Sage Intacct SaaS Intelligence

The core essentials for every SaaS company—from startup to IPO and beyond—to win your market with instant insights from metrics that guide business decisions and prove success to your investors. 

  • 300+ SaaS, subscription, usage, and project billing scenarios, with revenue recognition
  • 200+ investor metrics created up to 80% faster
  • Up and running in as little as 60 days
  • Costing 40% less than buying the tech stack parts separately
Dashboard reporting SaaS Intelligence

Discover how SaaS CEOs can create real-time dashboards to drive their key metrics such as ARR, NDR, Churn, and Cash.


Measure the metrics that matter to investors

Regardless of your company stage, Sage Intacct helps you measure and monitor the metrics that matter to you and your investors:

  1. In the early stage, it is important to prove your revenue model with metrics such as CLTV, cash-flow, and CAC.
  2. During your growth stage, it is important to show your recurring revenue model is working with net change in CMRR, upsells, renewals, revenue churn, customer churn, NDR, and more.
  3. In the late stage, it is important to demonstrate you’re running a predictable and repeatable business with metrics such as gross margin, profitability, and international currencies.
Measure metrics in real-time for stage SaaS Intelligence companies

Learn how Sage Intacct SaaS Intelligence can help you transform reporting, decision making, and fundraising with real-time SaaS metrics.

Giving finance teams a single source of the truth for SaaS metrics

Sage Intacct SaaS Intelligence automatically identifies different SaaS metrics scenarios to provide an accurate representation of client subscription activity and the impact on ARR or CMRR. The application’s intelligent engine can distinguish between different factors driving changes in CMRR, removing the need for manual intervention or additional analysis of transactions, giving finance teams a single source of the truth.

SaaS Intelligence automatically identifies different SaaS metrics scenarios

Learn more about how predictive KPls can help drive success for your SaaS business through your maturity lifecycle.

Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

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G2 Grid Report

See why Sage Intacct is the #1 accounting software solution in customer satisfaction.

Sage Membership

Anyone with a subscription to Sage software has automatic access to all the benefits of Sage Membership.

Helping you and your business grow with Sage Membership

Dashboards and Reporting

Achieve real-time visibility into business performance.

SaaS intelligence gives you the flexibility to look at things differently, to challenge your assumptions and to look at true KPIs. It spurs conversations we didn’t use to have around things like Customer Acquisition Cost (CAC) and Customer Lifetime Value (CLTV).
Sam Robertson
Corporate Controller, Quest Analytics, LLC

Frequently asked questions

What is SaaS Intelligence by Sage Intacct?

Sage Intacct SaaS Intelligence enables SaaS and subscription-based business leaders to gain new insight into the most important, yet often most difficult to measure, SaaS and subscription metrics. 

  • The Intelligence engine categories subscription activity into 20+ categories of recurring revenue (New, Add-on, Uplift, Downgrade, Markdown, Churn, etc.), 30+ KPIs, and 25+ out-of-the-box graphs and reports. 
  • It is a fully automated solution that automatically analyzes, diagnoses, and categorizes all customer subscription activity occurring within Sage Intacct Order Entry and Sage Intacct Contracts modules.  
  • SI SaaS Intelligence leverages core Sage Intacct dashboards and reporting features to deliver critical metrics and reports based on the contextualized data produced by the product’s intelligence engine.  
  • SI SaaS Intelligence is built on the Sage Intacct platform, so it has access to financial data (Cash, Expenses, GAAP Revenue, etc.) straight from the general ledger.  
  • Therefore, it can blend operational and financial data to calculate the most robust and accurate metrics.
Why choose SaaS Intelligence by Sage Intacct?

SaaS and subscription-based companies often struggle to produce critical operational metrics that are real time, automatic, reliable, and insightful.  

  • Having one data source, with all the order information across new, upsell, and renewal transactions, allows you to have real-time analysis on the SaaS transactions in your business.   
  • The intelligence engine categories subscription activity into 20+ categories of recurring revenue (New, Add-on, Uplift, Downgrade, Markdown, Churn, etc.), 30+ KPIs, and 25+ out-of-the-box graphs and reports. 
  • Excel-based SaaS financial models can lag weeks behind, require extensive manual processing tasks, are error prone, and lack the details needed to truly analyze the health of the business.  
  • The market is flush with applications that purport to provide insights into SaaS metrics, but consumers of these products consistently bemoan the lack of functionality and flexibility of these tools.  Further, these tools often overlook the unique challenges faced by the finance function.  
  • SaaS Intelligence is specifically designed to address the above issues for SaaS and subscription based B2B companies.
How does SaaS Intelligence provide additional revenue insights?

The SaaS Intelligence engine automatically categorizes and contextualizes the recurring revenue effects of customer subscription activity into over 25 distinct categories, including: New, Add-on, Uplift, Markdown, Downgrade, Renewed, Churn, etc. This enables finance organizations access to real-time, contextualized data that is used to generate detailed SaaS and Subscription metrics, crucial reports, and insightful dashboards to elevate data-driven decision making.

How does SaaS Intelligence work with Sage Intacct’s ERP?

SaaS Intelligence leverages the structure, control, and reporting capabilities of the Sage Intacct ERP – along with direct access to GAAP financial data – blending financial and operational metrics to deliver meaningful business intelligence. With SaaS Intelligence, companies can now achieve real-time visibility into valuable metrics including Customer Acquisition Cost (CAC), Customer Retention Cost (CRC), Cash Conversion Score, Net Burn Rate, and many more.

What dashboards does SaaS Intelligence provide?

SaaS Intelligence dashboards and reports provide rich, granular insights into the health of subscription revenue, providing real-time capabilities for customer and product cohort analyses, bookings and billings metrics, unit economics, customer and revenue churn analysis, and other key SaaS metrics.

Why is SaaS Intelligence beneficial for SaaS and subscription-based companies?

The software-as-a-service (SaaS) vertical is unique in its manner of doing business, in tracking contract amendments, being an extension of the billing system, and natively integrated to the financial system.  

  • SaaS companies want the ability to measure a number of robust metrics and KPIs that are not typical GAAP financial measurements. These SaaS metrics reflect an accurate and timely view of the business.   
  • SaaS Intelligence and its intelligent engine automatically deliver the real-time, robust, accurate metrics critical for SaaS companies.  
  • Most other products are not fully integrated with a company’s ERP, so they are unable to access valuable revenue and cost data from the GL, which leads to external reporting and the potential for multiple versions of the truth.
Does SaaS Intelligence work with both Sage Intacct Order Entry and Contracts modules?

Yes. SaaS Intelligence is designed for both the core Order Entry and Contracts add-on modules and supports seamless usage of both simultaneously.

Does SaaS Intelligence work with business to consumer (B2C) subscription businesses?

No, SaaS Intelligence is designed for B2B or B2B2C SaaS or other non-software subscription-based businesses.

Why is Sage Intacct’s SaaS Intelligence superior to the competition?

While every SaaS analytics product can have unique features, SaaS Intelligence is integrated directly into the Intacct ERP product which means the SaaS Intelligence add-on will work seamlessly with Intacct and drills down to the transaction level. Other products typically provide surface-level analysis of recurring revenue activity into four basic categories "New", "Expansion/Upsell", "Contraction/Downsell", and "Churn."  SaaS Intelligence tracks in-depth recurring revenue activity into 25+ categories and leverages this detail to deliver more sophisticated and robust insights.

What is the difference between churn and downgrade in SaaS Intelligence?

Churn refers to the loss of a customer who no longer has active subscriptions. Downgrade refers to the reduction of subscription level or loss of a partial product subscription.

Can you create additional dashboards in SaaS Intelligence?

Yes. You can duplicate existing dashboards and make modifications or create a new dashboard from scratch. Because SaaS Intelligence data is captured directly in Sage Intacct, you simply use the standard reporting tools in Sage Intacct to create new reports.

Can I modify existing SaaS Intelligence dashboards?

You can modify existing dashboards but doing so is not recommended. Included dashboards will be updated with future product upgrades so any customer changes will be lost. The preferred method is to clone an existing dashboard and save the new dashboard under a different name.

Which Sage Intacct Dimensions are allowed in SaaS Intelligence?

Any dimension set up in Sage Intacct can be used, but normally only Item, Location and Customer are set as defaults. All dimensions can be tracked for booking and billings data, while tracking additional dimensions for CMRR should be reviewed with your implementation consultant.