ScaleFactor Reviews & Ratings 2025

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.

Learn from top reviewers

grow your business with flexible software

Rating: 9 out of 10

February 28, 2022

IncentivizedVetted ReviewVerified User

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. ScaleFa...

John Tyagi

Manager - Marketing

Marketing manager

Rckcofficial

2 years of experience

Simplifies Taxes as a great Plugin for Xero

Rating: 10 out of 10

February 17, 2022

IncentivizedVetted ReviewVerified User

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 cor...

Verified user

Consultant

2 years of experience

A flexible software, pulling from the best solutions already available

Rating: 9 out of 10

March 3, 2020

IncentivizedVetted ReviewVerified User

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 ...

Kelly Graves

Consultant - Finance and Accounting

CFO (Chief Financial Officer)

Independent Advisor

1 year of experience

One of our strongest partners for 3+ years.

Rating: 9 out of 10

September 6, 2019

IncentivizedVetted ReviewVerified User

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 wo...

Verified user

C-Level Executive

4 years of experience

Growing company with a great service

Rating: 7 out of 10

September 6, 2019

IncentivizedVetted ReviewVerified User

Bookkeeping, sales analysis, and CPA for the entire organization.

Verified user

Executive

1 year of experience

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Pricing

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ScaleFactor

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

Would you like us to let the vendor know that you want pricing?

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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 7.7

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 8.2

Reporting & Analytics

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

9.6

Avg 7.8

General Ledger and Configurable Accounting

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

9.5

Avg 7.6

10
Accounts payable
(4) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
9
Accounts receivable
(2) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
9
Cash management
(3) Ratings
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
9.5
Bank reconciliation
(5) Ratings
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
9.5
Expense management
(5) Ratings
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
9
Multi-division support
(4) Ratings
The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.
9.5
Regulations compliance
(4) Ratings
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
10
Electronic tax filing
(3) Ratings
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
9
Self-service portal
(4) Ratings
The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.
10
Standardized Processes
(3) Ratings
Centralize financial management to facilitate standardized financial processes

Inventory Management

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

9

Avg 7.5

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Product Details

About
Integrations
Competitors
Tech Details
FAQs

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

Show Unsupported 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

ScaleFactor Integrations

ScaleFactor Competitors

inDinero
Bench Accounting
Pilot

ScaleFactor Technical Details

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	Apple iOS, Android
Supported Languages	English

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

Consumers	0%
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 From Top Reviewers

May 7th 2024

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Business Problems Solved

Scalefactor is a valuable tool for small businesses looking to streamline their accounting processes. Users have found that the software allows CFOs to focus on financial goals rather than getting caught up in daily data entries. Despite some glitches in the software, users appreciate the proactive troubleshooting efforts of the staff. This platform is particularly recommended for early-stage startups aiming to grow and scale. With Scalefactor, they can maintain clean books and gain peace of mind. However, some users have felt oversold on the product, experiencing poor execution that resulted in wasted hours correcting errors.

One of the standout features of Scalefactor is its responsive and helpful customer service. Customers have praised the support team for their attentiveness and willingness to educate them about accounting principles. The staff goes the extra mile to find answers to customers' questions and understand their business needs. Furthermore, Scalefactor provides greater visibility and facilitates good communication among teams, making it easier to collaborate on finances.

Users have found Scalefactor easy to use and appreciate how it simplifies tasks such as managing invoices, filing taxes, and importing bank statements. By using this software, small businesses can save on the expense of hiring a full-time accountant while maintaining accurate and up-to-date financial records. Onboarding has been efficient and painless for many users, with new features regularly added to enhance functionality. Scalefactor also caters to the needs of businesses by providing advanced accounting knowledge and integrating with various platforms.

In summary, Scalefactor serves as an outsourced bookkeeping, tax, and financial department for companies at a fraction of the cost of hiring in-house expertise. Despite some glitches and concerns about overselling, users have found value in this software's ability to systematize accounting processes, freeing up time for CFOs to focus on strategic financial goals rather than daily data entries.

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Simplifies Taxes as a great Plugin for Xero

Rating: 10 out of 10

Incentivized

February 17, 2022

Verified User

Consultant in Other

Design Company, 11-50 employees

Vetted Review

Verified User

2 years of experience

Use Cases and Deployment Scope

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.

Pros

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

Cons

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"

Likelihood to Recommend

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.

ScaleFactor Feature Ratings

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

Payroll Management

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

Plug-ins: N/A
N/A

Security (1)

100%

10.0

Single sign-on capability: 100%
10.0

Return on Investment

Scale factor saved me time as a plugin for Xero
Scale factor took out some of the stress of sorting out my VAT

Alternatives Considered

Xero

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.

Other Software Used

Wix, Ascend, by Wix, Autodesk Fusion 360

Usability

10

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.

Support Rating

7

Not sure if support is still available.

A flexible software, pulling from the best solutions already available

Rating: 9 out of 10

Incentivized

March 03, 2020

KG

Kelly Graves

CFO (Chief Financial Officer)

Independent Advisor (Furniture, 1-10 employees)

Vetted Review

Verified User

1 year of experience

View profile

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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.

ScaleFactor Feature Ratings

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

Inventory tracking: N/A
N/A

Order Management

N/A

Payroll Management

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

Plug-ins: N/A
N/A

Security (1)

100%

10.0

Single sign-on capability: 100%
10.0

Return on Investment

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.

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Cons

Cons