Recurring revenue and utilization as one story.

Software & Services
The scale problem

Finance problems when one entity becomes many

Deferred revenue, capitalized commissions and ratable recognition don't roll up cleanly across a dozen entities and three currencies.

Ratable revenue lags cash
Cash collected / billed$4.2M
Increase in deferred revenue($1.6M)
GAAP revenue recognized$2.6M
Bookings, billings, ARR won't tie
Bookings
9.8$M
Billings
6.4$M
Revenue
5.1$M
ARR (run-rate)
22$M
Value
RPO $18.3M = deferred + backlog
Commissions capitalized, not expensed
$480K
$160K
$320K
Paid Q1
Yr1 exp
Cap. asset
Multi-currency consolidation
US · UK · EUTranslate 830Eliminate $3.4MConsolidated
Services on % completion
Implementation A$180K / $250K
Migration B$60K / $150K
Billable utilization66%
Billable utilization 66% vs 75% target
Metrics not comparable across BUs
Core SaaS
NRR 114%
Platform BU
NRR 108%
Acquired unit
NRR 97%
Services
n/a
Median NRR 101% · CAC payback ~20mo
Built on the standards

Reporting standards software & services run on

ASC 606 performance obligations, ASC 340-40 commission capitalization, RPO disclosure and ASC 830 consolidation, enforced automatically.

Group P&L · SaaS + services
$48M ARR · to GL
Consolidated
Amount
% rev
Total revenue
$44.6M
100%
Subscription revenue
$36.1M
81%
Services revenue
$8.5M
19%
Cost of revenue
$12.9M
29%
Gross profit
$31.7M
71%
Sales & marketing
$16.5M
37%
Deferred revenue / RPO
$18.3M
-
Operating income
$4.9M
11%
Gross margin and RPO are the two rows a SaaS operator manages to. Rule of 40 = 29% + 11% = 40.
Entities · this quarter
NRR focus
Entity
ARR / rev
Metric
Core SaaS (US)
$26.4M
NRR 114%
Platform BU (US)
$11.2M
NRR 108%
International (UK)
$6.8M
GM 73%
Prof. Services
$8.5M
Util 66%
Acquired (EU)
$4.1M
NRR 97%
Group NRR111% · target ≥ 110%
01ASC 606 · performance obligations

SaaS access recognizes ratably; onboarding and support are separate obligations allocated by SSP.

02Deferred revenue & RPO

RPO captures all contracted-but-unrecognized revenue, including multi-year unbilled backlog.

03ASC 340-40 · commissions

Incremental commissions capitalize and amortize over the ~36-month expected customer life.

04ASC 830 · consolidation

Subsidiaries translate at period rates with FX flowing to a cumulative translation adjustment.

NRR, CAC payback, Rule of 40 and utilization are defined once and comparable everywhere. FinBoard keeps them board-ready.

Connects to your stack

The tools you already run.

Connect Stripe, Salesforce, HubSpot, NetSuite and Rippling. FinBoard maps every booking, invoice and commission to the right entity and obligation.

01Live connectors
stStripe
sfSalesforce
hsHubSpot
NSNetSuite
rpRippling
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