Baremetrics

AUGUST 18, 2021

Invoicing is a sales process where a seller issues a commercial document to a buyer requesting payment. This document shows all products and services rendered, the payment owed, and the contact details of both the buyer and the seller. Invoicing can be done for both recurring and one-time payments.

Payment Features 83

Payment Features SaaS Payments Payment Methods Payments 83

Clouded Judgement

JANUARY 24, 2025

For example, a tailored model could streamline compliance checks by scanning internal documents for potential policy violations or regulatory gaps. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

FastSpring

JANUARY 17, 2023

Most subscription billing platforms let you: Automate invoicing and payments. Customize and manage one or more subscription and trial models. Provide a self-service portal to customers so they can manage their accounts (including payment information, seats, and more). Automated invoices and customer notifications.

Payments 124

Payments Payment Features Payment Methods Payment Services 124

Clouded Judgement

FEBRUARY 7, 2025

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Chart Mogul

OCTOBER 20, 2020

We recently announced a new partnership and integration with Invoiced. The integration was created by the Invoiced team because they wanted to find a way to integrate their billing data with ChartMogul. What is Invoiced? At the same time, the product also allows them to provide a modern payment experience to their customers.

Payment Features 98

Payment Features Payments Payment Solutions SaaS Payments 98

Clouded Judgement

JULY 16, 2024

A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like the NYSE or NASDAQ. The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more. market cap, and a ~7.5x

Benchmarks 295

Benchmarks Data Artificial Intelligence Machine Learning 295

Stax

FEBRUARY 19, 2025

Companies can capitalize on: Subscription-based integrations , where users pay extra for advanced functionalities. You can also manage one-time or recurring payments and create professional customizable invoices. If your customers pay online, you can build hosted payment pages.

Payments 88

Payments Payment Services Merchant Services Payment Solutions 88

Stax

JUNE 18, 2024

Subscription models offer companies large and small the opportunity to build predictable revenue and high customer lifetime value. But managing subscriptions effectively and freeing up time and resources for expansion is no picnic. In a subscription business model, customers pay a recurring fee in exchange for a product or service.

Payment Features 88

Payment Features Payment Solutions Payment Services Payments 88

FastSpring

MAY 20, 2024

Moving some, all, or simply more of your software offerings from a one-time perpetual license model to a software as a service (SaaS) subscription model can be daunting, but it’s so powerful for building dependable, recurring revenue. Letting FastSpring handle the subscription infrastructure.

SaaS Payments 158

SaaS Payments Payments Merchant Services Payment Solutions 158

Clouded Judgement

AUGUST 25, 2023

A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like the NYSE or NASDAQ. The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more. .”

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

Intercom, Inc.

MAY 3, 2018

Rohini Pondhi , product management lead for Square’s Invoices product, knows this challenge well. At Square, I manage a product called Square Invoices. For those types of sellers, we offer Square Invoices where they can send a digital invoice to their buyer, and the client can pay online. Rohini: Exactly.

Payment Methods 195

Payment Methods Merchant Services Scale Payment Features 195

Chart Mogul

JUNE 16, 2025

So what if you could also chat with your SaaS metrics? So what if you could also chat with your SaaS metrics? It lets you connect your ChartMogul account to AI tools that support the Model Context Protocol (MCP) and enables natural language access to your subscription data. We’re excited to see what you do with it.

Revenue 59

Revenue Data Customer Lifetime Value AI 59

Stax

FEBRUARY 28, 2024

Here’s an interesting stat: 70% of businesses consider subscription and membership models indispensable for future commercial growth and expansion. They must engineer a well-rounded solution that makes handling subscriptions a breeze (and yes, it is as hard as it sounds). However, only 10% of them currently employ these models.

Payments 88

Payments SaaS Payments Payment Services Merchant Services 88

Baremetrics

MARCH 24, 2021

Running a SaaS or subscription business takes a lot of work, but you can save time by automating the subscription billing process with the help of the right payment system. Ultimately, subscription management requires the right payment processor, but that's just one tool in the stack. Try Baremetrics free.

Payment Services 78

Payment Services Payment Features Systems Review Software Review 78

User Pilot

FEBRUARY 14, 2024

The Acrobat Sign and Salesforce integration enables electronic signatures, document tracking, and automatic record updates within Salesforce. It allows organizations to visualize adoption metrics , and track user interactions with features, functions, and pathways within sales and service environments.

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

Stax

APRIL 3, 2025

Integration capabilities Since you probably have other tools in your tech stack, you dont want to keep switching tabs or windows to reconcile invoices or transfer data. Look for an eCommerce payment system that offers plug-and-play integrations with your existing tech stack to minimize development costs.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

How To Buy Saas

MAY 29, 2025

In one retail example, a CEO might use an AI tool to draft a summary of key performance metrics or ask a virtual assistant to highlight emerging market trends. Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

User Pilot

NOVEMBER 28, 2023

What GTM metrics should you track as a product marketer? That’s why we’re going to show you 12 of the most important product analytics metrics that you’ll need in order to measure your product success. There are 12 essential GTM metrics that every SaaS should know about: New user growth rate. Customer churn rate.

SaaS Payments 105

SaaS Payments Metrics Customer Lifetime Value Marketing 105

Sales Hacker

FEBRUARY 7, 2025

Value Alignment: Pricing starts to align with the value customers perceive, often measured in metrics such as usage, number of seats, or specific features. Flexibility: Companies offer a range of subscription options to cater to diverse customer preferences, including hybrid models and value-add services.

Pricing 107

Pricing Scale SaaS Technical Review 107

Clouded Judgement

AUGUST 2, 2023

The benchmarking was not a review of business metrics (I did some of that benchmarking in this post ), but rather IPO metrics. If you look at the front page of any IPO Prospectus (the S-1 document), you’ll see a list of investment banks at the bottom of the first page.

Cloud 49

Cloud Marketing Banking Pricing 49

Stax

JANUARY 17, 2024

Most ACH PayFacs offer instant onboarding , making it quick and easy for merchants to start accepting payments. On the other hand, applying for a traditional merchant account requires submitting extensive documentation. You can process one-time as well as recurring payments without any checkbooks or other cumbersome means.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

Chart Mogul

JUNE 6, 2019

She’s been with ChartMogul for almost a year now and has helped us a lot to improve & document our reporting and other processes. Not all the metrics covered in this report come from ChartMogul — there are better options to keep track of your OPEX , hiring plan, the engineering roadmap, etc. Martin Raißle.

Payment Services 20

Payment Services Finance Payment Solutions SaaS Payments 20

Intercom, Inc.

APRIL 14, 2020

Ecommerce fulfillment platform Shipbob , also keep their entire company well informed of any customer experience updates with a live Q&A document. SVP of Customer Experience Margaret Kedziora says: “We keep a running Q&A document that is public across the company, so anybody can ask questions and we can provide company-wide answers.

Scale 223

Scale Leadership Customer Support Healthcare 223

Neil Patel

OCTOBER 29, 2020

Your digital strategy document should: Define your short and long term goals Show you who your customers are Show you where you can find them Outline what you need to attract your customer’s attention Offer a step-by-step plan to attract and hold customer attention Show you how to analyze and improve marketing performance.

Underperforming Technical Team 145

Underperforming Technical Team Strategy Development Payment Methods 145

Baremetrics

AUGUST 5, 2021

Assemble your own version of the Control Center with custom dashboards Custom views allow you to assemble the metrics, goals, and tables you care about most in one place. Monitor important subscription events as they happen with the Live Stream Keep an eye on signups, cancellations, payments, upgrades, and more. Not a problem.

SaaS Payments 98

SaaS Payments Payment Features Payment Services Payments 98

Frontegg

JULY 22, 2021

This is typically done by implementing “ Freemium ” versions that elevate onboarding and adoption metrics. Some want a Single Sign-On (SSO) , while security conscious users may prefer Multi-Factor Authentication (MFA) or passwordless logins. 3 – Documentation – The same applies also to documentation.

Technical Review 97

Technical Review Payment Features Scale SaaS 97

Baremetrics

NOVEMBER 21, 2021

All the data your startup needs Get deep insights into your company's MRR, churn and other vital metrics for your SaaS business. Bookkeeping includes the creation of source documents, such as bills, invoices, and journal entries, so that there is a record of all financial transactions. Try Baremetrics free. What is accounting?

Finance 98

Finance Payment Services Forecasting Payment Features 98

SaaStr

APRIL 2, 2019

” Small businesses have a whole set of bills they need to pay, they’ve got invoices they’re expecting in from customers, some of those invoices are late, and they’re trying to basically pull together this like Tetris map of cash flow. And that was the real problem, “I can’t pay my bills.”

Scale 245

Scale Sales Hiring Scaling Strategy 245

Baremetrics

MARCH 23, 2021

Introduction You want a subscription model for your business that increases revenue and keeps customers. You think about either Stripe , a payment platform, or Recurly , a customer-driven one to handle your billing. Let's jump right in and get you going towards picking the best subscription billing platform for you.

Payment Services 69

Payment Services Payment Features Payment Methods Payments 69

Chaotic Flow

OCTOBER 8, 2013

Every purchase activity has potential for automation through e-commerce, including pricing, product configuration, trial account conversion, contract signing, payment, invoicing, billing and collections. SaaS Product Secret #11 | Manage Through Metrics. Metrics empower SaaS product managers to create better products faster.

SaaS Payments 200

SaaS Payments Payment Methods Payments Scale 200

User Pilot

NOVEMBER 19, 2022

There are some vanity metrics among the KPIs for customer service. Customer service KPIs are a set of metrics that measure the performance of the customer service team and customer support management. Most important customer service KPIs and customer service metrics to keep an eye on. What are customer service KPIs?

Metrics 98

Metrics Software Review Strategy Underperforming Technical Team 98

Intercom, Inc.

JULY 1, 2019

The new SaaS model is subscription revenue-driven, which begs the question: what is a conversion today? It’s not just SaaS; subscriptions are taking over. And that’s not even the only one from Japan; there’s actually at least 18 different Japan subscription boxes. ” And that’s probably the biggest shift.

Retention 223

Retention Onboarding Subscription Payment Features 223

Baremetrics

MARCH 23, 2021

Some of PayPal’s additional services include: PayPal Here mPOS Online and in-app invoicing Donation and Buy buttons Mass payouts When it comes to the plans on Stripe, they don’t have any. Instead, all Stripe users have access to the same payment processor with the same tools and features as everyone else. Online Invoices: 2.9% + $0.30

Payment Methods 93

Payment Methods Payment Services Payments PayPal 93

SaaStr

NOVEMBER 7, 2019

We launched a bunch of API’s, we had pretty bad documentation for them, people still built on top of it, but we didn’t really have a platform strategy at the time. We redid the way we produce documentation so that it’s machine readable. About two years ago, we built a team around that. It’s a requirement.

Payments 163

Payments Merchant Services Payment Solutions Payment Services 163

Teamgate

JUNE 11, 2025

Developer API Documentation, API, Examples, FAQ and more. Developer API Documentation, API, Examples, FAQ and more. By combining logs, metrics, and traces, Middleware offers actionable insights into API performance. Developers can set business-critical metrics and receive immediate alerts whenever an API call fails.

Scale 52

Scale Payment Solutions Payments SaaS Payments 52

SaaStr

FEBRUARY 11, 2020

” But okay, if there’s not enough sales roles, it’s … people still have muddy lead generation metrics. They wanted to triple that growth rate and valuation, so what they were hyper-focused on are really three main metrics. In lead generation, it’s really hard to get accurate metrics that you can trust.

Scale 268

Scale Outsourcing Services Revenue Outsourced Development 268

Baremetrics

DECEMBER 16, 2021

The general ledger and T accounts work as intermediaries between primary documents, such as invoices or receipts, and the financial statements used by financial management, including the balance sheet , statement of cash flows , and income statement. Get accounting and business metrics all at once.

Deferred Revenue 102

Deferred Revenue Payment Features Forecasting Banking 102