SaaSOptics
B2B SaaS Financial Operations.
Overview
SaaSOptics (now part of Maxio) is a financial operations platform designed for B2B SaaS companies. It automates revenue recognition, invoicing, and provides key SaaS metrics. Its role in expansion revenue is to provide the financial source of truth. It accurately tracks upgrades, renewals, and add-ons, ensuring that revenue is recognized correctly and giving finance and success teams a clear picture of Net Revenue Retention and other key growth metrics.
✨ Key Features
- Automated Revenue Recognition (ASC 606)
- Subscription Management & Renewals
- Automated Invoicing
- SaaS Metrics & Analytics (CMRR, Churn, NRR)
- Expense Recognition
- General Ledger Integration
🎯 Key Differentiators
- Deep focus on B2B SaaS financial operations and GAAP compliance
- Robust revenue recognition engine
- Strong integration with CRMs and general ledgers
Unique Value: Automates the entire subscription financial lifecycle, from order to revenue recognition, providing a reliable financial record system for B2B SaaS.
🎯 Use Cases (5)
✅ Best For
- Automating ASC 606 compliance for SaaS companies
- Providing a single source of truth for SaaS financial and subscription data
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies needing a customer engagement or workflow platform
- Early-stage startups with very simple billing needs
🏆 Alternatives
Offers more advanced and compliant revenue recognition capabilities than billing-focused platforms, making it a stronger choice for finance teams in auditable businesses.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All plans tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in Expansion Revenue Tools
Gainsight
A leading customer success platform that helps businesses reduce churn and grow net revenue retentio...
Catalyst
An intuitive customer success platform designed to help CSMs prevent churn, increase product adoptio...
ChurnZero
A real-time customer success platform that helps subscription businesses fight customer churn....
Totango
A flexible and composable customer success platform that helps companies of all sizes drive customer...
Vitally
A modern customer success platform that unifies customer data and provides tools for automation, pro...
Planhat
A flexible customer platform that helps businesses manage the entire post-sales customer lifecycle, ...