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ScaleXP Logo

Smart Finance Automation

Table of Contents

ScaleXP - 2026 Pricing, Features, Reviews & Alternatives

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ScaleXP overview

What is ScaleXP?

ScaleXP provides smart automation of finance tasks for B2B companies including automated deferred revenue, prepayments, and KPI calculations. It consolidates across currencies and accounting systems and integrates financial data with CRM data.

Integrations include Xero, QuickBooks, ZohoBooks, Hubspot, Salesforce and Pipedrive.

ScaleXP's sophisticated text recognition algorithms read text and data on invoices to automatically prepare revenue recognition schedules and draft journals as well as prepayment schedules for expenses.

The system automates key metrics, integrating accounting and CRM data, including tracking codes, to present instant results in dashboards, reports, and presentations.

ScaleXP provides template presentations, dashboards and packs which are highly customisable. Select from 90+ prebuilt graphs or add your own.

Reports, graphs, and presentations can track across multiple currencies and accounting systems and compare to multiple budgets.

Key benefits of using ScaleXP

Automated deferred revenue - sophisticated text recognition algorithms read all text and data on invoices in the accounting system to prepare revenue recognition schedules and draft journals.

Tracks KPIs - automates key metrics using either industry definitions or customised definitions; integrates accounting and CRM data and presents instantly in dashboards or presentations.

Analyses customer trends within minutes of connecting to accounting system.

Automates SaaS metrics such as MRR, ARR, lifetime value, and customer acquisition cost using ScaleXP's automated reads of accounting data at customer level.

Tracks actuals against multiple budgets and reforecasts even when split across different accounting systems and currencies. Can use Xero tracking codes or QuickBooks classes in ScaleXP reporting.

Provides pre-populated template presentations which update automatically and can be fully customised and then downloaded to PowerPoint. Provides 90+ prebuilt graphs or the ability to add your own.

Consolidates across countries, currencies, and accounting systems instantly, in a few clicks. Integrates tracking codes across entities. Can report against multiple budgets and forecasts and instantly view consolidated entities and their constituent parts in any combination of entity, currency and timeframe.

Starting price

100flat rate /
per month

Alternatives

with better value for money

ScaleXP’s user interface

Ease of use rating:

ScaleXP reviews

Overall rating

4.8

/5

5

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.8/10
Rating distribution

5

4

3

2

1

4

1

0

0

0

ScaleXP's key features

Most critical features, based on insights from ScaleXP users:

Reporting/Analytics
Expense tracking
Third-Party integrations
Revenue recognition
Transaction history

All ScaleXP features

Features rating:

Subscription management
Status tracking
Real-Time analytics
Publishing/Sharing
Profitability analysis
Profit/Loss statement
Predictive analytics
Performance metrics
Multiple data sources
Multi-Currency
Multi-Company
Marketing reports
Key performance indicators
Invoice management
Invoice history
Income & balance sheet
Historical reporting
For investors & traders
Real-Time data
Real-Time monitoring
Real-Time reporting
Real-Time updates
Relational display
Renewal management
Reporting & statistics
Revenue management
Sales reports
Scheduled/Automated reports
Search/Filter
Single sign on
Spend analysis
Trend analysis
Visual analytics
Financial reporting
CRM
Contract/License management
Consolidation/Roll-Up
Compliance management
Collaboration tools
Cash management
Budgeting/Forecasting
Billing & invoicing
API
Ad hoc reporting
Ad hoc query
Activity dashboard
Accrual accounting
Accounting integration
Accounting
Access controls/permissions
Financial management
Financial analysis
Drag & drop
Data visualization
Data synchronization
Data management
Data import/export
Data connectors
Data capture and transfer
Dashboard creation
Dashboard
Customizable templates
Customizable rules
Customizable reports
Customizable dashboard
Customizable branding

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ScaleXP pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Starter

100

Per month

Growth

250

Per month

Scale

400

Per month

User opinions about ScaleXP price and value

Value for money rating:

ScaleXP integrations (5)

ScaleXP support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Chat

Training options

Documentation
Videos
Live Online

ScaleXP FAQs

Q. What type of pricing plans does ScaleXP offer?

ScaleXP has the following pricing plans:
Starting from: £250.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of ScaleXP?

ScaleXP has the following typical customers:
Mid Size Business, Small Business


Q. What languages does ScaleXP support?

ScaleXP supports the following languages:
English


Q. Does ScaleXP offer an API?

No, ScaleXP does not have an API available.


Q. What other apps does ScaleXP integrate with?

ScaleXP integrates with the following applications:
Zoho Books, Pipedrive, Xero, HubSpot CRM


Q. What level of support does ScaleXP offer?

ScaleXP offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

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