Smart Reporting
Deliver insights,
clearer & faster
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.
ScaleXP fully integrates with all leading accounting systems & more. See all accounting integrations.
Ease the reporting burden
Collecting data and tracking metrics 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 by connecting
directly with your accounting & CRM systems.
Move to integrated SaaS KPIs
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.
Provide stakeholders
the data they want
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.
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.
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.
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 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.
