ScaleXP is an AI-powered finance automation platform for SaaS and subscription businesses on Xero, QuickBooks, or Zoho Books, automating ASC 606/IFRS 15 revenue recognition, month-end close, billing, and 30+ SaaS metrics. Founded in 2019 by CEO Suezann Holmes in London, it’s SOC 2 Type 2 certified, GDPR/UK ICO compliant, and offers transparent pricing starting at £100/month with a 7-day free trial.

Automate revenue recognition & data insights

Key features

Automated revenue recognition: ASC 606/IFRS 15-compliant schedules and journals from invoice data
Fully automated month-end close: accruals, prepayments, deferred/accrued revenue, consolidation journals with audit trail
Automated billing & subscription management: invoices created directly from CRM deal properties
Multi-entity consolidation: consolidated group view across entities, countries, and currencies
30+ automated SaaS metrics: MRR, ARR, churn, retention, CAC, LTV, cohort analysis, forecasting
Smart / interactive reporting: investor-grade dashboards and PowerPoint board packs
CRM-based revenue tracking (CRM tier): two-way sync with HubSpot, Salesforce, Pipedrive
Renewals management: automated contract renewal tracking to reduce churn

Strengths

Purpose-built specifically for growing SaaS/subscription businesses, not a generic finance tool
Transparent, published, tiered pricing (Starter £100/mo, Growth £250/mo, Scale from £450/mo)
Strong third-party validation: 4.9/5 rating across Xero and QuickBooks app stores
Formal compliance stack: SOC 2 Type 2 certified, GDPR and UK ICO compliant, SSO/2FA available
No-credit-card-required 7-day free trial
Deep native integrations across both accounting and CRM systems

Best for

B2B SaaS and subscription companies needing automated ASC 606/IFRS 15 revenue recognition without spreadsheets
Fractional CFOs and finance leads at growing companies wanting a faster, more accurate month-end close
Finance teams managing multiple entities/subsidiaries needing consolidated group reporting
Charities, nonprofits, managed service providers, PR/marketing agencies, and VC/PE firms needing sector-specific financial visibility
Revenue operations teams wanting CRM deal data connected directly to invoicing and revenue forecasting
Founders and boards needing investor-grade SaaS metrics and board-ready reporting without manual compilation

Integrations

Xero (native, deep, system)
QuickBooks (native, deep, system)
Zoho Books (native, deep, system)
Stripe (native, basic, system)
HubSpot (native, deep, system)
Salesforce (native, deep, system)

Pricing

GBP 100 / month - 7-day free trial

ScaleXP

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Added By Caroline Zhang