We have built a SaaS app that allows users to create a revenue forecast, go-to-market plan, retention plan and builds the comprehensive financial models supporting those plans including benchmarking the essential SaaS KPIs investors will ask about. The toolset allows you to build and compare multiple scenarios (public and private) and was designed to allow SaaS founders and finance teams to more effectively communicate with internal and external stakeholders.

Current Data Pipelines

CSV Import of historical & current data

Quickbooks Online

Stripe

Future Data Pipelines

Sage Intacct

Xero

Microsoft Dynamics

NetSuite

Paypal

Authorize.net

Braintree

Expensify

Concur

Spendesk

Frequently Asked Questions

What are we looking for?

We want users! We would love it if you would request access and try it out. Any constructive feedback is welcome and appreciated.

What does it cost?

Eventually, it will be between $499 and $1,799 per month depending on the number of users and modules that are selected. However, right now, it’s free. Go nuts building your 2022 plans, we want your feedback on what works and what doesn’t.

What use cases are you solving?

We’re still nailing that down but our early adopters seem to be SaaS firms with greater than $1M ARR and a finance function in place all have needs for comprehensive business modelling that helps them understand their customer acquisition and retention processes better. That’s where we excel.

Founders like us because we provide a template-driven approach to go to market and retention that allows them to answer questions from their board and investors more effectively.

Is there an affiliate program?

We’re getting that kind of thing set up right now. In the meantime, we’re happy to sign deals with agencies that would be interested in bringing our product to clients. We’re happy to give up to 50% of the first year’s license revenue from any client you bring us.

Will we build custom pipelines??

Everything is case by case. If it makes commercial sense, then yes definitely. Generally, we do this work on a time and materials basis, but always let us know what you’re thinking about.

SaaSPlanner is entering pilot stage shortly, and we are looking for Pilots. If we’ve piqued your interest enough to want to talk more, schedule a call for a discussion.