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

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Alternatives Pricing

Acumatica

$1,000

per year

What is Acumatica?

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

SAP S/4HANA Cloud

N/A

Unavailable

What is SAP S/4HANA Cloud?

SAP S/4HANA Cloud is a modular cloud ERP. Embedded with AI and analytics, it helps business run anywhere, in real time. SAP S/4HANA Cloud can be deployed either on premise, in the cloud, or in a hybrid combination.

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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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One of our strongest partners for 3+ years.

Rating: 9 out of 10

Incentivized

September 06, 2019

Verified User

C-Level Executive in Corporate

Apparel & Fashion Company, 11-50 employees

Vetted Review

Verified User

4 years of experience

Use Cases and Deployment Scope

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.

Pros

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.

Cons

Need to make sure they strike a balance between automation and hands on service.

Likelihood to Recommend

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.

ScaleFactor Feature Ratings

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

Payroll Management

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

Return on Investment

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.