Integrating SaaSOptics with NetSuite

Leverage SaaSOptics to improve your sales order processing and subscription management workflow, ingesting new orders from your CRM to generate complete customer and contract records, GAAP-revenues, invoices and reporting. Or keep your subscription management process in your ERP and sync records into SaaSOptics for best-in-class subscription metrics and analytics, allowing you to automate critical subscription analytics, like churn, net retention, CLV, cohorts and MRR growth.

We have two integration solutions to meet your needs.


Find Out Which Integration Is Right for You

SaaSOptics is intuitive and flexible to complex subscriptions, helping you better manage sales-negotiated terms and contract changes. Plus, you get improved invoicing and a complete suite of dashboards, metrics and analytics that are built specifically for B2B SaaS and subscription businesses.

SaaSOptics for Subscription Metrics & Analytics

SaaSOptics integration with NetSuite for analytics leverages a one-way sync with NetSuite, pulling the elements into SaaSOptics that allow us to generate the subscription records that are filtered into our detailed metrics and analytics reporting. You continue operating your subscription management workflow in NetSuite and use SaaSOptics to get access to the trends, reporting, projections and dashboards you need to see in real-time, without having to export data and manage spreadsheets. After integrating SaaSOptics into your NetSuite account, you can begin generating comprehensive reports in less than one hour.


SaaSOptics for Your Subscription Management Workflow

As your system of record for subscription management and GAAP-compliant financials and metrics, SaaSOptics will ingest all new sales orders from your CRM to generate complete customer, contract, transaction, revenue and invoice schedules. Because we’re built specifically for B2B subscription businesses, we’re flexible to contract changes, revenue recognition scenarios, billing activities and subscription analytics. You get security and accuracy in your financials without being handcuffed to complicated controls.


Where a SaaSOptics integration with NetSuite can help:

  • GAAP-compliant revenue recognition
  • Invoice scheduling and highly customizable e-invoicing
  • Milestone-based revenue and invoice management
  • Out-of-the-box subscription metrics and analytics
  • Accounts receivables and collections management

Ready to start modernizing your financial operations?