ScaleXP is an approved app for leading accounting & CRM systems
Know profitability instantly. Automate month-end completely
ScaleXP automates revenue recognition, prepayments, and gross-margin tracking, purpose-built for Managed Service Providers using Xero or QuickBooks.
Get instant visibility across every service line, from subscriptions to projects, without a single spreadsheet.
Real-time clarity for every service line
Running hundreds of recurring contracts, split invoices, multi-year agreements, and ad-hoc service work shouldn’t mean endless spreadsheets.
ScaleXP brings all your data together, automating every deferral, journal, and revenue split.
Finance teams get instant clarity, and finally become the trusted source of truth for the whole organization.
Automate your close, save days
Manual spreadsheets to reconcile deferred revenue, accrued income, prepayments and accruals consumes precious hours.
ScaleXP never overwrites or alters your accounting data, journals are posted safely and cleanly into Xero or QuickBooks with full transparency.
Want a deeper dive into how ScaleXP eliminates manual revenue recognition and journal preparation?
Instant answers to every margin question
With ScaleXP’s Smart reporting, finance teams can analyze performance, without Excel engineering or manual querying.
Slice margins, monitor cost trends, and view profitability at any level: by client, product, region, or service type.
Spot hidden costs, benchmark margins, and take action early.
Impress and engage with data the business trusts
Still buried in spreadsheets and manual reconciliations?
ScaleXP gives finance leaders the power to walk into any leadership conversation with instant clarity, confident, precise, and prepared.
Every journal is automated and traceable, every recognition schedule is accurate, and every revenue split is handled correctly behind the scenes, so you can focus on insight rather than mechanics.
You’re not just closing the books, you’re leading discussions with numbers the entire SMT can trust.
Trusted by MSP finance teams worldwide
How Andy Mellor achieved a stress-free month-end close
With ScaleXP, Andy has replaced manual work with real-time automation. Invoices sync with Xero automatically, and gross margin reporting is now instant and effortless.
3+ days
Saved per month
Instant Clarity
On product margins, no more guesswork
Growth
Is now the focus, not spreadsheets
Watch to learn how Summit 17 uses ScaleXP
Built for finance leaders in managed services
ScaleXP is purpose-built for IT service and support businesses, giving you the automation and clarity to run finance like a high-performance engine, not a spreadsheet hotline.
You’ll feel the difference if you:
- Manage recurring, project-based, or hybrid billing models
- Use Xero or QuickBooks and are tired of pushing them beyond their limits
- Need accurate, automated revenue recognition and margin visibility
Whether you manage 50 contracts or 500, ScaleXP empowers finance to lead, with numbers the business can trust.
Move faster. See clearer. Scale confidently.
Instead of rebuilding the same spreadsheets every month, finance can finally move into forward-looking analysis and strategic decision support.
You’ll close the books 75% faster, and walk into every leadership discussion with instant clarity on margin and performance, backed by trusted data.
MSP FAQs
ScaleXP automatically handles revenue deferrals, accrued income, and multi-period billing for recurring and project-based services — eliminating manual spreadsheets and journal work.
Yes — ScaleXP gives real-time visibility into gross margin by client, by service or project each month. This is delivered by using AI to extract key words and phrases from your invoices.
Absolutely. ScaleXP connects directly with Xero and QuickBooks, posting clean, audit-ready journals. Journals are only posted after your review and confirmation.
Yes — for MSPs operating across regions or subsidiaries, ScaleXP consolidates reporting into a single, unified financial view in real time.
Yes — ScaleXP is built for hybrid MSP billing: recurring services, ad-hoc work, out-of-scope tickets, and multi-year contracts — all tracked and recognized correctly.
CEO asks: “Which clients are reducing our margins?”
You already have the answer. ScaleXP gives finance teams instant clarity — empowering them to lead discussions with accurate, trusted numbers.
Most MSPs are fully onboarded within hours. ScaleXP reads your existing data — no need to restructure your GL or redesign your chart of accounts.
Yes — ScaleXP follows enterprise-grade security protocols and provides transparent audit trails for every journal and revenue recognition schedule.
Yes — most MSPs reduce month-end processing time by 3–5 days, freeing finance teams to focus on analysis and strategic initiatives.
With real-time margin data, MSPs can identify underpriced services, revisit unprofitable contracts, and optimize resourcing — leading to improved profitability.