Multi-Entity SaaS Reporting Software

ScaleXP joins Salesforce CRM data and Xero accounting data into a revenue intelligence layer for the whole business.

  • Report SaaS metrics across multiple entities
  • Create board-ready SaaS KPI packs
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5.0

on the Xero App Store (90+ reviews)

Diagram showing how ScaleXP consolidates revenue across multiple QuickBooks entities with automated consolidations, intercompany eliminations, multi-currency translation, and group-level revenue reporting.

ScaleXP is an approved app for leading accounting & CRM systems

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SaaS reporting breaks when the group gets more complex

Visual showing the limitations of spreadsheet-based renewal tracking, with scattered files and disconnected teams across entities, countries, and currencies. ScaleXP is illustrated as a unified system replacing manual spreadsheets to improve speed, visibility, and control.

Single-entity SaaS reporting is hard enough. Multi-entity reporting adds legal entities, currencies, products, regions, CRM fields, billing rules and board reporting requirements.

Finance teams often rebuild the same reporting pack every month, with ARR, MRR, churn and retention tracked in separate spreadsheets from the finance data used for management accounts and board reporting.

  • ARR and MRR are rebuilt in spreadsheets
  • Entity-level metrics do not reconcile to board packs
  • CRM, billing and accounting data sit in separate
  • KPI movements are hard to explain across regions or entities
Visual showing the limitations of spreadsheet-based renewal tracking, with scattered files and disconnected teams across entities, countries, and currencies. ScaleXP is illustrated as a unified system replacing manual spreadsheets to improve speed, visibility, and control.

SaaS group reporting from finance-reviewed data

SaaS group reporting software connecting CRM, billing, Xero and QuickBooks data for finance-reviewed SaaS metrics

ScaleXP helps SaaS finance teams report metrics across entities, regions, products and reporting dimensions using connected CRM, billing, Xero and QuickBooks Online data.

Finance teams can move from disconnected spreadsheets to one reporting layer for ARR, MRR, churn, NRR, GRR, cohort performance, revenue forecasts and board KPIs.

  • Connect SaaS metrics to source data
  • Report performance by entity, region or product
  • Track renewals and pipeline using CRM data
  • Drill down from KPIs to customers, invoices and source records to create board-ready reporting packs
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SaaS group reporting software connecting CRM, billing, Xero and QuickBooks data for finance-reviewed SaaS metrics

From CRM and accounting data to board-ready SaaS reporting

Five-step SaaS board reporting workflow connecting CRM, billing and accounting data to board-ready finance reports
  • Connect source data: Connect Salesforce, HubSpot or Pipedrive data with Xero and QuickBooks Online companies, so SaaS reporting can use CRM, billing and finance-reviewed accounting data.
  • Define SaaS metrics: Set reporting logic for ARR, MRR, churn, NRR, GRR, expansion, contraction and other SaaS KPIs.
  • Report be entity: Analyze SaaS metrics by entity, region, product, customer segment, department or reporting structure.
  • Review movements: Drill into new ARR, expansion ARR, contraction ARR, churned ARR and retention movements.
  • Build board packs: Turn SaaS metrics, renewals, forecasts and finance reporting into board-ready reporting packs for leadership, investors and directors.
Five-step SaaS board reporting workflow connecting CRM, billing and accounting data to board-ready finance reports

Report SaaS metrics across entities, regions and products

CRM and Xero consolidated revenue reporting by customer, product, owner, entity, currency and recognition status

As SaaS companies grow, finance teams need more than one ARR or MRR number. They need to understand how performance varies by entity, region, product, business unit and customer segment.

ScaleXP helps finance teams create multi-entity SaaS reporting from connected CRM, billing and accounting data.

  • Report ARR, MRR and churn by entity, region or product
  • Compare SaaS KPIs and group performance with drill-down detail
  • Reduce manual spreadsheet reconciliations

This helps finance teams explain not only what changed, but where it changed and why.

For a complete view of connected ARR, MRR, churn and retention reporting, explore our SaaS Metrics Software.

CRM and Xero consolidated revenue reporting by customer, product, owner, entity, currency and recognition status

Connect one CRM to multiple Xero or QuickBooks companies

One CRM connected to multiple Xero and QuickBooks companies for SaaS invoicing renewals forecasting and reporting

Multi-entity SaaS companies often manage sales in one CRM while finance operates across multiple Xero or QuickBooks Online companies.

ScaleXP connects a single Salesforce, HubSpot or Pipedrive instance to multiple entities, enabling invoicing, renewals, forecasting and SaaS reporting across the group.

  • Connect one CRM to multiple accounting companies and reporting entities
  • Use CRM deal, opportunity and customer data to track renewals and support revenue forecasts
  • Report SaaS performance by entity, region or CRM dimension

This is especially useful for SaaS groups where sales teams work from one commercial system while finance reports across multiple legal entities.

Instead of rebuilding CRM-to-finance reporting in spreadsheets, finance teams can connect sales pipeline, renewals, invoices and SaaS KPIs in one group reporting workflow.

See how CRM Accounting Integration Software connects sales and finance data across multiple entities from a single CRM.

“As an international group the consolidation functionality has been great, as it solves the issue of Xero not having this capability.”

Alice · Financial Controller (G2 review)

One CRM connected to multiple Xero and QuickBooks companies for SaaS invoicing renewals forecasting and reporting

Connect SaaS metrics to group reporting

ScaleXP board reporting view showing a multi-entity profit and loss by country with MRR and ARR summaries

SaaS group reporting is different from standard finance reporting. CFOs need to explain recurring revenue performance, customer movement, retention and forecast revenue alongside actual financial results.

ScaleXP helps finance teams report SaaS KPIs in a structure that supports group-level decision-making and board reporting.

  • ARR and MRR movement
  • New, expansion, contraction and churned ARR
  • Forecast revenue and renewal risk
  • Entity, region and product-level reporting

For growing SaaS groups, ScaleXP creates a reporting layer that is easier to explain, review, and repeat each month. Learn more about our Financial Consolidation Software.

ScaleXP board reporting view showing a multi-entity profit and loss by country with MRR and ARR summaries

Board Packs and SaaS KPI Reporting Across Entities

Infographic showing the key metrics included in a SaaS board pack, including ARR, MRR, NRR, GRR, revenue, deferred revenue, bookings, billings, cash, forecasts and board-ready reporting.

Board packs need more than charts. They need a clear explanation of performance, movement and risk across the group.

ScaleXP helps SaaS finance teams create board-ready reporting that connects SaaS KPIs with finance-reviewed CRM, billing, Xero and QuickBooks data.

  • Explain new, expansion, contraction and churned ARR
  • Compare performance across entities, regions and products
  • Include NRR, GRR, churn, retention and cohort reporting
  • Drill from group KPIs into customers, invoices and source records

For more detail on board packs, investor reporting and leadership reporting, see SaaS Board Reporting Software.

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Infographic showing the key metrics included in a SaaS board pack, including ARR, MRR, NRR, GRR, revenue, deferred revenue, bookings, billings, cash, forecasts and board-ready reporting.

Understand recurring revenue movement by entity, region and product

A ScaleXP recurring revenue report with the dimensions it breaks down by: customer, product, salesperson, deal owner, entity, currency, invoice status and HubSpot context

ARR and MRR reporting becomes more complex as SaaS businesses grow across multiple entities, currencies, products, and regions.

ScaleXP helps finance teams report recurring revenue at both group and entity level, with clear visibility into ARR, MRR, expansion, contraction, churn, NRR, GRR, cohorts, and performance by entity, product, or customer segment.

This gives CFOs a clearer view of where growth is coming from, where revenue risk is building, and how the business is performing across the group.

Learn more about our Revenue Recognition Software.

A ScaleXP recurring revenue report with the dimensions it breaks down by: customer, product, salesperson, deal owner, entity, currency, invoice status and HubSpot context

Finance-Owned SaaS Reporting from CRM, Xero and QuickBooks Data

A channel sales workflow connects Salesforce, ScaleXP, and QuickBooks to sync distributor billing, invoicing, and reporting across systems in real time.

Finance teams often need to report SaaS performance by entity, region, product, customer segment, department, or accounting dimensions.

ScaleXP combines CRM, billing, and accounting data to report what was sold, invoiced, recognized, deferred, collected, and how ARR and MRR changed.

This gives finance teams and investors a clearer view of SaaS performance while reducing manual reporting. SaaS metrics are supported for Xero and QuickBooks Online, with Zoho Books supported for financial consolidation and group reporting.

A channel sales workflow connects Salesforce, ScaleXP, and QuickBooks to sync distributor billing, invoicing, and reporting across systems in real time.

Board-ready SaaS reporting with less spreadsheet work

SaaS CFO reviewing spreadsheets and reconciling finance data before preparing a board pack

ScaleXP helps finance teams move from manually maintained SaaS metrics packs to repeatable reporting workflows based on connected CRM, billing and accounting data.

  • Faster board pack preparation
  • Fewer spreadsheet reconciliations
  • Clearer KPI movement analysis
  • Better drill-down for finance review
  • More consistent reporting definitions
SaaS CFO reviewing spreadsheets and reconciling finance data before preparing a board pack

Built for SaaS finance teams managing group reporting

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Man with a shaved head wearing a purple shirt with a pattern, arms crossed in front of a solid background.

Multi-Entity SaaS Reporting Software FAQs

Multi-entity SaaS reporting calculates and explains ARR, MRR, churn, NRR, GRR, expansion and contraction across more than one legal entity, country, product or reporting structure. ScaleXP provides group totals with drill-down into each contributing entity and customer.

SaaS group reporting software applies consistent metric definitions across the group while retaining entity-level detail. ScaleXP combines CRM, billing, Xero and QuickBooks data for SaaS metrics, forecasts, board reporting and management reporting.

Yes. ScaleXP can connect HubSpot, Salesforce or Pipedrive with multiple Xero or QuickBooks companies. The CRM data can drive invoicing, renewals, contract management, forecasting and SaaS metrics across the relevant entities.

Yes. Finance can review group ARR and MRR and then drill into the movements by entity, region, product, business unit or customer segment. New revenue, expansion, contraction and churn remain visible beneath the consolidated total.

Yes. ScaleXP reports logo churn, revenue churn, NRR and GRR across the group and by reporting dimension. This helps finance identify which entity, region, product or segment is driving retention performance.

Yes. ScaleXP can use CRM fields, product data, Xero Tracking Codes, QuickBooks Classes and QuickBooks Locations to report SaaS metrics by region, product, entity, business unit or customer segment.

Yes. ScaleXP combines SaaS data from Xero and QuickBooks Online in one group reporting layer. Local systems and charts of accounts can remain in place while recurring-revenue metrics use consistent group definitions. See our financial consolidation software.

Yes. ScaleXP supports multiple entities, countries and currencies. It tracks separate compliant exchange-rate sets for the P&L, balance sheet, budgets, and invoice consolidation and KPIs.

Yes. ScaleXP combines group and entity-level SaaS metrics with financial statements, budgets, forecasts and commentary. Board users can see the headline position while finance retains drill-down evidence behind each movement.

Connected accounting, CRM and billing data stays up to date automatically, and finance can also sync on demand. The group view is there when you need it, including immediately before month-end review, forecasting or board reporting.

Yes. ScaleXP can consolidate up to 50 entities across Xero, QuickBooks Online and Zoho Books, with multi-currency consolidation. Consolidation eliminates intercompany balances using accounts you designate, and consolidated MRR and ARR use their own FX rates, separate from the financial statements, which finance can set. See how ScaleXP handles group consolidation.