# ScaleXP Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ScaleXP Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more.

Source: https://www.capterra.com/p/229489/ScaleXP

---

# 

 ScaleXP Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 30, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

ScaleXP

## What is ScaleXP?

ScaleXP is a finance automation and data analytics platform designed for B2B companies, particularly high-growth SaaS businesses and investor-backed firms. The platform automates financial processes such as deferred revenue recognition and prepayments, while consolidating financial and operational data across multiple accounting systems and currencies. It provides real-time, customizable dashboards and automated reporting to support data-driven decision-making.

## What is ScaleXP used for?

[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Revenue Recognition](https://www.capterra.com/revenue-recognition-software/)[Data Visualization](https://www.capterra.com/data-visualization-software/)

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£100

Flat Rate, Per Month

Free trial  
available

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Do you work for ScaleXP?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.scalexp.com&name=ScaleXP)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ScaleXP

4.8 (10)

VS.

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

£100

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (10)

Ease Of Use

4.2 (532)

Value For Money

4.7 (10)

Value For Money

4.0 (441)

Customer Service

5.0 (10)

Customer Service

4.0 (472)

## ScaleXP alternatives

[4.2 (104)](https://www.capterra.com/p/131433/Chargebee/reviews/)

Starting price

$7188.00

Per User, Per Month

[4.4 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Highest Rated

[Zenskar](https://www.capterra.com/p/10018234/Zenskar/)

[5.0 (54)](https://www.capterra.com/p/10018234/Zenskar/reviews/)

Starting price

$15000.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/10018234/Zenskar/)

[View all alternatives](https://www.capterra.com/p/229489/ScaleXP/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Reporting/Analytics

4.7 (6)

83.33% of 6 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Revenue Recognition

4.6 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Access Controls/Permissions

4.5 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Expense Tracking

4.3 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Monitor and record expenses such as purchases or charges incurred

Third-Party Integrations

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

Customizable Dashboard

4.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Alter the layout and content of dashboards

ScaleXP 71 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

One-off queries made on an as-needed basis

Generate one-off reports that meet information requirements

Application programming interface that allows for integration with other systems/databases

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Add customized logos and colors to align with company branding

Alter the layout and content of dashboards

Alter the layout and content of reports

Rules followed by the software/AI can be configured by users to suit their specific needs

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Import, collect, and capture data from multiple sources

Connect to big data sources

Import and export data to and from software applications

Ability to handle large datasets

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Graphical representation of data

Assemble applications and processes by dragging over and arranging pre-built components

Monitor and record expenses such as purchases or charges incurred

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Used by retail investors and active traders/day traders

Information, data and reports that are being tracked over time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Store and view prior invoices for each account/client

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Reports specific to marketing and associated campaigns

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and handle various international currencies

Allows users to manage data from a number of sources

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Predict future data based on historical data sets

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Evaluate the degree to which business operations bring monetary gains

Share pre-configured sets of data organized and presented in a specific manner with the organization

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Monitor sales and make necessary adjustment in order to increase demand and revenue

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Reports specific to sales analysis for trends and strategies

Set a time to generate routine reports automatically

Search and filter data across systems to locate required information by entering keywords or certain criteria

Allow users to access multiple services after entering their login credentials once

Review and uncover trends in spending activity

Track the status over time for a request, process, asset, or transaction

Process of managing customer subscription lifecycle for a recurring service or a product

Addition of necessary external data, applications, tools, or features

Set up connections to third-party platforms to improve business processes

Review data from past periods to reveal recurring tendencies and predict future performance

Interact with data visualization elements, such as charts and graphs, to drill down into data

Get Advice

We can help you find the software with the features you need.

Features

4.6 (10)

4.6

Based on 10 reviews

## Pricing

Value for money

4.7 (10)

Free Trial

Starter

£100.00

Flat Rate,Per Month

Growth

£250.00

Flat Rate,Per Month

Scale

£400.00

Flat Rate,Per Month

Value for money

4.7 (10)

4.7

Based on 10 reviews

## Integrations

[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[

Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (10)

5.0

Based on 10 reviews

## User reviews

Overall rating

4.8

Based on 10 reviews

Filter by rating

5(8)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

ZL

Zach L.

FPA Manager

Financial Services

### "Great tool for SAAS company"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 27, 2026

Pros

ScaleXP integrates with Xero, which removes a lot of manual effort and reduces errors. Deferring revenue is straightforward and built into the system, so we no longer need to rely on complex spreadsheets. Having everything in one place is a big win. It’s particularly strong for ARR waterfalls and provides clear, reliable metric dashboards for management reporting. The customer service has also been very good — responsive, knowledgeable, and genuinely helpful when we’ve needed support.

Cons

Some areas of reporting and configuration can feel a bit rigid, especially if you want highly bespoke or edge‑case revenue recognition treatments.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CJ

Cherise Jenna R.

Finance Operations Manager

Computer Software

### "Finance Operations Manager"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 20, 2026

Pros

Invoicing information is easily available and deferred revenue is no longer a time consuming task. Accruing revenue is easy and simple!

Cons

It doesn't allocate credit notes to invoices like in Xero, so when you pull a "Line item detail" report you need to match these off manually to get the left over line items that are still valid for that customer.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

HL

Habib L.

Accounts Receivable Specialist

Financial Services

### "Powerful Financial Planning Tool with a Learning Curve"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 20, 2026

Overall, my experience with ScaleXP has been positive. It’s a robust platform that delivers real value once you get past the onboarding phase. While it may require some upfront effort to learn, the payoff in terms of accuracy, organization, and insight is worth it. It’s especially useful for teams that need structured financial visibility and scalable planning capabilities.

Pros

What stood out most about ScaleXP is its ability to centralize financial planning, forecasting, and reporting in one place. The interface is clean and structured, making it easier to track key metrics and build scenarios without juggling multiple spreadsheets. I also appreciated the flexibility in modeling—once you understand the logic, it becomes a very powerful tool for decision-making and long-term planning.

Cons

The biggest drawback is the initial learning curve. For new users, especially those not deeply familiar with financial modeling, it can feel a bit overwhelming at first. Some workflows are not immediately intuitive, and it takes time to fully understand how to leverage all features efficiently

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SF

Simon F.

Head of Finance

Financial Services

### "Review of ScaleXP in an SME SaaS business"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

March 20, 2026

Overall our experience has been good. The product is now a key part of our Finance tech stack and is used across the business.

Pros

It connects with our Xero accounting system and automates our revenue recognition saving us time and reducing the risk of errors. It also enables insight into business performance through the ARR waterfall and dashboards.

Cons

At times there have been changes to methodology with little warning resulting in historic figures being changed and work being needed on our side to fix this.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NG

Natalie G.

Management Accountant

Management Consulting

### "Excellent, User-Friendly Financial Platform with Powerful Insights"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 19, 2026

Overall, our experience with ScaleXP has been extremely positive. It’s a powerful, user-friendly platform that streamlines financial processes and provides great visibility into data. The time savings and clarity it brings have made a real difference to our operations. I would highly recommend it to any business looking for a reliable and well-rounded financial management tool

Pros

ScaleXP has been a fantastic addition to our workflow. The platform is very intuitive and easy to navigate, making onboarding quick for the whole team. The dashboard and data visualisation tools are particularly strong - they give clear, actionable insights without needing a lot of manual setup. We’ve also found the invoicing features to be efficient and reliable, saving us a lot of time. Customer support has been responsive and helpful whenever we’ve had questions, and the overall value for money is excellent given the range of features included.

Cons

There’s very little to dislike, but there are a few areas that could be improved. Some of the data management features could be a bit more flexible, especially when handling more complex or customised datasets.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DK

David K.

VP of Finance

Computer Software

### "Happy from Maxio to ScaleXP!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 1, 2025

The product is very well thought out. The GUI is nice. The team is responsive. We switched from Maxio after using them for several years and are much happier...not to mention, grateful for the lower pricing!

Pros

Flexible revenue recognition...on par if not better than Maxio, our previous revenue recognition vendor. We love the customer waterfall feature and the ability to catch errors and correct on the spot. Also love the clever way to treat prepaid usage and the ability to find and amortize prepaid expenses.

Cons

Sometimes it can be pokey loading data, but has not been much of an issue.

Switched from

[Maxio](https://www.capterra.com/p/139751/Maxio/)

To complex and way more expensive. We keep running in to broken transaction links and hiccups with some of our complex invoices.

Alternatives considered

[TrueRev](https://www.capterra.com/p/200426/TrueRev/)

Reasons for choosing ScaleXP

ScaleXP met all of our needs out of the box. TrueRev was not as complete of a product and didn't met our unique revenue recognition needs out of the boxs.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 6, 2025

Thanks so much for the kind words! We're thrilled to hear that ScaleXP is meeting your needs and making life easier, especially coming from a long-time Maxio user. We’re always working to improve performance, so appreciate the note on loading times. Delighted to have you with us!

ES

Estiaan S.

Head of Finance

Computer Software

### "ScaleXP Review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 16, 2024

Pros

Easy to use and integration with other tools like Hubspot / Xero / Stripe. The ability to also create custom metrics is very valuable on the dashboard & the presentation section is very handy & smooth which saves us a lot of valuable time each month.

Cons

Nothing to note - great product & great support - highly recommended if you are in the SaaS space.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LI

Lateef I.

Finance Director

Arts and Crafts

### "Excellent "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 2, 2023

Excellent

Pros

Smooth data extraction from Xero Accounting system. Effortless management documenting is possible through ScaleXp

Cons

None for now, everything works perfectly

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JA

Joe a.

Realtor

Real Estate

### "Best Software to present data in East format"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 5, 2022

Overall experience with ScaleXP is good. The software can have be more advanced.

Pros

The software is fantastic and it's ability to show the data in a simplify manner is really commendable

Cons

It takes a bit time to learn about the software (so every tool online)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SM

Sonam M.

Founder

Marketing and Advertising

### "Brilliant "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 12, 2021

They're quick to implement new changes and take feedback on board.

Pros

For me the automated charts and reports are the most helpful. It gives me time to take a part the data and clarity on what I can do with the data.

Cons

I wish I could customise the presentations so that I can tailor it to each brand and client.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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