ScaleXP automates revenue and expense recognition for finance teams on Xero and QuickBooks, and adds investor metrics, CRM integration, consolidation and customized presentations. Get not only fully automated revenue and expense recognition, but also comprehensive investor metrics, integration with your CRM, and full financial analysis including consolidation and customized presentations
Like Flowrev, ScaleXP integrates with your accounting system to automate revenue and cost recognition and provide MRR and ARR, but it has the added benefit of a full suite of SaaS and subscription metrics including CAC, LTV and churn as well as text recognition software for enhanced automation, integration with your CRM, and a wide range of flexible yet intuitive reporting and presentation options.
ScaleXP provides 30+ automated SaaS metrics including customer acquisition cost (CAC), lifetime customer value(LTV), customer churn, revenue retention, investment payback and more, integrating data across currencies and accounting systems to provide real time customizable analytics with ease.
“The prebuilt KPIs are really valuable and save me a lot of time.”
Matan · Director of Finance (G2 review)
ScaleXP seamlessly links financials from Xero and QuickBooks with contract management in Hubspot, Salesforce or Pipedrive and invoicing in Stripe, Xero, QuickBooks or Hubspot, enabling advanced analytics and management of contract renewals, sales pipelines, and customer analytics. Setup is easy and intuitive and includes the use of natural language text recognition to minimize the need for manual intervention.
ScaleXP provides fully automated yet highly customizable summaries of key subscription based metrics and financial reports as well as operational tools such as renewals schedules. Reports are available instantly in multiple formats from charts and graphs to downloadable Excel reports to PowerPoint presentations. Customer support is readily available for those who prefer a more personal experience.
Rule based automation of deferred revenue + prepayments
Smart algorithms which read all of the data and text on your invoices, automatically identifying service periods
Usage based revenue recognition, which can be tied to project milestones
Integration with HubSpot, Pipedrive, or Salesforce
Integration with Stripe
30+ SaaS and subscription metrics fully automated – including MRR, ARR, acquisition costs, lifetime value
Platform for further automation including streamlined billing from your CRM platform
Metrics and financial reporting across countries and entities
Investor metrics and reporting across P&L, cash, and balance sheet such as profitability and return on investment
Fully synced with Xero, including the new Xero invoicing module
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ScaleXP provides the benefits of Flowrev with the added benefits of text recognition for cost and revenue allocation, a full range of subscription metrics, integration with your CRM, and additional reporting functionality.
Rule based automation of revenue recognition and cost prepayments
Automated cost and revenue reporting based on natural language text recognition
Fully synced with Xero or QuickBooks, including invoices and journals
Integration with Hubspot, Pipedrive, or Salesforce
Integration with Stripe
Invoicing from Hubspot
Automation of SaaS and subscription metrics including MRR and ARR
Automation of SaaS and subscription metrics such as CAC (customer acquisition cost), LTV (customer lifetime value), customer movements, churn, Rule of 40, and retention
Metrics and financial reporting across countries and entities
Investor metrics and reporting across P&L, cash, and balance sheet such as profitability and return on investment
Flexible automated reports and visualizations which can be shared online, downloaded to Excel, or downloaded to PowerPoint.
See how ScaleXP compares to other options: Comparing accounting automation tools, other Flowrev alternatives, alternatives to SaaS Optics.
Yes. Like Flowrev, ScaleXP automates revenue and cost recognition from your accounting system and provides MRR and ARR. It adds 30+ SaaS metrics, text-based recognition, CRM integration and flexible reporting.
HubSpot, Salesforce and Pipedrive. Invoicing can run in Stripe, Xero, QuickBooks or HubSpot.
Yes. Usage-based revenue recognition can be tied to project milestones.
Charts and graphs, downloadable Excel reports and PowerPoint presentations.
“It's the ONE tool I could not live without.”
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See how ScaleXP combines revenue recognition, investor metrics and reporting in one place.
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.