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FP&A and advisory reporting

ScaleXP

Revenue recognition and month-end automation for subscription businesses on Xero, QuickBooks Online, and Zoho.

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Overview

ScaleXP is revenue recognition software that sits on top of Xero or QuickBooks Online. It imports invoices from the ledger and uses them to build monthly schedules for recognized, deferred, and accrued revenue. Neither ledger does that on its own, so most firms end up in spreadsheets. ScaleXP reads invoice details like dates, amounts, and line items, then drafts the journals for your team to review and approve. That fits growing SaaS companies, agencies, and service businesses that need ASC 606 or IFRS 15 workflows but do not want to change ledgers.

The vendor says its AI reads invoice text to capture billing periods and currencies. It drafts journals automatically, but finance teams still approve them before anything posts back to the ledger. Prepayments and accruals are handled the same way. ScaleXP keeps Xero tracking categories and QuickBooks classes and locations, which matters when you have departments or product lines. Multi-currency workflows are included, and multi-entity consolidation is available for an extra fee per subsidiary. Exports to Excel and CSV are standard.

Pricing is in GBP only, starting at GBP 100/month for Starter. That plan covers 2 users, 200 invoices a month, and 2 automated journals. Growth at GBP 250/month adds full month-end journal automation, deferred and accrued revenue, prepayments, accruals, and 30+ SaaS metrics including MRR, ARR, churn, and cohorts. Scale starts at GBP 450/month and adds CRM invoicing from HubSpot, Salesforce, or Pipedrive, plus forecasting and renewal tracking. Stripe is an optional add-on. Annual billing takes 10% off, and all prices exclude UK VAT.

For firms on Xero or QuickBooks, ScaleXP adds revenue recognition without changing ledgers. The other options in this directory are mostly full ledgers or ERPs like NetSuite, Rillet, or Puzzle. Those mean switching your books. ScaleXP keeps your ledger and adds the schedules and journals on top. That is a meaningful difference for a business already comfortable with QuickBooks or Xero.

There are limits. The vendor does not detail milestone or usage-based recognition, which matters for some service contracts. Pricing is GBP only, with no USD figure published. The named AI features only appear from the Growth plan up. And it does not connect to Sage, so firms on that ledger should look elsewhere. Audit-side revenue testing is also not this tool's lane. For that, something like Trullion is closer to the mark.

The short version: ScaleXP adds revenue recognition and month-end automation to Xero or QuickBooks without a ledger switch. Starting price is GBP 100/month. If your clients sell subscriptions and your team approves the journals, it is worth a seven-day trial.

Key facts

Starting price
Custom pricing
Pricing model
Flat
Free trial
Yes
Free tier
No
Deployment
Cloud
Geography
Global
Support
Email
Languages
English
Security
SOC 2 Type 2
Works with
Xero, QuickBooks, Zoho Books, HubSpot, Salesforce, Pipedrive, Stripe, Excel, Google Sheets, Claude
Last checked
2026-10-16

Pros and Cons

Pros

  • SaaS and subscription businesses on Xero or QuickBooks that need ASC 606 or IFRS 15 revenue schedules.
  • Finance teams and fractional CFOs who want to keep their ledger and stop doing revenue recognition in spreadsheets.
  • Firms that want to automate month-end journals and SaaS metrics like MRR, churn, and cohorts without changing ledgers.

Cons

  • Companies on Sage, since ScaleXP says it does not connect to that ledger.
  • Businesses that need a full general ledger or ERP, because ScaleXP sits on top of your existing one.
  • Firms doing audit-side revenue testing, which is a different toolset than this month-end workflow.

Pricing

TierPriceBillingFeatures
StarterCustomGBP 100 per month plus VAT (10% off annual)2 users, 200 invoices a month, 2 automated journals, revenue dashboard with MRR and ARR, multi-entity consolidation, audit trail. For companies under $2M revenue.
GrowthCustomGBP 250 per month plus VAT (10% off annual)6 users, 500 invoices a month, 4 automated journals, AI month-end journals, deferred and accrued revenue, prepayments and accruals, 30+ SaaS metrics, cohorts, board packs.
ScaleCustomFrom GBP 450 per month plus VATAdds HubSpot, Salesforce, and Pipedrive with CRM invoicing, two-way invoice status sync, forecasting, and renewal tracking.

Compare ScaleXP head to head

Side by side on pricing, integrations and fit, from the same checked records as this page.

Frequently asked questions

What does ScaleXP do?
ScaleXP handles revenue recognition and month-end closing for subscription and contract businesses. It imports invoices from Xero, QuickBooks Online, or Zoho Books, then builds the deferred and accrued revenue schedules. The vendor says its AI reads invoice details like dates, amounts, and revenue periods to spread revenue over the right months. Finance teams review the draft journals before they are posted back to the ledger.
How much does ScaleXP cost?
Starter is GBP 100/month (2 users, 200 invoices/month, 2 automated journals). Growth is GBP 250/month (6 users, 500 invoices/month, full month-end automation and SaaS metrics). Scale starts at GBP 450/month and adds CRM invoicing and forecasting. All prices exclude UK VAT, and annual billing gets 10% off. There is a 7-day free trial with no credit card.
Does ScaleXP work with QuickBooks and Xero?
Yes, it connects to Xero, QuickBooks Online, and Zoho Books. It imports invoices from the ledger and posts approved journals back. It keeps Xero tracking categories and QuickBooks classes and locations. ScaleXP says it does not connect to Sage.
How does the AI work, and who approves the journals?
The vendor says ScaleXP's AI reads invoice text to identify billing periods, line items, dates, and currencies. It then creates revenue schedules and draft journals. The finance team reviews and approves every journal before it posts to the ledger. On the Growth plan and above, the vendor says month-end journals are fully automated using AI, but approval still sits with your team.
Does ScaleXP cover ASC 606 and IFRS 15?
The vendor says its revenue recognition workflows are designed to support ASC 606 and IFRS 15, including deferred and accrued revenue, prepayments, and accruals. It also handles FRS 102 deferred and accrued income where relevant. That covers many service and subscription contracts, though the vendor pages do not detail milestone or usage-based recognition.

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