--- title: ScaleXP Reviews meta\_title: 'ScaleXP Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 14 reviews by the users' company size, role or industry to find out how ScaleXP works for a business like yours. aggregate\_rating: rating\_value: 5.0 review\_count: 14 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Business Intelligence url: https://www.g2.com/categories/business-intelligence --- # ScaleXP Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by ScaleXP but has limited features. Are you part of the ScaleXP team? [Upgrade your plan](https://my.g2.com/scalexp/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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](https://www.g2.com/sellers/scalexp) Discussions [ScaleXP Community](https://www.g2.com/products/scalexp/discuss) Languages Supported English Overview by Suezann Holmes Show More ## 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 ](https://www.g2.com/products/scalexp/pricing) ## Top-Rated Alternatives [ ![Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Revenue Management (formerly Salesforce Revenue Cloud)") Agentforce Revenue Management (formerly Salesforce Revenue Cloud) 4.2/5(1,502) ](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) [ ![Chargebee](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chargebee") Chargebee 4.4/5(989) ](https://www.g2.com/products/chargebee/reviews) [ ![DealHub AI](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DealHub AI") DealHub AI 4.7/5(864) ](https://www.g2.com/products/dealhub-ai/reviews) [ View All Alternatives ](https://www.g2.com/products/scalexp/competitors/alternatives) ## User Insights Average based on 14 real user reviews. Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ## ScaleXP Integrations (4) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot CRM Integration for Jira ](https://www.g2.com/products/hubspot-crm-integration-for-jira/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero for G Suite ](https://www.g2.com/products/xero-for-g-suite/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero Practice Manager ](https://www.g2.com/products/xero-practice-manager/reviews) Show More ![Madis K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Madis K.") MK Madis K. Senior Management Accountant Small-Business (50 or fewer emp.) 6/12/2026 "ERP-Level Reporting on Xero Without the Cost or Complexity" 5/5 What do you like best about ScaleXP? ScaleXP adds ERP-level revenue recognition and reporting functionality on top of Xero, without the cost or complexity. The AI report builder makes ad hoc reporting quick and accessible for finance and non-finance users alike. Month-end close is noticeably faster as a result. The team — particularly Marjorie and Suezann — are responsive, knowledgeable and genuinely open to feedback, which is rare in SaaS. Review collected by and hosted on G2.com. What do you dislike about ScaleXP? Genuinely nothing negative to report. The team are knowledgeable, responsive, and receptive to new ideas and improvements - which is quite refreshing. Any issues encountered were resolved quickly and with care. Review collected by and hosted on G2.com. What problems is ScaleXP solving and how is that benefiting you? ScaleXP solves the gap between basic bookkeeping software and a full ERP - specifically around revenue recognition, invoice bucketing across periods, and management reporting. For a lean finance team running multiple products on Xero, it removes the need for a much more expensive and complex system. The time saving at month-end is significant, and having clean, reliable data presented clearly means less manual reconciliation and more confidence in the numbers we report to leadership. Review collected by and hosted on G2.com. Show More 6/16/2026 Current UserValidated ReviewerSource: G2 invite ![Fraser P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fraser P.") FP Fraser P. Chief Finance and Strategy Officer Small-Business (50 or fewer emp.) 2/11/2026 "ScaleXP: The Best SaaS Metrics Platform bar none!" 5/5 What do you like best about ScaleXP? ScaleXP is the best SaaS metric platform I have found. It combines easy-to-use consolidation functionality with automatic production of all the SaaS metrics that anyone could need. It has reduced our month-end close process timeline by 50% enabling us to focus on the "so what" rather than rushing to prepare the monthly information pack. It is truly a game changer and the ScaleXP team are so friendly, professional and helpful. I cannot recommend them or their platform more highly Review collected by and hosted on G2.com. What do you dislike about ScaleXP? There are no downsides to using ScaleXP! Review collected by and hosted on G2.com. What problems is ScaleXP solving and how is that benefiting you? ScaleXP provides out of the box consolidation functionality in an easy-to-use manner. Where it really delivers, though, is in the automatic production of SaaS metric reporting. Through integrations with accounting platforms and Google sheets, everything is automated allowing the finance team to focus more on interpreting trends, collaborating with our commercial team to improve key aspects of our offer, and support achievement of our wider growth goals. We looked far and wide and somewhat stumbled onto ScaleXP but I am extremely thankful that we did Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Natalie C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Natalie C.") NC Natalie C. Director of operations Small-Business (50 or fewer emp.) 3/17/2026 "The One Tool We Can’t Live Without—Real-Time Recurring Revenue via Xero" 5/5 What do you like best about ScaleXP? The integration with Xero to give our small business a real time view of our recuring revenue. It's been the best tool that we implemented, it's the ONE tool I could not live without. Being able to see which of our customers are churning, identifying who we've missed billing that month was invaluable, the missed invoices that show as red / churned probably saved us around £100k! Review collected by and hosted on G2.com. What do you dislike about ScaleXP? So minor but the reload of data was sometimes a bit annoying but i'm talking about seconds here! Review collected by and hosted on G2.com. What problems is ScaleXP solving and how is that benefiting you? Accuracy, and the sheer variety of reporting, for our CFO the ease of deferred revenue calculations, for me (in operations) measuring cash in the bank, v debtors, v incoming invoices. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic BE Bernard E. Director Small-Business (50 or fewer emp.) 2/4/2026 "SCALEXP IS A REVELATION AND THE WAY FORWARD TO SUPPORT YOUR ORGANISATION GOING FORWARD" 5/5 What do you like best about ScaleXP? ScaleXP brings a wonderful process to reporting for MRR, ARR together with other accounting requirements that is infinitely better than I have experienced with other systems. It is so impressive that I enjoy my time using ScaleXP looking for ways in which to make our systems more user friendly and produce accurate and timely information I highly recommend the software and the people behind the product and for anyone considering moving across to ScaleXP, accept the challenge and I am sure that you will be as impressed as I continue to be. Review collected by and hosted on G2.com. What do you dislike about ScaleXP? I have not found anything to date to raise in the review. Review collected by and hosted on G2.com. What problems is ScaleXP solving and how is that benefiting you? ScaleXP is making the process to improve the accuracy of revenue and budget controls along with management and board reporting with significant savings in time and effort. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Matan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matan M.") MM Matan M. Director of Finance Mid-Market (51-1000 emp.) 1/20/2026 "Seamless Consolidation with ScaleXP" 5/5 What do you like best about ScaleXP? I like the flexibility of the reports in ScaleXP and its ability to include metrics and KPIs. The prebuilt KPIs are really valuable and save me a lot of time. Review collected by and hosted on G2.com. What do you dislike about ScaleXP? Syncing from time to time. Review collected by and hosted on G2.com. What problems is ScaleXP solving and how is that benefiting you? I use ScaleXP to easily consolidate my UK and US entities, which I couldn't do in Xero. I like the flexibility of the reports and the inclusion of prebuilt KPIs, which save me a lot of time. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Katy W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katy W.") KW Katy W. Head of Finance and Operations Small-Business (50 or fewer emp.) 2/20/2026 "User-Friendly, Beautiful Software That Simplifies Month-End Revenue Recognition" 5/5 What do you like best about ScaleXP? It’s user-friendly and aesthetically pleasing software, making the month end revenue recognition process simplified, as well as providing key insights into KPI's and metrics. Review collected by and hosted on G2.com. What do you dislike about ScaleXP? I can not think of anything to note in relation. Review collected by and hosted on G2.com. What problems is ScaleXP solving and how is that benefiting you? We use it to integrate our CRM and accounting software, and to support our revenue recognition process. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Emily M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emily M.") EM 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. What problems is ScaleXP solving and how is that benefiting you? It moved us away from manual spreadsheets. It allows for nice visualizations for our Strategy team and analysis by our Finance team. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Hannah O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hannah O.") HO 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. Show More Current UserValidated ReviewerSource: Organic ![Ish H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ish H.") IH 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. What problems is ScaleXP solving and how is that benefiting you? Making financial consolidation between different legal entities easier. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Chris H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris H.") CH 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. Show More Validated ReviewerSource: Organic ## Pricing Options Pricing provided by ScaleXP. ### Reporting & Consolidation $150.00 1 Company Per Month ### Automations to Streamline Month-End Close $350.00 1 Company Per Month ### Billing & Subscription Management $725.00 1 Company Per Month [ View More Pricing Information ](https://www.g2.com/products/scalexp/pricing) ##### ##### ScaleXP Features Reports Reports Interface [ View More Features ](https://www.g2.com/products/scalexp/features) ##### Categories on G2 [Billing](https://www.g2.com/categories/billing)[Data Visualization](https://www.g2.com/categories/data-visualization-tools)[Subscription Billing](https://www.g2.com/categories/subscription-billing) [Billing](https://www.g2.com/categories/billing)[Data Visualization](https://www.g2.com/categories/data-visualization-tools)[Subscription Billing](https://www.g2.com/categories/subscription-billing)[Revenue Management](https://www.g2.com/categories/revenue-management)[Subscription Revenue Management](https://www.g2.com/categories/subscription-revenue-management)[Financial Close](https://www.g2.com/categories/financial-close)[Subscription Analytics](https://www.g2.com/categories/subscription-analytics) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which PSA tools work for consulting or professional services firms outside of IT, like marketing agencies or legal service businesses?](https://www.g2.com/discussions/which-psa-tools-work-for-consulting-or-professional-services-firms-outside-of-it-like-marketing-agencies-or-legal-service-businesses)[What is the best software for tracking project hours?](https://www.g2.com/discussions/what-is-the-best-software-for-tracking-project-hours)[What desktop search software delivers accurate results even with poorly named legacy files and inconsistent folder structures?](https://www.g2.com/discussions/what-desktop-search-software-delivers-accurate-results-even-with-poorly-named-legacy-files-and-inconsistent-folder-structures) [Best Background Check Software](https://www.g2.com/discussions/recommend-the-best-background-check-tools-and-software)[Which provider data management platforms have certified HIPAA compliance and strong data governance controls?](https://www.g2.com/discussions/which-provider-data-management-platforms-have-certified-hipaa-compliance-and-strong-data-governance-controls)[Pros and Cons Details](https://www.g2.com/products/scalexp/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)