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Close up to 70% faster
Automate Your Month-End Close
Replace spreadsheet month-end work with controlled, audit-ready automation across accruals, schedules, consolidation, and reporting.
- Close month-end with less manual rework
- Eliminate spreadsheet-driven adjustment risk
- Improve reporting accuracy and audit readiness
4.9
in Xero & QuickBooks app stors
ScaleXP is an approved app for leading accounting & CRM systems
Month-end breaks under manual process
Finance teams are still stitching together journals, schedules, and reports across spreadsheets. The close slows down, control weakens, and reporting lands late.
- Tasks tracked across separate files and tabs
- Accruals and prepayments calculated manually
- Consolidation reviewed after core close work
- Reports built only after adjustments finish
ScaleXP for month-end close automation
ScaleXP automates the month-end close from live accounting data, generating schedules, journals, and reporting workflows from one controlled process.
It imports invoices and bills from Xero or QuickBooks, identifies service periods and exceptions, builds compliant schedules, prepares journals for review, and posts approved entries back with full traceability.
How It Works
- Pull invoices, bills, journals, and related records from Xero or QuickBooks automatically.
- Analyse transaction lines, service periods, and exceptions across revenue and cost items.
- Generate compliant schedules for deferrals, accruals, and prepayments with flagged items for review.
- Finance validates proposed entries, adjustments, and supporting detail before posting.
- Approved journals sync back and reporting reflects the latest month-end position.
How Finance Work Changes
Before ScaleXP
- Month-end tasks live across spreadsheets
- Accruals and schedules built separately
- Exceptions found late in the close
- Reports prepared after journals post
After ScaleXP
- Month-end workflows run from live source data
- Schedules and journals prepared automatically
- Exceptions flagged before approval
- Reports update as close data changes
Faster Close Execution
ScaleXP reduces the amount of manual month-end work by automating schedule creation, journal preparation, and posting workflows across the close.
- Less time spent building month-end files
- Fewer handoffs between adjustments and reporting
- Faster review of flagged exceptions
- Less rework after late invoice changes
Better reporting confidence
Month-end outputs no longer depend on separate spreadsheets being manually updated after each adjustment.
- Reports reflect approved close entries
- Consolidated views update from current data
- Reduced risk of broken formulas
- More reliable numbers for CFO and board reporting
Stronger audit control
Every automated schedule and journal is tied back to underlying transaction detail, with review steps and traceability built into the workflow.
- Clear audit trail from source data to journal
- Review and approval before posting
- IFRS and GAAP aligned schedule structure
- Easier support for audit queries and evidence requests
With the ScaleXP platform, you can:
- Close the month with control: Automate the heavy month-end work without losing oversight. Finance reviews, approves, and posts every adjustment with traceability.
- Reduce spreadsheet dependency across close: Move accruals, prepayments, schedules, and reporting into one operational workflow. Less manual stitching means lower risk.
- Improve reporting confidence after close: Keep month-end outputs aligned to approved journals and live financial data. Reporting becomes easier to refresh and easier to trust.
FAQs
What is month-end close automation?
Month-end close automation is software that reduces manual work in the financial close process by preparing schedules, journals, reconciliations, and reporting from live accounting data. For finance teams using Xero or QuickBooks, month-end close automation helps standardise adjustments, reduce spreadsheet dependency, and improve audit readiness across accruals, prepayments, deferred revenue, and consolidation.
How does ScaleXP automate the month-end close in Xero and QuickBooks?
ScaleXP connects to Xero or QuickBooks, imports invoices and bills automatically, analyses transaction detail, and prepares schedules and journals for review. Finance teams can approve entries before posting them back to the accounting system. This supports an automated month-end close process across deferred revenue, accrued revenue, prepayments, expense accruals, and financial consolidation.
Can ScaleXP automate accruals, prepayments, and deferred revenue in one month-end process?
Yes. ScaleXP supports month-end close automation across deferred revenue, accrued revenue, prepaid expenses, and expense accruals within the same operational workflow. Instead of maintaining separate spreadsheets for each adjustment type, finance teams review schedules and journals in one system, with clear traceability from source data through to the posted month-end entries.
How does ScaleXP improve audit readiness during the financial close?
ScaleXP improves audit readiness by generating structured schedules, maintaining supporting transaction detail, and giving finance teams a review and approval step before journals are posted. This creates a clearer audit trail for month-end adjustments and makes it easier to explain how figures were calculated, reviewed, and posted within the financial close process.
Is ScaleXP month-end close software only for revenue accounting?
No. ScaleXP month-end close software supports both revenue and cost-side workflows. Finance teams can automate deferred revenue, accrued revenue, prepayments, expense accruals, consolidation, and reporting in the same close environment. That makes the automated month-end close more consistent and reduces the risk of separate adjustment processes drifting out of sync.
Will finance still stay in control if month-end journals are automated?
Yes. ScaleXP automates the preparation of schedules and journals, but finance remains responsible for review and approval before posting. The goal is to remove manual calculation and spreadsheet administration, not remove control. Teams get a clearer workflow, visible exceptions, and better documentation while still deciding what is approved into the month-end close.
How does month-end close automation help reporting?
Month-end close automation improves reporting by keeping schedules, journals, and close outputs connected to current source data. Instead of waiting for separate spreadsheets to be updated after adjustments, finance teams can work from a more consistent reporting base. That helps CFOs and controllers deliver cleaner financial close reporting with fewer manual refreshes and fewer version-control issues.
How quickly can a finance team start using ScaleXP for month-end close automation?
Implementation depends on the complexity of your close process, but the setup is designed to be straightforward for finance teams using Xero or QuickBooks. Once connected, ScaleXP can begin importing accounting data, preparing schedules, and supporting journal review workflows so teams can move from spreadsheet-led month-end work to a more automated and controlled close process.