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    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.

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    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.

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    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.

    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!

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    #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

    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

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    Products 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.

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