ScaleXP Help Center
How can we help?
Guides, how-tos and answers for every part of ScaleXP.
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.
Get started with ScaleXP
Set up your account in four steps.
Connect your accounting
Link Xero, QuickBooks or Zoho Books and import your data.
Read guideConfigure your P&L
Map your accounts and set up the groups you report on.
Read guideAdd your CRM
Bring in contracts from HubSpot, Salesforce or Pipedrive.
Read guideBuild your reports
Create reports, dashboards and board reports.
Read guide
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
Journals
Revenue and expense journals
Load data
Connections and imports
Settings
Company and user setup
ScaleXP Invoicing for HubSpot
Create invoices from deals
Forecast
Budgets and forecasts
Popular articles
Integrations
Set up and troubleshoot the tools you connect to ScaleXP.
Still need help?
Email our support team and we'll get back to you.