Skip the Surprises

Keep an eye on your business with real-time visibility and fresh insights to move your business forward.

Scalefactor dashboard screenshot

Detailed Reports and Insights

ScaleFactor provides monthly reports that go beyond your Profit and Loss, providing explanations for the cause of any changes. We also evaluate your financial data and provide insights to help you better manage your business and business expenses.

Scalefactor Insights panel

Works with Your Favorite Business Software

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Quickbooks Logo
Salesforce Logo
Gusto Logo
Stripe Logo
Paypal Logo
Scalefactor insights Marge


Marge is ScaleFactor’s chatbot and your personal financial assistant. Marge is here to help you any time you need a hand. She understands your financial requests and answers within seconds. Best of all, if she is unable to answer your questions, she can connect you to a member of our expert support team. Available 24/7, you can reach Marge via desktop, mobile app, or text message.

Custom Dashboard

Make strategic decisions with meaningful, fresh data at your fingertips! Your customizable ScaleFactor dashboard puts the information you care about most front and center.

Select from pre-made widgets to display reports and information that fit your business’ needs. Drag, drop, and resize your widgets to make your dashboard work for your business. Customization is quick and makes accessing your business’ most important information pain free.

Scalefactor Insights dashboard
Scalefactor Insights mobile phone

Insights on the Go

As a business owner, you are always busy and working on-the-fly. ScaleFactor ensures that you are never without key insights!

Whether you’re on your laptop or using our mobile app, operating metrics and daily insights are always at your fingertips.

What Customers Are Saying

ScaleFactor is that live dashboard that does help us make a lot of decisions, but even more importantly than that, to be able to follow up on a month and see what’s most important for us to focus on.”

Josh, CEO
Helm Boots

Even More Ways to Scale


Auto Bill Processing

Same Day ACH



Compliance Calendar

Federal and State

File Your Taxes


Automatic Sync

Easy Integrations

Fast Payroll

Cash Vision

Forecast Cash Flow

Build Scenarios

6 Month Projections


In-Depth Reporting

Mobile Enabled