ScaleXP

Automate your revenue recognition, billing and subscription management

Finance & Accounting

Compliance CertificationsGDPR

About ScaleXP

A platform that automates month-end close, revenue recognition and SaaS metrics across accounting, billing and CRM data. It creates invoices from your CRM, tracks deferred revenue and provides real time dashboards to help finance teams see the numbers in one place.

What Cakewalk Does With ScaleXP

Govern who on your team and which agents can access ScaleXP. AI agents can act inside ScaleXP with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in ScaleXP through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle ScaleXP TasksAgent Connection	A person asks their agent to do something in ScaleXP, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in ScaleXP is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.