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ScaleFactor

ScaleFactor

Overview

What is ScaleFactor?

Austin-based ScaleFactor provides their small business accounting automation platform designed to combine software and expert assistance to SMBs and remove concern for financial, tax and accounting challenges.

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Recent Reviews

TrustRadius Insights

Scalefactor is a valuable tool for small businesses looking to streamline their accounting processes. Users have found that the software …
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Popular Features

View all 16 features
  • Bank reconciliation (5)
    9.5
    95%
  • Expense management (5)
    9.5
    95%
  • Dashboards (5)
    9.5
    95%
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Pricing

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N/A
Unavailable

What is ScaleFactor?

Austin-based ScaleFactor provides their small business accounting automation platform designed to combine software and expert assistance to SMBs and remove concern for financial, tax and accounting challenges.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://scalefactor.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Features

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

9
Avg 7.1

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9.5
Avg 7.9

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

9.7
Avg 7.6

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

9.5
Avg 7.4

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

9
Avg 7.0
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Product Details

What is ScaleFactor?

ScaleFactor aims to change the way modern businesses operate by automating complex bookkeeping tasks and translating financial information into usable business insights. As a result, the vendor says they are enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business.


The vendor's value proposition is that ScaleFactor is the only back office provider creating a holistic business OS that allows users to manage all of their business financials in one place. Additionally the vendor says ScaleFactor's software gives users access to real-time financial information any time.

ScaleFactor Features

General Ledger and Configurable Accounting Features

  • Supported: Accounts payable
  • Supported: Accounts receivable
  • Supported: Cash management
  • Supported: Bank reconciliation
  • Supported: Expense management
  • Supported: Multi-division support
  • Supported: Regulations compliance
  • Supported: Electronic tax filing
  • Supported: Self-service portal
  • Supported: Standardized Processes

Inventory Management Features

  • Supported: Inventory tracking

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Customization Features

  • Supported: Plug-ins

Security Features

  • Supported: Single sign-on capability

ScaleFactor Screenshots

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ScaleFactor Integrations

ScaleFactor Competitors

ScaleFactor Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish

Frequently Asked Questions

Austin-based ScaleFactor provides their small business accounting automation platform designed to combine software and expert assistance to SMBs and remove concern for financial, tax and accounting challenges.

inDinero are common alternatives for ScaleFactor.

Reviewers rate Accounts payable and Electronic tax filing and Standardized Processes highest, with a score of 10.

The most common users of ScaleFactor are from Small Businesses (1-50 employees).

ScaleFactor Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)99%
Mid-Size Companies (51-500 employees)1%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(8)
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Attribute Ratings

Reviews

(1-5 of 5)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
My company outsources a lot of accounting work, we do not have the resources to handle the work in-house and need to be flexible with our accounting and finance needs. ScaleFactor has been able to accommodate our needs and modify their ways of working to fit our organization. Their staff is very knowledgeable and willing to work with our accounting and finance staff to help tailor a solution to our business needs. My company has been using ScaleFactor for over a year, and I have been very pleased with the results.
  • ScaleFactor has been a great resource for me as I got my business off the ground. They have allowed me to focus on marketing and strategy while they handle my Quickbooks and other accounting needs. Great accounting and finance solutions that don't require you to hire an in-house staff
  • Presenting data clearly.
  • Chatbot not working well.
ScaleFactor is a great option for small businesses looking for an outsourced bookkeeper for their accounting needs. I have been working with ScaleFactor for several months and am very happy with them. I was referred to Scalefactor by another business owner I know who has worked with them for over a year and is still very happy with their services. ScaleFactor is very flexible in crafting ways of working to fit your organization. Not a "one size fits all" approach. Able to tailor your specific accounting and finance solution.
General Ledger and Configurable Accounting (10)
96%
9.6
Accounts payable
100%
10.0
Accounts receivable
90%
9.0
Cash management
90%
9.0
Bank reconciliation
100%
10.0
Expense management
100%
10.0
Multi-division support
90%
9.0
Regulations compliance
100%
10.0
Electronic tax filing
100%
10.0
Self-service portal
90%
9.0
Standardized Processes
100%
10.0
Inventory Management (1)
90%
9.0
Inventory tracking
90%
9.0
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
93.33333333333334%
9.3
Dashboards
90%
9.0
Standard reports
90%
9.0
Custom reports
100%
10.0
Customization (1)
90%
9.0
Plug-ins
90%
9.0
Security (1)
90%
9.0
Single sign-on capability
90%
9.0
  • Increase productivity.
  • Help financial management.
ScaleFactor has been a great resource for me as I got my business off the ground. They have allowed me to focus on marketing and strategy while they handle my Quickbooks and other accounting needs. Great accounting and finance solutions that don't require you to hire an in-house staff.
The chat bot needs to improve.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Scale factor for my own LTD company, I use it as an addon / plugin to Xero. It helps simplify and speed up the whole process from managing invoices to filing VAT and corporation Tax. It connects to all my bank accounts bar Kent reliance for some reason super speeding up importing statements.
  • Connecting accounts, makes sure statements are always up to date.
  • Bulk transactions automatically matched for accounting purposes
  • helps keep on top of VAT so there isn't the mad panic every quarter
  • Could connect with All saving accounts i.e. Building society saving aswell as major banks.
  • When a connected bank or savings account hasn't been used for a month or 2 it could show a 0 transaction to keep it updated rather then saying "last updated 3 months ago"
Scale factor helped my own LTD company though the making tax digital. Not sure it is still available but as an addon to Xero it was greatly helpful.
General Ledger and Configurable Accounting (10)
36%
3.6
Accounts payable
N/A
N/A
Accounts receivable
N/A
N/A
Cash management
90%
9.0
Bank reconciliation
90%
9.0
Expense management
90%
9.0
Multi-division support
N/A
N/A
Regulations compliance
90%
9.0
Electronic tax filing
N/A
N/A
Self-service portal
N/A
N/A
Standardized Processes
N/A
N/A
Inventory Management (1)
90%
9.0
Inventory tracking
90%
9.0
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
66.66666666666667%
6.7
Dashboards
100%
10.0
Standard reports
100%
10.0
Custom reports
N/A
N/A
Customization (1)
N/A
N/A
Plug-ins
N/A
N/A
Security (1)
100%
10.0
Single sign-on capability
100%
10.0
  • Scale factor saved me time as a plugin for Xero
  • Scale factor took out some of the stress of sorting out my VAT
Scale factor, can be used like Xero I believe. However all my past data was already stored in Xero so I used it as an add on. It is a lot more user friendly and helpful, i.e. you don't need to be an accountant to use it. However I am not sure it is useable anymore or supported, so i have gone back to using Xero alone.
Scale factor is super simple to use, that was the whole reason we tried it. To try and simplify Xero and make VAT quarters easier and take less time. It was also handy having the auto feature for lines in and out, matching bulk orders automatically saves a tone of time. However Xero now does this by itself.
Not sure if support is still available.
Kelly Graves | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Utilizing it has an outsourced bookkeeping services as well as integrator of various platforms such as Gusto, Expensify, Bill.com, and QuickBooks Online.

It supports my need for advanced accounting and QuickBooks software knowledge. Typically an in-house bookkeeper has solid knowledge of either accounting or QuickBooks Online, rarely both. Add in the various other platforms being used and I highly doubt I would find an employee capable of working with all systems while maintaining accounting standards.
  • Advanced cloud based systems integration. Able to link up credit cards, banks, expense management 3rd party systems, payroll, etc.
  • Flexible in crafting ways-of-working to fit your organization. Not a "one size fits all" approach. Able to tailor your specific accounting and finance solution.
  • On-boarding was a bit rocky at first. Our company accounting practices needed some refinement in that they were a bit onerous. This led to some false starts as we worked with the ScaleFactor team to improve our internal processes and reduce the recurrence of custom QuickBooks accounting.
  • Software works great with top to mid tier financial institutions. Though lower tier or less advanced financial institutions can be problematic in their ability to port data into ScaleFactor. Not really a ScaleFactor issue, just a call out.
I work with several businesses and have attempted to bring ScaleFactor into multiple. Thus far the business status/environment has been suitable for ScaleFactor only once, but I'll continue to look for more.

ScaleFactor is great when a company has matured beyond the owner making all accounting and banking entries. As soon as multiple systems are needed, it's likely a decent time to call ScaleFactor. I'm confident my operations could run through ScaleFactor for a long time as the next step for us would be something akin to NetSuite or some other more rigid enterprise solution.

Additionally, our business has a geographically displaced work force, typically working from home. Having access to all systems via the cloud has been great. No longer do we have to pass a specific computer back and forth for a physical computer software license. It's enabled maximum work flow convenience.
General Ledger and Configurable Accounting (10)
46%
4.6
Accounts payable
100%
10.0
Accounts receivable
N/A
N/A
Cash management
N/A
N/A
Bank reconciliation
100%
10.0
Expense management
100%
10.0
Multi-division support
80%
8.0
Regulations compliance
N/A
N/A
Electronic tax filing
N/A
N/A
Self-service portal
80%
8.0
Standardized Processes
N/A
N/A
Inventory Management (1)
N/A
N/A
Inventory tracking
N/A
N/A
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
26.666666666666664%
2.7
Dashboards
80%
8.0
Standard reports
N/A
N/A
Custom reports
N/A
N/A
Customization (1)
N/A
N/A
Plug-ins
N/A
N/A
Security (1)
100%
10.0
Single sign-on capability
100%
10.0
  • Speed of back-office business activities has sped up significantly. Better decisions made faster.
  • Organizing and standardizing pesky aspects of running a business like employee expense tracking and accounts payable bill entry.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Across the whole organization. They function as our out-sourced bookkeeping, tax, and Financial department. It allows us to access talented experts as a fraction of what it would cost us to bring this expertise and work output in-house.
  • Delivering accurate financials quickly at the close of each month.
  • Getting small business's organized and set up for success.
  • Providing infrastructure and support at a fraction of the price of in-house talent.
  • Need to make sure they strike a balance between automation and hands on service.
They are great at being an out-sourced solution for small business's that can't afford in house people to handle all of the functions that are needed, in addition to being a financial sounding board for small business's that are learning as they go. For larger organizations, they can slow the need to hire as many full-time people to help with scaling the business and re-direct those resources to other areas.
General Ledger and Configurable Accounting (10)
88%
8.8
Accounts payable
100%
10.0
Accounts receivable
100%
10.0
Cash management
50%
5.0
Bank reconciliation
100%
10.0
Expense management
100%
10.0
Multi-division support
80%
8.0
Regulations compliance
90%
9.0
Electronic tax filing
100%
10.0
Self-service portal
60%
6.0
Standardized Processes
100%
10.0
Inventory Management (1)
80%
8.0
Inventory tracking
80%
8.0
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
90%
9.0
Dashboards
70%
7.0
Standard reports
100%
10.0
Custom reports
100%
10.0
Customization (1)
50%
5.0
Plug-ins
50%
5.0
Security (1)
80%
8.0
Single sign-on capability
80%
8.0
  • They have been fundamental in helping us grow and scale at a relatively low cost in comparison to out-sourcing these functions. We can spend more on other items that can fuel growth while knowing the back end is taken care of.
  • They provide automated supports for key areas like payroll, expenses, etc so that we can quickly get back to focusing on the other items.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Bookkeeping, sales analysis, and CPA for the entire organization.
  • Presenting data clearly with visual aids that are easy to read, modern and attractive.
  • One place for all my information, instead of looking at Quickbooks, sales analysis and reports in three different places.
  • Seems to be a constant turnover in my team at ScaleFactor, which means a lot of explaining what our business does and needs again and again. And that means a lot of emails, disorganization and phone calls (Taking my time).
  • Chatbot doesn't seem to work well. Never answers the questions I'm in need of for a quick answer!
Suited for medium to large companies in need of bookkeeping and a CPA.
General Ledger and Configurable Accounting (10)
78%
7.8
Accounts payable
90%
9.0
Accounts receivable
N/A
N/A
Cash management
N/A
N/A
Bank reconciliation
100%
10.0
Expense management
100%
10.0
Multi-division support
90%
9.0
Regulations compliance
100%
10.0
Electronic tax filing
100%
10.0
Self-service portal
100%
10.0
Standardized Processes
100%
10.0
Inventory Management (1)
50%
5.0
Inventory tracking
50%
5.0
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics (3)
60%
6.0
Dashboards
90%
9.0
Standard reports
90%
9.0
Custom reports
N/A
N/A
Customization (1)
N/A
N/A
Plug-ins
N/A
N/A
Security (1)
N/A
N/A
Single sign-on capability
N/A
N/A
  • Helps us keep clean, well-organized books.
  • Has more features than our small company needs, which means it a little expensive for us.
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