Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Eliminate the use of spreadsheets and transform finance into a collaborative team effort. Metric.ai serves as a comprehensive hub for all your financial information. You can confidently set project budgets, compute costs, and recognize revenue seamlessly. Maintain an up-to-date overview of your profit, utilization rates, effective billing, capacity, and additional metrics. Discover over 100 service-oriented key performance indicators (KPIs) and develop custom metrics to facilitate better decision-making. Organize projects and personnel into various departments, roles, and offices to accurately represent your organizational structure, complete with tailored metrics for each category. Enhance your forecasting accuracy by consolidating essential metrics like revenue recognition, multi-currency capabilities, financial closures, and historical variations all within a single platform. This approach allows you to inject more predictability into your planning. Additionally, you will receive alerts about potential risks and gain actionable insights into why actual results may differ from forecasts. By integrating project and resource plans, you can effectively plan for revenue, costs, and profits while adapting to changes in real-time. Embrace a more streamlined financial management experience that fosters teamwork and informed decision-making.
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
No
API Access
Has API
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Pipedrive
Yes
QuickBooks Online
Yes
Xero
Yes
Zoho CRM
Yes
Asana
Yes
Basecamp
Yes
Everhour
Yes
Exact
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Pipedrive
Yes
QuickBooks Online
Yes
Xero
Yes
Zoho CRM
Yes
Asana
No
Basecamp
No
Everhour
No
Exact
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$134.85 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Measured Analytics
Founded
2017
Country
United States
Website
www.metric.ai
Vendor Details
Company Name
ScaleXP
Founded
2021
Country
United Kingdom
Website
www.scalexp.com
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
Yes
Financial Management
Yes
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
Yes
Qualitative Analysis
No
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
Yes
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
No
Product Features
Recurring Billing
Customer Portal
No
Deferred Billing
No
Discount Management
No
Dunning Management
No
Invoice History
No
Multi-Currency
No
Multi-Period Recurring Billing
No
Payment Processing
No
Recurring Donations
No
Subscription Billing
No
Subscription Management
Cancellation Management
No
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
No
Product Catalog
No
Recurring Billing
No
Revenue Recognition
No
Revenue Recovery Tools
No
Self Service Portal
No
Subscription Plan Management
No
Tax Management
No
Trial Management
No
Usage Tracking/Analytics
No