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30+ Metrics for QuickBooks and Xero users
SaaS Metrics Software for Finance Teams
Track ARR, MRR, churn and retention from connected CRM, billing and accounting data.
- Automate SaaS metrics without rebuilding spreadsheets
- Reconcile ARR and MRR back to finance data
- Give CFOs trusted metrics for board reporting
4.9
in Xero & QuickBooks app stores
ScaleXP is an approved app for leading accounting & CRM systems
SaaS metrics from CRM and accounting data
SaaS metrics are only useful when finance can trust the data behind them.
CRM data shows what was sold, renewed, expanded, downgraded or churned. Accounting data shows what was invoiced, recognised, deferred and collected.
ScaleXP connects CRM, billing and accounting data so finance teams can calculate ARR, MRR, NRR, GRR, churn, expansion and contraction from one finance-reviewed data layer.
This helps CFOs move beyond spreadsheet-based SaaS reporting and create metrics that can be explained, reconciled and used in board reporting.
For board-ready SaaS reporting, see Board Reporting Software for SaaS Finance Teams.
Track all of your SaaS metrics in one place
ScaleXP is SaaS metrics software for B2B finance teams that need more than a dashboard.
It connects accounting, billing and CRM data to automate over 30 SaaS KPIs, including ARR, MRR, NRR, GRR, churn, retention, expansion, contraction, CAC and LTV.
Finance teams can customise definitions, drill into the data behind each metric and report performance by entity, product, customer, region or reporting dimension.
- Automatically track 30+ SaaS KPIs from connected finance and CRM data
- Customise metric definitions to match board and investor reporting
- Drill down from headline metrics to customers, invoices and source records
For broader CRM-to-finance workflows, see CRM Accounting Integration Software.
ARR and MRR reporting software for finance teams
SaaS Metric
What finance needs to understand
ARR
Current recurring revenue run-rate
MRR
Monthly recurring revenue movement
New ARR
Revenue from new customers
Expansion
Growth from existing customers
Contraction
Downgrades and reductions
Churn
Lost customers or lost recurring revenue
No credit card required
See exactly how your SaaS metrics are calculated
Finance teams shouldn’t have to defend numbers they can’t explain. ScaleXP makes SaaS metrics transparent with clear formulas, custom definitions, and full traceability to the underlying data.
- Create a single source of truth across finance, billing, and CRM data.
- Automate live SaaS metrics and share reports tailored to each team.
- Build confidence with transparent, drill-down calculations behind every number.
What Changes for Your Team
Before ScaleXP
- SaaS metrics are tracked manually in spreadsheets or separate tools
- Definitions vary across teams, board packs, and investor updates
- Finance spends too much time compiling numbers and not enough time analysing them
- Metrics are disconnected from underlying financial data
- Reporting takes too long and creates unnecessary doubt
After ScaleXP
- SaaS metrics are calculated automatically from live data
- Definitions are standardised and still flexible enough to match your business
- Finance has more time to explain performance, not prepare spreadsheets
- Metrics stay aligned to actual accounting, billing, and CRM records
- Leadership gets faster answers and more confidence in every number
From SaaS metrics to revenue reporting
SaaS metrics need to connect to revenue, not sit beside it.
Finance teams often need to explain the difference between bookings, billings, recognised revenue, deferred revenue and cash. These numbers rarely match in the same month, especially for annual contracts, upfront invoices and multi-period subscriptions.
ScaleXP helps finance teams connect SaaS metrics with revenue workflows, so ARR, MRR and churn reporting can sit alongside recognised revenue, deferred revenue and accounting actuals.
- This helps CFOs explain:
- What was sold & invoiced
- What was recognised as revenue & what remains deferred
- What has been collected
- What changed in ARR & MRR
For related revenue workflows, see Revenue Recognition Software.
SaaS metrics for forecasting and board reporting
SaaS metrics are most useful when they support decisions.
ScaleXP helps finance teams use CRM, billing and accounting data to understand current performance and forecast future revenue. This helps CFOs explain renewal risk, expansion opportunities, churn, forecast revenue and board-level trends.
- Use ScaleXP to report:
- ARR and MRR movement
- NRR and GRR
- Churn, contraction and expansion
- Revenue by product or customer
- Forecast revenue and renewal risk
- SaaS metrics by entity, region or reporting dimension
#1 for SaaS metrics in consolidated or multi-entity businesses
ScaleXP is built for SaaS companies that need multi-level reporting. Easily view metrics across entities, business units, products, or regions, all without rebuilding spreadsheets each month.
- Consolidate SaaS metrics across multiple legal entities
- Track performance by business unit, product line, market, or country
- Use Xero Tracking Codes and QuickBooks Classes and Locations in your reporting logic
- Handle complex multi-currency reporting with sophisticated FX tracking
With the ScaleXP platform, you can:
- Improve accuracy: Spreadsheets break easily. ScaleXP keeps metrics in sync with your accounting, billing, and CRM data automatically.
- Deliver more insight: Automate KPI updates so Finance can focus on trends, analysis, and action.
- View consolidated SaaS metrics: Get a unified view across entities, regions, products, or currencies with instant drill-down.
- Standardise definitions: Align every team on consistent metrics while letting Finance refine formulas as needed.
- Answer questions faster: Quickly surface live, drillable data for churn, growth, and CAC payback — no spreadsheets needed.
- SaaS Finance Teams
- Seed to Series A Founders
- CFOs and Finance Leaders
- RevOps and Commercial Leadership
- Multi-Entity SaaS Groups
Trusted by Finance Teams Who Cannot Afford Errors
Tracking MRR by customer is easy. You can immediately see new, expanded, downgraded, or churned MRR and exactly which customers drove the movement.
Thanks to ScaleXP we’re now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving.
SaaS Metrics FAQs
What is SaaS metrics software?
SaaS metrics software helps subscription businesses calculate, monitor and report recurring revenue metrics such as ARR, MRR, churn, retention, expansion, contraction, NRR and GRR.
ScaleXP is SaaS metrics software for finance teams. It connects CRM, billing and accounting data so SaaS metrics can be calculated, reviewed and reported from trusted source data.
Can ScaleXP calculate SaaS metrics from CRM data?
Yes. ScaleXP can use CRM data from systems such as HubSpot, Salesforce and Pipedrive.
CRM data can help finance teams report what was sold, renewed, expanded, downgraded or churned. This is useful for ARR, MRR, churn, expansion, contraction and revenue forecasting.
Can ScaleXP calculate SaaS metrics from accounting data?
Yes. ScaleXP can use accounting data from systems such as Xero and QuickBooks.
Accounting data helps finance teams connect SaaS metrics back to invoices, revenue, deferred revenue, cash collection and reporting dimensions.
What ARR and MRR reporting can ScaleXP support?
ScaleXP can help finance teams report ARR, MRR, new ARR, expansion ARR, contraction ARR and churned ARR.
Finance teams can use connected CRM, billing and accounting data to create recurring revenue reporting that is easier to reconcile and explain.
Can ScaleXP report NRR and GRR?
Yes. ScaleXP can support NRR and GRR reporting where the required customer and revenue movement data is available.
This helps finance teams understand how much recurring revenue is retained, expanded or lost across the customer base.
Can ScaleXP track churn, expansion and contraction?
Yes. ScaleXP can help finance teams report churn, expansion and contraction using connected customer, CRM, billing and accounting data.
This helps CFOs understand the movement behind ARR and MRR rather than only reporting the closing balance.
Can ScaleXP drill down into the data behind each SaaS metric?
Yes. ScaleXP lets finance teams drill down from headline SaaS metrics into the customers, transactions, products, segments or source records behind the number.
This helps finance teams explain SaaS metrics to leadership, investors and the board.
Can finance teams customise SaaS metric definitions?
Yes. Finance teams can customise metric definitions to match the company’s reporting logic, board definitions and investor requirements.
This is useful where SaaS metrics need to reflect specific billing rules, product structures, customer segments or reporting dimensions
Does ScaleXP work for multi-entity SaaS businesses?
Yes. ScaleXP can support SaaS metrics across multiple entities, business units, products, geographies and reporting dimensions.
This helps finance teams create consolidated SaaS metrics while still allowing drill-down into the underlying detail.
Which systems does ScaleXP integrate with for SaaS metrics?
ScaleXP works with accounting, CRM and billing data from systems including Xero, QuickBooks, Zoho Books, HubSpot, Salesforce, Pipedrive and Stripe.
This helps finance teams connect sales, billing and accounting data into one SaaS metrics workflow.
Is ScaleXP a SaaS KPI dashboard?
Yes. ScaleXP can act as a SaaS KPI dashboard for finance teams.
It helps track ARR, MRR, churn, retention, expansion, contraction, CAC, LTV and other SaaS KPIs from connected finance and CRM data.
Can ScaleXP support board reporting from SaaS metrics?
Yes. ScaleXP helps finance teams use SaaS metrics in board reporting.
Finance teams can connect ARR, MRR, churn, NRR, GRR, revenue, deferred revenue and forecasts into board-ready reporting workflows.