Financial Reporting
Achieve and maintain GAAP / IFRS compliance with ease
Keep up with evolving regulatory changes and report your numbers with confidence with SaaSOptics’ robust financial reports.
Step one
Sync your CRM and GL to SaaSOptics
SaaSOptics generates financial records from your signed customer agreements. You can do this manually or by integrating your CRM and GL. Whether or not you leverage our CRM integrations, SaaSOptics makes it easy to process new orders.
Step Two
Run your first financial report
SaaSOptics allows you to pull reports on revenue, deferred revenue, invoicing, accounts receivable, and more. Retire your spreadsheets and rest assured that your financial reporting is being done correctly, every single time.
Step three
Quickly identify discrepancies
SaaSOptics performs automated checks on each piece of data entered into the system to surface any potential errors or issues. Don’t wait until you’re mid-audit; catch mistakes before your auditor does.
