ScaleXP provides automated reporting for Zoho Books including these features:

• Consolidation across countries and currencies
• Ability to report against multiple budgets
• Automated cash flow reports
• Automated, customisable metrics and KPIs
• Dashboards displaying key metrics in beautiful, interactive graphs
• Ability to consolidate data across accounting platforms including various instances of Zoho Books, Xero and QuickBooks as well as integrate with CRMs such as HubSpot, Salesforce and Pipedrive.

Getting started with ScaleXP is quick and easy.  

• Connect Zoho Books and ScaleXP:   How to connect your accounting platform to ScaleXP. 
• Map your financial accounts:  How to configure your P&L and Balance Sheet in ScaleXP (consolidated company) .
• Set up intercompany accounts and eliminations, if relevant:   How to eliminate intercompany accounts;  How to add or remove accounts to be eliminated. 
• Review the dashboard, metrics and KPIs. 
  • Getting started with Dashboards 
  • Getting started with Reports:  how to create and edit a report 
  • How to review and change the way a metric is calculated; how to edit a formula .
• Review relevant management reporting and/or board packs.  Getting started with Presentations: How to create a pack for a meeting; How to create and edit a presentation. 

All new customers are entitled to a free 1 hour onboarding call to ensure your setup is optimised for your needs. Book your free onboarding call by emailing support@scalexp.com or using this calendar link.