Xero + SaaSOptics
Real Time Financial Insight for Everyone
Built for B2B SaaS Businesses from Xero to Exit
See the seamless integration in action
How SaaSOptics & Xero work together
Benefits of Integrating SaaSOptics with Xero
Pulling yourself out of spreadsheets and into SaaSOptics means you systemize your contract and revenue records, ensuring integrity in your most important financial data. SaaSOptics gives you accuracy across the board for all of your subscription records, and because invoices, financial reporting numbers and subscription metrics are generated in the application, you get alignment across your entire financial operations workflow.
Your New Single Source of Truth
Complete Subscription Managment
Process Sales Orders in Seconds
When processing an order in SaaSOptics, revenue recognition schedules are automatically created.
Accurate and On-demand
There isn’t a general ledger in the market built for subscription businesses.
BILLING & INVOICES
Efficient and Timely
With our order processing automation, we make sure these happen on time, every time.
COLLECTIONS & PAYMENT
Automated Collection Procsses
Invoice creation, sent date, bounce info, paid date and amount, reminders, and suspensions are all automatically captured with timestamps.
CUSTOMERS & RENEWALS
Financial Insight to Everyone
CRM users can see account data with MRR, ARR, total balance of accounts receivable, and open invoices with invoice and transaction details. Sales and services can now do it themselves.
METRICS & ANALYTICS
Create New Reports in Seconds
React confidently to board inquiries in two clicks not two days. Access 100s of predefined, proven metrics and formulas.
Trusted GAAP/IFRS Reporting
Revenue, Deferred Revenue, Invoicing, AR – your complete revenue subledger. Instant, accurate financial reporting for investors, audits, banks, funding, M&A.
Ready to start modernizing your financial operations?
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.