Learn More about SaaSOptics:

Reports and KPIs for B2B SaaS CFOs

Automation and Analytics for Order to Cash

Subscription Management and More

What Problems are Solved by SaaSOptics?

From $1M to $100M in ARR, SaaS CFOs must report on KPIs and related financial processes, but they face major hurdles:

  1. Needing more staff
  2. Hustling past ineffective processes
  3. Overcoming inaccurate data
  4. Providing critical analysis to the board
  5. Reacting to investor inquiries
  6. Closing books and supporting audits
  7. Relying on manual steps and spreadsheets
  8. Tracking invoice status (and more) in email

What Capabilities are Delivered by SaaSOptics? (Demo Outline)

7 Minutes: The demo starts with a 1 minute overview of SaaSOptics. The next 6 minutes cover processes and functionality for the following:

  • KPI Dashboards
  • Order Processing (with CRM and GL syncing)
  • Revenue Recognition
  • Billing and Invoices
  • Payments and Collections
  • Customers and Renewals
  • Financial Reporting
  • Subscription Analytics