SaaS and Subscription metrics built right in - easily configured reports for MRR, CMRR, Cohort, Customer Lifetime Value (CLV), Churn, Renewal Rates, Bookings, and more.
Realtime analytics empower decision making & make board decks a snap.
GAAP compliant rev rec and deferred revenue made easy. Daily rev rec, direct access to revenue schedules, revenue catch-up, period closing, unbilled AR, and more.
Proper revenue management removes risk & improves company valuation.
Out-of-the-box, robust connectors provide powerful integrations with these popular applications.
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 too much. Spreadsheets are complex, error prone, & time consuming.
SaaSOptics is the B2B optimized complete subscription management solution. SaaSOptics is a cloud-based financial management solution for subscription B2B businesses, providing affordable, GAAP-compliant revenue recognition & reporting, invoicing, and out-of-the-box, highly optimized analytics for tracking key subscription metrics.
SaaSOptics provides robust invoicing and payment functions that will reduce invoicing pains and improve cash flow:
- Annual, quarterly, monthly and 18 other scheduled invoicing options
- Professional services and ad hoc invoicing
- Invoice, sales receipts, and credit memo syncing with QuickBooks
- Email invoices from SaaSOptics or from QuickBooks
- Invoice bundled Items
- Credit card payments through plug-and-play integration with Intuit and Stripe
Remove risk, improve company valuation, speed through audits, and always be prepared for board meetings, investments, and m&a!
- Easy GAAP-compliant subscription revenue recognition
- Best practices daily computation and 25 other methods
- Close dates, with close period revenue catch-up
- Support for on-boarding and professional services rev rec
- Bundled Items and VSOE revenue allocations
In B2B, it’s not just about processing credit cards each month. It’s about land-and-expand and managing renewals. SaaSOptics has a robust set of subscription management features optimized for your business:
- Contract extensions, upgrades, upgrade extensions, and early terminations
- Full visibility into expiring subscriptions and upcoming invoices
- Our Salesforce Connector gives reps full visibility into renewals, invoices, and payments
As if subscription invoicing and revenue recognition weren’t complex enough, you also need all kinds of unique subscription analytics to run your business and to report to your board. SaaSOptics has them all, with full support for both MRR and ARR based analysis:
- MRR Momentum™
- Customer Lifetime Value
- Renewal Rates and Churn
- Cash, revenue, and bookings projection
Projects is a unique and powerful on-boarding and implementation management control function that makes it easy to manage your books while your customers are being on-boarded.
If on the date you receive an order you don’t know the exact dates of all the invoicing events, revenue events, or subscription term dates, management of financial records can get complicated. And the complication grows with order volume.
You need a control system. You need SaaSOptics Projects.
THE ENCYCLOPEDIA OF SUBSCRIPTION & SAAS FINANCE TERMS AND METRICS
Definitions, examples, explanations, discussions and more…