Many high-growth B2B SaaS businesses rely on QuickBooks to manage their financial operations, however as they scale, spreadsheets and manual processes are often used to compensate for what may be lacking in QuickBooks functionality. This can be challenging when trying to accurately manage billing and collections as well as when sharing data across departments.

Additionally, as B2B SaaS businesses look toward funding, subscription metrics and analytics such as MRR or ARR, churn and retention analysis and customer lifetime value (CLV), are required. These metrics aren’t calculated in QuickBooks, and are difficult to accurately reconcile between a GL and a CRM.

Join SaaSOptics as we discuss best practices around billing and collections, cross-departmental communications, as well as tracking and measuring key SaaS metrics needed for reporting. The webinar will walk through the SaasOptics software solution.

Learning Objectives:

• How to optimize your billing and collections process to not only increase customer satisfaction but also to predict how soon you’ll need funding.


• How to prevent financial data silos across departments and how to maintain control over the data while maintaining max visibility into the data


• How to produce on-demand metrics and analytics like MRR/ARR, churn and retention analysis and customer lifetime value (CLV) that can be accessed quickly and accurately