Best For

ScaleFactor's ideal customer is a General Manager who is trying to either grow their company using reliable data or offload the burden of accounting and the back office.

Product Details

ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. Request a free demo today!

Contact Details

ScaleFactor

https://scalefactor.com/

Founded in 2014

Located in United States

Customize Your Dashboard
6 Month Cash Projections
Edit Transaction Details
Upload Receipts w/ Phone
Pay Bills

Starting Price

  • $399.00/month

Free Demo

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

ScaleFactor Features

Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
Government
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
1099 Preparation
Aging Tracking
Approval Process Control
Cash Management
Check Writing
Data Extraction
Duplicate Payment Alert
Electronic Funds Transfer
Fraud Detection
Invoice Processing
PO Reconciliation
Recurring Payments
Vendor Management
ACH Payment Processing
Aging Tracking
Billing & Invoicing
Check Processing
Collections Management
Customer Statements
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Billing Portal
Contact Database
Contingency Billing
Customizable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

ScaleFactor Reviews

Overall
4.5/5
Ease of Use
4.5/5
Customer Service
4.5/5

Showing Most Helpful

Showing 12 of 12 reviews

Showing Most Helpful

Showing 12 of 12 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Jennifer G.
CEO
Higher Education, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 22, 2019

“Great Bookkeeping and Accounting Services That Grow With Your Business”

OverallWe love the platform and have been exceptionally happy with the level of service for our bookkeeping needs. When we have required additional services as we grow, like outsourced CFO services, they've been supportive and have recommended the best of the best providers in their network for us to work with. I trust ScaleFactor and highly recommend working with them for bookkeeping services.
ProsScaleFactor is constantly developing and adapting client dashboards and reporting in the platform, providing versatile data that supports better decision making for our business. This is the complete opposite experience we had with QBO, although we still require Quickbooks as a business, QBO dashboards haven't significantly changed over time and aren't customizable to show us what we need to know in real-time to make better business decisions. ScaleFactor provides us with real-time reporting capabilities and often interviews us to make sure they're capturing actionable and critical data points that are most important to the services industry and our business. Having this type of data at our fingertips saves us time and keeps us out of Excel.
ConsI would like to have more training available for the platform available so I understand the full capabilities of the tool. The tool seems to be growing quickly, which is awesome, but as a busy business owner I feel like the platform has developed many more capabilities since we became a client and we aren't currently using its full capabilities.

Vendor Response

By ScaleFactor on February 28, 2019
Hi Jennifer! First off, thank you so much for leaving us a positive review. We are thrilled to hear that our reports and data insights have helped save you time to focus more on your business. We just launched our help center which we hope will be helpful in learning how to use ScaleFactor's platform. You can access that here: https://help.scalefactor.com/. Also, we are actively working on finding ways to better educate our users and help them stay up to date with our software capabilities, so stay tuned for that! Again, thank you for taking the time and please let us know if you have any other feedback at portalfeedback@scalefactor.com. - Hannah
Reviewer Source 
Source: Capterra
February 22, 2019
Justin W.
COO / Co-founder
Food & Beverages, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 26, 2019

“One of the best software investments our team has made”

OverallOverall, I'd highly recommend ScaleFactor for anyone looking for an accounting solution. The result for us has been clean books and peace of mind. Price is fair as well.
ProsMost software product are truly just software with little backbone behind it. Outputs are only as good as the inputs but sometimes teams don't have the capability to create good inputs. ScaleFactor has been amazing because they have a full team supporting our account behind the software. They've been swift in responding to requests or questions, and overall we haven't had to think about our accounting systems since we completed onboarding.
ConsLike with any financial related software, it's tough to trust the numbers you see without necessarily knowing how they were derived. Sometimes financial accounts disconnect which would mean the numbers are not true anymore. Fortunately the team is quick to let you know, but it's still up to you to reconnect.

Vendor Response

By ScaleFactor on August 5, 2019
Thanks for the great review, Justin! Peace of mind is what we're after, and we're so happy you've found it with ScaleFactor.
Reviewer Source 
Source: Capterra
July 26, 2019
Avatar Image
Joseph S.
CEO ServiceBot
Computer Software, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 19, 2019

“Great software, great support, great results.”

OverallGreat - the team was efficient on getting me onboarded, the process wasn't nearly as painful as I thought. The service has been great, love the new features they are adding. Three years as a customer and running!
ProsThey make it really easy to onboard and handle all my accounting and booking. Once they are up and running they handle all my bookkeeping and accounting, giving me clean, accurate P&Ls every months as well as other insightful reports. Occasionally they ping me for clarification but usually only takes 5-10 minutes. More time growing less time with accounting.
ConsSometimes I wish the pricing would be more variable instead of a fixed cost as we are seasonal but understand the difficulty in that.

Vendor Response

By ScaleFactor on February 20, 2019
Hi Joseph! First of all, thank you so much for your positive review. Our customer feedback helps us improve our business and our products, so we really appreciate you taking the time to share your thoughts. We're so glad that our products have helped you to spend more time growing your business for the past three years! If you have any ideas on how we can improve our software, please let us know at portalfeedback@scalefactor.com. We would love to make your experience even better! Thanks again! - Hannah
Reviewer Source 
Source: Capterra
February 19, 2019
kzaman1 Z.
CEO
Computer Software, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 26, 2019

“Best Accounting Platform + Service”

OverallScaleFactor is a great company to work with. The customer service is just incredible. If you have an issue, they're highly responsive via email, phone, text, whatever it takes. They educate you as a customer about basic accounting principles. If they don't know the answer, they'll go out and find it for you.
ProsIt's incredibly easy to set up and use and streamlines all of our accounting / book-keeping needs.
ConsSometimes one of our bank account disconnects. Our other bank accounts work fine so we think that's more of the bank's issue than a ScaleFactor software issue.

Vendor Response

By ScaleFactor on February 28, 2019
Hi Khuram! Thank you so much for your positive review! We appreciate you taking the time to let us know what¿s working well and what we could maybe improve. Our customer experience is something we really care about, so we are so happy to hear that you have had great customer service and that our software has streamlined your accounting needs. If you have any more feedback, please let us know at portalfeedback@scalefactor.com. Thanks again! - Hannah
Reviewer Source 
Source: Capterra
February 26, 2019
Sarah S.
Founder
Retail, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 26, 2019

“Going well, getting settled”

OverallPretty good. I'm just starting out so it's taking us awhile to get my books in order so I can use all the resources. It's taking longer than I expected but I appreciate my team and how thorough they are. A little pricey for my small business but I'm glad to be a part of the ScaleFactor family.
ProsEasy to access my reports in a visual way.
ConsThat I can only read and reply to my messages by going to the portal. It takes my more time.

Vendor Response

By ScaleFactor on February 28, 2019
Hi Sarah! Thank you so much for your positive review! We appreciate all your feedback and hearing how the onboarding process has been for you. Your feedback helps us know what we can do better and what we are already doing well, so thank you for taking the time. Please let us know if there¿s anything else we can do to make our platform even better at portalfeedback@scalefactor.com. Thanks for being a part of the ScaleFam! Have a great day. - Hannah
Reviewer Source 
Source: Capterra
February 26, 2019
Connor J.
Solutions Analyst
Information Technology and Services, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 19, 2019

“Accounting I can afford!”

OverallI've got professional accounting watching my growing business daily without the enormous expense of a salaried accountant.
ProsWeb based ubiquity helps me stay up to date constantly.
ConsThere's some stark emptiness when we get going initially and it caused me a bit of wonder, but the human support helped clear it up quickly.

Vendor Response

By ScaleFactor on February 20, 2019
Hi Connor! Thank you so much for your positive feedback. We appreciate your patience at the beginning and are happy to hear about our team¿s quick response! We are always looking for ways to improve our products, and customer reviews help us better understand what we can do to make your experience better. Please let us know how we can improve our products and features at portalfeedback@scalefactor.com. Thanks again! - Hannah
Reviewer Source 
Source: Capterra
February 19, 2019
Dennis J.
COO
Real Estate, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 26, 2019

“ScaleFactor an evolving platform with significant customer upside ”

OverallExcellent customer service; appear to have good customer focused corporate culture.
ProsAutomating what can logically be automated in bookkeeping and accounting.
ConsUser interface for messages needs work to be first rate.

Vendor Response

By ScaleFactor on February 28, 2019
Hi Dennis! Thank you for taking the time to leave us a review. Your feedback is super helpful in letting us know what we're doing well and what we can do better, so thank you for sharing your thoughts. We're happy to hear that you have had a great customer experience. If you have any questions or more feedback, please let us know at portalfeedback@scalefactor.com. Have a great day! - Hannah
Reviewer Source 
Source: Capterra
February 26, 2019
Avatar Image
Tom J.
Co-Founder & CEO
Computer Software, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 20, 2019

“Great experience and ease of mind!”

OverallScaleFactor has made maintaining our books easy and automatic.
ProsEasy to use and don't have to worry about getting the books closed out at the end of each month.
ConsNothing. They've had their growing pains, but every startup goes through them.

Vendor Response

By ScaleFactor on February 22, 2019
Hi Tom! Thank you for leaving a review. As we continue to automate back office tasks for businesses, these reviews are super helpful in driving our next move and what we can do better. With that being said, we are so happy to hear that maintaining your books has become a lot easier with ScaleFactor's automated solutions! If you have any more feedback, please let us know at portalfeedback@scalefactor.com. Thanks again! - Hannah
Reviewer Source 
Source: Capterra
February 20, 2019
Priyanka M.
Ceo
Consumer Goods, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 19, 2019

“Scalefactor Review ”

OverallGreat and attentive people who understand my business and ready to go extra mile to help
ProsComprehensiveness and ability to view data in a meaningful manner
ConsIt's Difficult to sign into. I can't sign in using chrome

Vendor Response

By ScaleFactor on February 21, 2019
Hi Priyanka! Thank you for taking the time to leave us a review. We are so glad that you are happy with ScaleFactor and the financial data we provide. Also, we apologize for the login issues you experienced on Chrome. Our team has fixed the issue, so you should be up and running again! Please let us know if you have any additional feedback at portalfeedback@scalefactor.com. Thank you again for your review and have a great day! - Hannah
Reviewer Source 
Source: Capterra
February 19, 2019
Bill M.
OWNER
Automotive, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
3/5
Ease of Use
4/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
March 1, 2019

“REVIEW”

OverallSLOW RESPONSE IN GETTING REPORTS, THE PEOPLE ARE VERY PROFESSIONAL AND PLEASANT
ProsAUTOMATION FOR GATHERING DATA AND INFORMATION
ConsTHERE ARE A LOT OF ICONS AND TABS THAT ARE NOT USED

Vendor Response

By ScaleFactor on March 13, 2019
Hi Bill! First of all, thank you for taking the time to leave a review. Your feedback helps guide us on what we can do better to improve your customer experience. We'd love to touch base on the icons and tabs that you're referring to, so we can ensure you're getting the most out of our product. I will talk with my team and see if we can set up some time to connect. Please reach out to us at portalfeedback@scalefactor.com if you have any other feedback. Thanks again! - Hannah
Reviewer Source 
Source: Capterra
March 1, 2019
Haley R.
CEO
Restaurants, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
February 26, 2019

“Great services for services businesses!”

OverallGreater visibility
ProsAt a glance financials - reliable for businesses with repeatable, recurring financial inputs and outputs
ConsNot always real-time depending on your cash cycles

Vendor Response

By ScaleFactor on February 28, 2019
Hi Haley! Thank you so much for taking the time to leave us a review. We appreciate your feedback as it helps drive what ScaleFactor can do better and what products may be more useful for our customers. With that being said, we are so glad that our software has given you greater visibility into your business. If you have any other feedback or questions, please let us know at portalfeedback@scalefactor.com. Thank you and have a great day! - Hannah
Reviewer Source 
Source: Capterra
February 26, 2019
Bart H.
CEO
Non-Profit Organization Management, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
February 26, 2019

“Change 4 Love review”

Overallgood communication
Proson my phone and I can make quick looks into my business
Consdont understand the software all that much and not much training on it

Vendor Response

By ScaleFactor on February 28, 2019
Hi Bart! Thank you so much for taking the time to review ScaleFactor! We are so glad to hear that our service has enabled you to get visibility into your financials quickly and on mobile. And thank you for letting us know about your wish for more training! We actually just launched our help center here: https://help.scalefactor.com/ and are actively looking into how we can better educate folks on all the capabilities our software offers as we grow. Stay tuned for that! In the meantime, if you have any other questions or feedback, please reach out to portalfeedback@scalefactor.com. Thanks again! - Hannah
Reviewer Source 
Source: Capterra
February 26, 2019