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ScaleXP Review

ScaleXP
Our score: 8.0 User satisfaction: 99%

What is ScaleXP?

ScaleXP is a financial reporting software that consolidates your financial data, generates real-time insights, and creates financial reports and presentations. It integrates with various data sources like Xero and QuickBooks to provide up-to-date analytics and financial tracking for budgeting and forecasts. It also supports SaaS KPIs to analyze your data.

ScaleXP uses machine learning and natural language processing to recognize revenue and extract financial data from your invoices. It conducts automatic and real-time calculations and detects any changes made to your invoices for better transparency. It also provides a customizable dashboard where you can track your data.

ScaleXP ensures compliance through audit trails that are continuously updated daily. It is designed to adhere to accounting standards, such as IFRS 9. ScaleXP supports various currencies, multiple users, and multiple companies. It also allows you to create professional presentations through built-in templates that you can customize.

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Overview of ScaleXP Benefits

Accounting Automation

ScaleXP enables you to centralize all your financial data into one platform. It allows you to import CRM data to keep track of conversion rates, sales targets, and budgets. It also provides text recognition for your invoices so that you can extract information like time period, revenue, and expenses. ScaleXP supports prepayments and allows you to import bills and credit notes. It keeps an audit trail for all your uploads and changes. It also adheres to accounting standards to ensure compliance and security.

Reports and Analytics

ScaleXP analyzes your financial data to generate actionable reports and financial insights. It enables you to create forecasts, conduct budget analyses, and generate real-time financial reports. It also supports non-financial insights through the metrics you choose for calculation. ScaleXP consolidates all information through a dashboard that you can customize to show the pertinent data you need to see. It also offers built-in templates for your presentations.

Integrations

ScaleXP provides integrations with various accounting and CRM software. It allows you to sync accounting data from platforms like Xero and QuickBooks. It also enables you to import CRM information from Zoho, HubSpot, and Salesforce, among others. Additionally, you can also import Stripe invoices. ScaleXP supports multiple currencies for better accessibility.

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Overview of ScaleXP Features

  • Budgets and Forecasts
  • Deferred Revenues
  • CFO Dashboards
  • Financial Consolidation
  • Prepayments
  • Revenue Recognition
  • SaaS Metrics

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

ScaleXP Position In Our Categories

Since businesses have distinctive business-related needs, it is logical that they steer clear of choosing an all-encompassing, ”best” business program. Nevertheless, it would be difficult to try to find such a software system even among recognizable software systems. The reasonable thing to undertake should be to tabulate the numerous essential functions which necessitate research such as important features, price terms, technical skill levels of staff, business size, etc. After which, you must do the research fully. Go over some ScaleXP evaluations and scrutinize each of the software systems in your shortlist in detail. Such well-rounded product research makes sure you drop ill-fitting apps and subscribe to the system which offers all the function your business requires to be successful.

Position of ScaleXP in our main categories:

It is essential to keep in mind that hardly any software in the Financial Reporting Software category will be a perfect solution able to meet all the requirements of all business types, sizes and industries. It may be a good idea to read a few ScaleXP Financial Reporting Software reviews first as some services can dominate only in a very small set of applications or be created with a very specific industry in mind. Others might function with a goal of being easy and intuitive and as a result lack complicated features desired by more experienced users. You can also come across software that cater to a wide group of customers and offer a powerful feature toolbox, but this usually comes at a higher cost of such a software. Make sure you're aware of your needs so that you select a service that has all the features you look for.

How Much Does ScaleXP Cost?

ScaleXP Pricing Plans:

Free Trial

Reporting

£100/month

Reporting and Automations

£200/month

Reporting, Automation and Sales

£300/month

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What are ScaleXP pricing details?

ScaleXP Pricing Plans:

Free Trial

Reporting

£100/month

Reporting and Automations

£200/month

Reporting, Automation and Sales

£300/month

ScaleXP can be purchased through three enterprise pricing plans:

Reporting – £100/month

  • 2 Users
  • 1 Company
  • Reports
  • Dashboards
  • Presentations
  • Up to 10 budgets and forecasts
  • Xero and QuickBooks integration

Reporting and Automations – £200/month

  • All of Reporting plan features
  • 5 Users
  • 3 Companies
  • Financial Consolidation
  • Multi-currency support
  • 20 Xero tracking codes or QB classes
  • Automated revenue recognition
  • Automated prepaid expenses
  • Sage, Netvisor, and Zoho integration

Reporting, Automation and Sales – £300/month

  • All of Reporting and Automation plan features
  • 8 Users
  • 5 Companies
  • CRM connection
  • Booked v. billed automation and alerts
  • Sales pipeline forecast
  • 100 Xero tracking codes or QB classes
  • Custom branded presentations
  • 1 Custom report per quarter
  • Quarterly account review
  • Salesforce, Hubspot, Pipedrive, and Stripe integration

User Satisfaction

Positive Social Media Mentions 5
Negative Social Media Mentions 0

We know that when you choose to get a Financial Reporting Software it’s crucial not only to find out how experts evaluate it in their reviews, but also to check whether the actual users and businesses that bought it are indeed content with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and ScaleXP reviews across a broad range of social media sites. The data is then featured in an easy to understand way revealing how many people had positive and negative experience with ScaleXP. With that information at your disposal you should be ready to make an informed purchasing choice that you won’t regret.

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for ScaleXP?

ScaleXP integrates with the following:

  • HubSpot
  • NetSuite
  • Pipedrive
  • QuickBooks
  • Sage
  • Salesforce
  • Stripe
  • Xero
  • Zoho
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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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