SaaS

Guides for SaaS and finance teams on month-end close, revenue recognition, SaaS metrics and consolidation.

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SaaS Revenue Recognition: Stay GAAP Compliant as Subscription Complexity Grows

A six-step workflow for GAAP-compliant SaaS revenue recognition, with a worked example, where subscription changes break it, and how to align your metrics.

5 min read

The Smart Startup Stack for Companies Under $1M Revenue

The finance stack for startups under $1M in revenue: accounting, billing, CRM and SaaS metrics, what to automate first, and the pitfalls to avoid.

5 min read

Revenue Recognition Methods: 7 Types with SaaS Examples

Seven revenue recognition methods, from point-in-time and over-time to usage-based, percentage-of-completion and hybrid, with SaaS examples under ASC 606.

10 min read

Annual Recurring Revenue Calculator: Tools for Accurate SaaS Forecasting

Boost SaaS forecasting accuracy with ScaleXP’s AI-powered annual recurring revenue forecast. Integrate all of your data to predict future ARR with accuracy.

3 min read

SaaS CAC Payback Benchmarks 2026 (by Company Size and Growth)

2026 SaaS CAC payback benchmarks: a 16-month median, splits by growth rate and customer size, earlier data by ARR band, and ways to shorten payback.

5 min read

Best practices in managing CRM data for finance

Suezann Holmes, CEO of ScaleXP, and Hugh McNulty, HubSpot, explore best practices with CRM data for finance professionals.

21 min read

Why you don't need to replace Xero with an ERP

Is Xero an ERP? No. What Xero covers, what an ERP like NetSuite or Sage Intacct adds, and when to extend Xero instead of replacing it.

3 min read

Leveraging Pipedrive & QuickBooks for Effective MRR & ARR Tracking

Connect Pipedrive and QuickBooks to get a real-time, complete view of MRR and ARR, including future sales projections, with ScaleXP.

5 min read

Leveraging Pipedrive & Xero for Effective MRR & ARR Tracking

Connect Pipedrive and Xero to get a real-time, complete view of MRR and ARR, including future sales projections, with ScaleXP.

5 min read

How to calculate revenue invoiced but not earned

How to calculate revenue that's invoiced but not yet earned, why it matters for reporting, and how to track earned vs unearned revenue automatically.

6 min read

Leveraging HubSpot & Xero for Effective MRR & ARR Tracking

Connect HubSpot and Xero to get a real-time, complete view of MRR and ARR, including future sales projections, with ScaleXP.

5 min read

Leveraging Salesforce & QuickBooks for Effective MRR & ARR Tracking

Connect Salesforce and QuickBooks to get a real-time, complete view of MRR and ARR, including future sales projections, with ScaleXP.

6 min read

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