XERO & QUICKBOOKS USERS

Easily build a revenue or MRR forecast

Building an accurate revenue or MRR forecast in spreadsheets is time-consuming and often leaves you chasing your tail as data changes.

ScaleXP offers a smarter way.

ScaleXP automates your view of contracted revenue, renewals, and new sales, integrating data from Xero, QuickBooks, and Zoho Books with updates from HubSpot, Salesforce, or Pipedrive, across multiple systems and currencies.

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ScaleXP fully integrates with leading accounting & CRM systems:

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Escape from tedious spreadsheets

Building a credible revenue forecast in spreadsheets is complex. If you are lucky, all of your data is in two systems. If you are unlucky, data can be in 3 systems plus spreadsheets. Tracking changes in spreadsheets is virtually impossible.

ScaleXP solves this problem by providing direct integration to both your accounting and CRM data. This makes it easy to view and track all data, even across multiple accounting systems.

ScaleXP integrates quickly and easily with Xero, QuickBooks, Zoho Books, HubSpot, Salesforce and Pipedrive.

Create an integrated sales forecast which will impress

ScaleXP revenue forecasts move in lock step with your data, incorporating the latest results automatically

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MRR and Revenue forecasts

Easily build, update and share your revenue forecast

ScaleXP pulls data from your current systems and provides smart overlays to make forecasting much easier:

  • Data is imported from Xero and QuickBooks daily - ensuring newly invoiced sales are always incorporated.
  • Deal information, including renewals, is updated each morning from HubSpot, Salesforce or Pipedrive, including the full contractual term and probability weighted value.
  • Share up to date forecasts with easily customized reports and visuals in PowerPoint, Excel or online.

Showcase and share your forecast

Incorporating your forecast into a board pack or presentation is easy. Just click to share the latest view with a colleague or download a presentation for the next board meeting

Always up to date

Your ScaleXP forecast is always up to date, allowing you to get a quick view each time a new deal is closed or after invoices have been sent, ensuring your forecast provides a live view, without hours of work.

Get fully set up in weeks, not months

ScaleXP builds on top of your systems, making the setup process much easier. Full onboarding for the subscription management and billing platform takes 3 weeks, less than half the time of other leading systems.

Move to an award winning app

ScaleXP is an approved and certified app for Xero, QuickBooks and HubSpot.

In 2023, ScaleXP was selected as a “2023 Xero Staff Pick”, the highest award that Xero gives its apps. This was based on our straight 5 star reviews and the overall quality of our integration.  

To read our latest customer reviews, directly in the Xero app marketplace, just click here.

Join Nourish & hundreds of other companies automating complex financial reporting.

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.

3+ days

Saved per month

1,000+

Deferred Rev Accounts

6

Deferred Rev Accounts
We have been able to significantly reduce the time to prepare our monthly reporting packs, feeding into a group board pack at the click of a button with 100% accuracy. We also have a real time view of our ARR bridge, are able to get to SaaS metrics quickly and also to sanity check that invoicing aligns with contracts.
John Billington
Chief Financial Officer

Revenue Forecasting FAQ’s

Yes, you can see fully adjusted accounting revenue or a forecast of recurring revenue only, adjusted for full month view, The choice is yours. You have flexibility to customize views to meet your needs.

ScaleXP provides bottom up revenue forecasting using the full power of all the data in your CRM and accounting systems, either MRR or accounting based , adapted to meet your needs.

Yes, your revenue forecast is automatically availble in a selection of charts and graphs, reports, and presentations which can be downloaded into Excel and PowerPoint in a click.

Yes, data from any systems can be combined – Xero – QuickBooks – Zoho – any combination. This is a fully automated process, built using complex and highly accurate algorithms.