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ScaleXP Logo

Smart Finance Automation

Last updated: September 2024

ScaleXP - 2024 Pricing, Features, Reviews, & Alternatives

Table of Contents

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.

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 from

250

Per month

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ScaleXP's key features

Most critical features, based on insights from ScaleXP users:

Third-Party Integrations
Reporting/Analytics
Data Import/Export
User Management
Subscription Management
Payroll Management

Features

4.8

/5

4

Ease of use

5.0

/5

4

All ScaleXP features

Status Tracking
Real-Time Data
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
Real-Time Monitoring
Real-Time Reporting
Real-Time Updates
Relational Display
Renewal Management
Reporting & Statistics
Revenue Management
Revenue Recognition
Sales Reports
Scheduled/Automated Reports
Search/Filter
Single Sign On
Spend Analysis
Trend Analysis
Visual Analytics
Access Controls/Permissions
Accounting Integration
Accrual Accounting
Activity Dashboard
Ad hoc Query
Ad hoc Reporting
API
Billing & Invoicing
Budgeting/Forecasting
Cash Management
Collaboration Tools
Compliance Management
Consolidation/Roll-Up
Contract/License Management
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Rules
Customizable Templates
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Connectors
Data Management
Data Synchronization
Data Visualization
Drag & Drop
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
For Investors & Traders

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ScaleXP pricing

Pricing options
Free plan
Subscription
Free trial
Pricing range

Value for money

4.8

/5

4

Starting from

250

Per month

Flat Rate

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 reviews

Overall rating

4.8

/5

4

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.75/10
Rating distribution

5

4

3

2

1

3

1

0

0

0

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)

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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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