Skip to content
Request a Demo

    Reveal the levers of CMRR and subscription growth

    Automatically see the KPIs, bookings activity and customer unit economics that expose the levers you can adjust to drive predictable and sustainable growth.

    Schedule a Conversation

    SaaS IntelligenceSaaS Intelligence was developed based on our extensive experience working with numerous, sophisticated SaaS companies all struggling to achieve the same objective: access to SaaS metrics that were real-time, automatic, reliable and insightful. Every one of them was ready to ditch their Excel-based models that were lagging weeks behind, were manual, error prone and lacked the details needed to truly analyze their business.


    Who's it for?

    • B2B Software as a Service (SaaS) companies​

    • B2B Subscription-based companies

    Get actionable insights to drive growth and attract investors

    Stop struggling with spreadsheets and tools that aren't built for your needs. With Baker Tilly's SaaS Intelligence, you get granular insights you can act on and use to demonstrate growth potential.

    Robust CMRR analysis
    Dashboards for functional focus
    Detailed expansion/contraction behaviors
    Control churn & cancellations
    Automated CMRR categorization

    SaaS Intelligence completely automates the tracking and bucketizing of crucial SaaS metrics at a level of granularity that goes undetected and unmeasured by many other comparable systems.

    With automated CMRR categorization, SaaS Intelligence interprets transactions in real-time as they post, analyzes the activity, and then automatically categorizes the CMRR into the appropriate bucket.

    You can easily track the renewal timing of existing CMRR value to provide a clear picture of the future. Accurately forecast renewals of recurring revenue to provide greater predictability and achieve alignment with your Customer Success/Renewals team.

    The application does not rely on any user-driven category inputs to make decisions about the type of transactional activity that has occurred – it does it all for you. Easily configure your categorizations for additional flexibility.
    Organize your insights by function

    To give you the most actionable insights from your SaaS metrics, your insights are organized into five dashboards focused on critical functions of your SaaS and Subscription KPIs and trends, including:

    • Growth - focused on CMRR and customer growth momentum trends and includes 16 different categories of CMRR
    • Retention - designed to highlight customer and revenue retention and renewal metrics 
    • Unit Economics - see critical metrics like customer acquisition costs, months to recover CAC, LTV or customer lifetime value, and LTV:CAC as a ratio
    • Cash - know precisely where you stand with regards to what's in the bank and the status of your current cash balances, working capital, burn rates and runway.
    • Audit - gain visibility into future renewal events and the CMRR that will be at stake
    Automated, granular insights

    With SaaS Intelligence, you can analyze Expansion and Contraction at a more granular level than ever before. Empower your management teams with actionable insights into what’s actually happening with the business so they know where and how to react.

    For example, while other applications may track general “Contraction,” they lack visibility into the underlying causes of revenue retention issues. SaaS Intelligence exposes the distinction between Downgrades and Markdowns to illuminate product-related attrition issues versus sales price reductions and discounting behaviors. Both of these will result in Contraction, but knowing exactly what’s happening on which Products for which Customers enables more effective action planning.

    You'll even be able to isolate Foreign Exchange impact on the CMRR of multi-currency contracts. For example, where there are CMRR gains attributed to Foreign Exchange rates changing from the time of contract inception to renewal, SaaS Intelligence actually shows you how Foreign Exchange fluctuations are hurting or helping your CMRR growth.

     
    Get the utmost visibility into attrition

    Churn is an incredibly important and highly visible metric that drives a lot of your activities, so it's important to get it right. The last thing you want to do is inflate Churn and have the business in a frenzy. At times, customers can be delayed in renewing, so SaaS Intelligence does not immediately move CMRR to Churn at the end of a subscription. Instead, the late renewal status of customers is apparent to your business by tracking past-due renewals in “Pending Renewal CMRR,” allowing you to keep a pulse on potential churn, but without forcing that decision prematurely. In this way, the business can appropriately and proactively address late renewals or customer churn risks.

    And if the customer is ultimately lost, the system allows for custom categorization via Churn Reasons (e.g. Customer Satisfaction, Acquired, Bankruptcy, etc.), which can be segregated into Avoidable or Unavoidable Churn for enhanced analysis. Not every churn event is the same, and certainly shouldn’t be treated as such!

    And what about those customers that failed to launch and never generated revenue? Don’t fret: SaaS Intelligence enables you to Cancel (not Churn) those customers to more clearly distinguish and segregate those which were never fully onboarded in the first place. You get to decide how that type of customer situation is treated.

    “When you keep everything in Excel and split your data by year, it can make trailing twelve-month analysis difficult and it’s less likely that you’ll discover actionable insights and trends. With SaaS Intelligence, we can do that kind of analysis easily.”

    Sam Robertson, Corporate Controller
    Quest Analytics

    You get dozens of KPIs & CMRR categories

    With SaaS Intelligence, you get real-time visibility into all the standard, SaaS finance metrics you expect, and more importantly, the ones that you didn’t! You'll have a robust selection of SaaS metrics that enable you to understand the health and trajectory of the business.

    Open SaaS Metrics
    • Total CMRR
    • Total ARR
    • Total Bookings
    • CMRR per Customer
    • Average New Deal CMRR
    • Customer Acquisition Cost (CAC)
    • Payback in Months
    • Customer Lifetime Value (LTV)
    • LTV:CAC Ratio
    • Customer Retention Rate
    • Customer Renewal Rate
    • Customer Churn (% up for renewal)
    • CMRR Roll Forward and Snowball
    • Total Customer Churn (% of total)
    • Gross Dollar Retention Rate
    • Net Dollar Retention Rate
    • Gross CMRR Churn
    • Net CMRR Churn
    • Gross CMRR Renewal Rate
    • Renewal Add-On CMRR
    • SaaS Quick Ratio
    • Gross Burn Rate
    • Net Burn Rate
    • Runway (Months)
    • Total Billings
    • Days Sales Outstanding (DSO)
    View CMRR categories

    New

    The increase in CMRR from new customers.

    Recovered

    The increase in CMRR from customers who have previously churned and returned.

    Acquired (via M&A)

    The increase in CMRR as a result of the acquisition of another legal entity's existing CMRR balances.

    Add-on

    The increase in CMRR on an existing customer from the sale of additional subscription products or an increase in quantity of existing subscriptions (ex: user count).

    Uplift (↑ Renewal Price)

    The increase in CMRR on an existing customer from an increase in price (or the reduction of discount) on an existing subscription at time of renewal.

    Downgrade

    The decrease in CMRR on an existing customer from the debooking of existing subscription product or an decreased in quantity of existing subscriptions (ex: user count).

    Markdown (↓ Renewal Price)

    The decrease in CMRR on an existing customer from a decrease in price (or an increase of discount) on an existing subscription at time of renewal.

    Churn

    The decrease (loss) of CMRR from churned customers.

    Cancellation

    The decrease (loss) of CMRR from cancelled customers (i.e. those customers that never fully adopted/onboarded).

    Debook

    The decrease (loss) of CMRR from debooking of existing subscription (i.e. item-level cancellation during an active subscription period).

    Pending Renewal

    The amount of CMRR up for renewal (available to be renewed) in a given month.

    Renewed

    The amount of existing CMRR renewed in a given month.

    Foreign Exchange

    The change (increase or decrease) in CMRR on renewals of foreign currency transactions due to exchange rate fluctuations from originating booking to renewal.

    Currency Change Uplift

    The increase in CMRR on foreign transactions due to the combined effect of a change in transactional currency (i.e. prior contract was GBP, and renewal contract is EUR) and derived foreign currency fluctuations.

    Currency Change Markdown

    The decrease in CMRR on foreign transactions due to the combined effect of a change in transactional currency (i.e. prior contract was GBP, and renewal contract is EUR) and derived foreign currency fluctuations.
    Case Study Quote

    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).

    Quest Analytics Easily Measures Subscription KPIs

    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,” says Robertson. “Having these insights that are actionable and strategic come out of the finance department is really cool,” he adds.

    Read More
    Products Used
    • SaaS Intelligence
    • Sage Intacct
    • Salesforce

    Advanced Features

    High tech background image with earth planet and connection lines

    Track sell through by channel partners or resellers

    Companies who sell subscriptions through channel partners, such as resellers or distributors, may want to track the underlying end customer to which the channel partner has sold the subscription in either a separate Sage Intacct dimension or in a text field so that they understand who the actual end customer is. SaaS Intelligence can track the subscription activity based on these end customer designations.
    Smiling young man using digital tablet in the office

    Enhanced adjustment capability

    It's easy to make modifications related to contracts and contract lines if the contracts data that you receive from Sales has errors or requires adjustment. Sometimes those mistakes aren't caught until after you've already performed actions within the Sage Intacct contracts module such as Billing, Revenue Recognition or MEA Allocations. Those activities then lock down editing capability to preserve accounting compliance. While these errors may be minor they can have an adverse effect on how SaaS Intelligence interprets the subscription activity related to those contracts.

    With our enhanced adjustment capability, you’re empowered to create SaaS adjustment transactions that are used by SaaS Intelligence as replacement for any errant contracts (either whole contracts or individual contract lines). 

    Built on Sage Intacct

    SaaS Intelligence is built on Sage Intacct’s top-rated financial management solution, the only cloud ERP endorsed by the AICPA. SaaS Intelligence leverages Sage Intacct's innovative general ledger to add analytical depth to your SaaS metrics by using your Sage Intacct dimensions. This enables your business leaders to slice and dice data by key business perspectives such as product and customer. Postings include important data such as Entity, Customer and Item for advanced cohort analysis reporting.

    SaaS Intelligence by Baker Tilly is the only product that tracks your metrics across both the Sage Intacct Contracts and Order Entry Subledgers simultaneously. So it's no problem if you have transactions flowing through the Sage Intacct Contracts module, as well as through Order Entry from an external billing system or ecommerce site. SaaS Intelligence views subscription details across modules, interweaving and interpreting the data to give you the full picture.

    • Automatically links your SaaS metrics dashboard to the transactions that created them for easy drill-down research and audit-ability of the results.
    • Leverage native Sage Intacct reporting features to generate your own custom Dashboards, KPIs, Performance Cards, Reports, and Graphs.
    • Build your own dashboards and reports to integrate key financial reporting with the SaaS metrics delivered by SaaS Intelligence.
    • Direct access to your ERP system of record for live financial and statistical information provides real-time data for variety of vital metrics including customer acquisition costs, gross margins, cash burn, etc.
    • Have confidence in the reliability of your metrics to share with your other Executives and Investors alike.

    Watch a short demo video:

    Product releases & updates

    At Baker Tilly, we are continuously improving our products. Please visit this page  to get the latest news on feature addition and enhancements as well as product updates.

    How to get started

    Getting started is easy! If you're ready to get advanced insights into your SaaS metrics, click the button to schedule a conversation with one of our Baker Tilly SaaS industry guides.

    Schedule
    Customers Who Trust Baker Tilly

    Join a community of strategic finance leaders who outsource their monthly accounting tasks and get time back to analyze their insights instead of aggregate data.

    Explore more

    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.

    Here are some additional resources that may help you find solutions for your challenges. Or schedule a discussion to go over your needs and goals now.

    Request a Demo

    How the Right B2B SaaS & Subscription Metrics Tools Accelerate Growth & Attract Investors

    Find out the key SaaS metrics to track at each growth stage, as well as the benchmarks for ...

    Download the White Paper

    Case Study: ModSquad

    ModSquad saw their invoice cycle had been reduced by 1/3 of the time after implemention with ...

    Click for Case Study

    Case Study: ApartmentData.com

    30+ year-old Houston-based subscription company partnered with Baker Tilly to graduate from ...

    Click for Case Study

    Case Study: Zift Solutions

    Baker Tilly Helps Marketing Software Company Streamline Finance and Accounting

    Click for Case Study

    How Can You Transform Finance & Accounting into a Strategic Business Asset?

    Are you getting the KPIs and insights you need to be a strategic CFO or finance leader? Find ...

    Download the eBook

    Ready to Talk to a Baker Tilly Guide?

    Schedule