Technology / SaaS FP&A

Pain Points We Eliminate

✗ARR, MRR, and churn tracked in multiple spreadsheets — no single source of truth for SaaS metrics
✗Unit economics (CAC, LTV, payback period) calculated inconsistently by finance vs growth
✗Headcount capacity planning disconnected from ARR targets and revenue waterfall models

What We Deliver for Technology / SaaS

✓ARR waterfall, cohort analysis, and churn forecasting
✓CAC, LTV, and payback period — unified definitions
✓Headcount planning integrated with ARR capacity models
✓AI churn prediction and revenue at risk flagging
✓Fundraising and runway scenario modeling
✓R&D and engineering cost capitalization (ASC 730)

💻

FP&A Intelligence

Technology / SaaS

96%

ARR Accuracy

NRR 115%

Tracked Live

LTV:CAC 4.2×

Measured

AI Activity — Real-Time

AI forecast updated — variance analysis ready2m

⚠ Budget variance detected — +$42K OpEx8m

Board report auto-generated & ready to send1h

Choose Your Path

How Does Your Technology / SaaS Team Want to Work?

Both paths are purpose-built for Technology / SaaS — choose the approach that best fits your team today.

📊 Excel-Enhanced FP&A

I Want to Stay in Excel
& Fill the Gaps

Keep every formula and model. Add AI automation, consolidation from 200+ sources, version control, and live dashboards — zero disruption to how you work today.