Get the SaaS Metrics and Reporting for Your Next Round of Funding

Outgrowing Quickbooks? Choose the #1 B2B subscription billing and accounting software to scale your subscription billing & cash flow management with Sage Intacct, the best-in-class cloud financial management software for SaaS startups.

Accounting and Financial Management Solutions for Early Stage SaaS and Subscription Companies

Scale your early stage SaaS company with the right subscription billing and accounting software

Get the SaaS metrics that matter: CAC, CLTV, CMRR, and Churn. Sage Intacct dashboards calculate these metrics for you, as well as other key milestones.

  • Streamline your quote-to-cash process
  • Access real-time metrics to make data-driven decisions
  • Ensure your financials are solid
Early Stage SaaS & Subscription Companies Accounting and Financial Management Solutions with SaaS Metrics and Dashboards

Learn how Bitly generated 6 more months of runway and saved $200,000.

Ensure your financials are solid

The best time to take on ASC 606 automation is in the earlier stages of growth. The more contracts you have in flight or complexities, such as frequent changes or multi-element arrangements, the more challenging it is to update contract history later.

  • ASC606 Compliance
  • GAAP and SaaS reporting and forecasting
  • Track unbilled, billed, and paid revenue and expenses
Early Stage SaaS & Subscription Companies Accounting and Financial Management Solutions with ASC 606 Revenue Recognition

Learn the 3 tips how high growth SaaS companies scale financial reporting.

Establish promising initial unit economics and SaaS metrics

Unit economics is the time that it takes to earn back the cost of acquiring a customer. It’s calculated by dividing your customer lifetime value (CLTV) by the cost to acquire a customer (CAC). Now is the time to shift from manual and ad-hoc calculations on billings and cash to consistent, real-time SaaS metrics to support your data-driven decisions.

Establish Initial Unit Economics SaaS Metrics

Learn the 5 metrics SaaS CFOs need to move from early to growth stage.

The #1 B2B Subscription Billing Solution

The only combined subscription billing and financial management software with ARR, MRR and other key SaaS metrics, SaaS dashboards, revenue recognition, reporting, and Salesforce integration; along with ASC 606, FP&A, and HR.

Mid-Market
Leader 2021
SUMMER
G2 Grid Report

See why your finance peers rank Sage Intacct the leader in B2B Subscription Management.

Subscription and SaaS

Financial management platform for SaaS, subscription, and software

Product add-on modules for subscription and SaaS

Contract and Subscription BillingContract and Subscription BillingSave time and drive revenue
Revenue RecognitionRevenue RecognitionIntelligent, automated, and compliant revenue recognition
SaaS MetricsSaaS MetricsDashboard for CMRR, CAC, Churn, CLTV, and more

Resources for subscription & SaaS companies

Is Your Software Company Outgrowing QuickBooks?

Is Your Software Company Outgrowing QuickBooks?

Cheat Sheet for SaaS Early Stage Finance Leaders

Cheat Sheet for SaaS Early Stage Finance Leaders

The Ultimate Checklist for Choosing Subscription Billing Software

The Ultimate Checklist for Choosing Subscription Billing Software

Sage Intacct is named a Leader in the IDC MarketScape for Subscription Management

Sage Intacct is named a Leader in the IDC MarketScape for Subscription Management

Thanks to Sage Intacct, we reduced our monthly close from 31 days to five, while reducing our DSO from 59 days to 29 and pulling in an additional $7 million in operating cash. These significant improvements allowed the company to invest in headcount for product development [and] push out fundraising by eight months. . .By automating our full range of accounting workflows, Sage Intacct helped us scale easily even as our sales doubled.
Elliot Woo
Director of Accounting, GoGuardian

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Frequently asked questions

What does an early-stage company need to do with its financials?
  • Refine the business model
  • Develop a two- to three-year financial model (Prior financial results and metrics trends provide the basis for a more reliable forecast)
  • Establish promising initial unit economics
  • Move new customers to at least yearly pre-payments
  • Establish predictable financial results with profitability governed by growth
  • Manage cash
  • Start to forecast on cash, billings, and expenses
  • Put initial revenue recognition in place
I’m a SaaS Subscription startup and I want to upgrade off QuickBooks or Xero and am looking for my next Financial Management System. Is Sage Intacct a good next step for me?

Sage Intacct is the only complete Subscription + Financial Management solution – we uniquely offer SaaS finance teams one subscription system of record across billings, revenue, and cash, covering the entire customer lifecycle. This allows revenue operations to maximize CMRR and CLTV through innovative subscription pricing for new sales, upsells, and renewals. In turn, Controllers automate AP, AR, billing, rev rec, and consolidations, with controls, to accelerate the close and increase cash flow. And CFOs have reporting and forecasting visibility on the billings, revenue, and cash of the company to guide strategic investments and decisions.

[See next question for more detail on the benefits customers achieve with Sage Intacct]

What’s different about Sage Intacct’s Subscription Management Platform?

Most finance teams spend 80% of their time doing manual transaction support, and only 20% of their time doing strategic decision support. The best SaaS operational finance teams chose Sage Intacct to shift that to 20% manual, 80% strategic decision making. We have engineered our platform to eliminate manual, tedious processes that burn through weeks of work each month, such as manual entry of orders out of Salesforce.com and exceptions to contract revenue recognition and billing. We then provide access to the necessary real-time SaaS metrics, financial dashboards, and tools to enable strategic analysis, forecasting, and scenario planning that allow CFOs to recommend new initiatives that grow revenue, reduce churn, improve efficiency of customer acquisition, direct product development that delights customers, adjusts pricing to maximize customer acquisition and profitability, and deliver the churn, cash-flow, CMRR, and other metrics with confidence to impress investors and secure new funding.

Order-entry-only suites don’t allow you to manage SaaS revenue recognition, billing, nor SaaS metrics. And subscription-billing-only solutions don’t allow you to track expenses, see cash-flow, nor forecast scenario planning for the company.

How does Sage Intacct help our finance and revenue operations teams?
  • Controller - automate billing, revenue, and expenses to close with controls
  • CFO - know the strategic levers to be the business model architect
  • SalesOps - integrate the quote to billing to speed quote-to-cash
  • RevOps - create billing and pricing scenarios, with metrics to track
  • Revenue Manager -- create deferred revenue reporting
  • Billing Manager - automate invoicing and collections
  • FP&A -- create forecasts and budgets/actuals for team to manage cash-flow and growth
  • CEO - know the cash, billing, and SaaS metrics position of the company to make strategic moves
What is a story of Sage Intacct helping an early-stage SaaS company like me?

Once upon a time ... Bitly was getting big traction in defining and delivering on the new marketing space of Link Management

... and every day ... The Finance team was manually entering in new orders, manually billing for those orders, and manually doing financial reporting, all in Excel, and all time-consuming, with DSO @ 110 days and a 4 week close,

... until one day ... They decided they needed to upgrade their billing, financial, and reporting systems, and chose Sage Intacct, the first and last cloud financial system you will ever need,

... and because of that ...

they reduced Quote-to-Bill by 10% by integrating to Salesforce.com,

  • so now, do automated invoicing, collections, and dunning,
  • so they reduced DSO from 110 to <60,
  • so they, increased cash-flow by 6 months
  • essentially creating a bridge financing without any dilution of equity, and

... and since that day ...

  • they have departmental level budgeting for proactively managing P/L,
  • real-time dashboards to give instant insights to the executive team for big business decisions,
  • and moved from closing the books in 4 weeks to 1 week to get data to the team faster,
  • while not having to hire any additional finance staff, a savings of $250,000,

... until finally ... they raised a $63M round from Spectrum Equity to fund their next stage of growth.