Complete Financial Visibility for SaaS
From invoice scheduling and revenue recognition to P&L analysis and cash flow forecasting — manage your entire financial operations in one platform.
CAPABILITIES
End-to-End Financial Management
Track every dollar from invoice generation to collection, with real-time visibility into your financial health.
Invoice Scheduling
Automatic invoice generation based on deal terms. Support for upfront, monthly, quarterly, annual, and milestone-based payment schedules with flexible date configurations.
Revenue Recognition
Spread revenue from contract start to end date with accurate monthly breakdowns. Full validation ensures compliance with revenue recognition standards.
AR Aging Dashboard
Track outstanding receivables by age bucket: 0-30, 31-60, 61-90, and 90+ days. Visual indicators highlight overdue invoices requiring attention.
P&L Statement
Dedicated Profit & Loss page with KPI summary cards, trend charts, detailed monthly breakdown, and upload history tracking with field-by-field change comparison.
Unified Cash Flow
Centralized engine combines P&L data with deal invoice schedules, raised/collected/outstanding invoices for historical actuals and 12-month projections.
DSO Calculation
Days Sales Outstanding automatically calculated to measure how quickly you collect receivables. Track trends and benchmark against industry standards.
Revenue Breakdown
Analyze MRR by industry, country, and product with growth comparisons and concentration analysis. Identify revenue distribution and dependency risks.
Stripe Invoice Sync
Connect your Stripe account to automatically sync subscriptions and invoices as deals. Built-in deduplication prevents double-counting.
P&L Upload Tracking
Track P&L upload history with change comparison showing field-by-field differences between versions. Maintain a complete audit trail of financial data.
Period Filters
Flexible filtering across all financial views: This Month, This Quarter, This FY, All Time. Match your reporting cadence to your business rhythm.
Smart Date Handling
Auto-formats dates from any input format. Organization-configured date format preferences apply consistently across all financial reports.
Runway Analysis
Real-time cash runway calculation with break-even detection. Know exactly how long your current cash will last at your burn rate.
Integrations That Save Time
Xero & QuickBooks
OAuth 2.0 accounting integration with invoice sync, encrypted token storage, and fuzzy matching reconciliation.
Stripe Data Sync
Connect your Stripe account to auto-import subscriptions and invoices as deals with built-in deduplication.
Resend Email
Automated invoice reminders, collection notifications, and financial alerts delivered via email.
One-Click Export
Professional PDF and Excel exports for board presentations, audits, and stakeholder reporting.
Take Control of Your SaaS Finances
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