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What is ScaleXP?

ScaleXP offers a financial automation platform that aims to enhance and modernize essential processes such as revenue recognition, billing, subscription management, and SaaS metric reporting. By streamlining the handling of deferred and accrued revenue derived from invoice data, it generates revenue recognition schedules and journals that can be swiftly posted into accounting systems with just a few clicks, significantly decreasing dependence on error-prone spreadsheets. This solution allows users to create invoices directly from CRM deal records, monitor renewals and contracts effortlessly, and manage subscription billing without requiring manual entry. Furthermore, it features real-time dashboards and analytics that track vital SaaS metrics like churn rates, retention figures, and revenue growth, fostering consistency across various teams. ScaleXP integrates effortlessly with a range of accounting and CRM systems, including well-known platforms such as Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact, ensuring an efficient workflow. In addition to its core accounting functionality, it offers advanced features like financial consolidation and prepaid expense recognition, making it an all-encompassing solution for financial management. As businesses continue to grow and change, ScaleXP evolves alongside them, providing the tools necessary for effective financial operations and strategic decision-making. This adaptability positions ScaleXP as a forward-thinking solution in the realm of financial automation.

What is Planview ChangePoint?

Planview ChangePoint streamlines professional services automation for businesses focused on service delivery, enabling them to enhance profitability and shorten the quote-to-cash cycle. ChangePoint Services Automation (SA) serves as a comprehensive software solution that manages the complete engagement lifecycle, encompassing Professional, Managed, or Embedded services. This innovative application promotes the smooth coordination of projects and engagements by pinpointing service opportunities, overseeing contract and project management, handling invoicing, and facilitating revenue recognition. Consequently, it leads to improved financial oversight, strategic business planning, and accelerated revenue expansion. Essential customer information is organized in a coherent manner, allowing you to monitor key contacts to ensure timely communication when necessary. By evaluating critical KPIs, you can quickly determine the vitality of your customer lifecycle. Furthermore, with a thorough understanding of every facet of the customer journey, you can effectively seize every financial opportunity that arises. Such insights empower service-first businesses to thrive in a competitive landscape.

Media

Media

Integrations Supported

Salesforce
Cognita
EnNovate
Exact
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Pipedrive
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Stripe
Sugar Sell
Xero
Zoho CRM

Integrations Supported

Salesforce
Cognita
EnNovate
Exact
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Pipedrive
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Stripe
Sugar Sell
Xero
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$134.85 per month
Free Version
Free Trial Offered?

Pricing Information

Changepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ScaleXP

Date Founded

2021

Company Location

United Kingdom

Company Website

www.scalexp.com

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/changepoint/

Categories and Features

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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