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One Platform — Unlimited Potential

Automate Your Entire Order-to-Cash Process

We get it. Managing financial operations at a B2B SaaS business is unique. Because you might negotiate sales, recognize revenue and bill customers differently, other subscription management platforms aren’t going to be flexible enough to handle the complexity of your financial operations without creating workarounds.

That’s not the case with SaaSOptics. We’re built from the ground up for B2B SaaS businesses like yours to streamline your processes, recognize revenue correctly and provide the trusted metrics and analytics you need.

Flexibility for Growth

Grow freely without constraints to your financial operations by streamlining your day-to-day subscription management and integrating directly with popular financial systems.

Fast Implementation

Get up and running quickly in as little as four-to-six weeks with in-house implementation and streamlined on-boarding. No more manual processes or disconnected spreadsheets.

Expert Assistance

Troubleshoot issues with expert customer support. Our Atlanta- based team is fast to respond and provides in-depth support to help you now and down the road.

Affordable Pricing

Save with affordable pricing built for growing businesses because complete subscription management should be accessible for all B2B SaaS businesses — large or small.

Automation from Beginning to End

Imagine a day running your finances on SaaSOptics. Here’s what it would look like.

  • Aug 7, 2019

    Create a new sales order

    The perfect balance of automation and control.

    • Sync orders in from your CRM or create sales orders.
    • Seamlessly generate customers, contracts, transactions and invoice line items.
    • All future invoices are automatically scheduled.
    • Sync invoices to your general ledger (if connected).
  • Aug 7, 2019

    Manage your revenue

    Revenue recognition you don’t have to babysit.

    • Automatically schedule revenue and calculate deferred revenue and unbilled AR.
    • In the background, fair value revenue allocations are applied.
    • Create projects (to delay performance obligations, revenue recognition and invoice scheduling).
  • Aug 7, 2019

    Invoice and collect payments

    Save time. Protect your cash flow. Automate invoicing and renewals.

    • Send customizable, on-brand e-invoices from the billing server.
    • View and organize all outstanding and recently paid invoices.
    • Bulk send targeted dunning emails for overdue AR.
    • Deploy automated cadences for ongoing payment reminders and dunning emails.
    • Receive payments against multiple invoices on a single contract.
    • Integrate leading payment processors to sync credit card and ACH payments.
  • Aug 7, 2019

    Report and track your KPIs

    Pull metrics in seconds or explore new reports and segmenting for deeper insights.

    • Generate reports for financial statements.
    • Analyze subscription metrics.
      • Subscription momentum reports calculate changes in key trends, including details on new, expansion, contraction, lost and end of period balances for ARR/MRR, churn, retention, CLV, etc.
      • Cohort analysis shows how segments of customers are performing.
      • Projection reports forecast future recurring revenue.

This is your world simplified. We remove the risk and clutter so you can focus on scaling and growing your business with confidence.


SaaSOptics is built for emerging and growing B2B subscription businesses, from $0-$100M in annual recurring revenue. We grow with you as you do.

The Bottom Line

Your financial operations aren’t simple, but too many “solutions” create even more complexity, burdensome processes and workarounds. That’s not what we do. We give you the best processes, support and integrations you need to make your business scalable as you grow  at a price you can afford.



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



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

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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