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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

ScaleXP is a financial automation solution designed to enhance and modernize key processes like revenue recognition, billing, subscription management, and reporting on SaaS metrics. By automating the management of deferred and accrued revenue sourced from invoice data, it creates revenue recognition schedules and journals that can be easily posted into accounting systems with minimal clicks, effectively reducing reliance on error-prone spreadsheets. The platform enables users to generate invoices from CRM deal records, effortlessly track renewals and contracts, and oversee subscription billing without the need for manual inputs. Additionally, it provides real-time dashboards and analytics to monitor critical SaaS metrics such as churn rates, retention statistics, and revenue growth, thereby promoting consistency across different teams. ScaleXP seamlessly integrates with various accounting and CRM systems, including popular options like Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact, ensuring a cohesive workflow. Beyond its primary accounting capabilities, it also supports advanced features like financial consolidation and the recognition of prepaid expenses, making it a comprehensive tool for financial management. As businesses evolve, ScaleXP adapts to meet their growing needs in financial operations.

Description

Veltrix serves as a confidential AI consultant tailored for entrepreneurs, integrating platforms such as QuickBooks, HubSpot, Square, Xero, Shopify, and Google Drive. It empowers business owners by providing insights into real-time data, delivering concise answers, intelligent notifications, visual dashboards, and actionable recommendations for their next moves. This comprehensive approach ensures that users can make informed decisions to drive their business forward effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM Yes 
QuickBooks Online Yes 
Xero Yes 
Exact Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Salesforce Yes 
Square Payments No 
Stripe Yes 
Zoho CRM Yes 

Integrations

HubSpot CRM Yes 
QuickBooks Online Yes 
Xero Yes 
Exact No 
HubSpot Customer Platform No 
Pipedrive No 
Salesforce No 
Square Payments Yes 
Stripe No 
Zoho CRM No 

Pricing Details

$134.85 per month
Free Trial Yes 
Free Version No 

Pricing Details

$49 /month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ScaleXP

Founded

2021

Country

United Kingdom

Website

www.scalexp.com

Vendor Details

Company Name

Veltrix AI

Founded

2024

Country

United States

Website

veltrix.com

Product Features

Recurring Billing

Customer Portal No 
Deferred Billing No 
Discount Management No 
Dunning Management No 
Invoice History No 
Multi-Currency No 
Multi-Period Recurring Billing No 
Payment Processing No 
Recurring Donations No 
Subscription Billing No 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

Product Features

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