Ready to transform data to insight?
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.
Free 7 days trial. Pay annually for a 10% savings
Basic Automation for SMEs
All key features:
Up to 2 users
Up to 500 invoices per month
Any 2 automated journals
1 hour tailored onboarding
Live Chat + Email Support
Key Benefit
Automates core accounting tasks for small teams, including automated journals and invoice processing.
Live revenue dashboard
Intergation with Xero, Quickbooks, ZohoBooks, GoogleSheets
Ai powered dashboards updated for 10 key metrics
Multi-currency support
Select any 2 automated journals: Deferred revenue, accrued revenue, prepayments, accruals
Financial consolidation for multi-entities
Automations
to Streamline
Month-End Close
Everything in Basic, plus:
Up to 6 users
Up to 500 invoices per month
Any 4 automated journals
3 hour tailored onboarding
Live Chat + Email Support
Key Benefit
Speeds up month-end close with deeper automation and higher invoice/journal volume capacity.
Ai powered dashboards with unlimited ability to build custom metrics
Interactive reports including reporting by Xero tracking codes or QB Classes
Actual vs budget tracking - including at the consolidated level by department
Fully automated month-end close workflow
Four fully automated journals: Deferred revenue, accrued revenue, prepayments, accruals
Full audit trail provided for each journal
Financial consolidation for multi-entities
Interactive reports
Billing & Subscription Management
Everything in Advanced, plus:
Up to 6 users
Up to 500 invoices per month
Any 4 automated journals
3 hour tailored onboarding
HubSpot, SalesForce, Pipedrive
Key Benefit
Provides full subscription billing automation plus CRM integration—ideal for companies that can to
Choose CRM Plan:
1 CRM connection
Streamlined invoicing from HubSpot using deals & quote terms
Automated renewal tracking including all upsells or downgrades
Unlimited ability to share AI Dashboards
Downloaded presentations to PowerPoint
Advanced subscription or SaaS metrics built from integrated CRM and accounting data
Invoicing Add-on:
Streamline invoicing from HubSpot using deal & quote terms
Full 2-way sync between HubSpot & accounting system
Capture additional CRM fields
“ Game changer with amazing customer support! We are using ScaleXP to untangle a number of complexities in our business model. ScaleXP is giving us the agility we need to make business decisions in a more informed way and at a faster pace than we’ve even been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!.”
Nourish started using the ScaleXP revenue recognition, SaaS metrics and consolidation functionality in late 2022 to enable them to speed up production of monthly board packs and performance analysis.
“ We have been able to significantly reduce the time to prepare our monthly reporting packs.”

Chief Financial Officer
Yes. ScaleXP offers a free 7-day trial with no obligation and you do not need to enter credit card or payment details upfront. You can sign up for the trial and upgrade to a paid plan later if desired.
Absolutely. The free trial allows multiple users. You can add up to 5 additional users at no extra cost during the trial. Simply go to your account settings to invite team members to try ScaleXP with you.
When you choose to pay annually, you save 10% compared to paying monthly. It’s a great way to reduce costs if you’re planning to use the service long-term.
Yes, we integrate with Xero, HubSpot (HS), QuickBooks, Stripe, Salesforce, and Pipedrive.
Financial consolidation across entities is built into ScaleXP, and there is no separate fee for consolidated reporting or multi-company data. In other words, your subscription includes the ability to import and consolidate data from multiple subsidiaries or companies without paying extra fees.
No, you do not have to enter payment details to sign-up for our free trial. You can choose to upgrade to a paid plan at any time, in which you will then need to enter payment details.
We accept Visa, Mastercard, and American Express. Apple Pay is also supported.
Yes, our friendly support team is always ready to help. You can reach us via the live chat in the bottom right corner of your screen or by email.
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.