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.
Eliminate spreadsheet errors 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
A few easy ways to track budgets & forecasts
Get started today and enjoy the benefits of budget variance analysis.
By department or team
Quickly create reports by department or team, using the names or numbering in your general ledger codes.
By business unit
Understand performance across multiple business units or at the group level, moving seamlessly between them.
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 full 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. Learn More
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.
Financial consolidation at your fingertips
Easily connect and consolidate data from multiple entities using ScaleXP's automated system, ensuring accurate and auditable financial consolidation.
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.