ScaleXP Features

Reports interface for standard and self-service reports is intuitive and easy to use.

Requires a minimal number of steps/clicks to answer business question.

Offers a variety of attractive graph and chart formats.

Score cards visually track KPI's.

Provides business users an interface to easily design, refine and collaborate on their dashboards

Alter the layout and content of reports

Reports specific to marketing and associated campaigns

Reports specific to sales analysis for trends and strategies

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Edit and personalize data view as needed

Alter the layout and content of reports

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of dashboards

Reports interface for standard and self-service reports is intuitive and easy to use.

Receive email reports and notifications regarding metrics.

Requires a minimal number of steps/clicks to answer business question.

Ability to track historical data.

Track metrics in real time with consistent and frequent updates.

Set a time to generate routine reports automatically

Alter the layout and content of reports

Predict future data based on historical data sets

Ability to handle large datasets

Receive data and information in real time

Ability to track historical data.

Track metrics in real time with consistent and frequent updates.

Identify customers that are more likely to cancel their subscriptions

Optimize product offerings and packages to increase customer loyalty

Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Support multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Revenue can be reclassified from one category to another, such as from deferred to earned

Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15

Automatic scheduling to ensure that revenue is recognized at the proper time

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Provide multiple payment terms per customer or contract

Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Allows users to temporarily or permanently block potential fraudsters.

Assists users in collecting payments for unpaid invoices.

Manages disputes regarding billing and payments.

Define escalation processes to suspend service for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations.

Track revenue performance by customer, customer groups, or demographics

Monitor revenues per contract, contract types, or groups of contracts

Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth

Analyse the impact of special pricing and discounts on revenue

Track the performance of bundles, special offers, and other sales incentives

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Create forecasts to estimate future revenues

Ability to define promotions to increase revenues

Adjust prices to attract more customers and to improve revenues

Revenue optimization activities can be evaluated on a regular basis

Forecast customer demand using historical insights and simulations

Standard integration with accounting and ERP software

Standard integration with sales and marketing software

Standard integration with Quote-to-Cash systems

Out of the box APIs to integrate with any type of software

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Provide integration with accounting and financial management software

Integrates with other payments software

Deliver integrations with accounting modules of ERP systems

Clients can submit payments via mobile devices

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Data from multiple systems can be centralized into a single repository

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Match invoices, payments, and bank statement information

Accounting functionality within the system, not requiring integration with third-party tools

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Bring together financial information by collecting data from multiple ledgers and close financial processes

Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Offers standard financial reports out of the box

Allows users to edit reports and to combine multiple reports

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized

Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Adjusts journal entries in order to have an accurate balance sheet and income statement

Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Business model that charges based on the amount of time spent on an hourly basis

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Business model that bills clients an amount based on the project/task/job performed

Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Buyer isn't billed until the period is up without any interest charges

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Store, manage, and track all electronic documents in a centralized location

Manage, store and organize emails within the system or via third-party apps

Manage contact details and communication with clients

Process of automatically notifying clients when payments fail to ensure invoices are paid

Verify, organize, manage & store enterprise data assets in a centralized repository

Oversee the process of issuing refunds

Track products that are for sale at a reduced price or part of coupon promotions

Calculation of consumption tax imposed on the sale of goods/services

Process of managing customer subscription lifecycle for a recurring service or a product

Generate recurring invoices

Create, manage, and send invoices or bills to customers

Offers a variety of attractive graph and chart formats.

Score cards visually track KPI's.

Provides business users an interface to easily design, refine and collaborate on their dashboards

Allows one to create and export visualization into various formats (PNG, JPEG, etc.)

View and present dashboard on mobile devices

Publish dashboard publicly on various platforms

Share dashboard screen within private user groups

Provides the ability to easily share visualizations.

Allows multiple users to edit and create visualizations together.

Has the ability to edit visualization across devices and device types (e.g. computer and phone).

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Updates subscription data automatically at predefined time periods that can be customized by users

Processes and cleans subscription data from multiple sources, automatically or on demand

Provides integration with subscription billing, subscription management, and other solutions to capture subscription data

Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV)

Dlivers standard dashboards for subscription analysis that can be customized by users

Allows users to analyze subscription data by product, time period, type of contract, etc.

Provides insights that can be used to improve sales and revenue

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.

Generates AI-assisted financial reports and provides thorough analytical insights.

Encrypts data within the file, which can only be decrypted using a password or encryption key

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Set up connections to third-party platforms to improve business processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Public or private sharing of digital files such as documents, audio/video, images, and more

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Manage and support multiple languages

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Invoices that can be tailored according to company's branding, payment terms and personalized information

Active reporting of data and metrics

Accept and process credit card transactions

Generate quotes or estimates for customers

Identify and prevent suspicious activity

Receive data and information in real time

Use AI to generate content in the form of text, images, videos, etc.

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Compare new data with existing records to detect duplicate entries

Store and view prior invoices for each account/client

Timed notification for any upcoming task, deadline, appointment, or activity

Gateway through which end users can view past bills and pay current invoices

Integrate with a third-party accounting system

Create backups and provide methods to recover deleted/lost data

Add customized logos and colors to align with company branding

Process of sending a large number of documents, messages or emails to multiple recipients at once

Create invoices from scratch or have recurring invoices

Log and record hours worked and costs spent to assist in billing and invoicing

Application programming interface that allows for integration with other systems/databases

Alter the layout and content of reports

Estimate or forecast of a future scenario based on the study of present trends

Manage and handle various international currencies

A chronological record of actions or occurrences within a network, software, or process

Creation, processing, verification, and execution of invoices till the payment is made

Match digital receipt images or data with corresponding expense entries

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Accept, record, and reconcile financial transactions

Import and export data to and from software applications

Analyze and gain insights into data in real-time

Private online space that lets businesses securely share documents and provide information access to clients

Reminders sent via email

Access software remotely via mobile devices

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Record customer information, purchase history, and other notes

Customize data fields to support various needs and use cases

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

A record of all activities within the system, including user access, changes made, etc.

Process payments via multiple modes directly through the application

Online portal through which end users can access the system, manage tasks, or obtain information

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Addition of necessary external data, applications, tools, or features

Track sent and received payments, invoices, and bills.

Software's ability to perform similar action on multiple similar files simultaneously

Route documents and other data through one or more stakeholders for review and approval

Designed for small businesses

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Streamlining repetitive tasks and activities through automated and predefined workflows

Specifically for telecommunications industry

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access previous interactions or concerns to maintain customer relationships

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network.

Manage and handle various international currencies

Online portal through which end users can access the system, manage tasks, or obtain information

Services paid in advance before the end of the monthly billing cycle.

Present a catalog of inventory that customers can view

Use AI to generate content in the form of text, images, videos, etc.

Configure existing workflows to meet your organization's needs

Accept, record, and reconcile financial transactions

Records or detailed document of call data produced by a telephone exchange over telecommunications equipment.

Application programming interface that allows for integration with other systems/databases

Control and set flexible rates that depend on multiple variables and enable rate automation and calculation

A record of all activities within the system, including user access, changes made, etc.

Record customer information, purchase history, and other notes

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Companies that provide access to the internet and its related services.

Services paid in real-time or end of the monthly billing cycle.

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Import and export data to and from software applications

Analyze and gain insights into data in real-time

Private online space that lets businesses securely share documents and provide information access to clients

Reminders sent via email

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Accept and process credit card transactions

Customize data fields to support various needs and use cases

Receive data and information in real time

Creation, processing, verification, and execution of invoices till the payment is made

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Process payments via multiple modes directly through the application

Tools to facilitate the production of information and promote efficiency

Accept and process customer payments for products or services using hardware and software

Monitor sales and make necessary adjustment in order to increase demand and revenue

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Allows users to manage data from a number of sources

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Setting up the amount/charge for per hour of work by a company or professional

Tracking the status of previously identified performance measurements

Monitor product stock levels

Create, manage, and send invoices or bills to customers

Track and manage inventory levels to maintain proper supply

Online portal through which end users can access the system, manage tasks, or obtain information

Track visitors'/audience's responses across web pages and other optimized content

Track the status over time for a request, process, asset, or transaction

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Create, update, and manage bookings, itineraries, and reservations

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Plan, manage, and track the financial activities of an individual or organization

Electronically collect payments for goods or services

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Design, communicate, and distribute incentives to perform a specific action

Track and manage the profit margin between the cost of a product and its selling price.

Receive system updates as soon as any changes are made

Review data from past periods to reveal recurring tendencies and predict future performance

Created for use in the aviation and air transportation industry

Interact with data visualization elements, such as charts and graphs, to drill down into data

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Manage and track customer orders for goods, investments, or any other purchases

Reports specific to sales analysis for trends and strategies

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate quotes or estimates for customers

Addition of necessary external data, applications, tools, or features

To be used by the hospitality industry

Evaluating strengths and weaknesses of companies with the same target audience

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Review data from past periods to reveal recurring tendencies

Track products that are for sale at a reduced price or part of coupon promotions

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Store and organize information about customers and previous interactions

Track and manage adherence to policies for any service, product, process, or supplier

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Calculate rule-based prices for a product/service

Generate reports to assess the financial performance of an organization

Track, store, and access client contracts or licenses

Rules followed by the software/AI can be configured by users to suit their specific needs

Monitor or audit historical and current transactions to analyze customer account activities

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Create, design and manage workflows for repetitive tasks

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor and record expenses such as purchases or charges incurred

Addition of necessary external data, applications, tools, or features

View and track pertinent metrics to find patterns and gain insights from data

A record of all activities within the system, including user access, changes made, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Generate reports to assess the financial performance of an organization

Use AI to generate content in the form of text, images, videos, etc.

Manage and handle various international currencies

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Integrate with a third-party accounting system

Centralized accounting record which tracks all financial transactions

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Assembly of graphs and charts for visualizing and tracking statistics/metrics

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection of data related to the costs associated with various items, products, services, or activities

An itemized to do list that can be edited as tasks are completed

A list of customers and their payments due updated on a monthly basis

Ability to handle several projects simultaneously

Track outstanding invoices and the money owed from clients

Track money owed to a company's creditors/suppliers

Create budgets based on historical data and future projections

Tracking the status of previously identified performance measurements

Securely stores data to prevent data loss or breaches

Allows users to manage data from a number of sources

Graphical representation of data

Allow users to access multiple services after entering their login credentials once

Ability to interact with the application using human languages such as English

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Notifications that are delivered to users as soon as an event occurs

Provides a channel for team members to share media files, communicate, and work together

An extended application or connector that enables users to perform additional services with their current set of tools

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate one-off reports that meet information requirements

Track and document all activities across devices, networks, and other systems

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Collect, process and structure data from multiple sources for further analysis

Creation and customization of dashboards

Connect to big data sources

Pre-designed layouts that can be customized to match preferences and requirements

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Application programming interface that allows for integration with other systems/databases

Form predictions based on past and present data/trends

Various components within a system including buttons, clickable icons, hover effects, and more

Display aggregated data points on one page for a bird's eye view assessment

Import and export data to and from software applications

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Review data from past periods to reveal recurring tendencies and predict future performance

Create, design and manage workflows for repetitive tasks

Set up connections to third-party platforms to improve business processes

Perform various mathematical calculations using the data

Information, data and reports that are being tracked over time

Import, collect, and capture data from multiple sources

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

Receive system updates as soon as any changes are made

Active reporting of data and metrics

Track the management and flow of data throughout the organization

Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

One-off queries made on an as-needed basis

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns