Xero finance automation

Keep Xero.
Automate the rest.

ScaleXP automates the finance work around Xero — so you close faster, cut spreadsheet work and get decision-ready reporting sooner.

  • Close faster with journals and schedules ready for review
  • Cut reconciliation and recurring spreadsheet work
  • Turn Xero data into decision-ready reporting
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5.0

on the Xero App Store (75+ reviews)

ScaleXP finance automation connected to Xero for journals, schedules and reporting
ScaleXP is an approved app for leading accounting & CRM systems
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Xero shows the books.
Your close workflow lives somewhere else.

Xero is a strong accounting ledger. But much of the work needed to close the month still happens outside it.

Finance teams build schedules in spreadsheets, prepare journals manually and reconcile different versions before they can report.

  • Spend less time preparing numbers
  • Reduce spreadsheet risk
  • Cut month-end reconciliation
  • Get reporting to leadership sooner
Xero accounting data alongside spreadsheet-based month-end schedules

The finance logic you need is split across Xero, CRM and spreadsheets

Xero holds the transactions. CRM holds contract dates, renewals and customer changes. Spreadsheets often hold the finance logic that connects them.

Finance has to piece that information together before it can calculate revenue, prepare journals or explain what changed.

  • Stop hunting for contract dates and service periods across systems
  • Reduce manual revenue calculations and repeated spreadsheet logic
  • Catch renewals, upgrades and customer changes before month-end
  • Spend more time reviewing results and less time reconciling data
Finance data fragmented across Xero, CRM and spreadsheets before automation
Finance data fragmented across Xero, CRM and spreadsheets before automation

ScaleXP adds AI finance automation to Xero

ScaleXP automates the month-end work around Xero, preparing schedules and journals for finance review.

  • Close faster with journals ready to review
  • Cut spreadsheet work and recurring calculations
  • Keep control with finance approval before posting
  • Report sooner from the same connected data

Less preparation. Fewer manual handoffs. A faster, more controlled month-end close.

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“ScaleXP adds ERP-level revenue recognition and reporting functionality on top of Xero, without the cost or complexity.”

Madis · Senior Management Accountant (G2 review)

Xero month-end workflow showing accounting data flowing through ScaleXP schedules and finance review before approved journals are posted back to Xero
Xero month-end workflow showing accounting data flowing through ScaleXP schedules and finance review before approved journals are posted back to Xero

Automate Xero deferred revenue

Automate deferred revenue schedules from Xero invoice data and service periods, so revenue is recognized over time without rebuilding spreadsheets each month.

  • Automate Xero deferred revenue schedules from invoice and service-period data
  • Release revenue accurately over time without rebuilding monthly calculations
  • Keep a clear audit trail behind every deferred revenue journal

Explore Xero deferred revenue →

For more complex timing rules, see Xero revenue recognition.

Xero deferred revenue workflow showing invoices released into revenue over time in ScaleXP

Automate accrued revenue in Xero

Automate accrued revenue and accrued income when services are delivered before invoicing, so revenue lands in the right accounting period without manual month-end calculations.

  • Automate accrued revenue calculations from contract and service-period data
  • Recognize earned revenue before invoicing in the correct accounting period
  • Reverse accruals cleanly when invoices are raised with finance review and control

Explore Xero revenue recognition →

Xero accrued revenue workflow showing earned revenue recognized before invoicing in ScaleXP

Turn Xero data into management reporting

Use the same Xero data that closes the books to give finance and leadership reporting they can use immediately — without rebuilding the numbers in Excel.

  • See performance sooner with dashboards that update from connected Xero data
  • Answer management questions faster without rebuilding reports in Excel
  • Analyze performance by Xero Tracking Code across teams, products and business units
  • Keep one version of the numbers from month-end close through management reporting

See how ScaleXP works with Xero Tracking Codes →

ScaleXP management reporting built from Xero data with dashboard and Tracking Code analysis
ScaleXP management reporting built from Xero data with dashboard and Tracking Code analysis

Connect CRM and Xero data

Connect what Sales sold with what Finance invoiced, so contract terms, renewals and customer changes can feed the same finance workflow.

  • Reduce CRM-to-Xero reconciliation by connecting deals, contracts and invoices
  • Catch renewals, upgrades and cancellations earlier before they distort revenue reporting
  • Separate Sold To and Billed To customers for reseller and channel-led businesses
  • Improve revenue forecasts and reporting with commercial context finance can actually use

HubSpot + Xero · Salesforce + Xero · Pipedrive + Xero

CRM and Xero data connected through ScaleXP for revenue, invoicing and finance workflows
CRM and Xero data connected through ScaleXP for revenue, invoicing and finance workflows

Add SaaS metrics and recurring revenue reporting to Xero

Turn Xero and connected customer data into recurring-revenue reporting that explains not only how much revenue changed, but why.

  • Track growth — ARR, MRR and recurring revenue movements
  • Understand retention — churn, NRR and GRR
  • Explain what changed — new business, expansion and contraction
  • Report forward — revenue forecasts and board-ready SaaS KPIs

Move from reporting the accounts to explaining the business.

Explore Xero SaaS metrics

ARR, MRR, retention and recurring revenue movements reported from Xero and connected contract data in ScaleXP
ARR, MRR, retention and recurring revenue movements reported from Xero and connected contract data in ScaleXP

Choose the Xero workflow you want to automate

Explore the ScaleXP workflow most relevant to your finance team.

Built for CFOs, controllers and finance teams using Xero for month-end close, revenue accounting and recurring-revenue reporting.

Xero Deferred RevenueAutomate deferred revenue schedules and revenue-release journals from Xero data.Xero Revenue RecognitionAutomate revenue schedules, accruals and finance-reviewed journals around Xero.Xero SaaS MetricsReport ARR, MRR, churn, retention and board-ready SaaS KPIs from connected data.HubSpot + XeroConnect deals, contracts and Xero invoices for cleaner finance and revenue workflows.Salesforce + XeroBring Salesforce commercial data and Xero accounting data into one finance workflow.Xero Tracking CodesTurn Xero Tracking Codes into deeper management reporting and finance analysis.

Questions finance teams ask about automating Xero workflows

Yes. ScaleXP works alongside Xero, using the accounting data already there to automate finance workflows without replacing the ledger.

Yes. ScaleXP prepares journals for workflows including deferred revenue, accrued revenue, accruals and prepayments. Finance reviews and approves the output before posting.

Yes. Approved journals can be posted back into Xero with their supporting audit trail, removing the need to re-key entries manually.

Yes. Tracking Codes can be used in reporting and journal workflows, helping finance analyze performance without expanding the chart of accounts.

No. Xero remains the accounting system. ScaleXP automates the finance work around it.

Yes. ScaleXP calculates how revenue should be released over time and prepares the schedules and journal outputs needed for month-end.

Yes. ScaleXP supports deferred, accrued and unbilled revenue workflows around Xero data, with finance review before journals are posted.

Yes. ScaleXP connects Xero with HubSpot, Salesforce and Pipedrive so finance can use commercial context alongside accounting data.

Yes. ScaleXP combines Xero and connected revenue data to report ARR, MRR, churn, retention and other recurring-revenue metrics.

Implementation typically takes around three weeks, with some companies able to go live faster depending on scope.