ScaleFactor Reviews

6 Ratings
<a href='' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Do you work for this company? Learn how we help vendors

Overall Rating

Reviewer's Company Size

Last Updated

By Topic




Job Type


Reviews (1-3 of 3)

Companies can't remove reviews or game the system. Here's why.
March 03, 2020
Kelly Graves | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Utilizing it has an outsourced bookkeeping services as well as integrator of various platforms such as Gusto, Expensify,, 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.
Read Kelly Graves's full review
September 06, 2019
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Read this authenticated review
September 06, 2019
Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Read this authenticated review

ScaleFactor Scorecard Summary

Feature Scorecard Summary

Plug-ins (1)
Single sign-on capability (2)
Dashboards (3)
Standard reports (2)
Custom reports (1)
Accounts payable (3)
Accounts receivable (1)
Cash management (1)
Bank reconciliation (3)
Expense management (3)
Multi-division support (3)
Regulations compliance (2)
Electronic tax filing (2)
Self-service portal (3)
Standardized Processes (2)
Inventory tracking (2)

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

Has featureAccounts payable
Has featureAccounts receivable
Has featureCash management
Has featureBank reconciliation
Has featureExpense management
Has featureMulti-division support
Has featureRegulations compliance
Has featureElectronic tax filing
Has featureSelf-service portal
Has featureStandardized Processes

Inventory Management Features

Has featureInventory tracking

Reporting & Analytics Features

Has featureDashboards
Has featureStandard reports
Has featureCustom reports

Customization Features

Has featurePlug-ins

Security Features

Has featureSingle sign-on capability

ScaleFactor Screenshots

ScaleFactor Video

It's time to tame the chaos of the back office. Manage your business' accounting, tax, and financial decisions in just a few minutes a week.

ScaleFactor Integrations

ScaleFactor Competitors

inDinero, Bench Accounting, Pilot

ScaleFactor Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

ScaleFactor Support Options

 Free VersionPaid Version
Live Chat
Social Media

ScaleFactor Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Languages: English