Integration features Combine HubSpot & financial data for a single source of truth This is done by importing data from your underlying systems and using smart algorithms to automate routine reporting, making it much easier to track your KPIs, and monitor progress v. targets, for a comprehensive picture of your business. HubSpot and financial data is integrated, allowing everyone in the business to see a single source of truth. Combine HubSpot & financial data for a single source of truth Track customer revenue, 24x7 Get a real time view of sales and customer revenue. Understand who’s buying more and who’s buying less, anytime in a click. Revenue can be broken into different business lines. The system can even provide a copy of the actual invoice lines from Xero, QuickBooks or Sage. Track customer revenue, 24x7 Monitor actual performance v. targets - easily ScaleXP makes it easy to track performance v. targets across HubSpot, marketing and finance in one place. Critical business metrics like new customers, revenue retention, customer acquisition cost, ARR, MRR, lifetime value & unit economics are automated. Through the system, you can move between different forecasts or scenarios in one click. Monitor actual performance v. targets - easily Impress the boss with detailed & fully automated metrics Automate critical and complex KPIs across systems, that can be accessed at any time. The system will suggest KPIs based on your sector and stage of growth, which can be easily modified. Each calculation is shown visually in the system with full drill down to the names of specific customers or cost accounts from the accounting system. Impress the boss with detailed & fully automated metrics Save your finance teams’ time ScaleXP saves time for your finance team, automating tedious calculations like deferred revenue, accrued income and prepayments. On average, ScaleXP clients ‘close the month’ two days faster, time which can drive growth. Through interactive dashboards, the entire business has access to derived financial insights.

ScaleXP

Smart Finance Automation

Smart Finance Automation