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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The deal management component captures the terms of agreements, establishes approval workflows, manages financial transactions, accommodates contract modifications, and maintains a historical record with an audit trail. Meanwhile, the rights management aspect facilitates the searching and creation of deals, organizes IP rights hierarchies, oversees advances and guarantees, tracks payment schedules, sets royalty rates, and performs collision checks along with rights clearance and holes analysis. The royalty management section is responsible for processing sales and usage data, calculating and verifying royalties both in and out, allowing for deductions or recoupments, addressing violations, providing analytical insights, and producing royalty statements. Additionally, the finance management module encompasses revenue recognition and accruals, expense oversight, a comprehensive accounting engine, an accounting sub-ledger, and seamless bi-directional integration with financial systems through ERP. This interconnected system enhances efficiency and accuracy across all financial and contractual dealings within the organization.

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
JD Edwards EnterpriseOne
NetSuite
Pipedrive
QuickBooks Online
SAP Store
Salesforce
Stripe
Xero
Zoho CRM

Integrations

Exact
HubSpot CRM
HubSpot Customer Platform
JD Edwards EnterpriseOne
NetSuite
Pipedrive
QuickBooks Online
SAP Store
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

FADEL

Founded

2003

Country

United States

Website

fadel.com/ipm-suite/

Vendor Details

Company Name

ScaleXP

Founded

2021

Country

United Kingdom

Website

www.scalexp.com

Product Features

License Management

Automatic SKU Recognition
Central LM Server
Copy Protection
History Tracking
Node Management
Online Activation
Portable License
Sarbanes-Oxley Compliance
Timing Rights
Trial License

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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