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AcctTwo SaaS Intelligence

See the Metrics That Matter Most for SaaS and Subscription Businesses.

    SaaS Intelligence by AcctTwo enables unparalleled insights into your most important software and subscription metrics. At a glance, you'll see the key performance indicators, bookings activity, and customer unit economics that expose the levers you can adjust to drive predictable and sustainable growth.

    SaaS Intelligence

    SaaS Intelligence was developed based on our extensive experience working with numerous, sophisticated SaaS companies all struggling to achieve the same objective: access to SaaS metrics that were real-time, automatic, reliable, and insightful. Every one of them was ready to ditch their Excel-based models that were lagging weeks behind, were manual, error prone, and lacked the details needed to truly analyze their business.

    Who's it for?

    • B2B Software as a Service (SaaS) companies
    • B2B Subscription-based companies

    AcctTwo SaaS Intelligence - Full Dashboard (HiRes)
    Key Benefits:

    Unrivaled CMRR Analysis

    SaaS Intelligence completely automates the tracking and bucketizing of crucial SaaS metrics at a level of granularity that goes undetected and unmeasured by many other comparable systems. With automated CMRR categorization, SaaS Intelligence interprets transactions in real-time as they post, analyzes the activity, and then automatically categorizes the CMRR into the appropriate bucket. The application does not rely on any user-driven category inputs to make decisions about the type of transactional activity that has occurred – it does it all for you. Easily configure your categorizations for additional flexibility.

    AcctTwo SaaS Intelligence -CMRR Categories


    5 Dashboards for Functional Focus

    To give you the most actionable insights from your SaaS metrics, your insights are organized into five dashboards focused on critical functions of your SaaS and Subscription KPIs and trends, including:

    Growth Dashboard
    This dashboard is focused on CMRR and customer growth momentum trends and includes 16 different categories of CMRR activity that our SaaS Intelligence engine automatically tracks, from New CMRR add-on uplift/churn, all the way through the implications of the impact of foreign exchange on your base currency CMRR. This gives you unfettered access and visibility into the CMR impact of your customer subscription activity, including:

    • Subscription Bookings
    • Average New Deal CMRR
    • CMRR Growth Rate
    • Rule Of 40
    • SaaS Quick Ratio
    • Billings, and more
    AcctTwo SaaS Intelligence - Growth DB

    Retention Dashboard
    This dashboard is designed to focus on customer and revenue retention and renewal metrics such as:
    • Customer or Logo Churn
    • Customer Retention Rates
    • Net and Gross Dollar Retention
    • Net and Gross Revenue Churn
    • Customer Renewal Rates
    • Net and Gross Revenue Renewal Rates
    • Win back rates for those customers who maybe have churned and returned to your organization

    And with direct insights into overdue renewal data, the Retention Dashboard empowers finance leadership to facilitate dialogue with customer success teams regarding at-risk renewal CMRR - without having to leave their financial system of record.

    AcctTwo SaaS Intelligence - Retention DB


    Unit Economics Dashboard
    Clearly understand the ROI  associated with growth initiatives and investments - along with their long-term financial impact - by tracking critical metrics like customer acquisition costs, months to recover CAC, LTV or customer lifetime value, and LTV:CAC as a ratio.

    AcctTwo SaaS Intelligence - Unit Economics DB

    Cash Dashboard
    In order to keep cash top of mind, this dashboard keeps the status of your current cash balances, working capital, burn rates, and runway at your fingertips to ensure that you know precisely where you stand with regards to what's in the bank.

    AcctTwo SaaS Intelligence - Cash DB

    Audit Dashboard
    This dashboard highlights information like your organization's CMRR Available to Renew, which provides visibility into future renewal events and the CMRR that will be at stake. The dashboard also includes a CMRR Revenue Reconciliation report to assist the finance team in validating these revenue metrics, as well as quick indicators highlighting any deltas that fall outside of reasonable variances. Reports like CMRR Forward and Snowball allow you and your team to respond to due diligence and covenant reporting requests at a moment's notice.

    AcctTwo SaaS Intelligence Audit DB

    Unmatched Granularity of Expansion & Contraction Behaviors

    With AcctTwo SaaS Intelligence, you can analyze Expansion and Contraction at a more granular level than ever before. Empower your management teams with actionable insights into what’s actually happening with the business so they know where and how to react.

    For example, while other applications may track general “Contraction,” they lack visibility into the underlying causes of revenue retention issues. SaaS Intelligence exposes the distinction between Downgrades and Markdowns to illuminate product-related attrition issues versus sales price reductions and discounting behaviors. Both of these will result in Contraction, but knowing exactly what’s happening on which Products for which Customers enables more effective action planning.

    With SaaS Intelligence you'll even be able to isolate Foreign Exchange impact on the CMRR of multi-currency contracts. For example, where there are CMRR gains attributed to Foreign Exchange rates changing from the time of contract inception to renewal, AcctTwo SaaS Intelligence actually shows you how Foreign Exchange fluctuations are hurting or helping your CMRR growth.

    AcctTwo SaaS Intelligence -CMRR Categories

    SaaS KPIs? You get them all!

    With SaaS Intelligence, you get real-time visibility into all the standard, SaaS finance metrics you expect, like Committed Monthly Recurring Revenue (CMRR), Customer Acquisition Cost (CAC), Revenue and Logo Churn, Customer Lifetime Value (CLTV), Cash, and more importantly, the ones that you didn’t! You'll have a full selection of SaaS Metrics that enable you and your leaders to understand the health and trajectory of the business. 

    SaaS Intelligence automatically tracks a multitude of CMRR categories all the way down to the individual Customer and Item (Product) level, including:


    The increase in CMRR from new customers.


    The increase in CMRR from customers who have previously churned and returned.

    Acquired (via M&A)

    The increase in CMRR as a result of the acquisition of another legal entity's existing CMRR balances.


    The increase in CMRR on an existing customer from the sale of additional subscription products or an increase in quantity of existing subscriptions (ex: user count).

    Uplift (↑ Renewal Price)

    The increase in CMRR on an existing customer from an increase in price (or the reduction of discount) on an existing subscription at time of renewal.


    The decrease in CMRR on an existing customer from the debooking of existing subscription product or an decreased in quantity of existing subscriptions (ex: user count).

    Markdown (↓ Renewal Price)

    The decrease in CMRR on an existing customer from a decrease in price (or an increase of discount) on an existing subscription at time of renewal.


    The decrease (loss) of CMRR from churned customers.


    The decrease (loss) of CMRR from cancelled customers (i.e. those customers that never fully adopted/onboarded).


    The decrease (loss) of CMRR from debooking of existing subscription (i.e. item-level cancellation during an active subscription period).

    Pending Renewal

    The amount of CMRR up for renewal (available to be renewed) in a given month.


    The amount of existing CMRR renewed in a given month.

    Foreign Exchange

    The change (increase or decrease) in CMRR on renewals of foreign currency transactions due to exchange rate fluctuations from originating booking to renewal.

    Currency Change Uplift

    The increase in CMRR on foreign transactions due to the combined effect of a change in transactional currency (i.e. prior contract was GBP, and renewal contract is EUR) and derived foreign currency fluctuations.

    Currency Change Markdown

    The decrease in CMRR on foreign transactions due to the combined effect of a change in transactional currency (i.e. prior contract was GBP, and renewal contract is EUR) and derived foreign currency fluctuations.

    You'll also get detailed SaaS KPIs and trending in real-time with no manual effort or Excel required, including:

    • Total CMRR
    • Total ARR
    • Total Bookings
    • CMRR per Customer
    • Average New Deal CMRR
    • Customer Acquisition Cost (CAC)
    • Payback in Months
    • Customer Lifetime Value (LTV)
    • LTV:CAC Ratio
    • Customer Retention Rate
    • Customer Renewal Rate
    • Customer Churn (% up for renewal)
    • CMRR Roll Forward and Snowball
    • Total Customer Churn (% of total)
    • Gross Dollar Retention Rate
    • Net Dollar Retention Rate
    • Gross CMRR Churn
    • Net CMRR Churn
    • Gross CMRR Renewal Rate
    • Renewal Add-On CMRR
    • SaaS Quick Ratio
    • Gross Burn Rate
    • Net Burn Rate
    • Runway (Months)
    • Total Billings
    • Days Sales Outstanding (DSO)

    Utmost Control Over Churn and Cancellations

    Churn is an incredibly important and highly visible metric that drives a lot of your activities, so it's important to get it right. The last thing you want to do is inflate Churn and have the business in a frenzy. At times, customers can be delayed in renewing, so SaaS Intelligence does not immediately move CMRR to Churn at the end of a subscription. Instead, the late renewal status of customers is apparent to your business by tracking past-due renewals in “Pending Renewal CMRR,” allowing you to keep a pulse on potential churn, but without forcing that decision prematurely. In this way, the business can appropriately and proactively address late renewals or customer churn risks.

    And if the customer is ultimately lost, the system allows for custom categorization via Churn Reasons (e.g. Customer Satisfaction, Acquired, Bankruptcy, etc.), which can be segregated into Avoidable or Unavoidable Churn for enhanced analysis. Not every churn event is the same, and certainly shouldn’t be treated as such!

    And what about those customers that failed to launch and never generated revenue? Don’t fret: SaaS Intelligence enables you to Cancel (not Churn) those customers to more clearly distinguish and segregate those which were never fully onboarded in the first place. You get to decide how that type of customer situation is treated.

    AcctTwo SaaS Intelligence - Retention, Churn, LTV, CAC Graphs (HiRes)

    CMRR Available to Renew Forecast

    With AcctTwo SaaS Intelligence you'll easily track the renewal timing of existing CMRR value to provide a clear picture of the future. Accurately forecast renewals of recurring revenue to provide greater predictability and achieve alignment with your Customer Success/Renewals team.

    Selling through Channel Partners/Resellers

    Companies who sell subscriptions through channel partners, such as resellers or distributors, may want to track the underlying end customer to which the channel partner has sold the subscription in either a separate Sage Intacct dimension or in a text field so that they understand who the actual end customer is. SaaS Intelligence can track the subscription activity based on these end customer designations.

    Easy SaaS Adjustment Capability

    It's easy to make modifications related to contracts and contract lines if the contracts data that you receive from Sales has errors or requires adjustment. Sometimes those mistakes aren't caught until after you've already performed actions within the Sage Intacct contracts module such as Billing, Revenue Recognition, or MEA Allocations. Those activities then lock down editing capability to preserve accounting compliance. While these errors may be minor they can have an adverse effect on how SaaS Intelligence interprets the subscription activity related to those contracts.

    With our enhanced adjustment capability, you’re empowered to create SaaS adjustment transactions that are used by SaaS Intelligence as replacement for any errant contracts (either whole contracts or individual contract lines). 

    Fully Integrated With Sage Intacct

    AcctTwo SaaS Intelligence is built on Sage Intacct’s top-rated financial management solution, and leverages its innovative general ledger to add analytical depth to your SaaS metrics using your Sage Intacct dimensions, enabling business leaders to slice and dice data by key business perspectives such as product and customer. Postings include important data such as Entity, Customer, and Item for advanced cohort analysis reporting.

    AcctTwo SaaS Intelligence - CMRR Graphs w Cohorts (HiRes)

    SaaS Intelligence by AcctTwo 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 flowing through the Sage Intacct Contracts module, as well as through Order Entry 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.

    • Automatically links your SaaS metrics dashboard to the transactions that created them for easy drill-down research and audit-ability of the results.
    • Leverage native Sage Intacct reporting features to generate your own custom Dashboards, KPIs, Performance Cards, Reports, and Graphs.
    • Build your own dashboards and reports to integrate key financial reporting with the SaaS metrics delivered by SaaS Intelligence.
    • Direct access to your ERP system of record for live financial and statistical information provides real-time data for variety of vital metrics including customer acquisition costs, gross margins, cash burn, etc.
    • Have confidence in the reliability of your metrics to share with your other Executives and Investors alike.


    Watch the SaaS Intelligence Full-length Product Demo

    SaaS Intelligence Product Full Demo

    Getting Started Is Easy

    If you're ready to get advanced insights into your SaaS metrics, simply fill out the form on this page and one of our SaaS industry experts will guide you on the journey through implementation and adoption. If you're ready to get started, you can also click this button to Schedule NOW!