Financial management platform for private equity backed companies

CFO – I need to have all the data, much faster, with dimensions and with statistical accounts, so that I can calculate and show trending analysis in our key financial information, such as cash, cash forecast, revenue recognition, billings forecast, and our financial statements, such as the balance sheet and statement of cash flow.

I also need to produce performance metrics, both looking backwards and forwards, with reporting and forecasting, to guide strategic decision making. For example, by understanding our CLTV/CAC ratio, churn, average CMRR, number of customers, and other metrics, allow us to understand our product/market fit and sales efficiency, to know where to invest.

Revenue Operations/Revenue Accountant/Billing Manager/AR Manager – I need subscription billing that maximises price-to-value, and differentiates from competition, such as usage-based pricing, tiered pricing, or land-and-expand models.

Accompanying that, I need revenue recognition across the customer lifecycle for IFR1S 15 /ASC 606, tracking the implicit and explicit performance obligations, so can do deferred and recognised revenue across unbilled, billed, and paid.

I have inconsistency in the orders and revenue is spread across order line items, so this is complicated and hard to track the exceptions. 20% of my transactions create 80% of my problems.

• 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

• Comprehensive Revenue Models: Manages complex, high ACV invoices across multiple revenue streams, including subscription, SaaS, perpetual licensing, channel revenue, and professional services.
• Extensive API Integration: Seamlessly connects with the operational tech stack.
• Flexible Billing Models: Supports over 500 diverse B2B billing scenarios, such as usage-based billing and tiered pricing.
• IFRS 15/ASC 606 Compliance: Ensures parallel accounting for single performance obligations, including multi-element arrangements (MEA).
• Real-Time Revenue Reporting: Provides real-time deferred and recognised revenue reporting across unbilled, billed, and paid stages.
• Revenue and Expense Amortisation: Monitors and amortises expenses alongside revenue in line with performance obligations.
• Forward-Looking Investor-Grade Metrics: Includes key metrics such as CLTV, CAC, Churn, CMRR, and the Rule of 40, alongside a native FP&A integration for forecasted scenario planning.
• Bank Reconciliation: Facilitates seamless reconciliation of bank transactions.
• Global Financial Management: Handles real-time inter-entity consolidation, including eliminations, cumulative translation adjustments (CTA), FX, and inter-company transfers.
• AI-Powered Automation: Features real-time, AI-driven GL entry outlier detection and AP automation to promote continuous accounting, assurance, and insights.
• All-in-One Financial Management Platform: Covers billing, accounts payable (AP), accounts receivable (AR), general ledger (GL), expense management, consolidated financial reporting, forecasting, and the financial close.

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 maximise 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.