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About

FinOptimal is an accounting automation solution built to streamline and eliminate manual workflows inside QuickBooks Online by automating accruals, journal entries, spreadsheet syncing, and real-time reporting, letting finance teams close books faster and with fewer errors. Its core suite includes Accruer for fully automated prepaid expenses, deferred revenue, fixed assets, and payroll accrual entries simply by writing “for the period,” Booker for smart spreadsheet sync and bulk editing of transactions in Google Sheets tied directly to QuickBooks, and Wrangler for live, customizable financial reporting from QuickBooks data. It works alongside existing accounting processes without replacing them, continuously syncing validated data, avoiding duplicate entries, and giving users audit-ready backups and financial insights at any moment.

About

ScaleXP is a finance automation platform built to streamline and modernize revenue recognition, billing, subscription management, and SaaS metric reporting. It automates deferred and accrued revenue directly from invoice text and data, generates revenue recognition schedules and journals that can post into accounting systems in just a few clicks, and eliminates error-prone spreadsheet work. It allows users to issue invoices from CRM deal records, track renewals and contracts seamlessly, and manage subscription billing without manual intervention. It also offers real-time dashboards and analytics, monitoring key SaaS metrics such as churn, retention, and revenue growth, while ensuring consistency across teams. ScaleXP integrates natively with accounting and CRM systems, including Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact. It supports features beyond core accounting, such as financial consolidation and prepaid expense recognition.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting professionals and finance teams seeking to automate accrual accounting, journal entries, and reporting to save time and reduce manual work

Audience

Finance teams at SaaS and subscription businesses seeking a tool to automate revenue recognition, billing, and metric reporting while maintaining alignment between accounting and growth operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version
Free Trial

Pricing

$134.85 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FinOptimal
Founded: 2014
United States
www.finoptimal.com

Company Information

ScaleXP
Founded: 2021
United Kingdom
www.scalexp.com

Alternatives

Alternatives

SyncTools

SyncTools

SyncTools.io
LoanAssistant

LoanAssistant

Integrated Accounting Solutions

Categories

Categories

Integrations

QuickBooks Online
Exact
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
Xero
Zoho CRM

Integrations

QuickBooks Online
Exact
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
Xero
Zoho CRM
Claim FinOptimal and update features and information
Claim FinOptimal and update features and information
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