Comprehensive B2B financial reporting. Integrate financial and CRM data with automated SaaS metrics, dashboards, and presentations. Automate revenue recognition, deferred income and prepayments. Instantly report and convert currencies, track multiple budgets and Tracking Codes.
ScaleXP streamlines accounting processes for finance teams and SaaS businesses. With it, you can connect Xero to your CRM and payment processing system to see paid and issued invoices, tax/discount/product code mapping, standardised FX rates, and any edits. You can also:
Fully automate deferred revenue recognition. The system contains a series of sophisticated text recognition algorithms which read all words and data on invoices. Revenue recognition is completely automated across quarterly, annual or even weekly invoices.
• Connect to HubSpot, Salesforce, and Pipedrive for full integration with your CRM and customer data.
• Connect Xero to Stripe for your payment processing and invoice reconciliation.
• Automate prepayments and expense recognition.
• Consolidate financials across countries, currencies, geographies, and even accounting systems.
• Track multiple budgets & forecasts across entities and systems.
• Integrate with CRM data to understand when deals have closed and are ready to be invoiced.
• Automated SaaS metrics including ARR, MRR, net dollar retention, gross revenue churn, renewals, and upsells.
Setup and onboarding takes just one hour, and by working with ScaleXP, you’ll ensure your team has accurate up-to-date insights to drive new growth.
The system is designed to provide big company automations and analytical power to SMEs simply and affordably. The system will simplify your month end process, saving you time and making the process easier.
