ScaleXP

ScaleXP provides a comprehensive financial reporting platform for B2B subscription or SaaS companies.

Key features include:

• Consolidated SaaS metrics across all countries, business units and reporting entities

• Dynamic dashboards built using AI prompts

• Ability to build reports using ERP and CRM data, including the ability to link directly to general ledger level detail or specific sales pipelines

• Renewal tracking and contract management

• Revenue recognition fully automated, from the data and texts on your invoices or a connected CRM platform

• Automated SaaS metric tracking including MRR, ARR, lifetime value, and acquisition costs

• Financial consolidation across countries, currencies, even accounting systems.

ScaleXP sits alongside current systems, importing data from a connected ERP and CRM:

• ERP connections include Xero, QuickBooks, Zoho

• CRM connections include Salesforce, HubSpot and Pipedrive

The platform fills in the gaps between systems, rather than replacing them. And ScaleXP doesn’t charge a percentage of revenue or ARR. THe vendor states their most companies are fully onboarded in 2 - 3 weeks.