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 comprehensive platform for customer success, product experience, and community engagement....
Catalyst
A customer growth platform designed to help businesses drive revenue from their existing customers....
ChurnZero
A real-time customer success platform for subscription businesses....
Totango
A modular and flexible customer success platform for businesses of all sizes....
Vitally
A modern and intuitive customer success platform for B2B SaaS companies....
Planhat
A flexible and data-driven customer platform for managing the entire customer lifecycle....