Software & AI

Accounting built for the way software and AI companies grow.

Your ARR dashboard says one thing. Your general ledger says another. Add inference costs and R&D capitalization and gross margin becomes anyone’s guess. We close that gap with revenue recognized correctly under ASC 606, SaaS metrics that tie back to the books, and financials your next investor won’t pick apart.

The challenge

Your investors expect industry-specific financials. We deliver them.

Generic accounting breaks down fast here. Deferred revenue schedules, usage-based pricing, compute costs that scale with every customer, engineering spend that may or may not be capitalizable. None of it fits neatly into a standard chart of accounts.

We’ve worked with B2B SaaS companies, AI startups, consumer software businesses, and everything in between. We know what your investors look at, what your board expects, and how to present your financials in a way that tells your growth story clearly.

SaaS Metrics & KPIs

ARR, MRR, churn, LTV, CAC, net revenue retention

Revenue Recognition

ASC 606 compliance, deferred revenue, contract analysis

AI Cost Structures

GPU spend, compute costs, R&D capitalization, infrastructure

Board & Investor Reporting

Board decks, investor updates, due diligence packages

What you get

Outcomes that power your company’s growth

Closing your books is the baseline. You also get the financial intelligence to build a better business.

01

SaaS Metrics You Can Trust

ARR, MRR, churn, expansion revenue, and net revenue retention, calculated correctly and consistently so you can track what matters.

02

ASC 606 Done Right

Revenue recognition that withstands audit scrutiny. We handle multi-element arrangements, usage-based billing, and complex contract structures.

03

Understand Your Unit Economics

Know your true CAC, LTV, and payback period. Understand which segments are profitable and where you should double down.

04

Books Closed in Days

Stop making decisions on month-old data. We close your books fast so you’re always operating on current, accurate information.

05

Fundraising Confidence

Walk into investor meetings with bulletproof financials, clear metrics, and a compelling data-backed growth narrative.

06

Smart Hiring Decisions

Understand the financial impact of each hire. Know when you can afford to grow the team and when you should wait.

Deep expertise

Everything your software or AI company needs, financially

Outsourced Accounting & Bookkeeping

Full monthly close, AP/AR, payroll accounting, expense management, and reconciliations. We handle the day-to-day so your team can focus on product and customers.

Fractional CFO Services

Strategic financial leadership: budgeting, forecasting, KPI dashboards, fundraising support, and board-ready reporting packages.

Revenue Recognition (ASC 606)

Proper revenue recognition for subscription billing, usage-based pricing, multi-element arrangements, and professional services bundled with software.

Financial Systems Optimization

Implement and optimize your tech stack, including QBO, Xero, Stripe integrations, Ramp, and Bill.com, for clean data flow and minimal manual work.

Who We Work With

Software and AI companies of all kinds

We’ve worked with B2B and B2C companies, subscription and usage-based models, and both traditional SaaS and AI-native businesses.

B2B SaaS AI / ML Companies Consumer Software Usage-Based Pricing Subscription Billing Developer Tools Vertical SaaS Fintech Software Infrastructure PLG Companies Enterprise Software Marketplaces Data Companies

Ready for financials that match your growth ambitions?

Let’s talk about how we can bring clarity, speed, and strategic insight to your company’s financial operations.