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.

order renewal_300DPI.png
Streamlined Order & Renewal Management

In 45 seconds, turn sales orders into contract records that ensure integrity in your financial operations and support growth.

Read More
subscription-bill-pay_300DPI.png
Efficient Automated Subscription Billing & Payments

Automatically generate full invoice schedules and e-invoices to optimize your billing, A/R and collections.

Read More
reporting_300DPI.png
Automatic GAAP-Compliant Revenue Recognition

Generate revenue schedules, deferred revenue and unbilled accrued revenue schedules that filter into GAAP financial reports.

Read More
analytics_300DPI.png
Comprehensive SaaS Subscription Metrics & Analytics

Ditch the spreadsheets with reports that capture everything from growth trends to customer lifetime value and cohorts.

Read More

Track the Health of Your Business with Ease

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

platform_overview.gif

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.

early growth_300DPI.png
Early (<$1M)

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

Read More
emerging_300DPI.png
Emerging (Pre-Series A)

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

Read More
growth_300DPI.png
Growth (Series A-C)

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

Read More
mature_300DPI.png
Mature (Series D+)

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

Read More

The Complete Solution

platform_300DPI.png
One Platform

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

support_300DPI.png
Responsive Support

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

integration_300DPI.png
Powerful Integrations

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

girlcomputertest.png

Ready to start modernizing your financial operations?

See It Live

What our Customers are Saying

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

"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

"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

“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

"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

“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

  • duo-grey
  • schoology-grey
  • skywire-grey-100
  • crunchbase-greyy
  • oversight-grey
  • masteryconnect-grey
  • synthio-grey
  • driveninsights-grey
View All Success Stories

Grow Your B2B SaaS Business

SaaSOptics, the only subscription management platform designed for emerging and growing B2...

By 2020, more than 80 percent of software providers will change their business models from...

Eighty-four percent of new software today is delivered as a service (SaaS). Yet, as we tur...

Read Our Blog