Streamline your month-end close

ScaleXP can fully automate journals if you use Xero or QuickBooks. This includes posting Deferred Revenue, Accrued Revenue, Prepayments and Accruals.

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All calculations follow accounting best practices and are fully traceable, including IFRS and GAAP principles. Each journal entry includes detail-level data, making audit reviews straightforward and reliable.

ScaleXP eliminates the need for complex spreadsheets by automatically collecting, calculating, and posting your month-end journals, accruals, and revenue recognition entries. Instead of copying data between tabs and checking formulas, you’ll have a single, real-time source of truth for all your financial data.

At the heart of this is fully automating your month-end close and then providing insights in integrated dashboards and reports. 

With built-in dashboards, automated reconciliations, and full audit trails, your team can close the books faster and with total confidence — no manual rework or late-night Excel sessions. ScaleXP frees your finance team from data admin so you can focus on analysis, insights, and growth.

Automation with ScaleXP gives your finance team the time and clarity to become a true strategic partner to the business. By removing repetitive, manual work — like reconciling accounts, preparing revenue schedules, and updating reports — ScaleXP lets you focus on forecasting, scenario analysis, and advising leadership.

Real-time dashboards and visual performance metrics make it easy to drive data-led discussions with your CEO and board, turning finance from a back-office function into a decision-making powerhouse. Automation doesn’t replace your expertise — it amplifies it.

Not at all. ScaleXP is designed to support finance professionals, not replace them. The platform automates repetitive, manual work — like journal entries, reconciliations, and report preparation — so your team can focus on high-value analysis, forecasting, and strategy.

Our goal is to elevate the role of finance, giving you more time to influence decision-making and drive business growth. Teams using ScaleXP often report greater visibility, less stress, and more recognition — not fewer jobs.

Absolutely. ScaleXP automates the heavy lifting while keeping you firmly in control. Every journal, calculation, and adjustment is fully transparent — you can review, edit, and approve each entry before it posts to your accounting system.

Detailed audit trails and drill-down functionality ensure you always understand exactly how figures are derived. Automation doesn’t remove control — it removes risk. With ScaleXP, you gain greater visibility, accuracy, and confidence over every number in your reports.

Getting started with ScaleXP is fast and straightforward — most finance teams are up and running in just a few days and using ScaleXP for month end in about 2 weeks

Connect your systems: Simply link ScaleXP to your accounting software (Xero, QuickBooks) and, if needed, your billing or CRM system such as Stripe or Salesforce.

Sync and review data: ScaleXP automatically imports your invoices, bills, and journals, identifying key transactions for accruals, deferrals, and revenue recognition.

Set up automation rules: Define how you want accruals, prepayments, and revenue schedules handled — our Customer Success team will help you configure these in line with your accounting policies. And we always suggest booking a short 30 minute meeting with them to ensure the system is optimized to your requirements.

Generate and validate journals: Within minutes, ScaleXP prepares automated journals and reconciliations that you can review, approve, and post directly back to your accounting system.

Every step is fully guided, transparent, and supported by our 5★-rated onboarding team, so you stay in control while gaining the speed and accuracy of full automation.

These adjustment entries cover prepayments, accruals, and deferrals. You simply review the AI-generated journal suggestions and post them, rather than calculating them manually.

Automation tools lock closed accounting periods, generate recurring journals, and provide detailed audit trails for adjustments. Regular reviews and documentation ensure schedules match contract terms and prevent mistakes or unauthorized changes.

Read here about all of the options that ScaleXP to automate your revenue recognition.

Yes — ScaleXP automates both revenue and expense accruals with complete accuracy and transparency.

Our AI reads every bill, contract, and transaction line, identifying when costs or income should be recognised — not just when they’re received or invoiced.
That means your revenue and expenses are accrued automatically, even if the final invoice hasn’t arrived yet.

Expense accruals are built directly from your accounting data, with suggested entries based on historical patterns.
Revenue accruals are handled just as intelligently — ScaleXP aligns recognition with service periods, subscriptions, or project timelines, ensuring compliance with your accounting standards.

Once the actual bill or payment hits your system, ScaleXP auto-reconciles everything, updates the journal entries, and leaves a complete audit trail.

The result? A close process that’s faster, cleaner, and fully accurate — giving you confidence that every pound and every period is right, every time.

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