Combine HubSpot +Xero, QuickBooks or Zoho

This is done by importing data from your underlying systems and using smart algorithms to automate routine reporting, making it much easier to track your KPIs, monitor progress v. targets, for a comprehensive picture of your business. HubSpot and financial data is integrated, allowing everyone in the business to see a single source of truth.

Track customer revenue and MRR per customer with ease

Get a real time view of sales and customer revenue. Understand who’s buying more and who’s buying less, anytime in a click. Revenue can be broken into different business lines. The system can even provide a copy of the actual invoice lines from Xero, QuickBooks or Sage.

Monitor actual performance v. targets - easily

ScaleXP makes it easy to track performance v. targets across HubSpot, marketing and finance in one place. Critical business metrics like new customers, revenue retention, customer acquisition cost, ARR, MRR, lifetime value & unit economics are automated. Through the system, you can move between different forecasts or scenarios in one click.

Automate SaaS, subscription and sector specific KPIs

Automate critical and complex KPIs using integrated HubSpot + accounting data. The system will suggest KPIs based on your sector and stage of growth. Standard definitions are easy to update. Each calculation is shown visually in the system, with full drill down to the names of specific customers or cost accounts from the accounting system.

Save your finance teams’ time

ScaleXP saves time for your finance team, automating tedious calculations like deferred revenue, accrued income and prepayments. On average, ScaleXP clients ‘close the month’ two days faster, time which can drive growth. Through interactive dashboards, the entire business has access to derived financial insights.