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ScaleXP

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What is ScaleXP?

ScaleXP provides a comprehensive financial reporting platform for B2B subscription or SaaS companies.


Key features include:

  • Consolidated SaaS metrics across all countries, business units and reporting entities

  • Dynamic dashboards built using AI prompts

  • Ability to build reports using ERP and CRM data, including the ability to link directly to general ledger level detail or specific sales pipelines

  • Renewal tracking and contract management

  • Revenue recognition fully automated, from the data and texts on your invoices or a connected CRM platform

  • Automated SaaS metric tracking including MRR, ARR, lifetime value, and acquisition costs

  • Financial consolidation across countries, currencies, even accounting systems.



ScaleXP sits alongside current systems, importing data from a connected ERP and CRM:

  • ERP connections include Xero, QuickBooks, Zoho

  • CRM connections include Salesforce, HubSpot and Pipedrive


The platform fills in the gaps between systems, rather than replacing them. And ScaleXP doesn’t charge a percentage of revenue or ARR. THe vendor states their most companies are fully onboarded in 2 - 3 weeks.


Categories & Use Cases

Screenshots

Screenshot of the ERP and CRM platforms that can integrate data with ScaleXP: Xero, QuickBooks, Zoho, Salesforce, Pipedrive, Hubspot, and Stripe.
Screenshot of the SaaS metrics tracked by ScaleXP, across countries, currencies and legal entities from MRR and ARR to acquisition cost and Net Dollar Retention.
Screenshot of ScaleXP's forecasting capabilities: MRR or revenue from all of the data in a connected ERP and CRM systems including new business deals, pending renewals, contracted revenue. Data is displayed in aggregate and supports drill down to the deal level.
Screenshot of ScaleXP's automate revenue recognition, which uses machine learning algorithms that read and process data and text on invoices. This functionality can be used in combination with or without a CRM connection.
Screenshot of ScaleXP's budget tracking, which targets across ERP and CRM systems.

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Screenshot of the ERP and CRM platforms that can integrate data with ScaleXP: Xero, QuickBooks, Zoho, Salesforce, Pipedrive, Hubspot, and Stripe.

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo
Supported CountriesUSA, Canada, UK, Australia, Ireland, New Zealand, South Africa
Supported LanguagesEnglish

FAQs

How much does ScaleXP cost?
ScaleXP starts at $350.
What are ScaleXP's top competitors?
Maxio, Recurly, and Xactly Forecasting® are common alternatives for ScaleXP.
Who uses ScaleXP?
The most common users of ScaleXP are from B2C.