Our Story

In 1998, we launched a SaaS company that provided marketing resource management solutions, but it didn’t take long to realize traditional tools for managing financial operations didn’t work for our business model.

With SaaS just beginning to take hold, we couldn’t find any alternative solutions that would solve our challenges, so we used spreadsheets and manual processes.

As our business grew, though, those spreadsheets and workflows became cumbersome and consumed too much of our time—time we needed to spend on higher-value tasks that drove the business forward.

When it came time to raise capital, we hit a major speed bump. The analysis and numbers the VCs and investors needed to gauge our potential were difficult to pull together.

We realized that we would be opening ourselves up to considerable risk if we continued to rely on spreadsheets.

We also knew every other SaaS or subscription company out there had these same problems, so we set out to develop a solution to address this pain. After all, necessity is the mother of invention.

We had a vision for building a solution that would do everything needed for running the financial aspects of a B2B SaaS business. That product is the SaaSOptics financial operations platform.

Today, 1,000+ customers and $24B in investor capital trust us to automate subscription management, revenue recognition, and SaaS metrics.

We know how challenging it can be to manage financial operations for a SaaS business because we’ve lived it.

Now we’re turning our eye to the future so we can continue to serve our customers in the B2B SaaS community for their ever-changing financial operations needs.

  • Meet Tim


    Tim has over 30 years of experience building successful enterprise software businesses.

  • Meet Chris

    Chris is President & COO and was a customer of SaaSOptics before joining the company in 2017. 
  • Meet Clayton

    Clayton has 15+ years of software industry experience and is a co-founder of SaaSOptics.

About Our Customers

Customers and Growing

Over 1,000 B2B SaaS and subscription-based businesses worldwide trust SaaSOptics.

Customer Revenue & Invoicing

SaaSOptics manages over $8B in customer revenue and invoicing.

Aggregate Invested Capital

SaaSOptics customers have raised over $24B in total funding and private equity.

What our Customers are Saying

More than 1,000 B2B SaaS and subscription-based businesses trust SaaSOptics to modernize their financial operations.

“I was pitch hitting and helping with modeling and projections but as the business grew, tracking revenue streams, receivables and payables, and deferred revenue became extremely difficult…We know everything is GAAP compliant and no longer need spreadsheets or manual processes because the data automatically syncs between SaaSOptics and QuickBooks.”

David Modiano
Fractional CFO

“From a pure diligence standpoint, anything investors or acquirers asked for, BCV was able to produce. Not only could they produce it, they could run reports and deliver the data fast. SaaSOptics did all the work, so we didn’t have to augment, reformat or put a lot of analysis into the data.”

“We implemented SaaSOptics after a rigorous review of Subscription Management and Revenue Recognition platforms. In terms of fit, value and domain value-add, SaaSOptics was the clear leader and therefore winner of our business. Once implemented those well-researched capabilities met or exceeded our expectations.”

Donny Askin
Fractional CFO

“With SaaSOptics, we’re able to bring our clients a much higher level of service and intelligence so they are no longer making decisions in the dark. They are making informed decisions and in most cases, for the first time in the business. It’s pretty powerful.”

Ben Robinson
Managing Partner

“SaaSOptics has pulled SaaS revenue recognition out of the dark ages! Accurate revenue recognition and other critical metrics such as MRR can now be generated in real time.”

Eric Rosenberg
Sr. Manager - Financial Planning & Analysis

“We know how SaaSOptics can impact business decisions and fundraising. Most importantly, I trust the data in SaaSOptics, the executive team trusts it, the board trusts it, auditors trust it, and investors trust it.”

Amar Shrivastava
Vice President Finance