ScaleXP is an approved app for leading accounting & CRM systems
Welcome startup cfo community
All of your
subscription metrics automated, at last.
Say goodbye to multiple systems and spreadsheets to track performance. Move to real-time visibility of all B2B SaaS metrics, with complex calculations fully automated from your underlying data.
- <span data-metadata=""><span data-buffer="">Automate complex calculations, saving hours each month.
- Build investor confidence through comprehensive KPIs, and ensure that everyone in the company is using the same numbers.
- Track metrics by business unit, product line or country. With our consolidated views, you can easily track performance at multiple levels.
Track all of your SaaS metrics
ScaleXP is a state-of-the-art finance automation platform for B2B SaaS finance teams. The system seamlessly joins data directly from your accounting and CRM systems and uses a series of sophisticated algorithms to automate SaaS metrics.
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Over 30 SaaS KPIs are fully
automated, from MRR to churn. - Customise formulas to your requirements in a few clicks, using data from your accounting or CRM system.
- Add or extend the calculations, based on your requirements.
- Easily provide full visibility to underlying data to build confidence in your data.
How does the system work?
ScaleXP uses technology to fully automate deferred revenue:
- A sophisticated series of algorithms read and process all data and text on your invoices.
- A schedule is then prepared which shows revenue by customer, invoice, line time, month, and general ledger code.
- Schedules are easy to review and can be exported to a spreadsheet.
- Once reviewed, journals can be posted into Xero or QuickBooks in 2 clicks, saving days during the month end close.
Easily customize deferred revenue automations for your business
ScaleXP is the leading Xero app in to streamline and automate deferred income, providing numerous options to automate deferred income including:
- Smart algorithms read all the data and text on your invoices, preparing revenue recognition schedules.
- Account rules which can be linked to performance obligations for specific products or services.
- Usage based revenue recognition which can be linked to the % of work completed or project deliverables.
- To learn more, book a short conversation to discuss your requirements.
Create confidence in your data - easily
Create a single source of truth for your company. Impress the CEO and investors with detailed and transparent calculations & ensure all teams can used the same numbers.
- Move to real-time data with integrated data sets.
- Share online reports & dashboards by department or person.
- Eliminate discrepancies in your even when there are late adjustments.
Listen to the CEO of one of our customers in this video.
#1 in SaaS Metrics for Consolidated or Multi-Entity Businesses
View SaaS metrics at multiple levels - consolidated across multiple legal entities, by business unit or even by product.
- Integrate Xero Tracking Codes or QuickBooks Classes into your metric calculations to view data by team or department.
- See the results for the HQ and instantly drill down to each subsidiary or business unit.
- Integrate the most sophisticated FX tracking on the market.
- View the results in engaging dashboards.
Interested in learning more?
Book a short demo.
If you like what you hear, get a 10-day free trial.
In the call, we will:
- DIscuss your requirements.
- Answer any questions.
- Give you access to the platform for a free 10 day trial.
Just click on the calendar and select a convenient day and time.
SaaS CFO FAQs
SaaS CFOs are responsible for tracking core subscription metrics like Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), churn rate (both logo and revenue), Customer Acquisition Cost (CAC), Customer Lifetime Value (CLTV), and Average Revenue Per User (ARPU). These KPIs provide a clear picture of recurring revenue growth, customer retention, and financial sustainability, crucial for performance benchmarking, investor readiness, and strategic planning.
ScaleXP is the leading SaaS KPI platform for companies that use Xero or QuickBooks, CFOs can connect their accounting and CRM platforms to automatically calculate over 30 essential SaaS metrics. These are computed in real time, eliminating manual spreadsheet errors and delays. Automated dashboards enable finance leaders to track growth, identify red flags, and prepare reports quickly and consistently.
A single source of truth means every team works from the same verified data set—finance, sales, and leadership included. ScaleXP synchronizes financial and operational data into unified, transparent calculations, removing inconsistencies and fostering trust in internal and external reporting.
Yes, ScaleXP is the leading global platform to monitor SaaS metrics across entities, countries and currencies. Whether you manage international entities or separate business units, you can view metrics at a group level and easily drill down by segment for detailed analysis. Multi-currency businesses even have the ability to view invoices in both a subsidiary and a consolidated currency.
Automation prevents errors from manual data entry and ensures your KPIs reflect the latest data from connected systems. It also creates an audit trail for compliance and accountability, keeping your reports consistent and up to date.
ScaleXP works with platforms like Xero, QuickBooks, Salesforce, HubSpot, Zoho, Pipedrive, and more. Even if you don’t have a CRM, it can generate accurate KPIs using accounting data alone—giving you full flexibility based on your tech stack.
Investors rely on consistent, transparent data. ScaleXP ensures that every KPI used in investor decks and board reports is standardized and traceable, enhancing credibility and streamlining due diligence processes.