Accounting software for private equity backed companies

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 maximize 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.

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 SaaS metrics, both looking backwards and forwards, with reporting and forecasting, to guide strategic decision making. 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.

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 SaaS metrics, both looking backwards and forwards, with reporting and forecasting, to guide strategic decision making. 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 maximizes 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 ASC606, tracking the implicit and explicit performance obligations, so can do deferred and recognized 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

AP, AR, GL, revenue recognition, expense management, financial reporting, forecasting, and HR, all in one solution
API integration to 100s of applications
Consolidation across multiple entities
International currency, FX, and inter-company transfers
Bank reconciliations
Real-time GL entry outlier detections resulting in continuous close
Real-time Salesforce integration
Billing, AP, AR, GL, expense management, financial reporting, forecasting, and the financial close all in one solution
API integration to 100s of applications
Consolidation across multiple entities
International currency, FX, and inter-company transfers
Bank reconciliations
Real-time GL entry outlier detections
Handles most B2B billing models, such as usage billing, tiered pricing
Handles complex high ACV invoices across multiple revenue types, such as subscription, SaaS, perpetual licensing, channel revenue, and professional services
Handles MEA
ASC 606/IFRS 15 compliant, allowing for parallel accounting on single performance obligations
Tracks expenses, as well as revenue against a contract
Native custom report writer
Native FP&A tool
Native SaaS metrics dashboard, calculating CLTV, CAC, Churn, CMRR, and other metrics
Real-time reporting on deferred v recognized revenue, across unbilled, billed, and paid
ASC 606/IFRS 15 compliant, allowing for parallel accounting on single performance obligations
Tracks expenses, as well as revenue against a contract
Native custom report writer
Native FP&A tool
Native SaaS metrics dashboard, calculating CLTV, CAC, Churn, CMRR, and other metrics
Real-time reporting on deferred v recognized revenue, across unbilled, billed, and paid