ACTUALS, BUDGETS & FORECASTS
Comprehensive forecast tracking & intelligent variance analysis.
- Easily report performance across countries & systems.
- Say goodbye to the endless frustration of syncing late changes for variance reporting.
- Share reports & dashboards by team or department in a click, confident that they are correct.
Consolidate data from any or all of these systems:
ScaleXP connects to a wide range of systems. Review all integrations here.
Track multiple forecasts
Track up to 10 budgets and forecasts per year. Forecasts can be imported from Xero or QuickBooks or loaded directly into ScaleXP.
Improve accuracy
Eliminate the inevitable spreadsheet error and ensure all late changes are included. Update to the latest forecast in a few clicks.
Engage your stakeholders
Convey financial performance to CEOs and sales teams, integrating reports and graphs in a few clicks.
Embrace Smart Reporting
- Save time: Experience ScaleXP, the smart finance automation platform that seamlessly connects to your accounting system, streamlining budget & forecast reporting and saving your finance team 3+ days per month.
- Track all of your metrics: Create monthly reports by team, which include both actual v. budget spend as well as business critical KPIs from new deals closed to customer retention.
We are using ScaleXP to untangle a number of complexities in our business model. ScaleXP is giving us the agility we need to make business decisions in a more informed way and at a faster pace than we've even been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!.
Xero App Store Review Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.Xero App Store Review Excellent system, the team are extremely knowledgeable and help set everything up. Super easy to use. Xero App Store Review We are using ScaleXP to untangle a number of complexities in our business model. ScaleXP is giving us the agility we need to make business decisions in a more informed way and at a faster pace than we've even been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!.Xero App Store Review Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.Xero App Store Review Excellent system, the team are extremely knowledgeable and help set everything up. Super easy to use. Xero App Store Review We are using ScaleXP to untangle a number of complexities in our business model. ScaleXP is giving us the agility we need to make business decisions in a more informed way and at a faster pace than we've even been able to before. The client support team has been exceptional in digging into our needs and ensuring the platform is delivering!.Xero App Store Review Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Xero App Store Review Excellent system, the team are extremely knowledgeable and help set everything up. Super easy to use. Xero App Store Review
A few easy ways to track budgets & forecasts
Get started today and enjoy the benefits of budget variance analysis.
1.
By department or team:
Quickly create reports by department or team, using the names or numbering in your general ledger codes.
2.
By business unit:
Understand performance across multiple business units or at the group level, moving seamlessly between them.
3.
By Xero tracking codes or QuickBooks Classes:
Report actual vs budget spend selecting or combining tracking codes or classes, even across multiple different legal entities and currencies.
More than just budgets & forecasts
ScaleXP is a smart finance automation platform that helps leaders to save 3-days a month
and gain access to a series of critical insights in real-time.
Effortlessly track all of your SaaS metrics
Benefit from a fully suite of automated SaaS metrics including MRR, ARR, acquisition costs and lifetime value. Over 40 metrics can be automated from the data and algorithms in the system.
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Stop revenue leakage:
Ensure all invoices are issued on time. Never let a renewal slip through the cracks. Join your accounting and CRM data to best monitor performance.
Automate revenue recognition:
Replace manual invoice tracking in spreadsheets with a fully automated process, built on a series of natural language algorithms, which read and process the text on invoices.
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Financial consolidation at your fingertips:
Easily connect and consolidate data from multiple entities using ScaleXP's automated system, ensuring accurate and auditable financial consolidation.
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QuickBooks
ScaleXP is a certified QuickBooks partner
- Auto import and processes invoices
- 100% accuracy between the systems.
- Real time data connection
Budget and forecasts FAQs
Yes, the system can track up to 10 budgets or forecasts. Forecasts can be imported from Xero or QuickBooks or spreadsheet based budgets can also be loaded directly into the ScaleXP platform.
Multiple forecasts can be imported and tracked in ScaleXP. This make it easy to track targets by team, ensuring every team receives a report with their specific targets, particularly the CEO and the sales team.
Yes, the system provides several template reports and presentations, which are easy to customise. This includes a suite of graphs which should actual v. budget performance.
Yes, of course. Forecasts and targets are imported in a businesses home currency. Variance analysis and performance reports can be shown in any currency, in a single click. All FX rates are imported daily, and IFRS standards are applied in all calculations.
Get started today and enjoy the benefits of budget variance analysis.