Software & AI

Accounting built for the way software and AI companies grow.

SaaS metrics, revenue recognition, AI cost structures, R&D capitalization — we speak your language fluently. Get the financial clarity and strategic support your software or AI company needs to scale confidently.

We Get Software & AI

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

Software and AI companies have unique financial needs — from ASC 606 revenue recognition and SaaS metrics to AI compute costs and R&D capitalization. Generic accounting firms don’t cut it.

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

We don’t just close your books. We give you the financial intelligence to build a better business.

SaaS Metrics You Can Trust

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

ASC 606 Done Right

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

Understand Your Unit Economics

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

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.

Fundraising Confidence

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

Smart Hiring Decisions

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

Services

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 — QBO, Xero, Stripe integrations, Ramp, Bill.com, and more — for clean data flow and minimal manual work.

Who We Work With

Software and AI companies of all kinds

Whether you’re B2B or B2C, subscription or usage-based, SaaS or AI-native, we’ve worked with companies like yours.

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.