QuickBooks and Xero users

Smart Reporting Software for Real-Time Financial Reporting

Build live, board-ready reports from Xero, QuickBooks, billing, and CRM data.

  • Improve confidence in every financial decision
  • Eliminate stale numbers in board and management reporting
  • Reduce manual reporting across spreadsheets and disconnected systems
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4.9

in Xero & QuickBooks app stors

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ScaleXP is an approved app for leading accounting & CRM systems

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Reporting Should Not Depend on Spreadsheets

Manual reporting slows finance down and weakens control. By the time reports are shared, the numbers often need checking again.

  • Data sits across accounting, billing, CRM, and spreadsheets
  • KPI packs take repeated manual updates
  • Version control creates confusion before leadership meetings
  • Reports are often outdated when stakeholders review them
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ScaleXP Smart Reporting Software

ScaleXP connects accounting, billing, and CRM data in one live reporting layer. Reports update automatically from source systems, giving finance teams real-time numbers, less manual work, and stronger control.

As an official Xero partner app, ScaleXP is built for Xero and QuickBooks users, enabling connected, automated reporting across finance and operations.

  • Connect Xero and QuickBooks reporting with operational data
  • Build dashboards and board-ready reporting from live data
  • Report by Xero Tracking Codes, QuickBooks Classes, and QuickBooks Locations

How It Works

  • Connect systems: Bring together accounting, billing, CRM, and performance data in one reporting environment.
  • Map dimensions: Structure reporting by department, product, region, customer segment, or entity.
  • Build reports: Create dashboards, KPI views, and board reporting layouts around your operating model.
  • Refresh automatically: Reports update as source data changes, without manual spreadsheet rework.
  • Share outputs: Give leadership teams current dashboards and reporting views they can use immediately.
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What Changes for Your Team

Before ScaleXP

  • Export data from multiple systems into spreadsheets
  • Rebuild charts and KPI packs each reporting cycle
  • Check formulas and versions before every meeting
  • Answer leadership questions with follow-up analysis later

After ScaleXP

  • Pull reporting from connected live data sources
  • Update KPI packs without rebuilding spreadsheets
  • Use one reporting structure across teams and periods
  • Share current dashboards for board and management reviews

Faster Reporting Cycles

ScaleXP reduces manual assembly work in recurring reporting cycles. Finance teams spend less time collecting data and more time reviewing performance and explaining change.

  • Fewer manual exports before board and management reporting
  • Less spreadsheet maintenance across recurring KPI packs
  • Faster updates when actuals or forecasts change
  • More time for analysis and stakeholder discussion

Stronger Reporting Control

Live reporting from connected systems improves control over definitions, calculations, and reporting structure. Finance can work from one governed version of the numbers.

  • One reporting layer across finance, billing, and CRM
  • Fewer handoffs between spreadsheets and presentation files
  • Consistent reporting logic across departments and periods
  • Clearer ownership of financial outputs
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Better Leadership Visibility

ScaleXP helps finance deliver reporting that leadership can use quickly. Current dashboards and structured outputs make performance easier to review and discuss.

  • Board-ready outputs built from live data
  • Current views of revenue, cash, and SaaS metrics
  • Easier drill-down by product, segment, or business unit
  • Better alignment across finance, CEO, and board
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With the ScaleXP platform, you can:

  • Build live reporting your board trusts: Create reporting from connected data sources, not manual spreadsheet packs. Keep leadership reviews grounded in current numbers.
  • Reduce spreadsheet reporting risk: Replace repeated exports, manual updates, and version confusion with a more controlled reporting workflow.
  • Give finance more time for analysis: Spend less time assembling reports and more time explaining performance, variance, and next actions.
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Trusted by finance teams using Xero and QuickBooks

ScaleXP helps businesses strengthen reporting without adding spreadsheet complexity. With strong Xero App Store reviews, showcasing these ratings builds trust and reduces comparison friction. Encourage prospects to explore reviews as third-party proof before booking a demo.

For QuickBooks users, highlight how ScaleXP fits seamlessly into the wider QuickBooks app ecosystem, extending reporting and finance workflows beyond core bookkeeping.

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Built for finance leaders responsible for accurate reporting

  • CFOs building board and investor reporting
  • Finance managers replacing spreadsheet reporting workflows
  • Controllers improving reporting control across systems
  • SaaS finance teams tracking MRR, ARR, churn, and cash
  • SMEs using Xero or QuickBooks for core finance reporting
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Trusted by Finance Teams Who Cannot Afford Errors

This software integrates really well with xero and is now our primary tool for consolidation, revenue recognition, calculating saas metrics, prepayments, month end reporting of P&L, BS, & cash flow. It's basically automated a lot of the more challenging month end processes that a subscription based software buisness faces, and which xero doesn't have the functionality to tackle.
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Iain - Online Review
It automates key SaaS metrics and financial reporting, saving us hours each month and making our data much more reliable. The integration with our accounting and CRM tools is smooth and effective.
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Hannah - Online Review

FAQs

Smart reporting software helps finance teams create live reports from connected business systems instead of building reporting manually in spreadsheets. ScaleXP smart reporting software brings together accounting, billing, CRM, and performance data so teams can produce current dashboards, board reporting, and management reports with stronger control.

Yes. ScaleXP supports real-time financial reporting by connecting Xero and QuickBooks with other business data sources. Reports update as source data changes, helping finance teams deliver current reporting for management, board, and operational reviews without rebuilding spreadsheets each cycle.

Yes. ScaleXP supports reporting by Xero Tracking Codes and QuickBooks Classes. This helps finance teams analyse performance by department, region, business unit, or other reporting dimensions that already exist in the accounting structure.

Yes. ScaleXP supports reporting by QuickBooks Locations. Finance teams can use location-based reporting to structure dashboards and management reporting around how the business actually operates, without creating separate spreadsheet models for each view.

Yes. ScaleXP is well-suited to board reporting tools and management reporting workflows. Finance teams can build structured, board-ready outputs from live data, reducing manual preparation and helping leadership review current performance with greater confidence.

ScaleXP reduces manual reporting work by connecting source systems, updating reports automatically, and replacing repeated spreadsheet handling. Finance teams no longer need to export data, rebuild charts, and check multiple versions before each reporting cycle.

Yes. ScaleXP supports SaaS finance reporting needs, including MRR, ARR, churn, cash, and related performance views. This makes it easier for finance leaders to deliver current SaaS metrics to CEOs, boards, and department leaders from one reporting environment.

Operationally, the finance team moves from collecting and stitching data together to reviewing and managing one reporting layer. That change improves reporting consistency, reduces spreadsheet dependence, and makes recurring reporting more systematic and easier to govern.