Smart Reporting

Deliver insights,
clearer & faster

A laptop showing some of the key SaaS metrics that ScaleXP can report on.

Spend less time compiling data and more time making informed decisions with ScaleXP Smart Reporting. Share data with all stakeholders, incorporating the latest views from Xero, QuickBooks, Zoho Books, Hubspot, Salesforce and Pipedrive. Track your company’s performance across multiple budgets with ease. Increase engagement through stunning visuals in PowerPoint or online.

Book a Demo
A laptop showing some of the key SaaS metrics that ScaleXP can report on.

ScaleXP fully integrates with all leading accounting systems & more. See all accounting integrations.

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Ease the reporting burden

Collecting data. tracking metrics, and updating sales forecasts is a tedious, time-consuming task that can lead to feeling more like a historian than a CFO.

ScaleXP eases the reporting burden on finance teams with smart reports which can:

  • Track the company’s performance across
    multiple budgets and forecasts with ease.
  • Create visually stunning charts and graphs
    in just a few clicks with the drag & drop builder.
  • Share dashboards with the board,
    by department or user.
  • Gain real-time insights and update sales forecasts by connecting directly with your accounting & CRM systems.

Move to integrated SaaS KPIs

A laptop showing charts of data, and the different accounting and payments systems that can integrate with ScaleXP - Stripe, Xero, QuickBooks, Sage, and Microsoft Dynamics.

Ensure your SaaS KPIs are always up to date by automating your SaaS metric calculations with ScaleXP smart reports, eliminating spreadsheets and saving hours per week in manual calculations.

  • Craft multiple forecasts tailored for internal/external reporting and by business unit, department, or function.
  • Enjoy fully automated variance analysis featuring SaaS and subscription metrics such as unit economics, CAC payback, MRR, and more.
  • Customise template reports and adjust user privileges for precise control over data access and visibility.
Consolidate across accounting systems
Laptop showing ScaleXP's drag and drop finance dashboards, and deferred revenue software.

Provide stakeholders
the data they want

Laptop showing ScaleXP's drag and drop finance dashboards, and deferred revenue software.

Providing data across departments, as well as to the CEO and board, can take days. ScaleXP makes it easy to share your insights:

  • Instant financial consolidation guarantees
    readily available group results.
  • Provide granular data on actual performance vs. budget or latest forecast by department across entities.
  • Update graphs with drag & drop, and click to share interactive data. 

ScaleXP is awarded
'Xero Staff Pick'

ScaleXP is one of the top apps in the Xero app store and a was awarded ‘2023 Xero Staff Pick’.   

Read all of our reviews from Xero users here. 🎉

With ScaleXP you can

Track all your forecasts with ease

Track up to 10 budgets and forecasts in ScaleXP. Compare actuals to latest forecast, incorporating accounting data and business KPIs across multiple currencies for a comprehensive view of performance.

Use tracking codes & classes

Integrate Xero Tracking Codes and QuickBook Classes into automated reports, which are designed to make it easy to track budget variances in the way which is meaningful for your business – by department, by team, by country. 

Share your insights

Share online reports and dashboards, which allow your colleagues to reference data with ease. Our visual dashboards and presentations make it easy to select the data that you want with our drag-and-drop builder and then click to share. 

Deferred Revenue Automation Software, Deferred and Accrued Revenue, Deferred Revenue Journals
ScaleXP Smart Finance Automation, Including Deferred Revenue, Financial Consolidation, Budgets & Forcasts, SaaS Metrics, CFO Dashboards, Revenue Recognition, IFRS15 & ASC606 Compliant automated smart reports and dashboards
Deferred Revenue Automation Software, Deferred and Accrued Revenue, Deferred Revenue Journals

What our customers say

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!
Michelle - Finance Director - 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.
Tom - Commercial Analyst - Xero App Store Review
Excellent system, the team are extremely knowledgeable and help set everything up. Super easy to use.
Jen - Finance Controller - Xero App Store Review
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Smart Reporting FAQs

Our dashboards are designed to provide a full business update in one or two screens – integrating financial, sales and marketing data. They are provided using cutting-edge technology to join data across systems, ensuring a full view of the business.

The dashboards provide actionable KPIs and comparisons to targets or budgets. Our objective is to make it easy to access the data so more time can be spent analysing it, rather than compiling.

Setup only takes one hour!

Each new customer is onboarded over a video call, in a one-hour session. At the end of that hour, you will have a dashboard, with your data, the metrics that you want to track, and reports which allow you to dig deeper.

All data on the dashboard is ‘drag and drop’. Data can be updated in less than a minute.

Yes, of course. Many of our customers created dashboards for their colleagues. You have full control over the dashboards you create and share, ensuring the business is focused on a single source of truth.

Yes, of course. ScaleXP includes a comprehensive set of SaaS KPIs: MRR, ARR, acquisition cost, lifetime value, net dollar retention, and much more.