About SquaredUp
SquaredUp helps companies manage critical IT infrastructure and applications. The company is trusted by the world’s best IT teams to ensure the reliability of their technology because when IT is down, the business is down.
SquaredUp case study: SaaS metrics and Xero consolidation with ScaleXP
Produce SaaS insights faster and with greater accuracy
Before ScaleXP
SquaredUp used a different software to consolidate their Xero UK & USA accounting data. The financial consolidation worked well but inter-company balances were tricky to understand because it was not possible to click into the detail.
Data from Salesforce could not be joined to Xero, making it tedious to calculate metrics, such as active customers, upgrades and downgrades. Calculating MRR and ARR alone required half a day each month.
The SquaredUp team spent days each month exporting data to spreadsheets and reconciling, rather than providing analysis or insights.
After ScaleXP
ScaleXP provides the finance and commercial teams with the data that they need in a few simple clicks.
SaaS metrics – Critical SaaS KPIs including MRR (monthly recurring revenue), ARR, upsells, downgrades, net dollar retention are fully automated by ScaleXP.
Easy to customize – All metric definitions can be customized using data from both the accounting and CRM systems.
Financial consolidation – ScaleXP consolidates both the financial and operational KPIs for SquaredUp. Intercompany balances net off in a way which is intuitive, providing instant drill down to specific general ledger accounts. The transparency of the system has allowed SquaredUp to catch issues early.
All data, including KPIs, is available at the parent company or subsidiary level, in a few simple clicks.
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Effortless SaaS Metrics
‘Thanks to ScaleXP we’re now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team are super responsive to feedback/feature requests and introduced functionality to make us successful with the product from the outset.’
–Tom · Commercial Analyst, SquaredUp