Financial Management & Analysis Tools
For SaaS & Subscription Businesses

SaaSOptics can be used as an analytics tool, as a system of record for contract & revenue management, or both. SaaSOptics is cloud-based, multi-user, cross-browser, easy-to-use, and extremely affordable.

Analytics for Monthly Subscriptions


Define, measure, and track all your subscription metrics
  • Churn & Renewal Rates
  • MRR - monthly recurring revenue
  • ASP - average selling price
  • Upgrade/Upsell/Downgrades
  • CTLV - Customer total lifetime value
  • Analyze by date or term
  • Bessemer MRR Report
Analyze invoices, credit card transactions, bills, & more.

Learn more . . .

Analytics for
Term Subscriptions


Define, measure, and track all your subscription metrics
  • Churn & Renewal Rates
  • MRR - monthly recurring revenue
  • ARR - annual recurring revenue
  • ASP - average selling price
  • Upgrade/Upsell/Downgrades
  • CTLV - Customer total lifetime value
  • Normalize multi-year transactions
Manage all your contract renewals. Forecast revenues, bookings, & cash flow.

Learn more . . .

Contract & Revenue Management


Manage subscription revenues
  • Automatic revenue schedules
  • Automatic deferred revenue tracking
  • Automatic unbilled AR tracking
  • Manage renewals & subscriptions
  • Store contract documentation
  • Automatic Journal entry generation
  • QuickBooks® integration available

Real revenue management for your existing financial management system.

Learn more . . .

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

You rely on cumbersome financial spreadsheets for everything, including revenue & contract management. Spreadsheets are complex, error prone, time consuming, and not exactly real-time.
The Solution
SaaS Optics is the superior solution for managing your subscription information, for subscription analytics & metrics, SaaS metrics, and for revenue reporting.

SaaSOptics is the simple, cost effective way to safely track, manage, measure, and share all subscription information - metrics, SaaS metrics, revenue performance, contract renewals, & performance objectives.
SaaS Optics Customers
Software companies with subscriptions

Pure-play SaaS companies
  • B-to-B or B-to-C
  • Term Agreements
  • Fixed Fees
  • Monthly Subscription Fees
  • Variable Fees

Software companies with SaaS initiatives

Companies with maintenance contracts, subscription agreements, or recurring revenues

Pre-revenue start-ups, early stage, and VC funded companies

Public companies
SaaS Optics Users
CEO - instant access to accurate information for board & staff meetings. Ensure the entire team is looking at the latest AND the correct key company targets & results.

CFO/Finance - instant access to key metrics for press, analysts, the street. Generate revenue schedules, deferred revenues, forecast renewal revenues, project future bookings, project cash flow.

Product Management - detailed information you need to make product and product marketing decisions - pricing, packaging, support plans, development priorities, sales support, etc.

Marketing - target your spend on the best performing segments and industries - shortest sales cycles, highest average deal sizes, best renewal rates.
SaaS Optics Capabilities
Manage your renewals

Measure your subscription and SaaS metrics - churn, MRR, bookings, renewal rates, monthly recurring revenue, average selling price, & countless more

Set and track Targets - simple Targets like New Bookings, or granular Targets like Renewal Bookings by month by country, channel, or even sales rep

And, SaaS Optics will:
  • Analyze invoices or contracts
  • Import information from Quickbooks and other accounting systems
  • Generate revenue schedules
  • Forecast future bookings, cash, & revenue