Consolidate Xero and QuickBooks entities in one group reporting layer, with support for Zoho Books and trial balance data where the group uses mixed accounting systems.
in Xero & QuickBooks app stores
Many growing groups do not run every company on the same accounting system. One subsidiary may use Xero, another may use QuickBooks Online, and acquired or international entities may use Zoho Books or provide trial balance data.
This creates a reporting problem for finance teams. Group accounts, board packs and management reports often have to be rebuilt manually because the underlying ledgers do not share the same chart of accounts, reporting dimensions or close process.
ScaleXP helps finance teams consolidate Xero and QuickBooks entities without forcing every company onto one accounting system.
Finance teams can connect each entity, map local account structures into a consistent group view, include Zoho Books or trial balance data where needed, and create consolidated reporting for management, boards and investors.
This page is focused on mixed-ledger consolidation. For broader consolidation workflows, including intercompany eliminations, budget vs actuals and multi-currency reporting, see Financial Consolidation Software.
Xero and QuickBooks are both widely used by growing companies, but they do not naturally create one group reporting view when different subsidiaries use different systems.
ScaleXP helps finance teams consolidate Xero and QuickBooks companies into one reporting layer, so group reporting can be prepared without exporting every entity into a spreadsheet first.
Some groups do not just use Xero and QuickBooks. They may also have Zoho Books entities, newly acquired companies, dormant entities or subsidiaries that provide trial balance data.
ScaleXP helps finance teams include these entities in group reporting without requiring an immediate ledger migration.
This allows finance teams to build a more complete group reporting pack, even when the underlying accounting systems are different.
For Zoho-specific consolidation workflows, see Zoho Books Consolidation Software.
Mixed-ledger consolidation is not only about connecting systems. Finance teams also need to map different local account structures into one group reporting format.
A QuickBooks entity may use different account names, codes or categories from a Xero entity. ScaleXP helps finance teams bring these into a consistent group view.
This keeps local flexibility while giving the group a consistent reporting structure.
Groups using Xero and QuickBooks across different countries often need to report in one group currency while keeping local entity accounts in their own currency.
ScaleXP supports multi-currency group reporting as part of the consolidation workflow, helping finance teams review consolidated results across entities and currencies.
This gives finance teams a practical way to review group performance across currencies, while keeping the page focused on Xero and QuickBooks consolidation.
When different entities use different ledgers, intercompany balances, recharges and group adjustments can be harder to review.
ScaleXP helps finance teams manage group-level reporting adjustments in a more controlled consolidation workflow, reducing reliance on linked spreadsheets.
This gives finance teams a more repeatable way to review group adjustments when entities use different accounting systems.
Finance teams often need to compare actual performance against budget across Xero, QuickBooks and other entities.
ScaleXP helps finance teams bring budget vs actuals reporting into the group reporting workflow, using reporting structures already held in the accounting systems where available.
Mixed-ledger consolidation should not stop at combining the numbers. Finance teams also need to present group results clearly to leadership, investors and the board.
ScaleXP helps finance teams turn Xero, QuickBooks, Zoho Books and trial balance data into group reporting packs that are easier to prepare and review.
For QuickBooks-specific finance workflows, see QuickBooks Finance Automation Software.
Reduce time spent manually tracking deferred revenue, income in advance and pre-paid expenses. Eliminate tedious spreadsheet tracking and improve accuracy.
ScaleXP fully automates revenue recognition and prepayments using a sophisticated series of text recognition algorithms, which read and process all of the data and text on invoices.
ScaleXP builds a forecast directly from HubSpot and QuickBooks or Xero
Keep your teams aligned with a seamless sync between HubSpot and your accounting software (Xero, QuickBooks).
ScaleXP automatically updates payment status and customer financial info in real time, so your sales and customer success teams can instantly see if a client is up to date or overdue, all within HubSpot.
+ accounting data
+ accounting data
Fully integrate HubSpot and accounting data
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
Automate sales forecasts
We are a SAAS company with multiple entities and currencies and use ScaleXP for revenue recognition and consolidation. I'm very impressed how quickly ScaleXP can sync and pull through this data. It's saved us lots of manual processes.
Xero Review 
Invoicing and associated reporting can be fully automated in Xero and QuickBooks.
ScaleXP will automatically provide a two way sync between HubSpot and your accounting system once daily. You can also generate an immediate sync at any time, as often as you like.
Xero and QuickBooks can be automatically updated with draft revenue recognition journals. You simply review and click to approve. Journals can not be automatically passed to Zoho Books, but ScaleXP provides the full journal and a comprehensive CSV download.
Yes. ScaleXP provides full automation of all your sales revenue, past, current and future, including providing the associated accounting journals for accruals and deferrals in Xero and QuickBooks.
Further, ScaleXP provides a full breakdown of all revenue shown on your Income Statement as well as all deferred income and accrued revenue shown on your Balance Sheet.
Revenue recognition schedules can be viewed by customer, by invoice, and by general ledger code. And, in case that’s not enough, all schedules can be downloaded to a spreadsheet or CSV.
By default, ScaleXP syncs daily between HubSpot and your accounting software. However, you can also trigger an immediate sync at any time. This ensures that new deals, invoices, and payments stay current across both systems on a daily basis.
Currently ScaleXP’s HubSpot invoicing automation works with Xero and QuickBooks. Invoices generated from HubSpot are posted directly into Xero or QuickBooks, where you can finalize and send them. (If you use other accounting software, ScaleXP can still produce the required journal entries for you to upload.)
Yes. ScaleXP helps finance teams consolidate Xero and QuickBooks entities into one group reporting layer.
This is useful when different subsidiaries, regions or acquired companies use different accounting systems. Instead of exporting reports from each ledger and rebuilding group reporting in spreadsheets, finance teams can connect Xero and QuickBooks data, map local accounts into one group structure and create consolidated reporting across the group.
This page is focused specifically on mixed-ledger consolidation across Xero and QuickBooks. For broader consolidation features, including intercompany eliminations, FX and budget vs actuals, see the main Financial Consolidation Software page.
Xero and QuickBooks consolidation software helps finance teams combine entity-level accounting data from both systems into one group reporting view.
For growing groups, this matters because each accounting system has its own chart of accounts, reporting dimensions and close process. ScaleXP helps bring that data together so finance teams can report group-level P&L, Balance Sheet, Cash Flow, management accounts and board packs without forcing every entity onto the same ledger.
This is especially relevant for businesses that have grown through acquisition or have local teams using different accounting systems.
Yes. ScaleXP supports mixed-ledger consolidation across Xero, QuickBooks Online and Zoho Books.
The main search use case for this page is Xero and QuickBooks consolidation, but many groups also need to include Zoho Books entities or trial balance data. ScaleXP helps finance teams include those entities in the group reporting layer, so consolidated reporting can cover the full group rather than only the entities on the same accounting platform.
No. One of the main reasons to use mixed-ledger consolidation software is to avoid forcing every subsidiary onto the same accounting system.
Finance teams may want to keep Xero in one entity, QuickBooks in another and Zoho Books or local trial balance reporting elsewhere. ScaleXP helps consolidate those entities into one group reporting structure while allowing local teams to continue using the systems already in place.
This is useful for groups that have grown through acquisition, operate across countries or do not want to run a disruptive ledger migration before improving group reporting.
Yes. ScaleXP can include trial balance data from Google Sheets or Excel Online alongside connected Xero and QuickBooks entities.
This helps finance teams include entities that are not yet connected to the main accounting systems, newly acquired companies, dormant entities or subsidiaries using other local accounting tools. Trial balance uploads make it easier to create group reporting across the full organisation without waiting for every entity to migrate systems.
This keeps the consolidation process more complete and reduces manual spreadsheet work.
Account mapping helps finance teams convert different local charts of accounts into one group reporting structure.
A Xero company and a QuickBooks company may use different account names, account codes or reporting categories. ScaleXP helps finance teams map those local accounts into consistent group reporting lines, so consolidated P&L and Balance Sheet reporting can be reviewed more easily.
This reduces the need for manual mapping spreadsheets and makes group reports more repeatable each month.
Yes. ScaleXP supports multi-currency group reporting as part of the consolidation workflow.
This is useful for groups where Xero and QuickBooks entities operate in different local currencies but need to be reported in one group currency. Finance teams can review consolidated performance across entities and currencies while keeping the local accounting systems in place.
The detailed currency list and broader FX positioning should sit on the main Financial Consolidation Software page. This page keeps the focus on mixed-ledger consolidation across Xero and QuickBooks.
Yes. ScaleXP can support consolidation workflows that include intercompany balances, group adjustments and review of entity-level reporting.
This is important when companies use different ledgers, because intercompany items are often harder to identify and manage consistently. ScaleXP helps move consolidation checks into a more controlled reporting workflow, reducing reliance on linked spreadsheets.
For detailed intercompany elimination positioning, use the main Financial Consolidation Software page. This page introduces intercompany as part of the Xero and QuickBooks consolidation workflow.
Yes. ScaleXP can support budget vs actuals reporting across mixed-ledger groups, including entities using Xero, QuickBooks Online and Zoho Books where the required budget and reporting data is available.
Finance teams can compare actuals vs budget across entities, departments, regions, funds, projects or cost centres. ScaleXP can also use system-specific dimensions such as Xero tracking categories, QuickBooks Classes and QuickBooks Locations.
This helps CFOs understand group performance across entities without rebuilding budget reports manually each month.
Xero and QuickBooks consolidation software is for finance teams that need group reporting across more than one accounting system.
It is most useful for CFOs, Finance Directors, Controllers and Finance Managers working in groups that have grown through acquisition, operate internationally, use local finance systems, or need to include Xero, QuickBooks, Zoho Books and trial balance data in one reporting pack.
The key benefit is that finance teams can create group reporting without forcing every company onto one ledger or rebuilding the consolidation pack manually in spreadsheets.
No. Your Xero and QuickBooks entities do not need to use the same general ledger structure or the same chart of accounts.
ScaleXP helps finance teams map local account structures into a consistent group reporting view. This means one entity can keep its Xero chart of accounts, another can keep its QuickBooks chart of accounts, and finance can still produce consolidated group reports.
This is especially useful for groups that have grown through acquisition, operate internationally or allow local finance teams to manage their own accounting setup. The goal is not to force every entity onto the same ledger. The goal is to create a controlled group reporting layer above the different systems.
Setup can be completed in as little as one day for a straightforward Xero and QuickBooks consolidation.
Finance teams typically start by connecting the relevant Xero and QuickBooks entities, reviewing the account mapping and confirming the group reporting structure. More complex groups may also need to map departments, tracking categories, classes, locations, currencies or trial balance uploads.
The ScaleXP team will work with you to ensure the system is configured to meet your reporting requirements. This helps finance teams move quickly while keeping control over the consolidation setup, reporting structure and review process.
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.