SaaSOptics Platform Overview


Your SaaS and subscription business is growing, but are your financial operations keeping pace?


Spreadsheets are messy, disconnected and error-prone.

Traditional accounting software works for a while but then can’t deliver what you need as your business grows.

Your company and finances are constantly evolving, and so are your needs. You want a subscription management platform that can grow with your business, providing the invoicing and payment capabilities to get you started today but also offering the scalability, flexibility and highly sophisticated financial and analytics features you’ll need in the future.


SaaSOptics has everything you need to run and grow a successful SaaS and subscription business, all in one place.

You might not see all of our features as being critical now, but we’ve been in your shoes so we’re thinking ahead for you. That’s why we’ve covered your day-to-day subscription management but also built in all the great, real-time GAAP financial, metrics and analytics reporting that will make it easy for you to gain insight into your business and impress potential investors.

SaaSOptics is total subscription management, from order to invoice, and the only platform that can scale and provide top to bottom in-depth financial metrics and analytics like MRR, ARR, cohort and customer lifetime value.


Automate the Entire Order to Renewal Process

Free yourself from manual spreadsheets and the limitations of basic accounting systems. Experience fully automated order management.

Learn More


Invoice and Collect Payments

Regardless of which stage of growth your business is in, SaaSOptics is optimized to meet all of your invoicing and payments needs. Let us streamline your invoicing and payments today, and provide you with the flexibility to support your changing needs as the business grows.

Learn More


Easily Generate Reportable GAAP Revenue

Having mature financial operations is one of most important things you can do to keep your company on track for growth. SaaSOptics records and reports on all key revenue numbers, including reportable revenue, deferred revenue and unbilled accrued revenue (AR).

Learn More


Report Real-Time on Financials and Revenue

At every stage of business growth, you need real-time insight into how well you’re doing, if your business is growing and where you can do better.

Learn More


Deliver Real-Time Analytics for Insight and Visibility

You can’t run a SaaS business without great analytics, and great analytics don’t come from a spreadsheet or basic accounting package.

Learn More


See how SaaSOptics works

Managing subscriptions doesn't have to be difficult. Stop wasting time and risking errors with spreadsheets. Get complete subscription records with revenue, deferred revenue and invoicing, all scheduled in seconds.