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© 2024-2026 Baker Tilly US, LLP / Baker Tilly Advisory Group, LP

Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are not Baker Tilly International’s agent and do not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf. None of Baker Tilly International, Baker Tilly Advisory Group, LP, Baker Tilly US, LLP, nor any of the other member firms of Baker Tilly International has any liability for each other’s acts or omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited.

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SaaS Intelligence

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11-time Sage Intacct Partner of the Year

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Your ARR may be wrong, and it could cost you

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B2B SaaS metrics and SaaS benchmarks

SaaS Intelligence

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Lead with confidence. Get strategic SaaS insights to accelerate growth

In the fast-paced world of software as a service (SaaS) and subscription-based models, deep strategic insights and financial clarity aren’t just goals — they’re necessities. SaaS Intelligence is intricately designed with Sage Intacct, the leading ERP for software companies. Our solution offers more than just data; it provides a clear path to transforming your financial strategy and driving accelerated growth.

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Exploring SaaS Intelligence

SaaS Intelligence: A CFO's secret weapon for growth

Enhancing the SaaS controller's strategic impact

Watch the video to learn how SaaS Intelligence can help CFOs transform their decision making and unlock their business's potential with SaaS Intelligence.

Watch the short video to discover how SaaS Intelligence can help drive strategic decision making with data-driven insights.

Escape Excel limitations: Step into automated SaaS Intelligence

Bid farewell to manual Excel spreadsheets, tedious data management, and surface-level analysis.  Unleash the power of strategic finance with instant access to detailed analytics delivered with ease and precision.

Excel SaaS Intelligence
Time-consuming Automated efficiency
Error-prone Engineered precision
Delayed results Immediate insights
Not scalable Limitless scalability
Lacks audibility and version control Single source of truth
Surface-level metrics Intelligence system for deepest insights

Watch how Transit Technologies transformed their business

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Get key SaaS KPIs and CMRR categories

With SaaS Intelligence, you get real-time visibility into all the standard, SaaS finance metrics you expect, and more importantly, the ones that you didn’t. You'll have a robust selection of key SaaS metrics that enable you to understand the health and trajectory of the business.

Robust CMRR analysis

Dashboards for functional focus

Detailed expansion and contraction behaviors

Control churn and cancellations

Automated CMRR categorization

SaaS Intelligence completely automates the tracking and bucketizing of key SaaS metrics at a level of granularity that goes undetected and unmeasured by many other comparable systems.

With automated committed monthly recurring revenue (CMRR) categorization, SaaS Intelligence interprets transactions in real-time as they post, analyzes the activity and automatically categorizes the CMRR into the appropriate bucket.

You can 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.

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.

Organize your insights by function

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

  • Growth – focused on CMRR and customer growth momentum trends and includes 16 different categories of CMRR
  • Retention – designed to highlight customer and revenue retention and renewal metrics
  • Unit economics – see critical metrics like customer acquisition costs, months to recover customer acquisition costs (CAC), lifetime value (LTV), and LTV:CAC as a ratio
  • Cash – know precisely where you stand with regards to what's in the bank and the status of your current cash balances, working capital, burn rates and runway.
  • Audit – gain visibility into future renewal events and the CMRR that will be at stake

Automated, granular insights

With 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.

You'll even be able to isolate foreign exchange impact on the CMRR of multicurrency contracts. For example, where there are CMRR gains attributed to foreign exchange rates changing from the time of contract inception to renewal, SaaS Intelligence actually shows you how foreign exchange fluctuations are hurting or helping your CMRR growth.

Get the utmost visibility into attrition

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.

Our SaaS Intelligence leader

Chirs Price

Chris Price

Director

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