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ScaleXP

scalexp.com

From £100/mo Free trial Web
Visit scalexp.com
Spec score 8.3 #4 of 29 in Revenue Recognition Software

What it is

ScaleXP automates finance operations and month-end workflows for growing companies, including revenue recognition, journal preparation, reporting and consolidation. It supports deferred and accrued revenue workflows and automates related journals. For expenses, it reads bills, suggests prepayment and accrual entries, and posts journals to Xero or QuickBooks. It connects with Xero, QuickBooks Online and Zoho Books, and can combine accounting data across systems, countries and entities without requiring a standard general ledger. CRM integrations include HubSpot, Salesforce and Pipedrive, with Stripe listed for billing. Reporting includes SaaS metrics, reports, dashboards and presentations; Starter includes MRR and ARR, while Growth includes 30+ automated SaaS metrics. The web product also lists approval workflows, an audit trail, multi-entity close and native ERP connectivity. ScaleXP is paid, with plans from £100/mo and a 7-day trial that requires no credit card. Starter is limited to up to 2 users and 200 invoices per month; additional subsidiaries cost extra by plan.

Spec sheet

What it does
ScaleXP automates revenue recognition, month-end journals, CRM invoicing, SaaS metrics and board reporting for finance teams.Read 15 Oct 2026 · scalexp.com
Product
ScaleXP automates finance operations and month-end workflows, including revenue recognition, journal preparation, reporting, and consolidation.Read 8 Oct 2026 · scalexp.com
Intended users
ScaleXP describes its audience as growing companies with recurring revenue, multiple entities, or reporting that has outgrown spreadsheets.Read 8 Oct 2026 · scalexp.com
Trial
ScaleXP offers a 7-day free trial without requiring credit card details.Read 8 Oct 2026 · scalexp.com
Security
ScaleXP states that it is SOC 2 Type 2 certified, GDPR and UK ICO compliant, and supports SSO and two-factor authentication.Read 15 Oct 2026 · scalexp.com
Support
Starter includes live chat and email support, and each plan includes tailored onboarding.Read 8 Oct 2026 · scalexp.com
Headquarters
ScaleXP lists Kings Place, 90 York Way, London N1 9AG as its headquarters.Read 15 Oct 2026 · scalexp.com
Founded
LinkedIn lists the company as founded in 2021.Read 15 Oct 2026 · linkedin.com
Access controls
ScaleXP says SSO and two-factor authentication can be enabled for users.Read 8 Oct 2026 · scalexp.com
Accounting integrations
Supported accounting systems are Xero, QuickBooks Online and Zoho Books.Read 15 Oct 2026 · scalexp.com
Accruals and prepayments
ScaleXP automates expense accruals and spreads prepaid expenses across their relevant accounting periods.Read 15 Oct 2026 · scalexp.com
API and SDKs
No standalone public API or SDK documentation is listed; documented integrations use approved connectors and a Salesforce package.Read 15 Oct 2026 · help.scalexp.com
Approval control
Journals are posted to the accounting system only after finance review and approval.Read 15 Oct 2026 · scalexp.com
Company size
LinkedIn lists ScaleXP as a privately held software-development company with 11–50 employees.Read 15 Oct 2026 · linkedin.com
Consolidation
It consolidates entities and currencies across Xero, QuickBooks and Zoho Books, including entities with different general-ledger codes.Read 15 Oct 2026 · scalexp.com
CRM and billing integrations
ScaleXP lists HubSpot, Salesforce, and Pipedrive CRM integrations and Stripe billing integration.Read 8 Oct 2026 · scalexp.com
CRM integrations
ScaleXP connects HubSpot, Salesforce and Pipedrive to finance workflows.Read 15 Oct 2026 · scalexp.com
Documentation
The help center contains nine getting-started articles and seven data-and-integrations articles, covering setup, journals, invoicing, revenue recognition and reporting.Read 15 Oct 2026 · help.scalexp.com
Expense journals
ScaleXP reads bills, suggests prepayment and accrual entries, and posts journals to Xero or QuickBooks.Read 8 Oct 2026 · help.scalexp.com
Funding
Crunchbase classifies ScaleXP as a private seed company and lists three funding rounds, with amounts obscured on the public page.Read 15 Oct 2026 · crunchbase.com
Implementation
The Xero integration page says a typical implementation takes about three weeks, depending on scope.Read 15 Oct 2026 · scalexp.com
Legal name
Crunchbase identifies the legal entity as ScaleXP Ltd.Read 15 Oct 2026 · crunchbase.com
Licence
The terms grant a limited internal-business licence and reserve ScaleXP intellectual property, indicating proprietary software.Read 15 Oct 2026 · scalexp.com
Limit: customization
Reviewers report rigid bespoke revenue-recognition reporting, limited presentation customization and a desire to edit budgets in the same interface.Read 15 Oct 2026 · softwareadvice.com
Limit: learning curve
Independent listings and reviewers mention a learning curve and a need for more self-service onboarding.Read 15 Oct 2026 · goodfirms.co
Limit: synchronization
Reviewers mention occasional slow loading, annoying reloads and intermittent syncing.Read 15 Oct 2026 · g2.com
Metrics and reporting
ScaleXP provides SaaS metrics, reports, dashboards, and presentations, with Starter including MRR and ARR metrics and Growth including 30+ automated SaaS metrics.Read 8 Oct 2026 · scalexp.com
Month-end automation
It imports invoices and bills, identifies service periods and exceptions, builds schedules, prepares journals for review and posts approved entries back to Xero or QuickBooks Online.Read 15 Oct 2026 · scalexp.com
Notable limits
Starter is described as intended for companies with less than $2M in revenue and includes up to 2 users and 200 invoices per month.Read 8 Oct 2026 · scalexp.com
Notable recognition
ScaleXP says it was selected as a Xero Staff Pick in 2023 and 2025.Read 15 Oct 2026 · scalexp.com
Praise: automation and reporting
Independent reviewers repeatedly praise automated revenue recognition, SaaS metrics, consolidation, dashboards and faster month-end closes.Read 15 Oct 2026 · g2.com
Praise: support
Reviewers repeatedly describe the support team as responsive, knowledgeable, prompt and helpful.Read 15 Oct 2026 · apps.xero.com
Privacy retention
Uploaded customer data is stated to be deleted within six weeks after termination, with UK GDPR and Data Protection Act 2018 controls.Read 15 Oct 2026 · scalexp.com
Rating on Capterra
4.8 out of 5 from 11 reviews.Read 15 Oct 2026 · capterra.com
Rating on G2
4.9 out of 5 from 16 reviews.Read 15 Oct 2026 · g2.com
Rating on GetApp
4.8 out of 5 from 11 reviews.Read 15 Oct 2026 · getapp.com
Rating on GoodFirms
5.0 out of 5 from 1 review.Read 15 Oct 2026 · goodfirms.co
Rating on Software Advice
4.8 out of 5 from 11 reviews.Read 15 Oct 2026 · softwareadvice.com
Rating on Xero App Store
5.0 out of 5 from 85 reviews.Read 15 Oct 2026 · apps.xero.com
Reporting
Users can create dashboards, management reports and downloadable PowerPoint board packs from accounting and CRM data.Read 15 Oct 2026 · scalexp.com
Revenue recognition
The platform supports deferred and accrued revenue workflows aligned with IFRS 15 and ASC 606.Read 15 Oct 2026 · scalexp.com
SaaS metrics
The service calculates metrics including MRR, ARR, NRR, GRR, churn, expansion, contraction and retention.Read 15 Oct 2026 · scalexp.com
Sage limitation
The integrations FAQ states that ScaleXP does not connect to Sage.Read 15 Oct 2026 · scalexp.com
Salesforce extensibility
A Salesforce managed package uses the scalexp_invoice namespace, tenant-token authentication and api.scalexp.com.Read 15 Oct 2026 · help.scalexp.com
Stripe integration
Stripe billing data can be imported for invoices, payments, refunds, churn and retention analysis.Read 15 Oct 2026 · marketplace.stripe.com

Plans and prices

Starter £100 a month £100 /month; annual billing saves 10% up to 2 users · up to 200 invoices/month · any 2 automated journals · 1-hour onboarding · £40/month per additional subsidiary Read 15 Oct 2026 · scalexp.com
Growth £250 a month £250 /month; annual billing saves 10% up to 6 users · up to 500 invoices/month · any 4 automated journals · 30+ SaaS metrics · 3-hour onboarding · £60/month per additional subsidiary Read 15 Oct 2026 · scalexp.com
Scale £450 a month from £450 /month; annual billing saves 10% CRM invoicing · HubSpot, Salesforce and Pipedrive · two-way invoice-status sync · forecasting · 3-hour onboarding · £90/month per additional subsidiary Read 15 Oct 2026 · scalexp.com

Every ScaleXP plan and price →

Strong points and limits

Strong points

  • Automates deferred and accrued revenue journals
  • Combines accounting data across systems and countries
  • Includes approval workflows and an audit trail
  • 7-day trial requires no credit card

Limits

  • No free plan
  • Starter allows up to 2 users
  • Starter caps invoices at 200 per month
  • Additional subsidiaries cost extra

Who it suits

ScaleXP suits growing companies with recurring revenue, multiple entities, or reporting that has outgrown spreadsheets. Teams should check plan limits against their user, invoice and subsidiary needs.

Verdict

ScaleXP brings month-end accounting, revenue workflows and reporting together, with integrations spanning accounting, CRM and billing systems. The plan caps, extra subsidiary charges and paid starting price are important to weigh against the trial.

Where Specifiction places it

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