Our Customers

Meet a few of the 360+ SaaS and subscription-based businesses that trust SaaSOptics.




"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. Our revenue numbers are easy to generate, auditable and all produced without any spreadsheets! SaaSOptics is the key to reporting exponential SaaS growth with precision and reliability. As well as being a great product, SaaSOptics listens to its customers in a timely fashion; continues to enhance their offerings based on actual customer requests and always provides excellent customer support."

Eric Rosenberg, Senior Staff Accountant



"We're a very happy SasSOptics customer. SaaSOptics has been a fantastic solution for us. Great product and great customer support!"

Craig McSavaney, CEO



"SaaSOptics quickly proved to be a massive benefit, both reducing our workload and providing hugely improved visibility of business performance."

Jim Cook, CEO 


"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. I can forecast my revenue base, analyze new bookings and churn, compute MRR/ARR, etc etc. I pull data from salesforce.com, set up the contract in SaaSOptics, and then sync it down to Quickbooks for invoicing the customer. It's really working great for us! Plus the support is fantastic. This is my 3rd SaaS company, I've been waiting a long time for this software, and I could not be more delighted that it's finally here!"

Dawn Crew - Director Finance



"SaaSOptics is the single best investment we've made for the business in the last 5 years. Not only does the product seamlessly handle keeping track of deferred revenue and recognized revenue, but also does an outstanding job keeping track of the contract renewal process. Migrating to SaaSOptics wasn’t a decision we took lightly, but the SaaSOptics implementation and support team handled every step of our implementation flawlessly. To put it bluntly, their customer support is unparalleled. The flexibility of their reporting tools gave us every inch of detailed analytics we were looking for and allowed us to get true visibility into operating our business. If you are thinking about trying SaaSOptics. but are hesitant to pull the trigger… I promise you will not regret it!"

Benji Greenberg, CEO



"We are in our second term with SaaSOptics and the solution has really helped with our revenue recognition and our subscription analysis. The Salesforce integration has reduced invoice entry time by 75%. We highly recommend SaaSOptics."

Amar Shrivastava, Vice President Finance 



"We’re a young SaaS company bringing an exciting new product to market. In addition to using SaaSOptics to manage our revenue pipeline, in conjunction with Quickbooks Online, I have found it exceedingly powerful in helping project future cash flows and capital needs. I’m also very pleased with the responsiveness of your customer support. Thanks for being there!"

Jeffrey Wilkins, Chief Executive Officer 




"We were looking for an affordable and flexible B2B contracts management and billing platform which simplified the billing process at the same time as tracking CMRR, renewal rate, upgrades, downgrades, and revenue recognition. The platform needed to accommodate a number of products with a variety of billing and recognition parameters. The platform had to be easily configurable yet have advanced reporting and functionality and be easily integrated with our CRM and accounting systems.

SaaSOptics was the only platform that fulfilled all of the above yet it wasn’t until we implemented SaaSOptics did we experience the real power behind SaaSOptics – the team. The SaaSOptics team has been highly responsive to functionality and support requests sometimes working through the night to get issues resolved. I’d happily recommend SaaSOptics to anyone looking for platform to manage recurring billing contracts wrapping robust SaaS metrics around their data."

Gus Neil - Zynstra 



"SaaSOptics is a must have for SaaS companies. From revenue recognition to subscription tracking to retention rates, SaaSOptics gives you the insight into your business to make better product and corporate decisions. Plus, we were up and running in a less than a week! The SaaSOptics product is great and the level of accuracy with which I can now forecast is amazing."

Ignacio Ybarra, President



"I looked at a number of different solutions to help our SaaS business with subscription management and revenue recognition and was really excited when I came across SaaSOptics, as it seemed like a perfect solution for our needs. From the very beginning of the sales process, SaaSOptics has done nothing but exceed my expectations.  Both the product and support have been great, and I look forward to seeing what new features they come out with next."

Joe Price - President, AcademicWorks 



"SaaSOptics has been a very cost-effective tool for our revenue, invoicing and contract management. Their customer support, training, and attention to our specific needs have been exceptional. It has been a great decision to transition to SaaSOptics."

Rick Henderson - Vice President 



"We were up and running very quickly as promised by SaasOptics. The implementation was very smooth and the SaaSOptics team guided us every step of the way. We were amazed by the fact that the improvements to our billing system were immediate and significant. We are well on our way to being able to instantly produce accurate GAAP revenue reports. We would definitely recommend SaaSOptics for anyone looking to improve their billing operations."

Sandy Yastremski, VP Finance and Administration 


"The SaaS Optics team not only provided a product that tackled what Quickbooks could not, they also provided a level of service during the installation and integration that is not common. I'm very pleased with the level of functionality of the product and it was great working with a group of people that truly understands how to help their customers."

Kevin Kalil, Director of Finance 



"SaaSOptics has been a life saver for us. We spent hours and hours every month using excel spreadsheets to track the deferred revenue. No matter how many times we checked and double check, we always found errors. SaasOptics is an easy-to-use tool that has transformed our deferred revenue reporting into a manageable accurate process."

Kelly Mattarocci Sanchez, Vice-President and Chief Financial Officer



"This is an ideal solution for a subscription business. The easy-to-use reporting allows me to monitor key metrics like monthly recurring revenue, revenue projections, upcoming renewals, and renewal rates. If you have term subscriptions, you need SaaSOptics!"

Charles Dickerson, Chief Operating Officer 



"As a SaaS business we found that our existing finance tools didn't deal with revenue recognition very well - its a complex area that many people struggle with, even the pros! SaasOptics has simplified the process for our whole team, they can all login and they love the reporting. We know exactly where we stand day by day. This tool helps build value and keeps our business lean. Would recommend it to any software start-up, earlier the better!"

Edwin Bartlett, CEO and Co-Founder



"As our business has expanded, it has become increasingly more work to manage the revenue recognition for our varied and sometimes complex contracts. We've been watching the development of SaaSOptics and are implementing it now. SaaSOptics will not only save our finance team significant time every month, but will also provide the management team with new insight into performance metrics that we are having a tough time getting out of our complex spreadsheets. These will be a compelling complement to the sales performance metrics we get from Dealmaker."

Jim Crisera, Chief Financial Officer 



"My first week at BigTime coincided with the start of the annual audit and a realization that the tools necessary to manage deferred revenue did not exist. SaaSOptics offered a cost effective, easy-to-implement and easy-to-use solution to this problem. One year later, we are well positioned with the data necessary to effectively manage the business."

John Pinkerton, Chief Financial Officer 


"SaaSOptics provides incredible clarity into the behavior of our subscription business. The analysis of our data is greatly enriched, enhancing our ability in making data driven decisions. This is a no brainer!"

Ryan Olsen, Product Manager 


See more in our customer case studies.


Driven Insights Success Story

SaaSOptics has given Driven Insights the visibility and accurate financials to generate clean revenue recognition calculations, capture clean churn metrics and easily run additional reports as required for management and board meetings.
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Schoology Customer Interview

Learn how SaaSOptics is able to provide clear financial visibility to steer a fast growth SaaS company, remove spreadsheet headaches and deliver efficiency, scale and real-time visibility.
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"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, DUO Security

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