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    SaaS Finance Automation for Any Growth Stage

    Baker Tilly provides holistic finance and accounting solutions and services for SaaS companies.

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    Gain confidence in your financials

    Get the accounting automation software, outsourced services and experienced guidance you need for every growth stage.

    Baker Tilly has helped us successfully move to a cloud-based implementation and transition from manual data entry to simplify our accounting processes. It was a real pleasure to work with a support team that was both amenable and patient throughout the process.

    Nicholas Can
    Bombora

    Going in front of the Executive Team to present these metrics is spurring conversations about where to focus our efforts. Having these insights that are actionable and strategic come out of the finance department is really cool.

    Sam Robertson, Corporate Controller
    Quest Analytics

    It’s so nice knowing what the best products are – you’ve already curated what that experience should be like, so that a CFO or founder like me can focus on higher-level tasks. It’s so nice to not do the analysis on systems. I don't care which one I use. I just want it to work well and be reliable

    Keith Angell, Co-Founder and CFO
    BetterSpaces

    "We found ourselves often saying ‘What does the spreadsheet say?’ and then ‘But what does SaaS Intelligence say?’ and that process has taught us a lot about our assumptions and our policies around SaaS metrics.

    It gives you the flexibility to look at things differently, to challenge your assumptions, and to look at true KPIs. It spurs conversations we didn’t use to have around things like Customer Acquisition Cost (CAC) and Customer Lifetime Value (CLTV)."

    - Sam Robertson, Corporate Controller, Quest Analytics
    Case Study

    Quest Analytics

    As the company moved more of its products and services to the cloud, it became clear that Quest Analytics should be measuring itself against subscription business model metrics and evaluating its business as a Software-as-a-Service company. Upgrading their financials from QuickBooks and spreadsheets was a major step in that direction and the company chose Sage Intacct and SaaS Intelligence. “Going in front of the Executive Team to present these metrics is spurring conversations about where to focus our efforts,” said Sam Robertson, Corporate Controller, Quest Analytics. “Having these insights that are actionable and strategic come out of the finance department is really cool,” he adds.

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    Products Used
    • Saas Intelligence
    • Sage Intacct
    • Salesforce

    "We now have a real picture of what our financials are going to be for the month as the month progresses. It gives everyone comfort that we're doing what we say we're doing and we're at where we say we're at."

    - Rudy Mui, CEO, ApartmentData.com
    Case Study

    ApartmentData.com

    Moving from a homegrown system to QuickBooks meant Mui no longer had to rely on the CTO to generate financial reports, but moving to Sage Intacct has only improved the reporting available to stakeholders. Modern ERP solutions like the Intacct platform provides stronger controls, better audit review capabilities, and has allowed for increased fiduciary responsibility. "From a managerial accounting point of view, we now know what sales have come in on a daily basis by category. We can look at the report a couple times a day. "

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    Products Used
    • Sage Intacct

    "AcctTwo has helped us successfully move to a cloud-based implementation and transition from manual data entry to simplify our accounting processes."

    -Nicolas Can, Bombora

     

    Case Study

    Bombora

    Bombora improved accounting processes and financial visibility while gaining automations for expense and revenue entries. They also integrated with other solutions, including its Salesforce CRM and Avalara Avatax systems. Baker Tilly provided the most comprehensive solution to address the company’s accounting needs enabling Bombora to gain visibility across its finances and operations to monitor its business in real time as well as conduct flexible, transparent financial reporting and analysis using Sage Intacct’s Dimensions feature. Bombora can easily measure key metrics (e.g., profitability, customer acquisition costs and budget variances), develop accurate trend reports and forecasts, and identify potential roadblocks and opportunities.

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    Products Used
    • Sage Intacct
    • Salesforce
    • Avalara
    Baker Tilly SaaS B2B clients

    SaaS and subscription-based businesses thrive with Baker Tilly

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    Baker Tilly curates, integrates and optimizes the right technology stack for your organization. We layer in our own proprietary “last mile” solutions. And we offer these technologies either via a Software-as-a-Service delivery model, where your own Finance function manages the day-to-day use of the technology or via a Finance-as-a-Service delivery model where we run your accounting operations and provide the outcomes you need.

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