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ScaleXP

Automated Financial Reporting for Smarter CFOs

5.0 1 Reviews
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ScaleXP is a cloud-based reporting software that combines financial and CRM systems into one dashboard for data-driven decisions and business growth. We provide over 100 automated KPIs tailored to your industry and business type, eliminating the need for manual calculations and formulas. With our interactive system, you can easily share insights, growth trajectories, and potential impediments with your teams, board, or investors. By using ScaleXP, you'll save time on tedious tasks like creating presentations, copying, and organizing data into reports and dashboards - saving you days, even weeks.
ScaleXP
2020
United Kingdom
  • Accounting
  • Airlines-aviation
  • Alternative-wmedicine
  • Architecture-planning
  • Automotive
  • Aviation-aerospace
  • Banking
  • Biotechnology
  • Computer-network-security
  • Computer-hardware
  • Computer-software
  • Events-services
  • Financial-services
  • Information-services
  • Information-technology-services
  • Marketing-advertising
  • Wireless
  • Writing-editing
18 Industries
  • English
  • French
  • German
  • Spanish
4 Languages
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Screenshot & Video

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LICENSING & DEPLOYMENT

SUPPORT

  • Chat
  • Phone
  • 24x7 Support

Training

  • In-person
  • Documentation

Knowledge Base

ScaleXP Core Features

Accounting

  • Bank Reconciliation
  • Budgeting and Forecasting
  • Financial Reporting

Reporting

  • Automated Reports
  • Customizable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Visual Analysis

Financial Planning

  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management
  • Revenue Recognition
  • Risk Management
  • Tax Management

ScaleXP Pricing

Pricing Type

  • Flat Rate

Preferred Currency

  • GBP (£)

Free Version

  • No

Payment Frequency

  • Monthly Payment

Pricing Description

Starts from £100 a month. 10% discount on annual payment.
Vendor pricing page Get Free Trial
  • 7 Days Trial

Plans & Packages

Reporting
$100 Per Month
Automated Reports
Customisable Dashboards
Export Beautiful Presentations
Track up to 10 budgets & forecasts
Features
  • Unlimited Reports
  • Unlimited Dashboard
  • Unlimited Presentations
  • Track up to 10 budgets & forecasts
Automation
$200 Per Month
Everything in reporting plus added automated features that make business finances, reporting and analysis a breeze.
Features
  • This plan includes all the features from Reporting plan
  • Consolidate Finances
  • Multi-currency Support
  • 20 Xero Tracking Codes or QB Classes
  • Automated Revenue Recognition
  • Automated Prepaid Expenses
Everything
$300 Per Month
Everything in reporting and automation plus sales features for tracking pipeline automatically.
Features
  • This plan includes all the features from Automation plan
  • CRM Connection
  • Booked v. billed automation & alerts
  • Sales pipeline forecast
  • 100 Xero tracking codes or QB classes
  • Custom branded presentations
  • 1 custom report per quarter
  • Quarterly account review
  • 24/7 Support

ScaleXP Reviews

5.0 1 Reviews
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Luke Conrad

This has save our team a lot of team on deferred revenue, consolidation and reporting!!

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Integrations

Xero
HubSpot CRM
Salesforce CRM
QuickBooks Online

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Review Summary

Had our backs against the wall in a growing SaaS business. Valuation from investors and keeping up with payments, reports it was stacking up and a nightmare to get everything done manually in spreadsheets alone. The ScaleXP team had us set-up in just under and hour so that their system worked specifically how we needed it to. There was a bit of a learning curve, but they have a good support team who are pretty much available at all times with less than 5 minutes wait time on a solution or answer.

Which features have you used in ScaleXP?

Financial Planning Software , Accounting Software , Reporting Software

How long have you used ScaleXP?

4 Months

How frequently you use ScaleXP?

Weekly

What do you like the most about ScaleXP?

Automated deferred revenue calculations. Revenue recognition is a breeze for us now

We now track over 50 different metrics that we can quickly drag and drop into the report template

Super easy to consolidate any payments per department so we can get a live view on what they're spending etc

Automated invoicing. We're a high-volume SaaS, so say no more.

What do you like the least about ScaleXP?

Bit of a learning curve. but they're apparently releasing a self-serve onboarding which will make it easier