SaaStr

JUNE 29, 2025

👉 10 Things Deel Did to Get from $1M to $100M ARR in 20 Months Deel recently announced it had crossed $1 billion in ARR, joining the exclusive club of B2B companies that have reached true unicorn revenue status. I dream about clients telling me, ‘Hey, I did not receive my payment today. But how did they actually get there?

Payment Services 184

Payment Services Sales Hiring Payment Solutions SaaS Payments 184

SaaStr

AUGUST 11, 2022

So in the Boom Times of later 2020 and 2021, almost every VC pushed SaaS companies to at least become a little bit of a fintech. It seemed such an easy way to bolt on more revenue to an underlying SaaS platform. Shopify now gets 2x the revenue from payments and merchant services than it does from SaaS subcriptions.

SaaS Payments 310

SaaS Payments Merchant Services Payment Solutions Payments 310

Stax

MAY 23, 2025

If youre a software provider looking to boost revenue, streamline operations, and deliver more value to your users, ISV integrated payments can be a game-changer. Embedding payments directly into your platform can unlock tremendous benefits both for you and your users. The best part?

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

SaaStr

JUNE 22, 2025

Instead, the company pivoted aggressively into expense management and payments, expanding beyond its travel roots. Navan represents something different: a mainstream B2B software company with enterprise clients and subscription revenue models that institutional investors understand. “We are not far from that.”

B2B 184

B2B Payments SaaS Payments Payment Services 184

SaaStr

APRIL 30, 2025

ServiceTitan, the operating system for the trades, continues to scale impressively, with $772M in FY25 revenue, $800m+ ARR and a clear path to $1B ARR. It’s the vertical SaaS rocketship: $840m ARR Still growing a stunning 29% (!) Lesson for SaaS Founders : If youre in vertical SaaS, aim to be the OS for your niche.

Payments 141

Payments Payment Services SaaS Payments Payment Solutions 141

SaaStr

JUNE 28, 2025

And for SaaS companies with strong fundamentals, the opportunity window is wide open. The B2B SaaS companies everyone has been waiting for are finally filing and preparing to go public: Already Filed (2025 IPOs Highly Likely) Figma – Cloud-based design platform, confidentially filed April 2025. Stop waiting. Last valued at $12.5

Payments 179

Payments SaaS Payments Payment Services AI 179

SaaStr

APRIL 12, 2022

So is Square a SaaS company? The majority of its revenue is now from Bitcoin transactions, not “traditional” payments and software. And yet … and yet … its engine is all software and really SaaS. Its software and services business is the one with the real operating margins. Going upmarket.

Payments 294

Payments SaaS Payments Payment Services Revenue 294

Subscription Flow

OCTOBER 10, 2024

Billing system migration is the process of replacing your existing billing system with a new one. Companies opt for this process to adopt new tools, and upgrade their functionality. Some of the pitfalls that come with unplanned billing migration are faulty revenue reporting, data duplication, and customer churn.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

SaaStr

SEPTEMBER 8, 2022

Our suite of financial tools makes it easy to turn recurring revenue into flexible growth financing. Pilot’s leading team of US-based experts, supported by elegant software, delivers world-class bookkeeping, tax, and CFO services trusted by growing businesses like yours. Welcome to Payfac-as-a-service.

SaaS Payments 246

SaaS Payments Payment Services PayFac as a Service Marketplace as a Service 246

SaaStr

SEPTEMBER 30, 2019

Payments can be facilitated on a mobile device in a variety of ways. This is a huge advantage for SaaS companies looking to diversify recurring revenue streams in a way that also delights customers. Protect payment information. Enable device-specific cryptograms. Carry out a risk assessment.

Mobile Payments 182

Mobile Payments SaaS Payments Payment Solutions Payments 182

SaaStr

APRIL 29, 2021

Shopify’s first quarter revenue: Q1 2021: $989 million Q1 2020: $470 million Q1 2019: $321 million Q1 2018: $214 million Q1 2017: $127 million Q1 2016: $73 million Q1 2015: $37 million Q1 2014: $19 million Q1 2013: $9 million. The Covid Boost for SaaS. But likely it’s below 100% excluding payments. Well, it’s murky.

Merchant Services 315

Merchant Services Payment Methods SaaS Payments Payments 315

SaaStr

APRIL 24, 2021

A lot of our SaaS older times don’t quite know what to make with a lot of B2B startups these days, let alone some public SaaS companies. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue?

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

SaaStr

APRIL 17, 2021

Over $500,000 revenue per employee. Monetizing ecommerce via subscriptions, but not payment processing. Billion in GMV processed, up a stunning 91% from 2019. Billion in GMV processed, up a stunning 91% from 2019. Rather, it charges for software subscriptions to take payments on its websites. 85% NRR.

Payment Methods 334

Payment Methods Merchant Services Payments Payment Services 334

SaaStr

AUGUST 3, 2022

Few SaaS leaders have gone through more post-pandemic change than Shopify and Zoom. SaaS growth slowed to 10% year-over-year, down from a peak overall growth of almost 100% (!) Gross Margins declining toward 50% as payments, merchant services and more outpace the growth of SaaS subcriptions. More on that here.

Payment Methods 277

Payment Methods Merchant Services SaaS Payments Payment Solutions 277

SaaStr

AUGUST 29, 2022

SMB SaaS has a lot going for it: – Millions of them – Short sales cycles – Easier compete. So many VCs and others have gotten more and more excited about SMB SaaS. But SMB SaaS has a lot of challenges, too: Churn is much higher. of public SaaS companies are primarily SMB focused. Much higher.

SaaS Payments 345

SaaS Payments Scale SMB PayPal 345

SaaStr

DECEMBER 3, 2023

So over the past decade-and-a-half we’ve come up with a lot of yardsticks, metrics and rules for SaaS companies. But — they are broken if you aren’t really a traditional, 100%+ NRR SaaS company. In particular: Hybrid SaaS with payments and fintech usually has far, far lower gross margins than pure software. It depends.

SaaS Payments 272

SaaS Payments Metrics SMB Payments 272

Blulogix

NOVEMBER 18, 2024

By BluLogix Team Revenue Recognition: Ensuring Compliance and Accuracy What is RevRec and how does it impact accurate reporting for compliance and financial integrity? Ready to see how BluIQ can transform your billing process and help you achieve integrated, automated, and accurate complex monetization?

Payment Services 52

Payment Services Payments compliance SaaS Payments 52

Subscription Flow

DECEMBER 12, 2024

Businesses may never know how much revenue might be leaking from overlooked nooks and crannies. The purpose of the revenue growth management strategy is to steer a business in an organized, and sustainable direction. In this blog, you will find out the meaning of revenue growth management, its importance, components, and challenges.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

SaaStr

APRIL 23, 2021

Bill.com is one of the quiet SaaS success stories. automating the back office and payments and billing for SMBs), and doing it with 120%+ NRR. But, it’s important to note that Bill.com does not service the very smallest businesses (like a Squarespace does), and it really also serves the lower end of the mid-market.

Payment Solutions 345

Payment Solutions Payments SaaS Payments Payment Services 345

SaaStr

JANUARY 12, 2023

We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Grab tickets here. . It is available now on macOS, Windows, iOS and Android.

Payment Features 53

Payment Features Payment Services SaaS Payments Payments 53

SaaStr

NOVEMBER 1, 2023

How is SMB SaaS doing today? Transaction Fees Growing Far Faster (38%) Than Software / SaaS License (21%). Both Bill and Shopifty have morphed over the years from almost pure SaaS companies to payments platforms built on top of a SaaS core. But Bill did it the hard way, and built the payment platforms itself.

Payment Services 336

Payment Services Payments SaaS Payments Payment Solutions 336

SaaStr

SEPTEMBER 9, 2021

I was lucky to catch up recently with one of my very favorite SaaS founders, René Lacerte, CEO Bill.com. Bill.com had to develop a network that today has millions on vendors processing bills and payments on it. Bill.com had to develop a network that today has millions on vendors processing bills and payments on it.

SaaS Payments 62

SaaS Payments Payment Services Payments Scale 62

SaaStr

MAY 25, 2024

Lesson #1: Invest In Customer Support Early Cloudinary strongly believes that customer success and support are enablers of PLG growth and aren’t just a cost center. Twelve years after hiring their first CS person, customer service is still the number two reason people like Cloudinary and what drives word of mouth in the developer ecosystem.

Scale 306

Scale Sales Hiring SaaS Payments Development 306

Payrix

APRIL 3, 2024

We know it and you do too – Embedded Payments are growing in popularity among software companies. At a very high level, a referral partnership is an integrated payments model. You as the software company make an agreement with a payment processor to become one of their referral partner s.

Payment Services 100

Payment Services Merchant Services SaaS Payments Payment Facilitation 100

SaaStr

DECEMBER 1, 2022

Engage teams by enabling them to interact with the project in the way they prefer. Paddle offers SaaS companies a completely different approach to their payments infrastructure. Paddle offers SaaS companies a completely different approach to their payments infrastructure. Tropic is procurement paradise.

Merchant Services 269

Merchant Services Payment Solutions SaaS Payments Payments 269

SaaStr

SEPTEMBER 22, 2022

And its payments network to roll out. But yes, it’s the most incredible SMB growth story in SaaS we’ve ever seen. Like Shopify, Bill.com is now less a SaaS company than a transactions company built on top of a software layer. This is radically different from the IPO, when payments were just getting gone.

SaaS Payments 64

SaaS Payments Payment Services Payment Solutions Payments 64

Payrix

FEBRUARY 4, 2025

What is a payment processor? A payment processor facilitates the flow of transactions typically made with credit cards, debit cards, and other digital payments. The processor is responsible for processing and settling the transactions initiated by the payment facilitators merchants, but they can also offer so much more.

Payment Services 100

Payment Services Payments Merchant Services SaaS Payments 100

Stax

JANUARY 28, 2025

Completing online payments via manual card entry can be time-consuming and off-putting for customers. This article will cover everything you need to know about Click to Pay, including its history, how it works, and how you can implement the payment method in your business. Learn More What is Click to Pay?

Payment Methods 68

Payment Methods Payment Services Merchant Services SaaS Payments 68

SaaStr

FEBRUARY 23, 2023

Over the years, BrainStorm has evolved from a training services company to a world-class SaaS platform. Infinicept is a provider of embedded payment solutions. From the beginning, the company’s goal has been to help users achieve more with their software tools.

Payment Services 269

Payment Services Merchant Services Payments Embedded Payments 269

SaaStr

MAY 8, 2021

I felt like when I was a SaaS CEO and had to go profitable, they helped saved my rear. But as time has gone by, and I’ve worked with more SaaS companies, I’ve also seen the downside of annual contracts at many start-ups as well: Annual deal collections can be tough for start-ups. This is still true. So for sure, do that.

SaaS Payments 306

SaaS Payments Payment Services Scale Payments 306

SaaStr

MARCH 25, 2021

It’s done it by going more upmarket, and better monetizing partners and services. A reminder that adding a bit of fintech to your SaaS can be a huge accelerant. A reminder that adding a bit of fintech to your SaaS can be a huge accelerant. Driving existing customer revenue up more than new logos.

Outsourcing Services 283

Outsourcing Services Payments Merchant Services SaaS Payments 283

SaaStr

JUNE 17, 2022

The reality is though, in SaaS, especially if you are primarily sales-driven, that’s often gonna be tough. So if you’re building a model for your SaaS start-up, or thinking about cash-flow positive as a goal, let me offer a few learnings about how we got there faster: Land A Few Whales. Big Customers) in SaaS.

SaaS Payments 300

SaaS Payments Sales Hiring SaaS Payment Services 300

SaaStr

JULY 10, 2024

So there’s a vertical SaaS company at over $600m ARR that is extremely well known to its customers that you’ve probably never heard of — Instructure. It was founded in 2008 but took a while to get going, hitting $1m in revenue in 2011 selling to Utah schools — and then scaled from there. It took on $1.7

Scale 292

Scale SaaS Payments Payment Services Payments 292

SaaStr

JANUARY 30, 2023

20X year 1⃣ 12X year 2⃣ 5X year 3⃣ #deelspeed @deel [link] — Shuooo (@shuoshuooshuooo) January 23, 2023 When we look at SaaS companies’ success stories, everything looks great on their growth maps. Shuo Wang is the CRO and co-founder of Deel, one of the fastest-growing SaaS companies.

Sales Hiring 269

Sales Hiring Payment Services SaaS Payments Scale 269

SaaStr

AUGUST 24, 2022

Toast isn’t accelerating the way some SaaS leaders are, but still, 59% growth at $800m in ARR is something a few years back we would never have thought possible. #2. At least 20% of your customers from referrals and second-order revenue. #4. Overall, Toast isn’t quite a SaaS company. 5 Interesting Learnings: #1.

SaaS Payments 321

SaaS Payments Scale SMB Payment Solutions 321

SaaStr

MAY 4, 2022

No matter how innovative a product might be, a business can only succeed if it enables its customers. Suzanne Xie kicked off her journey in SaaS as the Founder and CEO of Lightwell. What makes a SaaS business so hard? You can deploy subscriptions as a service, billing as a service, fraud prevention as a service.

Payment Features 255

Payment Features Payment Services Outsourcing Services Payment Solutions 255

SaaStr

NOVEMBER 22, 2023

So AppFolio is a big vertical SaaS+ success story I frankly don’t know as much about as I should. So AppFolio is a quiet member of the 10x ARR club – SaaS for property management – $660m run-rate, $7.2B Gotta Radically More Efficient in 2023 This is really the theme of the year in SaaS and Cloud.

Payment Services 278

Payment Services Payment Solutions SaaS Payments Payments 278