ScaleFactor Insights

ScaleFactor Insights is the best way to manage your small business accounting and finances. We bring together your accounting file, credit cards, bank accounts, expenses, bills, and invoices into one convenient place. Our accounting software app gives you visibility into what you are spending, where you can save, and the financial health of your business with an intuitive, customizable dashboard. Capture your receipts with your camera phone and upload them instantly.

Already have a ScaleFactor Account?
Download the FREE app and sign in with your ScaleFactor credentials.

Customize Your View
Sync your customized dashboard from your desktop app to highlight what matters most to you and best fits your business needs on-the-go
See your current balances to know how much cash you have on hand and how much you currently owe
View your transactions by vendor, see flagged transactions that require your attention, and identify your categories with the most transactions
Make important decisions on the fly with daily business insights and reliable access to your important data and trusted experts
Plug in your existing integrations, such as Stripe, PayPal, and Salesforce to see the pulse of your business in one spot

Multiple Entity Login
Have more than one business entity? No problem! It’s easy to toggle between businesses so you can stay updated on all accounts.

Receipt Library
Skip the stress of losing your receipts! Snap a picture with your smartphone and instantly upload it to your account.

Business Expense Tracker
Improve your expense accuracy with daily classifications so you know exactly when and where you’re spending your money.

Continuous Accounting Sync
Sync expenses daily so that your small business bookkeeping is always up-to-date.

Expertise at Your Fingertips
Chat with your dedicated ScaleFactor account expert when you need a hand.
Ask Marge, the ScaleFactor financial chatbot, a question about your business’ financials and get an answer in seconds.

Using Xero or QuickBooks Online?
ScaleFactor works with both! Simply create a ScaleFactor account, connect your Xero or Quickbooks Online file and watch our powerful accounting software take the stress out of your accounting.

Not compatible with QuickBooks Desktop.

Disclaimer: This app is designed for current ScaleFactor customers. In order to get financial insights about your business on this app, you must have an account.