FinanceOS · SaaS Metrics

SaaS metrics that reconcile to the books.

ARR, retention, churn, CAC payback, and burn multiple calculated from billing, CRM, and accounting data — consistent definitions your board and investors can rely on.

The problem

Every team has a different ARR number.

  • ARR in the CRM doesn't match billing or revenue
  • Retention calculated differently each quarter
  • Unit economics rebuilt for every fundraise
  • Investor metrics requests take days

Capabilities

What SaaS Metrics in FinanceOS does.

ARR & MRR bridge

New, expansion, contraction, and churn movement each period.

Cohort retention

Gross and net revenue retention by cohort, segment, and plan.

CAC & payback

Acquisition cost and payback tied to actual sales and marketing spend.

Efficiency metrics

Burn multiple, magic number, and Rule of 40 with documented definitions.

Billing to cash

Bookings, billings, deferred revenue, and collections connected end to end.

Investor reporting

Standard metrics packs for board meetings and diligence.

How it works

01

Connect

Billing, CRM, and accounting systems.

02

Define

Agree metric definitions once, document them.

03

Reconcile

Tie metrics to revenue and the ledger.

04

Report

Refresh dashboards and packs every month.

Outcomes

  • One trusted ARR number
  • Diligence-ready metrics
  • Consistent definitions over time
  • Faster investor updates
  • Clear view of growth efficiency
  • Better pricing and retention decisions

Give investors metrics that hold up under diligence.

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