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Subscription Management for CFOs

Financial excellence for audits, investment conversations and closing the books.

Processing sales orders in SaaSOptics gives you accuracy and detail in your financial records that allow you to breeze through audits and cut your close time in half. Information feeds into finance and subscription analytics reports, so you’re prepared to support investment and leadership conversations and always have your eye on key subscription momentum metrics like new and expansion revenue, churn, retention and customer lifetime value (CLV).

With SaaSOptics, you eliminate financial risk by getting your team out of spreadsheets and safeguarding your revenue while ensuring GAAP-compliance – and simplifying everything you do to support your company as you grow.

GAAP Compliance in Any Revenue Recognition Scenario

SaaSOptics supports your entire order-to-cash-to-renewal process, converting new sales orders into GAAP-compliant records with customers, contracts, transactions, revenues and invoicing schedules. Apply templates to complex revenue recognition scenarios, such as delayed subscription start dates and revenues from service engagements, that create accountability to ensure financial integrity for complex transactions.

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Checks-and-balances to ensure your financial reporting is accurate and complete

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Recognize revenue accurately with 26 different GAAP-compliant revenue recognition methods

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Milestone-based projects allow you to align revenue recognition and invoices with specific events over the customer engagement

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Subscription momentum trends and dashboards ensure you’re monitoring signals of potential risk

Ready to start modernizing your financial operations?

What our Customers are Saying

More than 450 B2B SaaS and subscription-based businesses trust SaaSOptics to modernize their financial operations.

“With SaaSOptics, we’re able to bring our clients a much higher level of service and intelligence so they are no longer making decisions in the dark. They are making informed decisions and in most cases, for the first time in the business. It’s pretty powerful.”

Ben Robinson
Managing Partner

“SaaSOptics has pulled SaaS revenue recognition out of the dark ages! Accurate revenue recognition and other critical metrics such as MRR can now be generated in real time.”

Eric Rosenberg
Sr. Manager - Financial Planning & Analysis

“We know how SaaSOptics can impact business decisions and fundraising. Most importantly, I trust the data in SaaSOptics, the executive team trusts it, the board trusts it, auditors trust it, and investors trust it.”

Amar Shrivastava
Vice President Finance

“One of the most important things we’ve done is take a strategic, long-term view of our finance operations. SaaSOptics has taken the headache out of running much of the finance operations of our SaaS business and will be an important part of our future growth and success.”

Mark Pocock
Chief Financial Officer

“With SaaSOptics, I have a reliable method for computing and tracking revenue and deferred revenue, and also fantastic metrics I can use to understand our business as we grow. It’s really working great for us! Plus the support is fantastic.”

Dawn Crew
Director of Finance