Forecasting for QuickBooks and Xero users

Revenue Forecasting Software Built from CRM & Accounting Data

Forecast revenue from CRM pipeline, renewals, billing schedules and accounting actuals.

  • Reduce spreadsheet-based forecasting
  • Connect forecast revenue back to finance data
  • Give CFOs clearer visibility over future performance
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4.9

in Xero & QuickBooks app stores

Hero product screenshot showing revenue forecast dashboard connected to CRM, billing, and accounting data

ScaleXP is an approved app for leading accounting & CRM systems

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Spreadsheet forecasts break quickly

Forecasts become unreliable when billing, CRM, and renewal data sit in different systems. Finance teams spend too much time updating assumptions and too little time explaining the numbers.

  • Renewals tracked outside the forecast
  • Pipeline and billing rarely stay aligned
  • Forecasts age as soon as data changes
  • Leadership challenges unsupported assumptions
Disconnected forecasting process across spreadsheets, CRM, billing, and accounting systems

Forecast revenue with ScaleXP

ScaleXP gives finance teams a connected revenue forecasting workflow built on live CRM, billing, and accounting data. It brings the core forecast drivers together in one place, so revenue projections stay current and easier to explain.

Instead of maintaining a manual spreadsheet model, finance can work from operational data that updates as deals move, renewals change, and invoices are raised. That improves control, reduces manual rework, and makes the forecast more credible.

Leadership dashboard combining customer revenue and operational reporting

Revenue forecasting from CRM and accounting data

Revenue forecasts become unreliable when pipeline, renewals, billing schedules and accounting actuals are managed separately.

CRM data shows what is expected to close, renew, expand or churn. Accounting data shows what has been invoiced, recognised, deferred and collected.

ScaleXP connects CRM, billing and accounting data so finance teams can forecast revenue from a more complete and finance-reviewed data layer.

This helps CFOs move beyond spreadsheet-based forecasting and create forecasts that are easier to explain, reconcile and update.

For broader CRM-to-finance workflows, see CRM Accounting Integration Software.

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Revenue forecasting dashboard using CRM, billing and accounting data in ScaleXP

Connect pipeline, renewals, billing schedules and actuals

Forecast input

Why it matters

CRM pipeline

Shows expected new business and expansion

Renewals

Shows recurring revenue expected to continue

Billing schedules

Shows when customers are expected to be invoiced

Revenue schedules

Shows when revenue should be recognised

Accounting actuals

Shows what has already happened

Churn and contraction

Shows downside risk in the forecast

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No credit card required

How revenue forecasting software works

  • Connect source systems: Pull data from CRM, billing, and accounting into one connected forecasting workflow.
  • Capture revenue drivers: Use pipeline, renewals, invoicing, and recurring revenue data as forecast inputs.
  • Update forecast logic: Refresh projected revenue automatically as commercial and financial data changes.
  • Review current outlook: See the latest forecast with visible drivers behind each projected number.
  • Share with leadership: Use a current forecast for board discussions, planning, and internal reporting.
Learn More
Revenue forecasting process from CRM and billing data to forecast output in ScaleXP

What Changes for Your Team

Before ScaleXP

  • Finance teams manage revenue forecasting in disconnected spreadsheets.
  • CRM exports, renewal lists, billing schedules and accounting actuals are combined manually.
  • This takes time and makes forecasts harder to keep accurate.

After ScaleXP

  • ScaleXP moves revenue forecasting into connected revenue data.
  • Forecasts can be built from pipeline, renewals and billing schedules.
  • Forecast revenue can be compared with accounting actuals.
  • Visibility improves over renewals, churn and expansion.

CRM revenue forecasting for SaaS finance teams

CRM revenue forecasting is useful, but it is not enough on its own.

Sales teams may forecast pipeline, opportunities and renewals in the CRM. Finance teams still need to understand billing timing, recognised revenue, deferred revenue, cash impact and actual performance.

ScaleXP helps connect CRM revenue forecasting with finance data.

  • This helps CFOs answer questions such as:
  • Which opportunities are expected to convert into revenue?
  • Which renewals are at risk?
  • How much revenue is already contracted?
  • How much forecast revenue has already been billed?
  • How does forecast revenue compare with actual revenue?
Discuss your requirements
CRM revenue forecasting connected with billing and accounting data in ScaleXP

Faster forecast cycles

ScaleXP reduces the manual effort needed to keep forecasts current. Finance teams spend less time collecting inputs and more time reviewing movement in revenue drivers.

  • Less spreadsheet maintenance each cycle
  • Fewer manual updates from CRM exports
  • Faster refresh when invoicing changes
  • Quicker preparation for forecast reviews
Revenue forecast chart showing deals closed and contracts created with HubSpot and ScaleXP branding.

Better reporting clarity

When the forecast is built from live operational data, it becomes easier to explain the movement behind the numbers. That improves reporting quality for CFOs, finance managers, and leadership teams.

  • Clearer link between activity and forecast
  • Easier explanation of revenue movement
  • Better visibility into recurring revenue trends
  • More confidence in board discussions
Shared operating dashboard across customer revenue and business performance data

Lower spreadsheet risk

Disconnected models create version issues, stale assumptions, and hidden errors. A connected forecasting workflow helps reduce those risks by keeping billing, CRM, and finance inputs closer together.

  • Fewer version-control problems
  • Less manual copying between systems
  • Reduced reliance on offline trackers
  • Stronger control over forecast inputs
Disconnected forecasting process across spreadsheets, CRM, billing, and accounting systems

Stronger operational control

Finance gains more control when forecast drivers are visible and current. Renewals, pipeline, and invoiced revenue can be reviewed as part of one process instead of several disconnected ones.

  • Renewals included more systematically
  • Pipeline impact easier to review
  • Revenue inputs stay closer to source
  • Forecast ownership becomes more structured
Recurring revenue and renewals dashboard connected to HubSpot and accounting

With the ScaleXP platform, you can:

  • Build forecasts from live drivers: Use renewals, pipeline, billing, and finance data together. Keep the forecast closer to how revenue actually moves.
  • Reduce spreadsheet forecasting risk: Replace fragmented models with a more controlled workflow. Cut the manual effort needed to keep forecasts current.
  • Improve reporting confidence fast: Give leadership a forecast backed by current operational data. Explain assumptions and changes with greater clarity.
Discuss your requirements
Graph showing revenue trends with budget and forecast data from January to June.

From revenue forecasting to board reporting

Forecasting is most useful when it supports board-level decisions.

Finance teams need to explain not only the forecast number, but also the assumptions behind it. That includes pipeline conversion, renewals, churn, expansion, billing timing and actual revenue performance.

ScaleXP helps finance teams connect forecast data with SaaS metrics and board reporting.

  • This gives CFOs a clearer way to explain:
  • Forecast revenue & renewal risk
  • Expansion opportunities
  • Churn and contraction
  • Forecast versus actuals
  • ARR and MRR movement
  • Revenue and cash timing

For board-ready reporting, see Board Reporting Software for SaaS Finance Teams.

Board-level revenue forecasting with SaaS metrics and finance reporting

Built for finance leaders

  • CFOs managing recurring revenue businesses
  • Finance managers replacing spreadsheet forecasting
  • Controllers improving forecast control
  • Teams using CRM, billing, and accounting systems
  • Leaders needing clearer revenue visibility
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FAQs

Revenue forecasting software helps finance teams estimate future revenue using data such as pipeline, renewals, billing schedules, revenue schedules and accounting actuals.

ScaleXP helps finance teams forecast revenue from connected CRM, billing and accounting data instead of rebuilding forecasts in spreadsheets.

Revenue forecasting from CRM data uses opportunities, pipeline, renewals, expected close dates, products, customers and sales assumptions to estimate future revenue.

ScaleXP connects CRM data with billing and accounting data so finance teams can create forecasts that are easier to reconcile and explain.

Yes. ScaleXP can use accounting data such as invoices, recognised revenue, deferred revenue, cash collection and actual results to support revenue forecasting.

This helps finance teams compare forecast revenue with actual performance.

CRM revenue forecasting uses CRM data to estimate future revenue from pipeline, renewals, expansion and customer movement.

For finance teams, CRM revenue forecasting is strongest when it is connected to billing schedules, revenue recognition and accounting actuals.

Yes. ScaleXP can help finance teams use renewal data as part of the revenue forecasting process.

This is useful for SaaS and subscription businesses where future revenue depends on renewals, churn, contraction and expansion.

Yes. ScaleXP helps connect CRM pipeline, billing schedules and accounting actuals.

This gives finance teams a more complete view of expected revenue, actual revenue and forecast variance.

Spreadsheet forecasting often depends on manual exports, version control and repeated reconciliation.

ScaleXP helps finance teams connect source data, reduce manual preparation and create more repeatable revenue forecasting workflows.

Yes. ScaleXP supports SaaS revenue forecasting using CRM, billing and accounting data.

Finance teams can use ScaleXP to forecast revenue from pipeline, renewals, billing schedules, recognised revenue, deferred revenue and accounting actuals.

Yes. ScaleXP works with Xero and QuickBooks.

Finance teams can use accounting data from these systems alongside CRM and billing data for revenue forecasting, SaaS metrics and reporting.

Yes. ScaleXP works with CRM data from systems such as Salesforce, HubSpot and Pipedrive.

CRM data can support forecasting for pipeline, renewals, customers, products, owners and expected revenue movement.

Yes. ScaleXP can help finance teams compare forecast revenue with accounting actuals.

This helps CFOs understand forecast accuracy, explain variances and improve future planning.

No. ScaleXP is designed to support finance-reviewed workflows.

It helps reduce manual preparation work, connect source data and prepare forecasting outputs for finance review.