SaaS Companies

Optimized financial systems help to optimize business processes because the real-time data facilitates clear decision-making. For instance, we help SaaS companies integrate systems across billing, CRM, and project management, which enhances visibility across the board. Reports deliver MRR, ARR, and churn metrics, so you can align scoping and configuration to recurring revenue models.

Our curiosity-led, deep discovery approach helps you understand evolving pricing models and workflows that address real operational needs. Flexible systems can be designed to accommodate changes in business structure. We provide end-user training to optimize adoption and scalability for robust future growth.

We provide many post-go-live services to enhance your business’s success. We monitor the system for gaps that need to be addressed, and adjust user-friendly dashboards based on real usage patterns. You also benefit from long-term support to continuously refine workflows and outputs, and ensure systems align with your business’s growth.

Integration connects finance with billing, CRM, and payroll through APIs, which enables automated data flow between subscription revenue and financial reporting. The smooth flow of data enhances accuracy, billing, invoicing, and collections. The bottom line is that data from integrated sources helps you make data-driven decisions to optimize opportunities and mitigate risk.

We combine advanced technical ERP skills with in-depth Saas knowledge to design financial architecture around your metrics and operating models. This enables us to implement dimensional reporting tailored to your performance tracking. We align Saas systems to compliance needs and strategic planning. Ultimately, we’re long-term advisors, helping you optimize your financial systems.

We provide a range of solutions for SaaS teams, perhaps the most important being clarity on revenue, renewals, and growth levers, because this demonstrates cause and effect and empowers business leaders to respond rapidly to opportunities and risks. And the best thing? No spreadsheet wrangling.

There’s real-time visibility into growth drivers and what steps on the brakes. This is important because it’s important to not only tap into growth, but also to manage investor expectations with actual, up-to-date numbers.

On that note, there are also investor-ready systems and reports designed to hold up under scrutiny, including board scrutiny.

SaaS teams also benefit from our integrated tools across finance, billing, CRM, and support. This ensures the seamless transfer of data between systems, effectively eliminating duplicate entries and ensuring clarity (one version of subscription truth).

Revenue recognition matches multi-year and multi-element contracts across software, services, and training. One of the benefits is a clear audit trail to keep the taxman happy.

A lot of what we do is related to revenue and donor management. Our solutions structure contracts and allocate data across software, services, and training to reflect performance obligations and ensure constant audit readiness.

For example, financial accounts, donor records, and other critical documentation are prepared in forms that meet auditors’ requirements and are easily understood by investors. This includes clear logic for things like allocations, release timing, and disclosures. 

We use revenue tracking tools that include deferred revenue, providing clarity in financial records that accelerates close and keeps reconciliations consistent. 

Revenue is also recognized over the short- and long-term, setting schedules that align with delivery, renewals, and upgrades. This is a comprehensive approach that goes beyond invoice dates only.

Automated multi-year agreements and bundled offerings are supported with rules that virtually eliminate manual input and reduce calculation and other errors.

R&D tracking doesn’t just keep financing tied to specific projects; it also ensures your records are accurate and in the correct format to satisfy auditors. We align development time with assigned projects, ensuring engineering efforts are mapped to specific initiatives to facilitate quick and easy eligibility reviews. 

Our system ensures qualifying expenses are recorded in a consistent, approved structure to simplify claims and reduce time wasted by communication that goes back and forth between finance teams and tax advisors.

Your General Ledger and project structures are aligned and processes automated, so R&D costs are readily available without offline spreadsheets and ad hoc tags.

In the interests of organization, reports tie hours and costs to specific projects and timelines. So, pulling up data for filings and internal ROI checks is quick and convenient. 

Another benefit is the clear audit trail across systems, which is critical because tax authorities and investors ask for detail regarding specific projects and initiatives.

We configure metrics that provide real value to your company, not just the ones that look impressive but are essentially insubstantial. For example, we clearly define and automate CAC. LTV, MRR, and churn. This eliminates misunderstandings and misapprehensions and enables teams to react to movement without delay.

With this in mind, we also connect billing and CRM, which improves efficiency and productivity by ensuring upgrades, downgrades, and churn flow into metrics on time.

It’s important to give sales and product teams a clear and current view of cohort performance and retention, which is why we align finance reporting to growth goals.

Included in our aims is the improvement of investor reporting, with repeatable metrics packs that are automatically refreshed without the need for error-prone manual exports. 

We also ensure that CARR, CMRR, and billing data are included in dashboards, supporting informed decision-making and contributing to the comprehensiveness of quarterly planning.

Integrations carry out certain actions automatically, taking the human element out of the equation and increasing the accuracy of accounts and reports. For instance, integrations can connect product and billing platforms to accounting. This means that data regarding subscriptions, renewals, and credits is correct from the get-go.

This is evident in the unification of subscription data across tools, ensuring consistency in ARR, MRR, and retention reporting. You can also see it when you sync CRM with finance, which keeps data like pipeline, bookings, and revenue aligned, painting a clear picture for leaders and board meetings. 

It’s not just great for financial related information. It also plays an important role in things like linking support platforms to generate a comprehensive view of customers. Data analysis identifies expansion opportunities and churn drivers. 

Integrations reduce duplicate entry, which clears any confusion or inaccuracies from human error between systems. This also saves a lot of time, especially reconciliation time.

Leadership and investors like growth, but knowing the flip side is just as important. That’s why we provide dashboards that can be customized to provide a comprehensive view of your company’s true success. Here are some of the most important metrics to include in your dashboard:

• Billings for total invoiced revenue: Payments, renewals, accurate cash activity.
• CMRR growth rate: Momentum for sales, retention, and market readiness.
• Total CARR: The foundation for long-term planning on signed contracts and committed value.
• Total CMRR: Near-term forecasting, including upgrades, downgrades, and churn.

Dashboards can also be integrated with Sage Intacct. This improves accessibility, ensures definitions remain constant, and reassures investors that growth is sustainable and reliable.

We provide comprehensive support to many company types within the SaaS industry. Our aim is to provide a solid foundation for your company’s growth, as well as ongoing assistance for long-term success. 

Types of SaaS companies we work with include:

• Saas startups. We recognize that the first few months are the most difficult for new businesses. Our solutions start you off on the right foot with automated invoicing, investor-ready reporting, and visibility across finance, product, and ops teams. 
• Subscription-based platforms: These platforms have unique needs, so our solutions are designed to simplify accounting processes, including managing recurring billing, revenue recognition, and cash timing. 
• B2B SaaS providers: As companies grow, they need services that include scaling multi-entity management, forecasting, and adjusting to changing compliance requirements. 
• Enterprise SaaS companies: They tend to need features that centralize financial data and automate crucial metrics, like MRR and ARR.
• Marketplace and API-based businesses: Simplifying partner payments, platform integrations, and revenue tracking are among the most common services required. 

We’re one of the most comprehensive finance and accounting services providers in the U.S. with many satisfied high-profile clients. Here’s why:

Revenue recognition is one of our areas of expertise that suits bundled offerings, multi-year contracts, and deferred revenue tracking.

Our R&D-friendly structures guarantee precise cost capture that supports U.S. and global credit programs. 

SaaS metrics are configured by default, and supported by automated reporting for LTV, CAC, MRR, and more.

We always ensure due diligence readiness for funding rounds or exits, and provide documentation and reports that stand up to scrutiny, especially scrutiny by the C-Suite and the Board. 

Our approach is completely client-centric. We provide the expertise, but you’re the one holding the reins. Working together, we develop effective partnerships with clients that generate proven results, ably supported by a software stack that fits the SaaS operating model.