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.
- 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 trail.
In the call, we will:
- DIscuss your requirements.
- Answer any questions.
- Give you access to the platform for a free 10 day trial.
