaleXP, salesforce & xero integration

Salesforce + QuickBooks Integration

Combine actual customer revenue data with information from Hubspot to understand your highest growth customers.

ScaleXP, salesforce & quickbooks integration

Salesforce Deferred Revenue

ScaleXP automates revenue recognition in Salesforce. Invoices are imported from Salesforce, and revenue is recognised in the correct month. The system can work with any version of Salesforce, either online or desktop.

ScaleXP makes Salesforce revenue recognition super accurate and quick.


ScaleXP invoice line description

Salesforce consolidated reporting

Do you have multiple accounting systems, which take time to consolidate?

  • ScaleXP removes this headache, allowing you to quickly combine data, with 100% accuracy.
  • Combine data from Xero, QuickBooks, Netvisor, Sage Cloud in minutes.
  • Convert currencies using automated FX rates.

ScaleXP’s Salesforce consolidation tool makes financial reporting  accurate and super quick.

Learn more ->

ScaleXP Consolidated reports, switch currencies, share reports options

Supercharge your systems.

Whatever your growth trajectory, ScaleXP is designed to play its part in assisting executive teams in making the correct decisions for maximum success:

Understand the right metrics for your business.


Ask the right questions to your teams – by instantly clicking into calculations.


Maximise sales by spotting when deals are languishing in the sales funnel.

ScaleXP arrow location

Spend less time compiling data and more time moving your company forward.

ScaleXP Bar chart

Manage your board meetings flawlessly using our template presentations.