ScaleXP
ScaleXP: A finance close platform combining journals, consolidation, revenue workflows, and SaaS reporting. Ranked #16 of 30 in Financial Close Software by our editors (6.0/10); pricing: From £100/mo · 7-day trial; best for saaS finance teams using Xero or QuickBooks.
At a glance
- Editor score6.0 / 10
- PricingFrom £100/mo · 7-day trial
- Best forSaaS finance teams using Xero or QuickBooks
- Free planNo
- Approval workflowsYes
- Facts checked20 Sep 2026
Where it wins
- Automates close, schedules, journals, reviews, and approvals
- Connects accounting, CRM, billing, and spreadsheet workflows
- Tracks source-to-journal changes with a full audit trail
Where it doesn't
- No free plan; access is paid after the trial
- Advanced close and revenue workflows start at £250 per month
- Web-only platform with CRM features concentrated in Scale
Our verdict on ScaleXP
ScaleXP is financial close and finance automation software for growing businesses, SaaS companies, and finance teams using Xero, QuickBooks, or Zoho Books. It imports accounting data, prepares accrual, prepayment, and deferred-revenue schedules, supports journal preparation and posting workflows, and provides multi-entity consolidation. Finance teams can review and approve proposed entries before posting, with traceability from source transactions to journals. SaaS metrics, revenue recognition, forecasting, billing automation, and CRM-connected workflows extend its scope beyond a basic close checklist.
Pricing is structured across three monthly plans. Starter costs £100 per month and includes a revenue dashboard, MRR and ARR metrics, multi-entity consolidation, a full journal audit trail, Xero, QuickBooks, and Zoho Books integrations, plus live chat and email support. Growth costs £250 per month and adds fully automated month-end close, deferred and accrued revenue, prepayments, accruals, and advanced consolidation reporting. Scale starts at £450 per month and adds CRM-based revenue tracking, CRM invoicing, two-way invoice-status sync, CRM-based forecasting, automated renewal tracking, and AI dashboards. A 7-day free trial is available.
The integration range is a central part of the product’s fit. Alongside Xero, QuickBooks, and Zoho Books, ScaleXP connects with HubSpot, Salesforce, Pipedrive, Stripe, Google Sheets, and Microsoft Excel. That makes it suited to SaaS teams that need accounting data connected with CRM, billing, and reporting workflows. Teams seeking close automation, revenue schedules, consolidation, and auditability should consider it; smaller teams wanting a free plan or a narrower, lower-cost close tool may prefer a simpler option.
ScaleXP pricing
All 3 ScaleXP plans and prices →
ScaleXP fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Task dependencies | Not verified |
| Approval workflows | Yes |
| Audit trail | Yes |
| Multi-entity close | Yes |
| Recurring templates | Not verified |
| ERP connectivity | Native |
| Free trial | 7 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, 2FA |
| Support | Email, Live chat |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 9 integrations: Xero, QuickBooks, Zoho Books, HubSpot, Salesforce, Pipedrive … See all → |
| Pricing | From £100/mo · 7-day trial (source) |
| Website | scalexp.com |
| Facts checked | 20 Sep 2026 |
ScaleXP integrations
ScaleXP lists 9 integrations on its own site.
- Xero
- QuickBooks
- Zoho Books
- HubSpot
- Salesforce
- Pipedrive
- Stripe
- Google Sheets
- Microsoft Excel
See all ScaleXP integrations →
Alternatives to ScaleXP
- FloQastA mature close platform for teams that need control across accounting and compliance.9.4
- Trintech CadencyDeep reconciliation and close workflows for complex, multi-entity finance teams.8.2
- Aico Financial Close PlatformA broad close platform for finance teams coordinating complex, ERP-diverse processes.7.7
See all ScaleXP alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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