Wer nutzt diese Software?

B2B SaaS or subscription-based companies up to $100M in annual recurring revenue who want a cost effective way to manage the financial aspects of their subscription-based business.

Durchschnittliche Bewertung

28 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4.1 / 5
  • Kundenservice 4.8 / 5
  • Funktionen 4.2 / 5
  • Preis-Leistungs-Verhältnis 4.6 / 5

Produktinformationen

  • Kostenlose Version Nein
  • Gratis Testen Nein
  • Einsatz Installiert - Mac
    Cloud, SaaS, Web
    Installiert - Windows
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • SaaSOptics
  • http://saasoptics.com/
  • Gegründet 2009

Über SaaSOptics

SaaSOptics is an affordable financial management solution for B2B emerging and growing SaaS or subscription businesses. SaaSOptics provides comprehensive GAAP-compliant revenue recognition & reporting, invoicing, and highly optimized analytics for tracking key subscription metrics like MRR/ARR, churn, customer lifetime value and dozens more. SaaSOptics brings financial maturity to emerging subscription businesses with out-of-the-box integrations with Quickbooks, Salesforce, Stripe and others.

SaaSOptics Funktionen

  • Abonnementverwaltung
  • Mahnwesen-Management
  • Nutzungsverfolgung / Analyse
  • Produktkatalog
  • Rabatt-/ Gutscheinmanagement
  • Registrierungs-Management
  • Revenue-Recovery-Systeme
  • Self-Service Portal
  • Steuermanagement
  • Stornierungsmanagement
  • Testversion-Management
  • Umsatzrealisierung
  • Wiederkehrende Abrechnung
  • Abrechnungsportal
  • Anpassbare Rechnungen
  • Kontakt-Datenbank
  • Kontingenz-Abrechnung
  • Mahnwesen-Management
  • Mehrere Währungen
  • Mobile Zahlungen
  • Online-Abrechnung
  • Online-Zahlungen
  • Projekt-Abrechnung
  • Steuer-Rechner
  • Stündliche Fakturierung
  • Wiederkehrende Zahlungen / Abonnement-Abrechnung
  • Zahlungsabwicklung
  • Abonnementverwaltung
  • Ausgabenmanagement
  • Einstellungen (Personalbeschaffung)
  • Erneuerungs-Management
  • Lieferanten-Management
  • Lizenzmanagement
  • Nutzungsverfolgung / Analyse
  • SaaS-Betriebsführung
  • Schatten-IT-Erkennung
  • Mahnwesen-Management
  • Mehrere Währungen
  • Self-Service Portal
  • Verzögerte Rechnungsstellung
  • Wiederkehrende Rechnungen
  • Wiederkehrende Zahlungen / Abonnement-Abrechnung
  • Zahlungsabwicklung
  • wiederkehrende Zahlungen mehrerer Zeiträume

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Die hilfreichsten Reviews für SaaSOptics

A fantastic and much-needed platform for growing SaaS businesses

Bewertet am 28.8.2018
Andrei Z.
CEO
Informationstechnologie & -dienste, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall, I'd say that SaaSOptics has, after some up-front work to get it configured to our requirements, completely delivered on the lofty expectations we had for it. We have a two-person finance team managing a business that's doing >$15M of ARR. As you can imagine, these brave souls simply would not have time to pull together the sort of deep multi-faceted business intelligence reports and ongoing analytics that SaaSOptics gives us at basically the push of a button. It's been a very important tool for us as we manage growth and optimize our revenue streams.

Vorteile: SaaSOptics is incredibly flexible and the only solution of its kind that we've seen successfully integrate both Salesforce and Quickbooks in a way that actually dramatically saves time and improves data integrity. We test drove some competing solutions (all far more expensive) and, unfortunately, many of them actually created more issues for us than they solved.

Nachteile: The flip side of the incredible level of flexibility/customizability that SaaSOptics has is that it is not the simplest solution to learn to work with. While recent updates continue to simplify and enhance the UX, it's still a tool best suited for "power users" and takes some time to learn and use to its fullest extent. If you expect this to be "plug and play", you will be disappointed and not get the full value of the solution. With that said, it was certainly no more complex or challenging than implementing Salesforce.com for the first time, which is basically a rite of passage for most SaaS companies, so I would not let the learning curve deter you from investing in SaaSOptics. Our experience is that benefits of the time-saving workflows and powerful reporting far outweigh the time investment required to get ramped up. Their support has always been excellent and responsive as well, which makes a big difference with a more complex product like this.

Great tool & great support

Bewertet am 24.3.2017
Suzanne M.
Accounting Manager
Computer-Software, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: SaaS Optics does exactly what it's supposed to do & does it in a clean & clear way. Revenue recognition is complicated but they've made it so much less onerous. It's a very good idea to spend the time on the training so you can utilize the system fully - there are lots valuable tools that will save you time & confusion (ask me how I know this.) Support is on point, all the time. I never have to wait long for a response & they always address my questions or requests thoroughly. The software & site is very reliable & stable as well.

Vorteile: The Home screen! Love to have tons of information & links to information & processes all in one handy place. Also, they aren't wasting my time waiting for pages to load because they had to gussy it up with a lot of graphics.

Nachteile: There needs to be a way to set different user access levels. Also, I sometimes can't figure out how to get particular information from reports. Also, often auditors want to see the daily revenue recognition schedule & we can't seem to get that. I assume because it would be a gigantic report. I wish there were a few more embedded links. For instance, every time I change the closing date, it kind of drives me crazy that I can't just click on the date to update it, or click on "Closing Date" but instead have to click on "Update Settings." A bit more click-ficiency would be super appreciated. ;)

Does exactly what we need it to

Bewertet am 17.3.2017
Jason L.
Accounting Manager
Computer-Software, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: When we went through the procurement process, SaaSOptics ended up winning over Zuora primarily on price, but also because we were impressed at the intuitive nature of the product. Since then, we haven't been disappointed. The software does exactly what we wanted it. My only qualms would be with the Finance Reporting, as not having analytical data included as optional columns makes the processes of bringing that information in painful and time consuming (downloading an analytical report and using a vlookup to cross reference based on customer or contract numbers). Overall, this is a great product, and I appreciate the constant improvements that are being rolled out regularly.

Vorteile: Ease of use.
Price point.
Flexible depending on business case (high volume, low dollar vs low volume, high dollar)

Nachteile: Lack of analytical data available in Finance reports.
Putting data in is still manual, which is okay for now but causes scalability issues.
For Auto-Process feature when syncing, user should be able to choose what data is okay to make this workable.
Once a transaction has been brought over through the syncing process, it shouldn't be brought over again (creates a duplicate issue that also makes Auto-Process feature unusable).

We implemented SaaSOptics to prepare for our first audit and eventual entry to capital market

Bewertet am 22.5.2018
Joseph D.
CFO
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: GAAP Compliant revenue recognition and Analytics necessary to support capital market inquiries.

Vorteile: Our external auditors were included in the evaluation and selection process for a GAAP compliant revenue recognition package. During the audit, I was able to use SaaSOptics to quickly and easily provide revenue recognition reports and deferred revenue calculations that were reviewed and approved by our auditors. With the help of the SaasOptics implementation team, we were able to import 5 years of detail invoicing activity from QuickBooks and build a supportable balance sheet and approved revenue history. The result was a successful audit followed by the ability to provide all of the revenue reporting and analytics that our investors requested in a timely manner. SaaSOptics gave me the ability to provide deep insights into our customers, revenue patterns and our business almost instantaneously because of the reporting and analytic tools that are an integral part of the package.

Nachteile: I would like to the month end financial accounting interface to be more automated. It is still a manual process to prepare the necessary reports and input the month end transactions into QuickBooks.

Excellent Tool for GAAP and Non-GAAP SaaS Reporting

Bewertet am 10.4.2017
Daniel F.
Senior Manager - FP&A
Computer-Software, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: SaaSOptics is the best tool for subscription metrics and revenue/deferred revenue calculations that we've come across in the marketplace. It combines reliable GAAP calculations needed for financial statements with a wide range of Non-GAAP Subscription metrics. Easy to implement and plug into other cloud-based tools at a very low TCO. Customer Support has always been excellent, with prompt and thoughtful responses. Highly recommended.

Vorteile: Approach to calculations (decoupling of invoicing from rev rec), robust reporting suite, continued evolution of product, customer support.

Nachteile: Not much, can sometimes be tough to run complex reports or imports, but customer support has been able to help with this. Integrations with NetSuite/Intacct not yet available, but those are in the works.

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