Xero integration

Create impact from Xero data

Graphic showing Xero integration with QuickBooks, Salesforce, and HubSpot on a laptop screen.
Graphic representation of Xero, Salesforce, and HubSpot logos with a growth chart on a laptop screen.

ScaleXP is an approved app for leading accounting & CRM systems

User interface of ScaleXP showing various financial reports and charts on a laptop screen.

Automate Xero deferred
& accrued revenue

User interface of ScaleXP showing various financial reports and charts on a laptop screen.

Automate your deferred and accrued revenue in Xero to close faster and cut spreadsheet errors.

ScaleXP is a powerful software platform which sits next to Xero. Using a series of machine learning algorithms, the system fully automates deferred and accrued revenue, using your existing invoices and bills in Xero, with no retyping or manual tracking.

Calculate all your SaaS metrics from Xero data

Graphical display of customer acquisition cost metrics including marketing costs and sales commission.

Fully automate all of your SaaS metrics: MRR, ARR, lifetime value and acquisition costs. Using a series of tagging algorithms, which are quickly customised to your business, ScaleXP provides a full suite of SaaS metrics from Xero data alone.

Graphical display of customer acquisition cost metrics including marketing costs and sales commission.
Dashboard interface of ScaleXP displaying a revenue chart and various slide options.

Ensure each department understands their performance

Dashboard interface of ScaleXP displaying a revenue chart and various slide options.

Track actuals vs. budget effortlessly with ScaleXP’s Xero 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

A financial dashboard displaying revenue metrics, including recurring revenue and budget comparisons.

Close your month-end faster by automating prepaid expense schedules. ScaleXP pulls data directly from Xero to create and manage amortisation schedules, ensuring accurate monthly figures without the manual work, saving time and reducing errors.

A financial dashboard displaying revenue metrics, including recurring revenue and budget comparisons.

Combine Xero & CRM data for greater insights

Xero & HubSpot

Through ScaleXP, combine HubSpot’s marketing and CRM tools with Xero 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.

Xero & 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.

 

Xero & 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.

Solid turquoise rectangle shape with rounded corners on a transparent background.
Solid purple square graphic with rounded corners on a transparent background.
A plain yellow square shape with rounded corners on a transparent background.
Dashboard interface of the 2025 Xero Featured App displaying charts and reports.

ScaleXP is awarded
Xero Staff Pick

Dashboard interface displaying financial metrics and charts for Xero's 2025 featured app.

We’re thrilled that ScaleXP was selected as a 2023 Xero Staff Pick and a 2025 Xero Featured App from the 1000+ apps in the Xero app store, based on our straight 5 star reviews and the overall quality of our integration.  

White Stripe logo displayed on a black background, featuring a modern font style.

Xero + Stripe

Do you issue some invoices in Xero 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.

Solid turquoise rectangle shape with rounded corners on a transparent background.
Solid purple square graphic with rounded corners on a transparent background.
A plain yellow square shape with rounded corners on a transparent background.
Dashboard displaying application insights metrics from SquaredUp with various graphs and statistics.

Discover how we helped SquaredUp produce SaaS insights faster and with greater accuracy with financial consolidation in ScaleXP.

ScaleXP logo featuring a stylized upward arrow and bar graph design.

Looking to consolidate with Xero?

ScaleXP offers the widest range of accounting integrations on the market. Easily combine data across Xero, QuickBooks, Zoho or many other systems.

User interface for connection settings in ScaleXP, displaying data synchronization options with Xero.
Graphical display of customer acquisition cost metrics including marketing costs and sales commission.

Xero Integration FAQs

ScaleXP sits alongside Xero and reads all your Xero invoices and bills to automate deferred and accrued revenue schedules. It uses AI to interpret invoice details and then creates the necessary accounting entries in Xero. This means no manual journal entries – ScaleXP handles the entire revenue recognition process using your existing Xero data.

ScaleXP can derive all major subscription metrics from Xero alone. This includes MRR, ARR, customer lifetime value, customer acquisition costs, and more. By tagging invoices and subscriptions in Xero, ScaleXP generates these KPIs without requiring a separate CRM connection.

Yes. With Xero integration, ScaleXP can pull tracking codes or tracking categories to break down financials by department. You can then compare actual spending or revenue to budget for each department. The platform also lets you share those comparisons in dashboards or presentations with each team.

Certainly. ScaleXP connects to Xero and pulls in your prepaid expense invoices, then automatically creates amortization schedules. This means monthly expense recognition for prepayments is done without manual spreadsheet work. Your monthly totals remain accurate as prepaids are expensed over time.