See how ScaleXP works with Xero or QuickBooks.
In a 30-minute demo, we’ll show the relevant workflows using example data and discuss how they could apply to your finance process. Complex requirements? Discuss them with us first.
30+ automated SaaS metrics for finance teams
Fully automate your SaaS metrics
Stop the spreadsheet factory. With ScaleXP, track ARR, MRR, churn, NRR and retention automatically from your accounting, CRM and billing data — then explain every movement and turn the results into board-ready reporting.
- Automate 30+ SaaS metrics
- Explain new, expansion, contraction and churn
- Trace KPIs to customers, invoices and source data
5.0
on the Xero App Store (75+ reviews) · 2023 Xero Staff Pick
ScaleXP is an approved app for leading accounting & CRM systems
Which CRM and accounting systems does ScaleXP connect for SaaS metrics?
ScaleXP calculates 30+ SaaS metrics, including ARR, MRR, churn, NRR and cohorts, from Xero or QuickBooks Online data enriched with HubSpot, Salesforce or Pipedrive. Zoho Books entities are supported for consolidation and group reporting.
| System | Type | What ScaleXP does with it |
|---|---|---|
| Xero | Accounting | Invoices, customers and accounts feed ARR, MRR, churn and retention |
| QuickBooks Online | Accounting | Same as Xero: invoices, customers and accounts feed every metric |
| HubSpot | CRM | Approved deals become draft invoices; invoices, payments and credit notes sync back to HubSpot |
| Salesforce | CRM | Invoices are prepared from opportunities and revenue schedules from contracts |
| Pipedrive | CRM | Won deals become draft invoices in Xero |
| Zoho Books | Accounting | Consolidation and group reporting |
CRM integrations are included on the Scale plan. See all integrations.
SaaS metrics become unreliable when the data lives in different systems
CRM records what was sold. Billing tracks subscriptions. Accounting records the financial outcome. When those systems are reported separately, finance teams end up reconciling ARR, MRR and churn manually every month.
- One consistent definition of recurring revenue across the business
- Fewer reconciliations between CRM, billing and accounting
- Less risk of conflicting KPIs reaching management
Manual SaaS reporting makes every month-end harder than it should be
Spreadsheet models become harder to maintain as customers, products, currencies and entities increase. Finance spends each reporting cycle rebuilding metrics before it can begin explaining performance.
- Reduce recurring spreadsheet preparation every month
- Add products or entities without rebuilding the reporting model
- Spend more finance time analyzing performance, not compiling data
Automate your SaaS metrics from the systems you already use
ScaleXP connects accounting, CRM and billing data into one finance-controlled reporting workflow. Metrics update from the underlying records instead of being rebuilt in spreadsheets every month. See also CRM accounting integration software and Financial Consolidation Software.
- Automate 30+ SaaS metrics
- Keep QuickBooks Online or Xero as your accounting system
- Eliminate repeated exports and spreadsheet joins
Built for SaaS teams that have outgrown spreadsheets
- SaaS finance teams reporting ARR and MRR every month
- CFOs and VP Finance preparing board and investor KPI packs
- Controllers reconciling CRM, billing and accounting data
- Multi-entity SaaS businesses consolidating recurring-revenue metrics
- QuickBooks Online or Xero teams needing finance-grade SaaS reporting
Track ARR, MRR, churn, NRR and retention in one place
Bring recurring revenue, retention and growth metrics into one reporting environment instead of maintaining separate models for different KPIs or audiences.
ARR and MRR
Track recurring-revenue run rate and movements over time: ARR, MRR, committed MRR and MRR growth rate.
New, expansion and contraction
See how much growth comes from new customers versus the existing customer base, alongside revenue growth rate and net dollar retention.
Churn, NRR and GRR
Understand retention and identify what is driving changes: customer churn, revenue churn, gross and net revenue retention, customer retention rate and renewals retention rate.
CAC, LTV and cohort metrics
Connect recurring-revenue reporting with broader SaaS performance: CAC, CAC payback period, LTV, LTV:CAC, gross margin, Rule of 40, SaaS magic number, sales efficiency and cash burn and runway.
See exactly what changed in recurring revenue — and why
Move beyond the headline MRR or ARR number. ScaleXP separates each period’s movement into new business, expansion, contraction and churn, then lets finance investigate the customers behind the change.
Opening ARR → New → Expansion → Contraction → Churn → Closing ARR
- Explain every ARR and MRR movement by category
- Drill from KPI changes to individual customers
- Reconcile opening and closing recurring revenue through a clear bridge
Reconcile SaaS metrics to your accounting data
Finance should be able to defend every number it reports. ScaleXP keeps SaaS metrics connected to customers, invoices and source records instead of maintaining a disconnected KPI model. Because the metrics are built from the same QuickBooks Online or Xero invoice data that drives your revenue recognition schedules and month-end journals, the KPIs you report and the numbers in your ledger start from one source.
- Trace reported KPIs back to underlying customer records
- Investigate discrepancies without rebuilding spreadsheet calculations
- Create a clear audit trail behind board reporting
Report SaaS metrics across multiple entities and currencies
Report recurring-revenue performance across a SaaS group in multiple currencies, without manually combining entity-level KPI spreadsheets.
- Report across up to 50 entities
- Compare ARR and MRR by entity, product or region
- Drill from group KPIs into individual entities
Turn SaaS metrics into board-ready reporting and forecasts
Use the same recurring-revenue data to explain historical performance, monitor renewals and support forward-looking management and board reporting.
- Move directly from KPI calculations to board reporting
- Explain growth through new, expansion, contraction and churn
- Include renewals and forecasts alongside current performance
Also see Revenue Recognition Software for recognized and deferred revenue.
What changes for your finance team
Automating the reporting process changes where finance spends its time: less compilation and reconciliation, more explanation, forecasting and decision support.
- Fewer spreadsheet tasks every reporting cycle
- Faster explanations of ARR and MRR movements
- One KPI methodology for finance, leadership and investors
Customer result
Real-time SaaS metrics for directors and investors
All SaaS metrics are consolidated moments after month end close and shared in online dashboards.
Cue Technology
“It's allowed me to provide our directors and potential investors with real-time information on our SaaS metrics.”
Estiaan
Finance Manager, Cue Technology
SaaS metrics software FAQs
Which tools sync CRM and accounting data for SaaS metrics?
ScaleXP connects HubSpot, Salesforce or Pipedrive with Xero or QuickBooks Online and calculates 30+ SaaS metrics from the joined data, including ARR, MRR, churn, NRR and cohorts.
Contracts, deals and invoices sit in one finance-controlled model, so every metric can be traced back to the customer and invoice behind it.
Can one tool handle revenue recognition and SaaS metrics together?
Yes. ScaleXP uses the same Xero or QuickBooks data for ASC 606 and IFRS 15 revenue recognition and for SaaS metrics, so recognized revenue, deferred revenue and ARR come from one reconciled source.
Which SaaS metrics platform works with Salesforce?
ScaleXP connects Salesforce with Xero or QuickBooks Online. It prepares invoices from opportunities and revenue schedules from contracts, then calculates ARR, MRR, churn and retention from the joined data.
Mid-sized and multi-entity companies can report across up to 50 entities.
What are the best platforms for tracking ARR and churn?
For finance teams on Xero or QuickBooks Online, ScaleXP tracks ARR, MRR, customer and revenue churn, NRR, GRR and cohorts.
Each period’s movement is split into new, expansion, contraction and churn, and every number can be traced to the customers and invoices behind it.
How much does ScaleXP cost, and can I try it?
Plans start from $125 a month, and CRM integrations are included on the Scale plan. Prices in other currencies are on the pricing page.
You can start a 7-day free trial with your own Xero or QuickBooks Online data, no card required, or book a 30-minute demo.
What is SaaS metrics software?
SaaS metrics software calculates recurring-revenue measures such as ARR, MRR, churn, expansion, contraction, NRR and GRR.
ScaleXP goes further by connecting every metric to accounting, CRM and billing records – giving CFOs numbers they can reconcile, explain and confidently present to the board.
Can ScaleXP calculate ARR and MRR automatically?
Yes. ScaleXP calculates ARR and MRR from connected customer, invoice, contract and subscription data.
It automatically separates new, expanded, contracted, renewed and churned revenue, giving finance an immediate explanation of every change between periods.
Which SaaS metrics can ScaleXP automate?
ScaleXP automates 30+ SaaS metrics, including ARR, MRR, NRR, GRR, churn, expansion, contraction, customer retention, CAC and LTV.
Definitions, formulas and benchmarks for each metric live in the SaaS Metrics Library.
Can ScaleXP connect to Xero and QuickBooks?
Yes. ScaleXP calculates SaaS metrics using Xero or QuickBooks Online data and can enrich it with information from HubSpot, Salesforce or Pipedrive.
This creates a uniquely complete view connecting contracts, customers, invoices, recognized revenue, renewals and recurring-revenue movements.
See every CRM and accounting integration ScaleXP supports.
Can finance trace SaaS metrics back to transactions?
ScaleXP replaces fragile spreadsheet formulas with consistent, finance-controlled calculations built from connected source data.
CFOs can drill from any headline metric into the underlying customers, invoices, products and transactions – making every number easier to verify and defend.
Can ScaleXP report across multiple entities?
Yes. ScaleXP provides consolidated SaaS metrics across legal entities, business units, products, regions and currencies.
CFOs can move from a group-level KPI directly into the individual entity, customer and source records behind it – without rebuilding consolidation spreadsheets.
Can SaaS metrics be included in board reporting?
Yes. ScaleXP brings ARR, MRR, churn, retention, cohorts, customer movements and revenue forecasts into the wider finance-reporting workflow.
Board-ready KPIs remain connected to accounting and commercial data, dramatically reducing monthly preparation while improving confidence in every reported number.