Financial Management & Analysis Tools
For SaaS & Subscription Businesses

SaaSOptics: for Contract & Revenue Management, Invoice & Subscription Management, Analytics, or all of the above!

Revenue & Contract Management


SaaSOptics creates invoices, rev rec, deferred revenue, and unbilled AR automatically!
  • Revenue schedules per element
  • Annual, quarterly, monthly, one-off invoice scheduling
  • Automatic deferred revenue reporting
  • Automatic unbilled AR reporting
  • Contract expiration notifications
  • Manage renewals & subscriptions
  • Store contract documentation
  • Automatic journal entry generation
  • QuickBooks® integration available
Enterprise-class revenue management at fraction of the cost and time!
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Term Subscription Analytics


Define, measure, track all subscription metrics - faster, easier & infinitely better than xls!
  • Churn & Renewal Rates
  • MRR - monthly recurring revenue
  • ARR - annual recurring revenue
  • ASP - average selling price
  • Upgrade/Up-sell/Downgrades
  • CLTV - Customer lifetime total value
  • Normalize multi-year transactions
  • Mid term upgrades and contract changes
  • Project bookings, revenues, and cash flow
  • Measure performance against Targets
Dump the error-riddled spreadsheets and get real-time business intelligence on-demand!
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Monthly Subscription Analytics


Loads of data but no intelligence? Fix it quickly with optimized subscription analytics!
  • Churn, Cancellation & Renewal Rates
  • MRR - monthly recurring revenue
  • MRR Growth
  • Committed Monthly Recurring Revenue
  • ASP - average selling price
  • CLTV - Customer lifetime total value
  • Analyze by date, cohort or term number
  • Bessemer MRR Report
  • Project subscription metrics out 5 years
  • Better decisions faster - realtime 24/7
Analyze invoices, credit card transactions, bills, & more.
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RevenueBooks QuickBooks Deferred Revenue
quickbooks deferred revenues
If you use QuickBooks® but rely on spreadsheets for revenue schedules, deferred revenue calculations, and contract information, RevenueBooks is for you!

RevenueBooks™ connects your SaaSOptics account to QuickBooks, providing a total enterprise-class contract, revenue management, and invoicing solution that is as easy-to-use and as affordable as QuickBooks.
QuickBooks Revenue
The Problem

Managing a SaaS or subscription business requires financial metrics, operating metrics, and subscription intelligence you can't get from your packaged accounting or finance system.

You rely on cumbersome spreadsheets for everything, including revenue & contract management. Spreadsheets are complex, error prone, & time consuming.
The Solution

SaaS Optics is the superior solution for managing subscription analytics & metrics, SaaS metrics; and for complete invoicing, revenue and contract management.

SaaSOptics is the simple, cost effective way to safely track, manage, measure, and share all subscription metrics, revenue performance, contract renewals, & performance objectives.