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.<br><br>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.<br><br>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.<br><br>Highly recommended for any smaller sized finance team looking to drive efficiency and clarity in reporting.
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!
Do you run finance for a B2B or SaaS company? How many days does your month-end eat? How many of your spreadsheets do you fully trust? ScaleXP is revenue recognition and month-end close software that sits alongside QuickBooks Online or Xero. It connects HubSpot, Salesforce, Pipedrive and Stripe and automates the work in between. Fewer spreadsheets. Fewer errors. Teams save 3–5 days every month-end.