1. Organization & Access Setup
To begin consolidation, your group structure must be created in ScaleXP. Your Parent Organization sits at the top level of reporting and controls the consolidated view. Subsidiaries are added beneath it.
Step checklist:
Related Articles:
How to connect a new organisation (consolidated)
How to add team members; inviting others to access your ScaleXP
Basic setup: Settings to configure when getting started
2. Reporting Structure & Chart of Accounts
To consolidate cleanly, entities must use a consistent reporting structure. ScaleXP allows you to cascade P&L and Balance Sheet formats from the Parent entity to subsidiaries for consistent roll-up.
Checklist:
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How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)
How to move and group financials across entities using cascade from parent
3. Multi-Currency Consolidation
If your group operates in multiple currencies, ScaleXP automatically converts subsidiary results into the Parent currency at month-end. Exchange rates can be adjusted if required for audit accuracy.
Checklist:
Related Article:
How to adjust foreign exchange rates: consolidated balance sheets
4. Intercompany Accounts & Elimination
If group companies trade with one another, these internal balances must be eliminated in consolidation to avoid overstating revenue and costs.
Checklist:
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How to consolidate intercompany accounts in ScaleXP
How to eliminate intercompany accounts; How to add or remove accounts to be eliminated
5. Revenue & SaaS Metrics Consolidation
If you want to consolidate metrics such as MRR, ARR, churn, cohorts or customer reporting, enable metric settings at the group level. This is ideal for SaaS and subscription consolidations.
Checklist:
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6. Consolidated Reports & Dashboards
Once consolidation is configured, you can begin building group-level reporting. Reports and dashboards can combine both financial and operational metrics across entities.
Checklist:
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How to create a metric, report, or chart using Customer page reports
Add Metrics from Multiple Customers Pages to one Report or Dashboard
How to add a budget to a consolidated company
How to add multiple budgets to a report
7. Presentations & Board Packs
Use financial and KPI reports to build automated board packs. These update instantly each month from your consolidated data.
Related Article:
8. CRM & Invoicing Integration
If you use HubSpot, Salesforce or another CRM for subscription billing or invoicing, connect your CRM at the Parent Organization level so revenue aligns across entities.
Related Articles:
ScaleXP CRM Integration Best Practices
ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
ScaleXP Invoicing: HubSpot Set Up - Step 2 of 2 - Invoicing Setup and Data Mapping
How to connect Hubspot, Pipedrive or Salesforce
How to Configure Hubspot, Pipedrive or Salesforce for ScaleXP
Summary
Once set up, consolidated reporting in ScaleXP allows you to:
- Roll up financials across entities
- Automate multi-currency conversions
- Eliminate intercompany balances
- Consolidate MRR/ARR and SaaS metrics
- Build group dashboards and board packs
- Sync monthly for automated reporting