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Getting started
View our quick start guide to get you up and running with the use cases you need most. The categories below can dive deeper into each functional area of ScaleXP.
Automated deferred revenue recognition
ScaleXP automates your deferred revenue recognition by reading and processing the data and text on invoices in your accounting system. Connect your accounting system and in minutes, you can view your revenue schedule customer by customer, month by month.
Automated SaaS Metrics & KPIs
ScaleXP's out of the box SaaS Metrics pull straight from the data in your accounting system and CRM. Configure your MRR and CAC, validate and you're off to the races.
Consolidated accounting data across entities
ScaleXP consolidates your accounting and CRM data across multiple entities, currencies and accounting platforms. Start by connecting each accounting system to the appropriate entity.
Integrated CRM data for finance teams
ScaleXP integrates data from your CRM with your accounting data to provide comprehensive business forecasting and better accountability over your numbers.
ScaleXP Invoicing
ScaleXP Invoicing allows you to generate Xero and Quickbooks invoices directly from deals in Hubspot giving finance teams tighter integration and control over the flow of revenue through the business all the way to renewals and forecasting.
Automated Prepayments & Expenses
Like deferred revenue, ScaleXP allows you to schedule your prepayments and expenses. Identify your prepaid expenses, review your prepayments and write draft journals.
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HubSpot Integration
Xero Integration