FP&A Software for SaaS Companies
SaaS finance runs on four numbers: ARR, burn, runway, and retention. However, most SaaS teams still compute them in fragile spreadsheets. Reportly tracks all four from live data, and forecasts what happens next. Consequently, board prep shrinks from days to an hour.
Illustrative preview — not customer data
What breaks in SaaS & technology finance
The same three failures show up in almost every SaaS & technology team we talk to.
Board math lives in one fragile file
One broken formula misstates ARR to investors. Nobody notices until diligence.
Runway is a stale number
By the time the model is updated, the hiring decision has already been made.
Retention is a fundraise exercise
GRR and NRR get computed twice a year, not monthly when they could change something.
The numbers your board actually asks about
Reportly builds these from your live accounting data, so they never depend on a spreadsheet refresh.
SaaS finance dashboard
Illustrative dataThe metrics SaaS boards actually ask about
- 01
ARR and MRR movement
New, expansion, contraction, and churn, reconciled to your books.
- 02
Burn and runway
Live cash position projected forward. Try the cash runway calculator for a quick check.
- 03
Retention
Track gross revenue retention and NRR monthly, not just at fundraise time.
- 04
Scenario planning
Model a slower quarter or an earlier hire, then compare runway side by side in budgeting and forecasting.
Why spreadsheets fail SaaS finance
Deferred revenue, cohort math, and monthly board packs punish manual work. Moreover, one broken formula can misstate ARR to investors. Reportly builds these views from live QuickBooks data. Therefore, the numbers tie out every time.
What a month looks like with Reportly
Close the books, and the reporting takes care of itself.
Actuals land
QuickBooks syncs the close. ARR, burn, and cash update themselves.
Retention refreshes
GRR and NRR recompute from the same ledger the board pack cites.
Scenarios re-run
Hiring plans and growth cases re-forecast against the new cash position.
Board pack ships
The deck assembles. You write commentary, not formulas.
The vocabulary, defined
Plain-English definitions of the terms this page uses. More in our glossary.
ARR
Annual recurring revenue: the normalized yearly value of your active subscriptions.
Net burn
Monthly cash out minus cash in. The number that sets your runway.
Gross revenue retention
Revenue kept from existing customers, excluding expansion. It cannot exceed 100%.
Runway
How many months your cash covers your net burn at the current rate.
SaaS FP&A FAQ
Built for how SaaS & technology really works
Reportly is in early access. Join the waitlist to see it on your own numbers.