ScaleXP seamlessly combines data from Pipedrive with QuickBooks to help you make better decisions.
ScaleXP connects the finance workflow from a closed-won Pipedrive deal to invoicing in QuickBooks and revenue recognition.
When a deal closes in Pipedrive, finance can see that it is ready to invoice and check the deal against invoices issued in QuickBooks. ScaleXP then uses the connected invoice data to support revenue recognition, giving finance a clear workflow from Pipedrive deal → QuickBooks invoice → recognized revenue.
Read more about Smart Reporting here
Teams running Pipedrive can also explore the full ScaleXP Pipedrive integration, or the Pipedrive Xero integration if Xero is the accounting system.
ScaleXP streamlines revenue recognition, starting with deals won in Pipedrive.
Monitor your sales pipeline over time to understand trends and issues. Easily track changes in the size of your pipeline by stage, number of deals, conversion between stages and closure rates.
Easily check that all invoices are issued, using our booked vs. billed report. The report provides a list of deals won in Pipedrive and invoices issued in QuickBooks, making it easy to check that every invoice is issued and that all amounts are correct.
Automatically track actual sales performance compared to a budget or latest forecast. Targets include a wide variety of metrics including number of deals in the pipeline, conversion rates by pipeline stage, deal conversion rates.
Pipedrive pipeline and conversion data can be combined seamlessly with QuickBooks to automate subscription metrics and KPIs.
Complex metrics such as ARR, MRR and unit economics can be fully automated using your QuickBooks and Pipedrive data. The same integrated data also powers revenue forecasting, combining your Pipedrive pipeline with QuickBooks actuals.
ScaleXP has a predefined metric library, filled with industry standard calculations, which are easy to customize for your business.
“We needed to elevate our reporting from Quickbooks and the integration with Pipedrive allows us to forecast new business along with renewals.”
Emily · Finance Director (G2 review)
+ QuickBooks
+ accounting data
Fully integrate Pipedrive and accounting data, without the need for unique identifiers
Automate revenue forecasting, from integrated QuickBooks + Pipedrive data
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
Nourish started using the ScaleXP revenue recognition, SaaS metrics and consolidation functionality in late 2022 to enable them to speed up production of monthly board packs and performance analysis.
Revenue recognition can be fully automated from Stripe, Xero, QuickBooks, Sage Business Cloud, most versions of Sage 50, Microsoft Dynamics 365, Exact and other platforms. For the full list of our accounting integrations, just click here ->
A CRM connection is not essential. Revenue recognition can be fully automated using all of the data and text on your invoices. The only requirement is for the system to see your invoices.
ScaleXP is built on a series of sophisticated natural language processing algorithms, which read and understand the text, just as a person would. Any date format can be used. You can even mix and match American date format (mm-dd-yy) and British date format (dd-mm-yy).
The system also understands words which convey time such as annual, quarterly, 6 months, 2 weeks, 6 days, just about anything you can think of. If a person can read and understand the revenue recognition period on your invoices, the ScaleXP algorithms will also understand.
Xero and QuickBooks can be automatically updated with draft revenue recognition journals. You simply review and click to approve. Journals can not be automatically passed to Sage or Dynamics, but ScaleXP provides the full journal and a comprehensive CSV download.
Yes, of course. ScaleXP provides a full breakdown of both Revenue (on the P&L) and Deferred Income (on the Balance Sheet). It will work across all of your accounts, as many as you have.
Schedules can be viewed by customer, by invoice, and by general ledger code. An audit trail of all journals passed to the accounting system. And, in case that’s not enough, all schedules can be downloaded to an Excel file.
Yes. ScaleXP connects Pipedrive and QuickBooks so finance teams can combine CRM deal data with invoices, payments and accounting data. This creates a connected workflow from closed-won deals through billing, revenue recognition, forecasting and reporting.
Connect Pipedrive and QuickBooks to ScaleXP, then bring the relevant CRM and accounting data into one finance workflow. ScaleXP can match Pipedrive deals with QuickBooks invoices, helping finance teams identify what has been sold, what has been billed and what should be recognized as revenue.
ScaleXP connects Pipedrive sales data with QuickBooks accounting data to create a trusted Revenue Intelligence Layer.
Finance teams can track deals against invoices, identify missing billing, automate revenue recognition, forecast future revenue and report on SaaS metrics such as MRR and ARR, while retaining review and approval control over finance outputs.
“challenging requirements ... tremendous help in making this happen”
Pipedrive and QBO
See what was sold against what was billed, then connect it to revenue schedules and SaaS reporting.
In a 30-minute demo, we’ll show the relevant workflows using example data and discuss how they could apply to your finance process. Complex requirements? Discuss them with us first.