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Chart of Accounts Template

SaaS Chart of Accounts Template

It’s no secret that general ledgers aren’t optimized for SaaS companies. This sample Chart of Accounts allows your finance team to view, organize, and manage all your assets, liability, equity, revenue, and expense accounts in one place.

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Get insight into all of your accounts.

If you want to produce a proper SaaS P&L, you need to build a chart of accounts (COA) first.

Using this template, you’ll be able to get insight into all of your accounts and see exactly where your business is making and spending money, so you can cut down on unnecessary expenses and put more money in your pocket.

What you’ll learn

  • Group your Chart of Accounts by functional area
  • Easily compare financial data between periods
  • Gain a common understanding of financial performance to share with investors
  • Test real data by facilitating a direct import into QuickBooks Online or Xero
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