Your board's SaaS metrics, always current.

We automate ARR/NRR, ASC 606, deferred revenue, and the metrics pack — then prove the recovery on your numbers, free.

Get your free Snapshot ›

Or book 30 minutes ›

Prefer a ballpark first? Close Cycle Lab or ARR Bridge.

Systems we meet you in: NetSuite, Sage Intacct, Stripe Billing, Salesforce, and your warehouse of ARR truth.

Your world

If this is your reporting cycle, we should talk.

ARR, NRR, and GRR get rebuilt in Excel at the start of every close.

ASC 606 schedules are done by hand, contract by contract.

The deferred revenue waterfall breaks whenever a contract changes.

Cohort analysis is out of date by the time the board asks for it.

Billing and the GL never tie without someone manually reconciling them.

The board metrics pack takes your finance lead a full day to assemble.

What we automate

The SaaS finance stack, end to end.

ARR / NRR / GRR reportingMovement bridges with new, expansion, churn, and contraction, generated from your billing system.

ASC 606 revenue recognitionContract-level recognition schedules and journal entries for subscriptions and usage.

Deferred revenue waterfallsA roll-forward that updates automatically when contracts change, not when someone remembers.

Cohort & retention analyticsLogo and dollar retention by cohort, current at the start of every board meeting.

Billing-to-GL reconciliationBilling, usage, and the GL tied out daily, exceptions only to your team.

Board & investor metricsThe full SaaS metrics pack, with commentary, delivered before the meeting is scheduled.

We've run this playbook. Maxwell has architected a “Revenue Operating System” and ARR/NRR analytics for an enterprise software company's on-premise-to-SaaS transition, the exact reporting now delivered as automation on Claude.

How engagements run

Start free. Go deeper when ARR leakage is clear.

Free · ~2 weeks

AI Value Snapshot

We map ARR rebuilds, rev-rec schedules, or CRM admin — automate one live task and hand you a measured figure.

Get my free Snapshot ›

From $5,000

Close Sprint

Board metrics that assemble themselves, or rev-rec schedules that write themselves — in your own stack.

See automation services ›

From $3,500/mo

Run & Extend

A standing partner for RevOps and finance automation: new workflows each month, monitored and maintained.

See how retainers work ›

From $5,000

Finance Diagnostic

For SaaS from $2M or Series A onward: a written roadmap for the finance function, credited toward Q1.

See finance leadership ›

FAQ

Common questions

Do you claim NRR lift from automation?

Labs show ops-recoverable ARR leakage as an illustrative band — not a promise of revenue lift. Snapshots measure rebuild hours and process quality on your metrics stack.

Which SaaS systems do you automate in?

Billing, CRM, and the spreadsheet layer that rebuilds ARR / NRR / deferred revenue — Salesforce, HubSpot, Stripe, and common GL / rev-rec tools.

When should we start with fractional finance instead?

From about $2M ARR or Series A onward when you need the finance leader — forecast, board pack, and hiring judgment — not only metric rebuilds.