SAAS REPORTING SOFTWARE
SaaS reporting tools built for fast, confident decisions
Integrates with:
Streamlined, audit-friendly financial reporting
Financial reports
Drill down by customer, contract, product, or custom field. Close the books faster and report on GAAP revenue with audit-ready detail.
Key SaaS metrics
Track Net Revenue Retention (NRR), churn by cohort, Days Sales Outstanding (DSO), and more. Get valuable insights to diagnose trends, defend valuations, and drive strategic decisions.
Custom interactive dashboards
Get customizable dashboards that let stakeholders visualize trends, monitor churn risk, and manage audits.
The most powerful SaaS analytics platform on the market
Build off rock-solid data
Unify billing and finance data in one system to deliver real time, audit-ready numbers and reliable forecasts.
Easy data visualization and business intelligence
Analyze business health and user behavior with visualization tools. Explore data by cohort, product line, and other key views.
Data-driven decision-making
Drill down into the “why” behind metrics with custom reports and in-depth performance views. Review pricing models, support sales teams, and prepare for investor questions.
Unified reporting across entities
Consolidate reporting across products, business units, and regions. Track billing data and performance in one place. Monitor results and see what’s working.
In-depth financial reporting, ready in minutes
Create comprehensive financial reports
Instantly get reports in minutes. Just select report type, cohort, and date range. Revenue, expenses, contracts, etc. Generate summaries or drill down.
Create granular reports including FX gain, cash outflows, net dollar retention, and conversions. Auto-calculate deferred revenue, unbilled accrued revenue, and DSO monthly, quarterly, or annually.
Grow revenue
Track ARR, MRR, collected vs. expected payments, outstanding balances, and dunning trends in real time. Identify patterns in subscriptions, contract values, renewals, and failed payments.
See upsell opportunities. Forecast projected revenue. Optimize packages and automate collections workflows to boost revenue.
Increase customer retention
Analyze customer behavior, including free trial usage, drop-offs, upgrade & downgrade trends, and visitor-to-sign-up ratio. Predict client relationship duration and see how much customers will spend during their lifecycle.
Get feedback. Identify features users want and key drop-off points. Optimize pricing, billing, and marketing strategies. Reduce and prevent churn.
Streamline auditing
Create audit-ready reports on revenue recognition, contracts, invoices, revenue schedule, deferred revenue, and more. Let auditors drill down into records via a dedicated dashboard.
Maintain compliance with IFRS 15 and GAAP regulations, including ASC 606.
Investor-grade SaaS analytics tools
Simplify your reporting process with analytics tools built for SaaS. Get detailed insights into business performance.
Financials & projections
Generate transaction analytics. Calculate amounts, MRR/ARR, quantity, etc. Predict future transactions based on historical data.
Customer tracking
Get a list of your top customers by MRR, ARR, revenue, or invoices. In your home currency. Count customers & contracts using actual revenue or invoice records.
Renewal rate
Track renewal rates by comparing transactions that expire in a reporting month with transactions that start in the same month.
Cohorts
Report by different cohorts, including start date, item, state, and more.
End-to-end financial reporting
Get full visibility into revenue, contracts, A/R, and more.
Advanced revenue summary
Summarize invoices, revenue, deferred revenue, and unbilled A/R. Drill down into the detailed journal entries needed to book revenue, liabilities, and assets.
A/R aging
See your outstanding A/R by filtering & sorting complete and current outstanding A/R. Summarize your full data set. Get risk profile insights for unpaid invoices. Measure A/R aging over time.
Contract details
Get audit reports with detailed contract and item-level revenue, invoicing, and deferred revenue waterfalls.
Roll forwards
View changes in deferred revenue & AR.
Deferred revenue by transaction
Calculate deferred revenue and unbilled accrued revenue by transaction as of the report end period.
Days sales outstanding
Calculate DSO on a monthly, quarterly, or annual basis. Streamline financial forecasts.
Contract & payment summaries
Get detailed summaries of contracts, invoice amounts, AR, SaaS payments, and more.
Open balance diagnostic
Streamline reconciliation by tracking mismatches between balances and their underlying transactions. Get notifications for reconciliation errors or missing entries.
Expense summary
Get summaries of cash outflows vs. accrual expense reporting. Streamline financial planning and GAAP/IFRS compliance.
Sync data across your finance tech stack
Customer reviews
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58% faster
close“We’ve gained a lot of time and efficiency. Now our finance team can be leveraged in different areas to help achieve overall company targets.”
Charles Dye
VP of Finance Blue Ridge Solutions
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250% growth
in ARR“Provides us with SaaS-based metrics at the push of a button. Our team is able to report on flash bookings within two days of the end of the month.”
Antonietta Ciccone
Dir. Corp. Revenue Accounting Extensive
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89% less time
on AR reporting“The real added value for us was the reporting. Maxio made it very easy. It’s become the single source of truth for all of our AR reporting.”
Jean-Thomas Cook
Head of Finance parcelLab
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90% faster
reporting“Being able to pull reports around growth in ARR and net revenue retention provides a level of depth of information that is critical for us to run our business.”
Ron Jacobson
CEO Rockerbox
SaaS Metrics & Reporting FAQs
The best reporting tool connects to multiple data sources, offers flexible functionality, and turns raw info into clear, actionable insights.
For SaaS companies, that is often SaaS analytics software, which monitors financial health and supports use cases like investor reporting, board meetings, strategic planning, and analyzing pricing or retention efforts.
Most platforms cover key metrics like churn rate, monthly and annual recurring revenue (MRR/ARR), customer acquisition cost (CAC), customer lifetime value (LTV), and customer retention.
Stronger platforms go further with in-depth dashboards & reports, including advanced revenue summaries, ARR/MRR trends, marketing analytics, performance projections, accounts receivable aging, and average revenue per user.
This helps executive teams work through complex data, run detailed data analysis, and make informed decisions. Many tools also enable teams to explore trends, compare results, and align performance tracking with business goals.
Maxio brings all of these features together. Its built-in metrics also let you measure growth against up-to-date SaaS benchmarks, helping your team set goals and track performance with context.
SaaS reporting tools let decision-makers access accurate, real-time data, displayed in easy-to-read graphs and reports.This helps them measure key performance indicators against KPI goals.
These tools help leaders analyze performance, make informed decisions, optimize strategies, and boost conversion rates. This ensures that decisions are based on actual performance metrics, rather than assumptions or gut feelings.
When reporting is integrated with automated billing software, it provides even more visibility into revenue performance, helping teams track trends, forecast more accurately, and adjust plans based on live billing data.
The right SaaS reporting tool must integrate with existing systems and offer comprehensive analytics.
For financial insights and performance metrics, Maxio’s subscription billing software and financial reporting solution is consistently rated as the best solution on the market. It provides tailored analytics for SaaS businesses, ensuring access to real-time data, customizable reports, and actionable insights.
Maxio stands out for its ease of use. It includes built-in templates to speed up setup and onboarding, making it the ideal choice for optimizing operations and driving growth.
The key features to look for in a SaaS reporting tool go beyond charts and dashboards.
Real-time data access and data integrations, customizable views, and flexible reporting let you drill down into billing and customer data, without relying on SQL or extra manual work.
Self-service access helps teams get insights in real time.
If your company operates across products, business units, or regions, multi-entity support is essential. Built-in cohort analysis, forecasting tools, and audit-ready financials help track performance over time and stay compliant.
Cloud-based access lets you view reports from anywhere. Integrations with CRMs, general ledgers, and spreadsheets keep your data connected. You should be able to export reports to Excel and Google Sheets while preserving format, so it’s easy to share and continue analysis.
To simplify workflows, your reporting tool should also act as subscription management software, letting you manage renewals, upgrades, cancellations, and MRR tracking from the same platform.
Maxio brings all of this together in an all-in-one platform, giving SaaS companies full visibility into performance and the tools to move quickly & confidently.
Pricing for automated reporting software varies depending on features, usage, and business size. Visit our pricing page for details and plan comparisons. Maxio offers flexible packages with full scalability, built to support SaaS companies at every stage.
Explore the #1 finance & billing platform for B2B SaaS
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Subscription management
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