ScaleFactor Software

4.45 / 5 (11)

Our advisors have recommended this product 12 times in the last 30 days

About ScaleFactor


ScaleFactor is a cloud-based business accounting solution suitable for small and midsize companies. It helps businesses to automate complex accounting workflows and translate financial information into actionable insights. Key features include bookkeeping, billing and invoicing, audit and compliance management, expense management and more.

ScaleFactor allows businesses to capture expense details and categorize them under suitable headers. The solution tracks regular cash flow and identifies patterns in daily transactions to notify and alert accountants in case of any abnormalities. Employees can submit their business expenses and check the status of claims online.

The bank reconciliation feature within ScaleFactor allows users to process ACH and paper checks in real time, making sure that the bank reflects current cash availability. The solution integrates with existing HR systems, credit card accounts, CRM and payroll management systems to sync information across applications in real time and helps avoid repetitive data entry.



Read More

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

11 Reviews of ScaleFactor

Average User Ratings

Overall

4.45 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(6)

4 stars

(4)

3 stars

(1)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

Showing 1-10 of 11 reviews

February 2019

Jennifer from Enrollment Builders

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Great Bookkeeping and Accounting Services That Grow With Your Business

We love the platform and have been exceptionally happy with the level of service for our bookkeeping needs. When we have required additional services as we grow, like outsourced CFO services, they've been supportive and have recommended the best of the best providers in their network for us to work with. I trust ScaleFactor and highly recommend working with them for bookkeeping services.

Pros

ScaleFactor is constantly developing and adapting client dashboards and reporting in the platform, providing versatile data that supports better decision making for our business. This is the complete opposite experience we had with QBO, although we still require Quickbooks as a business, QBO dashboards haven't significantly changed over time and aren't customizable to show us what we need to know in real-time to make better business decisions. ScaleFactor provides us with real-time reporting capabilities and often interviews us to make sure they're capturing actionable and critical data points that are most important to the services industry and our business. Having this type of data at our fingertips saves us time and keeps us out of Excel.

Cons

I would like to have more training available for the platform available so I understand the full capabilities of the tool. The tool seems to be growing quickly, which is awesome, but as a busy business owner I feel like the platform has developed many more capabilities since we became a client and we aren't currently using its full capabilities.

Response from ScaleFactor of

Replied February 2019

Hi Jennifer! First off, thank you so much for leaving us a positive review. We are thrilled to hear that our reports and data insights have helped save you time to focus more on your business. We just launched our help center which we hope will be helpful in learning how to use ScaleFactor's platform. You can access that here: https://help.scalefactor.com/. Also, we are actively working on finding ways to better educate our users and help them stay up to date with our software capabilities, so stay tuned for that! Again, thank you for taking the time and please let us know if you have any other feedback at portalfeedback@scalefactor.com. - Hannah

February 2019

Joseph from ServiceBot

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Great software, great support, great results.

Great - the team was efficient on getting me onboarded, the process wasn't nearly as painful as I thought. The service has been great, love the new features they are adding. Three years as a customer and running!

Pros

They make it really easy to onboard and handle all my accounting and booking. Once they are up and running they handle all my bookkeeping and accounting, giving me clean, accurate P&Ls every months as well as other insightful reports. Occasionally they ping me for clarification but usually only takes 5-10 minutes. More time growing less time with accounting.

Cons

Sometimes I wish the pricing would be more variable instead of a fixed cost as we are seasonal but understand the difficulty in that.

Response from ScaleFactor of

Replied February 2019

Hi Joseph! First of all, thank you so much for your positive review. Our customer feedback helps us improve our business and our products, so we really appreciate you taking the time to share your thoughts. We're so glad that our products have helped you to spend more time growing your business for the past three years! If you have any ideas on how we can improve our software, please let us know at portalfeedback@scalefactor.com. We would love to make your experience even better! Thanks again! - Hannah

February 2019

kzaman1 from Fifth Tribe

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

Best Accounting Platform + Service

ScaleFactor is a great company to work with. The customer service is just incredible. If you have an issue, they're highly responsive via email, phone, text, whatever it takes. They educate you as a customer about basic accounting principles. If they don't know the answer, they'll go out and find it for you.

Pros

It's incredibly easy to set up and use and streamlines all of our accounting / book-keeping needs.

Cons

Sometimes one of our bank account disconnects. Our other bank accounts work fine so we think that's more of the bank's issue than a ScaleFactor software issue.

Response from ScaleFactor of

Replied February 2019

Hi Khuram! Thank you so much for your positive review! We appreciate you taking the time to let us know what¿s working well and what we could maybe improve. Our customer experience is something we really care about, so we are so happy to hear that you have had great customer service and that our software has streamlined your accounting needs. If you have any more feedback, please let us know at portalfeedback@scalefactor.com. Thanks again! - Hannah

February 2019

Sarah from Ara Collective

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

February 2019

Going well, getting settled

Pretty good. I'm just starting out so it's taking us awhile to get my books in order so I can use all the resources. It's taking longer than I expected but I appreciate my team and how thorough they are. A little pricey for my small business but I'm glad to be a part of the ScaleFactor family.

Pros

Easy to access my reports in a visual way.

Cons

That I can only read and reply to my messages by going to the portal. It takes my more time.

Response from ScaleFactor of

Replied February 2019

Hi Sarah! Thank you so much for your positive review! We appreciate all your feedback and hearing how the onboarding process has been for you. Your feedback helps us know what we can do better and what we are already doing well, so thank you for taking the time. Please let us know if there¿s anything else we can do to make our platform even better at portalfeedback@scalefactor.com. Thanks for being a part of the ScaleFam! Have a great day. - Hannah

February 2019

Connor from Mekone Technology, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Accounting I can afford!

I've got professional accounting watching my growing business daily without the enormous expense of a salaried accountant.

Pros

Web based ubiquity helps me stay up to date constantly.

Cons

There's some stark emptiness when we get going initially and it caused me a bit of wonder, but the human support helped clear it up quickly.

Response from ScaleFactor of

Replied February 2019

Hi Connor! Thank you so much for your positive feedback. We appreciate your patience at the beginning and are happy to hear about our team¿s quick response! We are always looking for ways to improve our products, and customer reviews help us better understand what we can do to make your experience better. Please let us know how we can improve our products and features at portalfeedback@scalefactor.com. Thanks again! - Hannah

February 2019

Dennis from MedtoMarket, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

ScaleFactor an evolving platform with significant customer upside

Excellent customer service; appear to have good customer focused corporate culture.

Pros

Automating what can logically be automated in bookkeeping and accounting.

Cons

User interface for messages needs work to be first rate.

Response from ScaleFactor of

Replied February 2019

Hi Dennis! Thank you for taking the time to leave us a review. Your feedback is super helpful in letting us know what we're doing well and what we can do better, so thank you for sharing your thoughts. We're happy to hear that you have had a great customer experience. If you have any questions or more feedback, please let us know at portalfeedback@scalefactor.com. Have a great day! - Hannah

February 2019

Tom from Locus Insights

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2019

Great experience and ease of mind!

ScaleFactor has made maintaining our books easy and automatic.

Pros

Easy to use and don't have to worry about getting the books closed out at the end of each month.

Cons

Nothing. They've had their growing pains, but every startup goes through them.

Response from ScaleFactor of

Replied February 2019

Hi Tom! Thank you for leaving a review. As we continue to automate back office tasks for businesses, these reviews are super helpful in driving our next move and what we can do better. With that being said, we are so happy to hear that maintaining your books has become a lot easier with ScaleFactor's automated solutions! If you have any more feedback, please let us know at portalfeedback@scalefactor.com. Thanks again! - Hannah

February 2019

Priyanka from Access79

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

February 2019

Scalefactor Review

Great and attentive people who understand my business and ready to go extra mile to help

Pros

Comprehensiveness and ability to view data in a meaningful manner

Cons

It’s Difficult to sign into. I can’t sign in using chrome

Response from ScaleFactor of

Replied February 2019

Hi Priyanka! Thank you for taking the time to leave us a review. We are so glad that you are happy with ScaleFactor and the financial data we provide. Also, we apologize for the login issues you experienced on Chrome. Our team has fixed the issue, so you should be up and running again! Please let us know if you have any additional feedback at portalfeedback@scalefactor.com. Thank you again for your review and have a great day! - Hannah

February 2019

Haley from Kammok

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality