SaaS Intelligence

Struggling to see KPIs, bookings activity and customer unit economics? Ready to ditch Excel-based models that are manual, error prone, lagging weeks behind, and missing the key details needed to truly analyze the business? 

Drive predictable and sustainable growth with SaaS Intelligence

SaaS Intelligence provides access to SaaS metrics that are real-time, automatic, reliable, and insightful. SaaS Intelligence completely automates the tracking and bucketizing of crucial SaaS metrics at a level of granularity that goes undetected and unmeasured by many other comparable systems. With Baker Tilly Digital’s SaaS Intelligence, you get information you can act on and use to demonstrate growth potential and attract investors. 

Get dozens of KPIs and CMRR categories With SaaS Intelligence, you get real-time visibility into all the standard, SaaS finance metrics you expect, and more importantly, the ones that you didn’t! You’ll have a robust selection of SaaS metrics that enable you to understand the health and trajectory of the business. 

Built on Sage Intacct

SaaS Intelligence is built on Sage Intacct’s top-rated financial management solution, the only cloud ERP endorsed by the AICPA. SaaS Intelligence leverages Sage Intacct’s innovative general ledger to add analytical depth to your SaaS metrics by using your Sage Intacct dimensions. This enables your business leaders to slice and dice data by key business perspectives such as product and customer. Postings include important data such as Entity, Customer and Item for advanced cohort analysis reporting.

SaaS Intelligence by Baker Tilly Digital is the only product that tracks your metrics across both the Sage Intacct Contracts and Order Entry Subledgers simultaneously. So, it’s no problem if you have transactions flowing through the Sage Intacct Contracts module, as well as through Order Entry from an external billing system or e-commerce site. SaaS Intelligence views subscription details across modules, interweaving and interpreting the data to give you the full picture. 

What can SaaS Intelligence provide?

• Robust CMRR Analysis -  With automated committed monthly recurring revenue (CMRR) categorization, SaaS Intelligence interprets transactions in real-time as they post, analyzes the activity and automatically categorizes the CMRR into the appropriate bucket.

• Dashboard for functional purposes -   To give you the most actionable insights from your SaaS metrics. SaaS Intelligence organizes your insights into 5 categorize focused on critical functions of your SaaS, Subscription KPIs and trends. These categories are Growth, Retention, Unit Economics, Cash and Audit.

• Detailed expansion and contraction behaviors - Empower your management teams with actionable insights into what’s happening with the business, so they know where and how to react. With SaaS Intelligence provides you with granular insights you can act on and use to demonstrate growth potential and attract investors.

• Control over churn and cancellations - At times, customers can be delayed in renewing, so SaaS Intelligence does not immediately move CMRR to churn at the end of a subscription. Instead, the late renewal status of customers is apparent to your business by tracking past-due renewals in “Pending Renewal CMRR,” allowing you to keep a pulse on potential churn, but without forcing that decision prematurely. SaaS Intelligence also enables you to Cancel (not Churn) those customers that failed to launch and never generated revenue to more clearly distinguish and segregate those which were never fully onboarded in the first place. 

Contact us for more details.