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Guides, how-tos and answers for every part of ScaleXP.
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What do you want to achieve?
Step-by-step guides for the main things ScaleXP does for you.
Automate month end: Revenue recognition
Post deferred and accrued revenue journals each month.
Automate month end: Expenses
Post prepayment and cost accrual journals each month.
Multi-entity consolidation
Report across companies, currencies and eliminations.
MRR, ARR, and SaaS metric reporting
Report MRR, ARR, churn and other SaaS metrics.
Automate KPIs and metrics
Track KPIs and metrics from your own data sources.
Create a presentation
Build board reports and investor updates.
Browse by product area
Find help for each part of ScaleXP.
Reports
Build and format financial reports
Dashboards
Charts, KPIs and dashboards
Presentations
Board reports and investor updates
Customers
Contracts, renewals and cohorts
CRM and forecasting
HubSpot, Salesforce and Pipedrive
Load data
Connections and imports
Settings
Company and user setup
ScaleXP Invoicing for HubSpot
Create invoices from deals
Forecast
Budgets and forecasts
Popular articles
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