The power of SaaS Intelligence

According to Bessemer Ventures’ State of the Cloud report, being fundable means your SaaS company has control over its core business levers.

When you can track and influence pivotal factors like customer acquisition or subscription events — upsells, renewals, etc. — you can pull those business levers to keep the revenue flowing.

That makes your company an attractive target for venture capital and private equity firms.

Here, we’re looking at SaaS Intelligence, a KPI tracking application within Sage Intacct that can help you maximize your organization’s fundability.

Here’s what we’ll cover

Tired of spreadsheets?

Here’s a quick question for you:

If you rely on spreadsheets to calculate your SaaS metrics and KPIs, you’re asking for trouble.

Between broken formulas, human error, and plain old inefficiency, it’s time to leave spreadsheets behind.

You’re probably dealing with an ever-growing amount of data that has to be manually compiled, cleaned, and normalized just to get the most basic level of level of information, which still doesn’t empower you with the insights needed to answer crucial questions about the underlying drivers of the business.

After all, the business intelligence that guides your financial decisions is only as accurate and powerful as the tools you use to gather it.

When you put your trust in manual data analytics processes, you expose your company to strategic risks from inaccurate financial and operational data.

An intelligence engine in motion

Sage’s SaaS Intelligence tool was built to help finance teams solve one of their most common headaches — “I’m spending so much time managing my data that I don’t have time to analyze it.”

SaaS Intelligence offers the powerful functionality you need to control your core business levers, supplying data that’s always:

• real-time,
• automated,
• reliable, and
• deeply insightful.

Stop worrying about managing your data and start putting it to use.

SaaS Intelligence autonomously contextualizes and quantifies your recurring revenue movements into 30+ different categories, allowing you to understand the underlying drivers that create value within your business.

What’s specifically driving your ARR growth, so you can double down and make a killing?

What’s stifling that growth and leading to Gross Revenue Retention (GRR) challenges, so you can quickly react to mitigate the problem?

So, how can our SaaS Intelligence for Sage Intacct help CFOs at software and technology companies maximize growth and operational efficiency”?

Leverage intelligent growth data

Of all the business levers your organization can gain control over, growth is one of the most essential.

SaaS Intelligence helps CFOs get granular about their company’s growth, analyzing the evolution of their revenue across time.

Automatic context

Take the manual effort out of collecting, organizing, cleaning, and normalizing data, and instantly, and instantly understand what kind of revenue your customers’ subscription activity is leading to — new revenue, churned, expansion, or contraction.

Finally have visibility into the underlying drivers of those categories with insights into quantifiable ARR movements like price increase, addons, cross-sells, upsell, and a myriad of others.

Say goodbye to spreadsheets

Thanks to Sage’s accurate and reliable SaaS metrics reporting capabilities, you can finally move on from the frustrations of manually calculating and updating your metrics.

Have total confidence in your KPIs

From ARR and MRR to CAC, CLTV, NDR and many more KPIs, our cloud accounting software supplies precise business intelligence.

Automate cash and billing KPIs

Managing your cash flow metrics in Excel can be a serious obstacle to long-term profitability.

Sage Intacct users can leverage SaaS Intelligence to:

Unlock real-time cash flow epiphanies.

Stop second-guessing your cash inflows and cash runway, and get your burn rate under control with our automated cash flow KPIs.

Generate the SaaS billing metrics you need.

From billings insights to DSO, SaaS Intelligence gives CFOs the metrics they need to maintain visibility into AR performance

Real-time cash and billing metrics enable stronger forecasts.

AI budget variance equips you with the confidence you need to execute your financial plans, and alert you to negative trends before they become full-blown disasters.

Track subscription modifications and renewals

SaaS CFOs need to be able to track subscription activity over the entire customer lifecycle.

With SaaS Intelligence, we’ve made that easier and more efficient than ever:

Track renewals with ease

Our cloud accounting technology can gain visibility into the impact of upcoming renewals, and maintain clear line of sight with customers that are late in renewing without impacting churn.

Analyze customer behavior

Understand the retention impacts of customer renewal decisions with metrics like Customer Renewal Rate, Net Revenue Renewal Rate and Gross Revenue Renewal Rate. 

With visibility into renewal trends, you can better anticipate and forecast the effects of upcoming customer renewals for more effective strategizing.

Clarity of FX effects

SaaS Intelligence supports global organizations by segregating and quantifying the effects of FX fluctuations on customer renewals, while also enabling consolidated reporting across entities via constant currency.

SaaS Intelligence can help you maximize your company’s fundability and win your market.

Get insider tips for SaaS CFO success

You can start simple and scale big with Sage for Software and Technology Plans.

Learn how Sage for SaaS and Technology Plans can empower your team with streamlined accounting and automated financial processes designed to scale with your business.

Subscription billing

Seamlessly managing 500+ subscription, usage, and hybrid billing models while effortlessly mastering revenue recognition.

Gain real-time visibility

Deliver 200+ investor-ready SaaS reports and forecasts up to 80% faster.

Start fast, grow faster

Easy setup and leveraging prescriptive best practices, means you can start using the platform quickly. You’ll have the flexibility to add more capability as your business expands.

Integrate seamlessly

Experience the power of having one unified system of record.

Data is automatically synchronized across all the applications including your CRM, billing systems, and other essential SaaS tools.

You can learn more here