- Why Baker Tilly
- Solutions
- For Your Needs
- Accounting + Professional Services
- Outsourced Accounting
- Strategic accounting and knowledgeable staff without the headcount.
- Transformation-as-a-Service
- Avoid first-year burden with an implementation subscription plan.
- Software Development + Integration
- Supercharge your ERP with advanced automation and reporting.
- Training
- Maximize your investment, adoption and efficiency with training.
- Software
- Core Financials
- AICPA-preferred core accounting software for an intelligent GL.
- Advanced Financials
- Advanced financial modules built for your complex needs.
- Software Implementation
- Implementations that check all the boxes.
- Budgeting + Planning
- Eliminate headaches for today and tomorrow with advanced capabilities.
- SaaS Metrics
- Automate the metrics that matter most with Baker Tilly's SaaS Intelligence.
- Subscription Management
- Drive growth with automated subscription management.
- Dashboards + Reporting
- See the metrics that matter to drive your organization forward.
- Services Automation
- Effectively grow and scale with advanced accounting and finance.
- Who We Serve
- Resources
- About Us
Drive Growth with SaaS and Subscription Management
Run the finances efficiently, report to shareholders easily and drive growth systematically in your Software as a Service or Subscription company. Go beyond Expansion and Contraction and start measuring the most important software and subscription business metrics in real time.
Automate processes & improve insights
Migrate to automated subscription billing and revenue software. Here are just a few benefits you'll see:
Operational efficiencies
Spend more time on higher-value, strategic activities when you automate your manual, day-to-day operations and complex subscription accounting.
Insights & Intelligence
Finance can be a more strategic asset with the operational and financial data you’ll get from Baker Tilly. Real-time insights provide intelligence you can act on confidently.
Accelerate strategic growth
A clear understanding of your financial health and growth drivers can fuel healthy, steady expansion of your products, services and business.
ASC 606 revenue recognition
Automate revenue streams throughout the customer lifecycle with configurable expense amortization.
Eliminate error-prone spreadsheets
Stop struggling with an endless array of spreadsheets that require manual processing.
Shorten the close
Saves you hours of painstaking calculations, improve accuracy, and shorten your close cycle by up to 79%
Lower cost of ownership
Eliminate costly IT with cloud-based software endorsed by the AICPA
SaaS & subscription metrics
See the subscription and SaaS metrics and KPIs to see opportunities and demonstrate potential.
See beyond expansion & contraction
Get unparalleled granularity to see what’s driving growth and churn.
Complex cohort analysis
Find commonalities in high-value customers with built-in cohort analysis.
Function-focused dashboards
See through the lens of your most important functional areas with dynamic dashboards.
Improve cash flow
Get paid faster and ensure your cash reserves are sufficient for scaling.
Internal controls investors trust
Private Equity and Venture Capital investors prefer companies with tight internal controls.
Actively reduce churn
Know exactly what levers to pull when growth stagnates.
Proactively increase expansion
Propel growth with reporting metrics that give you the leading indicators of potential opportunities.
Advanced functionality for SaaS & subscription
Get the most from your tech stack with features and functions purpose-built for your business type that enable you to increase efficiency, uncover insights and drive growth intelligently. Tame your trickiest transaction processes and back-office procedures with industry-specific modules, only from Baker Tilly.
SaaS Metrics
SaaS Intelligence from Baker Tilly
SaaS Intelligence 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 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.
Explore SaaS Intelligence Read Case Study
Customize Invoices
Enhanced contracts automation
With Enhanced Contract Invoicing from Baker Tilly, Sage Intacct automatically analyzes invoice line items to determine the period of service that is covered and applies Service Period Dates on each line based on application logic. It rolls-up Service Period Dates and any other custom fields to display on printed invoices, list views and reports.
Hear from a Client
Multi-Element Arrangement (MEA)
Automate MEA accounting with Baker Tilly’s MEA Auto-Bundler
Bundling MEA lines manually can be extremely time-consuming and error prone. Baker Tilly's MEA Auto-Bundler automatically reads new contract lines upon creation, allocates and bundles based on predefined logic, then detects and reallocates contract modifications (add-on lines, debook lines, etc.) to keep multi-element arrangement bundling up to date.

Partial Period Billing
Eliminate manual billing schedule updates and prorate easily
SaaS and subscription companies often have to manage billing for partial periods with prorations or mid-term add-ons with different billing frequencies which Sage Intacct doesn't do natively. Partial Period Billing from Baker Tilly automates these processes with predefined logic to update billing schedules for you so you don't have to make tedious, error-prone manual adjustments when partial periods are being invoiced on co-terminus contracts and allows you to prorate pricing.
Built on the #1 subscription management software
Whether you need greater automation in subscription-payment processing and billing, automated revenue recognition or a seamless data flow between Salesforce and your financials, Sage Intacct subscription management software adapts to your needs for easier and smarter payment management.
Automate a variety of pricing and billing models
Sage Intacct contract and subscription billing eliminates labor-intensive manual calculations with built-in tiered pricing and usage-based billing. Save time and drive revenue with models that match the sophistication of your business. From billing across regular periods to non-linear billing such as milestones, you can adapt pricing and billing – all with constant visibility with complete reporting.
Achieve ASC 606 Compliance
Simplify revenue management and expense allocations
Sage Intacct removes the complexity, time and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortization to match or differ from your revenue recognition terms. With Sage Intacct, you can meet the ASC 606 IFRS 15 compliance challenge.
From Quote to Cash
Scale and streamline from end to end
Connect Sage Intacct to Salesforce and get visibility from the initial transaction through reporting, forecasting and billing. Flexible and configurable workflows enable a level of synchronization that supports the way you operate. Increase customer satisfaction with access to unified transaction status, billing and payments. And Salesforce’s Chatter is embedded in Sage Intacct so collaboration is easy and traceable.
Automate a variety of pricing and billing models
Sage Intacct contract and subscription billing eliminates labor-intensive manual calculations with built-in tiered pricing and usage-based billing. Save time and drive revenue with models that match the sophistication of your business. From billing across regular periods to non-linear billing such as milestones, you can adapt pricing and billing – all with constant visibility with complete reporting.
Achieve ASC 606 Compliance
Simplify revenue management and expense allocations
Sage Intacct removes the complexity, time and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortization to match or differ from your revenue recognition terms. With Sage Intacct, you can meet the ASC 606 IFRS 15 compliance challenge.
From Quote to Cash
Scale and streamline from end to end
Connect Sage Intacct to Salesforce and get visibility from the initial transaction through reporting, forecasting and billing. Flexible and configurable workflows enable a level of synchronization that supports the way you operate. Increase customer satisfaction with access to unified transaction status, billing and payments. And Salesforce’s Chatter is embedded in Sage Intacct so collaboration is easy and traceable.
How to get started
We will match you with the solutions that truly fit your requirements and growth plans. By following our rigorous engagement model, you’ll get access to faster financial results, time-saving technology and the best-in-class service you deserve. Getting started is easy. Schedule time to speak to one of our specialists today!


#1 Accounting Software
Sage Intacct has earned the highest customer satisfaction rating from G2 and the only cloud-based ERP recommended by the AICPA.

#1 Sage Intacct Partner
Baker Tilly has been honored by Sage Intacct as their Partner of the Year for seven years running and has the largest Sage Intacct Development Team outside Sage Intacct.
From our clients
“Baker Tilly took charge of the implementation from the beginning, and I have only positive things to say about how that process went. We would certainly want to work with them on any future projects.”
Michele Iovino, Accounting Manager
Rave Mobile Safety
“Baker Tilly was instrumental in helping us realize we can implement the Sage Contracts Billing and Contracts Revenue Recognition. They were very responsive and kept us on track with our big picture goals.”
Elliot Goldman , CFO
RapidRatings

We're excited to partner with Baker Tilly - with Baker Tilly, we've found a cloud-based product that can provide us with a native Salesforce integration as well as the ability to manage our subscription billings, projects, and inventory, and it will prepare us for the ASC 606 revenue recognition changes that are coming.

Subscription Management
Construction Software Firm Gains Automation & Collaboration
Baker Tilly Helps HCSS Streamline Subscription Management by Implementing Cloud-Based Financials
Read MoreProducts Used
- Sage Intacct
- Salesforce
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.
