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            • Step 1: Install ScaleXP Invoicing in HubSpot
            • ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
            • Revenue setup 1: Configure and validate revenue recognition
            • Step 2: Configure ScaleXP Invoicing
            • Prepayments 1: Select your prepayments
            • Expense setup 1: Prepare your accounts
            • Start here: Automate revenue journals
            • How to configure your P&L and balance sheet in ScaleXP (consolidated company)
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            • How to add live metrics through Microsoft Excel

              ScaleXP lets you bring in data and KPIs that live outside your accounting system and CRM.  With the Microsoft Excel...

              April 10th, 2026 1216 views 0 likes

            • Usage Based Revenue: Connect Microsoft Excel

              Revenue journals · Optional: Usage Based Revenue · Connect Microsoft Excel Set up › Connect Google Sheets or Connect Microsoft...

              April 12th, 2026 1211 views 0 likes

            • Usage Based Costs: Connect Microsoft Excel

              Expense journals · Optional: Usage Based Costs Start here · All expense journal FAQs When to use this Connect a...

              July 27th, 2026 29 views 0 likes

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