Power BI for SaaS Finance — MRR to NRR, automated.
Your board deck is late because Stripe, Salesforce, and NetSuite don't agree on ARR. We ship a Power BI semantic model built specifically for SaaS finance — MRR/ARR reconciliation, net revenue retention cohorts, CAC payback, runway forecasting — live in 14 days and maintained on a monthly retainer. Built for 50-200 person B2B SaaS companies between $10M and $100M ARR.
Trusted by teams across 15+ countries
Impact & Key Performance Indicators
The numbers we deliver for SaaS finance and RevOps leaders on managed retainers.
< 2 days
MRR/ARR reconciliation across Stripe + Salesforce + NetSuite
8
SaaS metrics out of the box
20 hrs
Board prep time removed per month
12+
SaaS finance stacks shipped
SaaS finance, pre-configured
MRR, ARR, NRR, GRR, CAC, LTV, payback, and runway — all eight metrics defined, tested, and reconciled to your Stripe, Salesforce/HubSpot, and NetSuite/QuickBooks data on day one. Your CFO doesn't need to spec the model; we've built it 12+ times.
Stripe invoices, Salesforce opportunities, NetSuite consolidated revenue — reconciled to the penny. When the board asks why ARR is different across three systems, you have a single Power BI semantic model that answers the question.
Board deck automated. ARR walk, NRR cohort, runway scenarios, and variance vs plan generate themselves. Your finance team spends Sunday night on analysis, not on pasting numbers into PowerPoint.
Investor data room-ready. Same numbers your board sees feed your next fundraise data room automatically. No 40-hour reconciliation sprint when a term sheet lands.
Built for B2B SaaS finance teams between $10M and $100M ARR
SaaS CFO with a board breathing down the neck
Your board is asking for NRR cohort, rule of 40, and a clean runway scenario by next Tuesday — and your team is still pulling it from three spreadsheets. You don't need another BI contractor to spec from scratch; you need a finance-literate team that already knows what "ARR with contracted expansion" means and ships a working model in 14 days.
VP RevOps tired of being the dashboard help desk
Every month you rebuild the same funnel-to-revenue report because finance, sales, and CS use different definitions. We build one Power BI semantic model with canonical definitions for opportunity-to-invoice, pipeline coverage, CAC payback, and NRR cohorts — so the next monthly review doesn't start with an argument about numbers.
Head of FP&A whose month-end close owns their weekends
Journal entry exports, consolidation packs, variance commentary — you're doing all of it manually because Tableau Prep or Alteryx broke six months ago and nobody's had time to fix it. We automate the close. 8 days to 2, journal exports in one click, variance commentary pre-drafted from the model.
Dashboards we ship in the first 30 days
Three dashboards that go live in the first four weeks of every SaaS finance retainer. Board-ready, not prototypes.
What's pre-configured on day one
Our Offerings
MRR & ARR reconciliation
Stripe subscription MRR reconciled to Salesforce contracted ARR and NetSuite GAAP revenue. Contracted vs invoiced ARR walk, new logo vs expansion vs churn split.
Six reasons SaaS CFOs pick us
Not every Power BI firm has shipped a SaaS finance model that reconciles cleanly. Here's why ours does.
SaaS-finance-literate from day one
We know the difference between contracted ARR, invoiced ARR, and GAAP revenue without you explaining it. Our analysts have shipped 12+ SaaS finance models and speak your board's language.
Pre-built SaaS metrics library
MRR, ARR, NRR, GRR, CAC, LTV, payback, runway — all defined, tested, and reconciled against Stripe/Salesforce/NetSuite on day one. You're not spec'ing definitions; you're reviewing them.
Stripe + Salesforce + NetSuite integration stack
We've built this exact combination 12+ times. The canonical joins, the quirks of Stripe's invoice proration, the Salesforce-NetSuite close loop — we've debugged all of it so your team doesn't.
Board-deck templates included
ARR walk, NRR cohort, rule of 40, CAC payback scenarios — exported as PowerPoint-ready visuals on your cadence. Finance writes narrative, not charts.
Investor-ready without the 40-hour sprint
Next fundraise data room feeds from the same Power BI model that powers your board. Waterfall, cohort tables, unit economics — generated on demand when a term sheet lands.
Retainer-based, not project-based
Your metrics evolve. Pricing changes, new products launch, cohorts reshape. Our retainer covers ongoing model evolution — your CFO isn't scoping a new SOW every quarter.
Live in 14 days, then steady state
First dashboard live in 14 days. Full board-deck automation by week 4. Then an ongoing rhythm that scales with your fundraise cycle.
Week 1 — Discovery & definitions
One 90-min session with CFO + VP RevOps to lock ARR, MRR, NRR definitions. Stack audit (Stripe + Salesforce/HubSpot + NetSuite/QuickBooks + warehouse). Deliverable: canonical metrics spec, signed.
Week 2-3 — First dashboard live
Power BI semantic model wired to your warehouse. ARR, MRR, NRR cohort, runway dashboard — board-ready. Reviewed with finance and RevOps; reconciled against current board numbers.
Week 4 — Board-deck automation + pipelines
Automated refreshes, board-deck visual exports, variance commentary templates. Integration pipelines (Stripe, Salesforce, NetSuite) monitored with break alerts.
Ongoing — Monthly advisory + fundraise support
Two-week sprints with a named strategic advisor. Metric evolution as products/pricing change. Investor data room feed activated on demand when a round is live.
What SaaS finance teams ask before signing
Your next board meeting, without the Excel drama.
30-min fit call. We'll look at your Stripe, Salesforce, and NetSuite setup and tell you honestly whether a Power BI SaaS finance engagement will give your CFO and board the numbers they need.