Automate revenue recognition, deferred revenue and SaaS reporting while keeping Xero or QuickBooks at the center of your finance stack.
Get finance-reviewed schedules, journals and recurring-revenue reporting without replacing the systems you already use.
in Xero & QuickBooks app stores
ScaleXP is built for finance teams that want revenue recognition, SaaS metrics and reporting while keeping their existing CRM, billing and accounting stack.
Contract management including renewals
Revenue recognition automation
Fully synced with Xero, QuickBooks, HubSpot and Stripe
Automation of SaaS metrics across countries, currencies and consolidated entities
Quick & easy setup, typically finished in less than 3 weeks
Typical price point
$8,000/ year
$20,000+/ year
Keep Xero or QuickBooks as your accounting system and your existing CRM and billing workflows in place. ScaleXP connects the revenue data between them to support revenue recognition, deferred revenue, SaaS metrics and reporting.
Finance gets automated preparation with review and approval control, without a full billing-platform migration.
Manage revenue recognition and SaaS reporting across entities, currencies and countries from one connected finance workflow.
ScaleXP connects directly with your existing accounting and commercial data, so you can add revenue recognition and SaaS reporting without rebuilding your entire finance stack.
Reduce time spent manually tracking deferred revenue, income in advance and pre-paid expenses. Eliminate tedious spreadsheet tracking and improve accuracy.
ScaleXP fully automates revenue recognition and prepayments using a sophisticated series of text recognition algorithms, which read and process all of the data and text on invoices.
ScaleXP builds a forecast directly from HubSpot and QuickBooks or Xero
Keep your teams aligned with a seamless sync between HubSpot and your accounting software (Xero, QuickBooks).
ScaleXP automatically updates payment status and customer financial info in real time, so your sales and customer success teams can instantly see if a client is up to date or overdue, all within HubSpot.
+ accounting data
+ accounting data
Fully integrate HubSpot and accounting 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
Automate sales forecasts
We are a SAAS company with multiple entities and currencies and use ScaleXP for revenue recognition and consolidation. I'm very impressed how quickly ScaleXP can sync and pull through this data. It's saved us lots of manual processes.
Xero Review 
Invoicing and associated reporting can be fully automated in Xero and QuickBooks.
ScaleXP will automatically provide a two way sync between HubSpot and your accounting system once daily. You can also generate an immediate sync at any time, as often as you like.
Xero and QuickBooks can be automatically updated with draft revenue recognition journals. You simply review and click to approve. Journals can not be automatically passed to Zoho Books, but ScaleXP provides the full journal and a comprehensive CSV download.
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 Xero and 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.
By default, ScaleXP syncs daily between HubSpot and your accounting software. However, you can also trigger an immediate sync at any time. This ensures that new deals, invoices, and payments stay current across both systems on a daily basis.
Currently ScaleXP’s HubSpot invoicing automation works with Xero and QuickBooks. Invoices generated from HubSpot are posted directly into Xero or QuickBooks, where you can finalize and send them. (If you use other accounting software, ScaleXP can still produce the required journal entries for you to upload.)
Yes. ScaleXP is designed for finance teams that need automated revenue recognition, deferred revenue, SaaS metrics and reporting while keeping their existing accounting and commercial systems.
No. ScaleXP is not designed to replace every billing or payment-processing capability in Maxio. It focuses on finance workflows including revenue recognition, deferred revenue, SaaS metrics, forecasting and reporting.
Yes. ScaleXP uses accounting and commercial data to prepare revenue schedules, deferred revenue and journal outputs for finance review in Xero and QuickBooks.
Yes. ScaleXP provides ARR, MRR and wider SaaS metrics using connected customer and financial data, with drill-down to the underlying records.
No. ScaleXP works with existing systems including Xero, QuickBooks, HubSpot and Salesforce, allowing finance teams to add revenue automation and reporting without replacing their core systems.
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.