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ScaleFactor

Daily automated bookkeeping & cash visibility

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ScaleFactor Pricing, Features, Reviews and Alternatives

ScaleFactor product overview

Price starts from

$

399

/momonth
Per Feature

What is ScaleFactor ?

ScaleFactor is a smart accounting and finance platform which provides business owners, managers, and entrepreneurs with the tools to automate complex bookkeeping tasks, and translate financial data into meaningful business insights. Users can manage bill pay and invoicing, cash, compliance and tax, and get real-time visibility into the business with detailed financial reports and insights.

Key benefits of using ScaleFactor

  • Manage business finances using ScaleFactor's AI-powered processes which categorize financial transactions in real time, with machine learning to analyze all bookkeeping data and transactions.

  • Rest assured knowing accounts are always accurate, accessible, and healthy. Get valuable insights, budget control and reports automatically delivered to the inbox.

  • See exactly where the business is with hourly updates and a customizable dashboard with drag and drop widgets for meaningful data at-a-glance.

  • Gain financial control and strategically grow the business by building hypothetical scenarios which show exactly how decisions could impact the company's cash position and projections.

  • ScaleFactor integrates with existing systems, banking and credit card accounts, HR systems, and even contractors and vendors to fully automate monthly bookkeeping tasks.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Phone Support
    Email/Help Desk
    Chat

    Training options

    Documentation
    In Person
    Live Online
    Videos

    ScaleFactor pricing information

    Value for money

    4.4

    /5

    17

    Price starts from

    $

    399

    /momonth
    Per Feature

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    ScaleFactor features

    Functionality

    4.2

    /5

    17
    Total Features62 6 categories

    Most valued features by users

    Reporting & Statistics
    Activity Dashboard
    API
    Third Party Integrations
    Compliance Management
    Data Import/Export
    Billing & Invoicing
    Alerts/Notifications

    ScaleFactor users reviews

    Overall rating

    4.2

    /5

    17

    Positive reviews

    82%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.41/10
    Rating distribution

    5

    4

    3

    2

    1

    8

    6

    2

    0

    1

    Pros
    Excellent customer service; appear to have good customer focused corporate culture.

    DJ

    Dennis J.

    Overall, I'd highly recommend ScaleFactor for anyone looking for an accounting solution. The result for us has been clean books and peace of mind.

    JW

    Justin W.

    ScaleFactor has been amazing because they have a full team supporting our account behind the software.

    JW

    Justin W.

    Cons
    It’s Difficult to sign into. I can’t sign in using chrome.

    PM

    Priyanka M.

    The vision is good but the execution is poor. We have wasted dozens of hours correcting the errors made in our account.

    AR

    Anonymous Reviewer

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great software, great support, great results.

    Reviewed 3 years ago

    Great - the team was efficient on getting me onboarded, the process wasn't nearly as painful as I thought. The service has been great, love the new features they are adding. Three years as a customer and running!

    Pros

    They make it really easy to onboard and handle all my accounting and booking. Once they are up and running they handle all my bookkeeping and accounting, giving me clean, accurate P&Ls every months as well as other insightful reports. Occasionally they ping me for clarification but usually only takes 5-10 minutes. More time growing less time with accounting.

    Cons

    Sometimes I wish the pricing would be more variable instead of a fixed cost as we are seasonal but understand the difficulty in that.

    Vendor response

    Hi Joseph! First of all, thank you so much for your positive review. Our customer feedback helps us improve our business and our products, so we really appreciate you taking the time to share your thoughts. We're so glad that our products have helped you to spend more time growing your business for the past three years! If you have any ideas on how we can improve our software, please let us know at portalfeedback@scalefactor.com. We would love to make your experience even better! Thanks again! - Hannah

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great Bookkeeping and Accounting Services That Grow With Your Business

    Reviewed 3 years ago

    We love the platform and have been exceptionally happy with the level of service for our bookkeeping needs. When we have required additional services as we grow, like outsourced CFO services, they've been supportive and have recommended the best of the best providers in their network for us to work with. I trust ScaleFactor and highly recommend working with them for bookkeeping services.

    Pros

    ScaleFactor is constantly developing and adapting client dashboards and reporting in the platform, providing versatile data that supports better decision making for our business. This is the complete opposite experience we had with QBO, although we still require Quickbooks as a business, QBO dashboards haven't significantly changed over time and aren't customizable to show us what we need to know in real-time to make better business decisions. ScaleFactor provides us with real-time reporting capabilities and often interviews us to make sure they're capturing actionable and critical data points that are most important to the services industry and our business. Having this type of data at our fingertips saves us time and keeps us out of Excel.

    Cons

    I would like to have more training available for the platform available so I understand the full capabilities of the tool. The tool seems to be growing quickly, which is awesome, but as a busy business owner I feel like the platform has developed many more capabilities since we became a client and we aren't currently using its full capabilities.

    Vendor response

    Hi Jennifer! First off, thank you so much for leaving us a positive review. We are thrilled to hear that our reports and data insights have helped save you time to focus more on your business. We just launched our help center which we hope will be helpful in learning how to use ScaleFactor's platform. You can access that here: https://help.scalefactor.com/. Also, we are actively working on finding ways to better educate our users and help them stay up to date with our software capabilities, so stay tuned for that! Again, thank you for taking the time and please let us know if you have any other feedback at portalfeedback@scalefactor.com. - Hannah

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

    Share this review:

    Good Intentions... Some Details Lost

    Reviewed 2 years ago

    Good people and I really like the concept. I understand there will be glitches anytime a new software is implemented. However, it seems like trouble shooting is being done in a reactive vs. proactive nature.

    Pros

    Like the all online structure. Bill.com has been great.

    Cons

    Unfortunately it seems like I catch the errors when I am hoping the Scale Factor team would catch them or at least raise a question about a transaction's proper disposition before booking the transaction in QBO. This means I have to review QBO at a level of detail which somewhat defeats the time savings purpose of the move to Scale Factor. I'd much rather have a bunch of questions put into my dashboard so the disposition of each transaction can be made correctly the first time, rather than correcting an error (assuming the error is caught) after the fact.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    From Worst to First

    Reviewed 2 years ago

    We are systematizing our accounting part of our business. Since we are such a small business every person in our office wares many hats. Scalefactor allows our CFO in making sure our business is financially meetings its goals versus daily data entries.

    Pros

    Once all the bugs were cleared up we like the integration this software has with QB and another POS system we use called Service Fusion. It has freed up a lot of our CFO's time in not doing so much data entries. Her time is now spent more on tracking our budget and keeping a pulse on our KTI's and P&L's.

    Cons

    The initial start was a bit rough. We had to really meet with the Scalefactor team a lot. It was not until a manager stepped in that we saw a change. Once that happened it was like going from driving a 1985 Corolla to a 2019 Ferrari. Thanks [SENSITIVE CONTENT HIDDEN]

    Vendor response

    Hi Guellermo, thanks for your feedback. We are glad you're enjoying your experience with ScaleFactor and that your CFO is able to spend her time more strategically. We appreciate your business!

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    One of the best software investments our team has made

    Reviewed 2 years ago

    Overall, I'd highly recommend ScaleFactor for anyone looking for an accounting solution. The result for us has been clean books and peace of mind. Price is fair as well.

    Pros

    Most software product are truly just software with little backbone behind it. Outputs are only as good as the inputs but sometimes teams don't have the capability to create good inputs. ScaleFactor has been amazing because they have a full team supporting our account behind the software. They've been swift in responding to requests or questions, and overall we haven't had to think about our accounting systems since we completed onboarding.

    Cons

    Like with any financial related software, it's tough to trust the numbers you see without necessarily knowing how they were derived. Sometimes financial accounts disconnect which would mean the numbers are not true anymore. Fortunately the team is quick to let you know, but it's still up to you to reconnect.

    Vendor response

    Thanks for the great review, Justin! Peace of mind is what we're after, and we're so happy you've found it with ScaleFactor.

    ScaleFactor FAQs and common questions

    ScaleFactor has the following pricing plans:
    Starting from: $399.00/month
    Pricing model: Subscription


    ScaleFactor has the following typical customers:
    Freelancers, Mid Size Business, Small Business


    ScaleFactor supports the following languages:
    English


    ScaleFactor supports the following devices:
    Android, iPhone, iPad


    Yes, ScaleFactor has an API available for use.


    ScaleFactor integrates with the following applications:
    Gusto, QuickBooks Online Advanced, Stripe, Salesforce Sales Cloud, QuickBooks Online, Abacus, Xero


    ScaleFactor offers the following support options:
    Phone Support, Email/Help Desk, Chat

    Most popular ScaleFactor comparisons

    ScaleFactor vsBill.com

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