ScaleXP Help Centre
How can we help?
Guides, how-tos and answers for every part of ScaleXP.
Was this answer helpful?
Popular:
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 packs.
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 packs 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.