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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
Starter
Key Benefit
Automates core accounting tasks for small teams, giving you real finance automation from day one, without additional headcount.
For companies with less than $2M in revenue
Key features:
Up to 2 users
Up to 200 invoices per month
Any 2 automated journals
1 hour tailored onboarding
Live Chat + Email Support
Live revenue dashboard
MRR and ARR metrics
Multi-entity consolidation
Full audit trail for journals
Xero, QuickBooks and Zoho Books integrations
Google Sheets and Excel integrations
Stripe available as an optional add-on
Growth
Key Benefit
Fully automates all month-end journals using AI, saving finance teams 3+ days each month.
Everything in Starter, plus:
Up to 6 users
Up to 500 invoices per month
Any 4 automated journals
3 hour tailored onboarding
30+ fully automated SaaS metrics
Fully automated month-end close
More complex revenue recognition options
Deferred revenue
Accrued revenue
Prepayments
Accruals
Complex metric tracking, such as cohort analysis
Upsell tracking
Advanced consolidation reporting
Interactive management reports
PowerPoint board packs
Advance AI dashboards
Scale
Key Benefit
Automates your finance operations end-to-end, enabling 10× growth without extra headcount.
Everything in Growth, plus:
30+ fully automated SaaS metrics from integrated CRM and accounting data
CRM-based revenue tracking
Full two-way sync of invoice status back to the CRM, including payment status
3 hour tailored onboarding
HubSpot, SalesForce, Pipedrive integrations
CRM invoicing
Create invoices from CRM deals and sync to Xero or QBO as draft, eliminating all manual typing
Capture additional CRM fields for finance reporting, including revenue by customer segment
Complex metric tracking, such as cohort analysis
CRM-based forecasting
Automated renewal tracking
Upsell tracking
Automated view of revenue leakage or missed invoices
AI dashboards
Comprehensive revenue forecast including renewals and sales pipelines
Downloadable PowerPoint board packs
“ 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!.”
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.
Watch to learn how Summit 17 uses ScaleXP
ScaleXP pricing starts at £100 per month for Starter.
Growth is £250 per month and includes advanced month-end close, SaaS metrics, revenue recognition and consolidation.
CRM is £450 per month and includes CRM invoicing, CRM reporting, CRM-based forecasting and revenue operations automation.
Prices exclude UK VAT where applicable.
Starter includes core finance automation for smaller companies.
It includes up to 2 users, up to 200 invoices per month, any 2 automated journals, a revenue dashboard, MRR and ARR metrics, multi-entity consolidation, full audit trail for journals, live chat and email support, 1 hour tailored onboarding, accounting integrations and spreadsheet integrations.
Starter is best for smaller companies that want clean reporting, simple automation and multi-entity visibility without adding headcount.
Growth includes everything in Starter, plus more advanced finance automation.
It includes up to 6 users, up to 500 invoices per month, any 4 automated journals, fully automated month-end close, more complex revenue recognition options, deferred revenue, accrued revenue, prepayments, accruals, 30+ fully automated SaaS metrics, cohort analysis, renewal tracking, upsell tracking, advanced consolidation reporting, management reports, PowerPoint board packs, advanced AI dashboards and 3 hours tailored onboarding.
Growth is best for SaaS, subscription, services and multi-entity companies that want a faster and more automated month-end close.
CRM includes connected CRM invoicing, CRM reporting, forecasting and revenue operations automation.
It includes HubSpot, Salesforce and Pipedrive integrations, CRM invoicing, invoice sync to Xero, QuickBooks or Zoho Books, invoice status tracking back in CRM, CRM-based revenue reporting, CRM-based forecasting, renewal tracking, upsell tracking, missed invoice visibility, SaaS metrics, AI dashboards, PowerPoint board packs and onboarding.
CRM is best for companies that want to connect CRM deal data with invoicing, accounting sync, revenue recognition, forecasting and board-ready reporting.
No. CRM does not require Growth.
You can choose Starter, Growth or CRM depending on what your finance team needs. CRM is a standalone plan for companies that want CRM-connected invoicing, reporting, forecasting and revenue operations automation.
Yes. CRM invoicing is included in the CRM plan.
You can create invoices from HubSpot, Salesforce or Pipedrive deals and sync them to Xero, QuickBooks or Zoho Books.
This helps reduce manual rekeying between sales and finance and gives teams a clearer workflow from CRM deal data to accounting records.
Yes, on the CRM plan.
ScaleXP can use HubSpot, Salesforce or Pipedrive deal data to support invoice creation and sync invoices to Xero, QuickBooks or Zoho Books.
This is useful for teams that want to connect CRM deal terms, products, billing dates, quote terms and additional CRM fields with finance reporting and revenue workflows.
ScaleXP supports Xero, QuickBooks and Zoho Books.
These accounting integrations help finance teams connect invoice data, journals, entities, reporting dimensions and accounting actuals with ScaleXP reporting, revenue recognition, consolidation and forecasting workflows.
ScaleXP supports HubSpot, Salesforce and Pipedrive on the CRM plan.
These CRM integrations help finance teams connect deal data, opportunity data, products, billing dates, quote terms, renewals and additional CRM fields with invoicing, revenue reporting and forecasting.
Yes. Stripe is available as an optional add-on.
The Stripe integration helps import Stripe invoices and supports revenue recognition, churn analysis and retention insights.
Yes. ScaleXP supports revenue recognition workflows across the relevant plans.
Depending on your plan and configuration, ScaleXP can support deferred revenue, accrued revenue, revenue schedules, journal automation and revenue reporting.
Growth is designed for more advanced revenue recognition and month-end close workflows.
Yes. Starter includes MRR and ARR metrics.
Growth and CRM include 30+ fully automated SaaS metrics, with more complex metric tracking such as cohort analysis.
This helps SaaS and subscription businesses report revenue, renewals, upsells and performance more clearly.
Yes. Each plan includes tailored onboarding.
Starter includes 1 hour of tailored onboarding. Growth and CRM include 3 hours of tailored onboarding to help connect systems, configure reports and set up automated journals and workflows.
No. You can start a free trial without entering credit card details.
This lets your finance team explore ScaleXP before committing to a paid plan.
No. Prices exclude UK VAT where applicable.
Choose the plan tier that best fits your needs, then select the per-subsidiary fee that matches your setup. Consolidation pricing can be set at £50, £80, or £120 per subsidiary, depending on the level of functionality or scale you need.
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.