Smart Reporting

Deliver insights,
clearer & faster

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

Spend less time compiling data and more time making informed decisions with ScaleXP Smart Reporting. Share data with all stakeholders to increase accountability. Track your company’s performance across multiple budgets with ease.  Increase engagement through stunning visuals.

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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

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

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

Ease the reporting burden

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

Collecting data and tracking metrics is a tedious, long 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:

Move to integrated SaaS KPIs

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

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.

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
ScaleXP Financial Consolidation drag and drop CFO dashboards, deferred revenue software

Provide stakeholders
the data they want

ScaleXP Financial Consolidation drag and drop CFO dashboards, 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:

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 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

Who uses ScaleXP?

Get real time access to your data, without waiting for spreadsheets to be updated.  Review and share your data, creating impact across the company.

Close the month faster. Improve accuracy and create a strong platform for growth with robust and sustainable processes. 

Eliminate the inevitable spreadsheet error. Build confidence in your numbers with schedules that are easy for others to review and understand. 

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
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
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

Prepayments FAQs

Financial consolidation is the process of preparing a single set of accounts across multiple legal entities.  For example, if a company has a trading subsidiary in the UK and one in the USA, the combined financials represent a consolidated view. These consolidated accounts are also called group accounts.

Read more ->

You can consolidate up to 50 entities in ScaleXP. If you need more than this, just get in touch, and we’ll see if we can help. Read more ->

Please click on the link below for more detailed answers on consolidating your financials.

Read more ->

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.

The setup time is just 1 hour!

Each new customer is onboarded over zoom, 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.