XERO & Quickbooks USERS

Streamline your month-end close

Stop spending days inside complex, error-prone spreadsheets. ScaleXP helps finance teams close the month up to 75% faster, with full accuracy, audit-ready schedules, and zero manual rework.

4.9

Based on all reviews in the Xero and QuickBooks app stores

User interface of ScaleXP showing invoice details and balance sheets on a laptop screen.

ScaleXP is an approved app provider for all major accounting & CRM systems

How the technology works

ScaleXP is certified by Xero, QuickBooks and Zoho Books which uses advanced natural-language algorithms to read every line of your invoices and bills.

The result: a faster, cleaner, more accurate month end with your team firmly in control.

Financial dashboard interface displaying revenue reports and invoice details from ScaleXP.

Deferred Revenue Fully Automated

Accrued Revenue, Without the Manual Guesswork

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Detailed invoice summary displayed on a computer screen with various financial data.

Prepaid Expense Tracking Made Easy

Automate Expense Accruals

Bill for lease covering 3 years from 1 April
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Consolidate & Report With Ease

Turn Your Finance Team Into a Powerful Business Partner

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Financial dashboard displaying data with logos of QuickBooks, HubSpot, Sage, and Zoho Books.
Dashboard interface of the 2025 Xero Featured App displaying charts and reports.

Award-Winning Platform, Loved by Finance Teams

ScaleXP was selected as:

🏆 2023 Xero Staff Pick
🏆 2025 Xero Featured App

We maintain a straight 5-star rating from finance teams, recognised for exceptional accuracy, reliability and customer support.

Join Nomadic Learning & hundreds of other companies closing month end faster.

Nomadic started using the ScaleXP revenue recognition functionality in early 2023. They then expanded to financial consolidation, SaaS metric reporting, sales pipeline tracking, and cost management.

Transitioning Nomadic to the ScaleXP platform has been a truly transformative process. The platform is an absolute game changer, with easy to use tools and features that solve complex and otherwise time intensive problems.

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Michele Ocampo

Head of Finance & People

Month-end close FAQs

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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