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ScaleXP Reviews & Product Details

ScaleXP is a powerful data analytics and automation platform built for ambitious B2B companies, particularly high-growth SaaS businesses and those backed by investors. It connects financial, sales, and marketing data from the tools you already use, such as Xero, QuickBooks, Sage, HubSpot, and Salesforce to create a unified, real-time view of business performance. At its core, ScaleXP eliminates the need for manual reporting, spreadsheet workarounds, and data silos. The platform automatically calculates industry-standard KPIs such as MRR, ARR, CAC, LTV, revenue growth, churn, and cohort analysis. All metrics are tailored to your business model and stage of growth, whether you’re a pre-seed startup, scaling SaaS company, or an established B2B provider preparing for expansion. Our platform is built to empower teams with accurate, timely insights. Dashboards are fully interactive, easy to customise, and can be shared across teams to improve transparency and collaboration. Whether you're in finance, marketing, operations, or the C-suite, ScaleXP ensures everyone is working from a single source of truth. You can drag and drop charts, build board-ready presentations, and align on key priorities in just a few clicks. ScaleXP also simplifies complex processes like revenue recognition and financial consolidation, including automated FX rate calculations to four significant digits. This ensures consistency across reporting, even for multinational teams or businesses operating in multiple currencies. For investor-backed businesses, ScaleXP offers the tools needed to navigate due diligence and board reporting with ease. Our “founder’s view” dashboard gives leadership teams a pulse on performance at any moment, making it easier to respond to change, impress stakeholders, and fundraise with confidence. Professional services firms also benefit from ScaleXP by offering their clients deeper insights and automated reporting, turning data into a true value-add. With ScaleXP, ambitious businesses save time, reduce risk, and make smarter, faster decisions. We help you focus on what matters most: accelerating your growth.

Seller

ScaleXP

Languages Supported

English

Product Description

We provide tools to drive faster growth through automated, insight driven reports, saving hours for the senior team.

Overview by

Suezann Holmes

Pricing

Pricing provided by ScaleXP.

Reporting & Consolidation

$150.00

1 Company Per Month

Automations to Streamline Month-End Close

$350.00

1 Company Per Month

View More Pricing Information

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ScaleXP Integrations

(6)

Integration information sourced from real user reviews.

ScaleXP Media

ScaleXP integrates with all major CRMs, payment providers and general ledgers.

ScaleXP Demo - ScaleXP SaaS Metrics Dashboard

30+ fully automated SaaS metrics: ARR, MRR, acquisition cost, lifetime value, retention, churn, much more.

ScaleXP Demo - ScaleXP Revenue Recognition

Fully automated month-end close workflow automatically.

ScaleXP Demo - ScaleXP 80+ Multi-currency Consolidation

ScaleXP provides multi-currency support automatically.

ScaleXP Demo - ScaleXP Automated Renewal Management

Automated renewal tracking including all upsells or downgrades.

ScaleXP Reviews (8)

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Emily M.

Finance Director

Small-Business (50 or fewer emp.)

5/16/2025

"Gamechanger for Financial Reporting"

5/5

What do you like best about ScaleXP?

We needed to elevate our reporting from Quickbooks and the integration with Pipedrive allows us to forecast new business along with renewals. Our Strategy team uses it for all their meetings to understand where we are and where we are going. The Customers tab highlights the revenue change by client each month. I love that I can easily create different Dashboards with clean visuals. It has replaced cumbersome spreadsheets and brings our reporting to the next level. The team at ScaleXP is very responsive and frequently rolling out new features. We use it daily! Review collected by and hosted on G2.com.

What do you dislike about ScaleXP?

Would love to be able to update budget numbers in the same UI. Review collected by and hosted on G2.com.

Hannah O.

Cofounder

Small-Business (50 or fewer emp.)

5/7/2025

"Seamless automation and great support for time-poor SaaS teams"

5/5

What do you like best about ScaleXP?

ScaleXP has replaced our manual spreadsheets and tracking with clean, automated SaaS reporting—turning something we used to dread into a reliable, hands-off process. Saves our small team hours and also gives us much deeper and real-time visibility into our business. Review collected by and hosted on G2.com.

What do you dislike about ScaleXP?

Nothing so far . Review collected by and hosted on G2.com.

What problems is ScaleXP solving and how is that benefiting you?

Before ScaleXP, we were manually piecing together MRR, churn, and renewal reports using spreadsheets, which was messy and time-consuming. It always felt like a scramble to get reliable numbers. Since switching to ScaleXP, all of that is automated. It pulls data straight from Xero and HubSpot, and everything just lines up. We’re saving hours each month, and it’s made forecasting and reporting so much easier and more accurate. It’s honestly been a big weight off our shoulders. Review collected by and hosted on G2.com.

Ish H.

Client Operations

Consumer Services

Small-Business (50 or fewer emp.)

5/19/2025

"ScaleXP has been an invaluable tool in levelling up our financial operations."

5/5

What do you like best about ScaleXP?

During a recent acquisition process, the platform played a key role in streamlining and structuring our financial reporting. Month-end and year-end close processes have become significantly more manageable thanks to its intuitive interface and powerful automation features.

We use ScaleXP on a near-daily basis to generate reports for a wide range of internal needs, from tracking contract renewals to monitoring revenue development across multiple legal entities. The platform’s ability to consolidate financial data and present it in a clear, actionable format has made a real difference to how we operate.

What truly sets ScaleXP apart, though, is its outstanding customer support. The team is friendly, responsive, and always willing to go the extra mile—most queries are resolved within just a few hours.

Highly recommended for any smaller sized finance team looking to drive efficiency and clarity in reporting. Review collected by and hosted on G2.com.

What do you dislike about ScaleXP?

Syncing with Xero sometimes takes quite a while, so this can be a source of frustration when multiple changes need to be made in a short time-span. Review collected by and hosted on G2.com.

Chris H.

Fractional CFO

Small-Business (50 or fewer emp.)

5/14/2025

"ScaleXP: A Game-Changer for Month-End Reporting and Sales Analysis"

4.5/5

What do you like best about ScaleXP?

ScaleXP has truly streamlined our month-end reporting process, transforming it from a time-consuming chore into an efficient and insightful activity. Its capabilities in importing data from diverse sources are a standout feature, seamlessly integrating with our accounting software ( Xero) and crucial sales and marketing platforms like HubSpot. The ability to effortlessly load budgets from various sources, which then integrate quickly and accurately with each other, has saved countless hours in the close process.

The platform's ease of use is remarkable. Navigating the system is intuitive, and the data import process is straightforward, requiring minimal technical expertise. ScaleXP shines in its presentation of data. The availability of multiple templates and graphs allows us to create reports that are not only professional in appearance but also highly tailored to specific audiences and analytical needs. Whether we need a high-level overview for executive leadership or a detailed breakdown for departmental heads, ScaleXP provides the flexibility to present the information in the most impactful way.

The customer sales analysis features are invaluable. The platform's robust capabilities for revenue recognition, along with the clear management of Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR), provide a comprehensive and accurate view of our sales performance. This granular insight is crucial for forecasting and strategic decision-making.

A particularly impressive feature is ScaleXP's presentation mode. The ability to drill down into the underlying data directly from a presentation is a powerful tool for meetings and discussions. It allows for immediate clarification and deeper exploration of key metrics without the need to switch between multiple systems or reports. Furthermore, the speed at which we can change the reporting month and generate updated reports is a significant advantage, enabling agile analysis and quick responses to evolving business dynamics. Review collected by and hosted on G2.com.

What do you dislike about ScaleXP?

ScaleXP is still evolving and with that you do get small issues from time to time as with any new software but these do not really take anything away from its core features and enabling huge increases in productivity. Review collected by and hosted on G2.com.

What problems is ScaleXP solving and how is that benefiting you?

Month-End Reporting: To efficiently and accurately generate financial reports at the end of each month. This includes consolidating data from various sources, analyzing key metrics and performance, and creating professional presentations.

Financial Data Integration: To seamlessly import and integrate financial data from our accounting software (Xero) and other relevant datasets (HubSpot , excel budgets), saving time and reducing manual errors.

Budget Loading and Management: To easily load and manage budgets from various sources, allowing for effective tracking against actual performance.

Data Visualization: To leverage the multiple templates and graphs available to present financial data in a clear, professional, and tailored manner for different audiences.

Customer Sales Analysis: Specifically for revenue recognition, managing MRR (Monthly Recurring Revenue) and ARR (Annual Recurring Revenue) to gain a deep understanding of sales performance.

Presenting Financial Data: To utilize the presentation mode with the drill-down capability for effective communication of financial insights in meetings and discussions.

Generating Updated Reports Quickly: To easily change the reporting month and immediately produce updated reports for agile analysis and decision-making.

Automated Report Generation: To set up recurring reports for automatic generation and distribution, ensuring timely access to key information.

Creating Customizable Dashboards: To build personalized dashboards focused on specific metrics relevant to different roles or teams.

Variance Analysis: To identify and analyze deviations between actual results and budgets or forecasts. Review collected by and hosted on G2.com.

Ivan v.

Financial manager

Mid-Market (51-1000 emp.)

7/29/2025

"Thank you and well done"

5/5

What do you like best about ScaleXP?

Thanks to ScaleXP, our month-end close is now twice as fast! We've finally moved away from manual, error-prone Excel sheets, and the difference is remarkable. Our investors even commented on the impressive quality of our latest board pack presentations. We're so grateful to Marjorie and the ScaleXP team for their highly efficient onboarding and outstanding support with every request. Review collected by and hosted on G2.com.

What do you dislike about ScaleXP?

Up to date we have not found anything to dislike Review collected by and hosted on G2.com.

David K.

VP of Finance

Small-Business (50 or fewer emp.)

5/1/2025

"From Maxio to ScaleXP...super-happy!"

5/5

What do you like best about ScaleXP?

It has a very well thought-out GUI and is flexible with how you model revenue recognition. It also allow one to dig into a detailed recognition waterfall and make tweaks if needed. The integration with Quickbooks Online is solid and very easy to setup. There was no real integration process. I just made the connection and set the time frame for data I wanted to import...then I was off and running! Review collected by and hosted on G2.com.

What do you dislike about ScaleXP?

So far, no complaints. Have been using it for only a few months. Review collected by and hosted on G2.com.

Iain C.

CFO

Mid-Market (51-1000 emp.)

5/8/2025

"Invaluable at month end tool - well worth a trial"

5/5

What do you like best about ScaleXP?

Ease of use / integrations with xero / intuitive user experience, clearly designed by accountants with understanding of what's needed / flexibility / excellent support / month end time saver. Use if for consoldiation and reporting of P&L / BS / Cashflow plus other common saas metrics Review collected by and hosted on G2.com.

What do you dislike about ScaleXP?

Fairly technical so needs some up front investment to get best use, but support / onboarding teams very helpful. Worth the investment though! Aress for improvement would be enhancing the reporting visualisation capabilities. Review collected by and hosted on G2.com.