Guides
Step-by-step guides for the main things ScaleXP does for you
Topics
Month end
Revenue recognition
Post deferred and accrued revenue journals each month.
Expenses
Post prepayment and cost accrual journals each month.
Invoicing
HubSpot
Create invoices in Xero or QuickBooks from HubSpot deals.
Salesforce
Create invoices from Salesforce opportunities.
Pipedrive
Create invoices from Pipedrive deals.
Stripe
Bring Stripe invoices into Xero, QuickBooks and ScaleXP.
Reporting
MRR, ARR and SaaS metrics
Report MRR, ARR, churn and other SaaS metrics.
KPIs and metrics
Track KPIs and metrics from your own data sources.
Multi-entity consolidation
Report across companies, currencies and eliminations.
Board packs
Build board reports and investor updates.
Subscriptions and renewals
Subscription management
Track contracts, renewals and upcoming invoices.