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SaaSOptics Features

Powerful Subscription Management

Everything you can do with SaaSOptics is geared toward giving you confidence in your financial operations. Here’s how we do it.

Track the Health of Your Business with Ease

Our role-based dashboards give you access to everything you need to see in real time.


Grow with Confidence — Subscription Management for All Stages

When we say “powerful subscription management,” we mean it. Our customers are startups and fully established B2B SaaS businesses. We grow with you as your business expands and changes, and you get the whole platform at your fingertips from day one.

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Startup (<$1M)

Set a foundation of success for your company with GAAP financials, bookings reports and SaaS metrics.

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Emerging (Pre-Series A)

Systemize your contracts and get your arms around your subscription metrics and potential risks.

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Growth (Series A-C)

Build scalable financial operations that ensure your team, board and investors are on the same page.

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Mature (Series C+)

Capture insights that inform how you can transform your business strategy to meet growth objectives.

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The Complete Solution

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    One Platform

    Manage your entire order-to-cash-to-renewal process in a single interface.

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    Responsive Support

    Get up and running quickly in one to two weeks with ongoing access to our US-based support experts.

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    Powerful Integrations

    Connect key systems with SaaSOptics as your financial operations system of record.


Ready to start modernizing your financial operations?

What our Customers are Saying

More than 600 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