Subscription Analytics, Revenue, Management, Invoicing, & Renewal Management for SaaS and recurring revenue businesses

The B2B Subscription Manager

The Financial Operating System for your B2B SaaS or Subscription Business

Plug & Play Connectors

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What Makes SaaSOptics Unique?
Focus - built exclusively for managing B2B Subscriptions
Speed - live in weeks - fast to learn, easy to implement
Scalability - from start-up, to early stage, to emerging and beyond
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 professional services rev rec
• Revenue allocation
• Milestone triggered revenue recognition
Robust invoicing & payment functions for maximum efficiency and improved cash flow:

• Annual, quarterly, monthly, ad hoc, and 18 other invoicing options
• Milestone triggered invoicing
• Complete syncing with QuickBooks
• Email invoices from SaaSOptics
or from QuickBooks
• Support for bundled Items and sales tax
• ACH and card payments through Intuit or Stripe
As if subscription invoicing and revenue recognition weren’t complex enough, you also need all kinds of unique analytics to run a subscription business:

• MRR Momentum™ for MRR and ARR reporting
• Customer Lifetime Value
• Cohort Reports
• Renewal Rates and Churn
• Bookings
• Revenue and cash projections
In B2B, it’s not about recurring credit card payments. It’s about land-and-expand, managing renewals, and sometimes complex negotiated contracts:

  • Never miss a renewal or invoice
  • Extend, upgrade, and early terminate
  • View upcoming expirations and invoices
  • Sync subscriptions to Salesforce for renewal management
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 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 too much. Spreadsheets are complex, error prone, & time consuming.

The Solution

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.

Let’s Get Started

SaaSOptics is the only dedicated B2B SaaS Subscription Financial Operating Platform, built from the ground up to meet the needs of B2B subscription businesses from start up phase to mature.

Now serving over 200
customers, and nearly $1 billion in annual subscription revenue and invoicing.
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