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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Organizations that operate on a project basis encounter a variety of complex accounting and financial reporting obligations, stemming from both internal dynamics and an increasingly demanding regulatory landscape. Within these organizations, project accounting often transcends various organizational structures and geographical locations, as matrix management necessitates adaptable project reporting solutions. Projects can vary greatly in duration, ranging from just a few days or weeks to several years, during which budgets are subject to numerous revisions. Furthermore, the challenges of regulatory compliance and the imperative for clear revenue recognition add additional pressure to the project accounting process. Balancing these diverse requirements through a unified accounting software system demands minimal administrative burden while maximizing flexibility, making it a formidable task for project-based organizations. Ultimately, success in this area can significantly enhance operational efficiency and financial accuracy.

Description

ScaleXP is a financial automation solution designed to enhance and modernize key processes like revenue recognition, billing, subscription management, and reporting on SaaS metrics. By automating the management of deferred and accrued revenue sourced from invoice data, it creates revenue recognition schedules and journals that can be easily posted into accounting systems with minimal clicks, effectively reducing reliance on error-prone spreadsheets. The platform enables users to generate invoices from CRM deal records, effortlessly track renewals and contracts, and oversee subscription billing without the need for manual inputs. Additionally, it provides real-time dashboards and analytics to monitor critical SaaS metrics such as churn rates, retention statistics, and revenue growth, thereby promoting consistency across different teams. ScaleXP seamlessly integrates with various accounting and CRM systems, including popular options like Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact, ensuring a cohesive workflow. Beyond its primary accounting capabilities, it also supports advanced features like financial consolidation and the recognition of prepaid expenses, making it a comprehensive tool for financial management. As businesses evolve, ScaleXP adapts to meet their growing needs in financial operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Exact
HubSpot CRM
HubSpot Customer Platform
Pipedrive
QuickBooks Online
Salesforce
Stripe
Xero
Zoho CRM

Integrations

Exact
HubSpot CRM
HubSpot Customer Platform
Pipedrive
QuickBooks Online
Salesforce
Stripe
Xero
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$134.85 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com/en-us/industry-productivity-solutions/modules/planning-and-scheduling/project-accounting/

Vendor Details

Company Name

ScaleXP

Founded

2021

Country

United Kingdom

Website

www.scalexp.com

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Product Features

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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