SaaSySee your whole business at a glance
One view for customer health, at-risk accounts, and expansion opportunities. The metric that matters this week is on the first screen you open.
Score every customer on signals that matter
Every account scored on whether its invoices get paid, run late, or fail, plus client-portal logins and CRM activity. Accounts with no signals read as not scored, not as a made-up number. Sorted so the ones who need attention show up first.
Under the hood
The signals SaaSy watches so you don’t have to, in one account, so nothing lives in a silo you forget to check.
Health scoring
Every account scored on invoice payment status (paid, late, or failed), client-portal logins, and CRM activity. Support tickets and in-product usage are not part of the score yet.
Proactive alerts
Get pinged by email or Slack when an account slips toward churn, so you reach out before the renewal conversation goes sideways.
Compliance tracking
Licenses, permits, and filings tracked with reminders that arrive while you can still do something about them.
Drill into any customer for the full story
One click from the health view into a complete customer record. Company info, contacts, activity timeline, notes, and MRR, all in one place instead of six tabs.
Ask anything. Grounded in your data.
Ask SaaSy in plain English: which accounts grew last quarter, which support tickets correlate with churn, what's worth doing today. Answers cite the actual records they came from.
The rest of your back office, handled
Health scoring is where most teams start. It sits on top of a full back office that ships today, so finance, hiring, contracts, and clients all live in one account instead of six subscriptions.
An AI CFO in your inbox
A weekly executive brief that reads your finances for you. SaaSy pulls real numbers, delivered outcomes, industry benchmarks, and upcoming tax deadlines, then ranks what to do about them, in plain English.
Hiring and people, in one place
Post a role, track candidates, send offers, and run onboarding, benefits, reviews, and offboarding, without bolting on a separate HR tool.
Draft contracts with an assistant
Turn a project checklist into contracts and documents with an AI assistant, export to PDF, and keep every version, so you're never rewriting the same agreement from scratch.
Close your books a little every day
Continuous close scores how close-ready you are, queues the exceptions, and posts routine entries only after you approve them, with internal-controls checks running behind the scenes.
See the value delivered
Every outcome SaaSy's agents drive is attributed in real dollars and totaled, so the return on the platform is a number you can point to, not a guess.
Run a book of clients
Managing SaaSy for multiple clients? Agency mode nests every client under one org, rolls results up across all of them, and lets you put your own brand on it.
Connect the tools you already use
Connect Stripe, QuickBooks Online, Slack, Gmail or Microsoft 365 email, and payroll providers today. Bank linking through Plaid is coming soon, and HubSpot, Salesforce, and Jira are on the roadmap. OAuth in about a minute, no CSV uploads.
- Your tools and records in one account
- Read-only scopes; revoke access anytime
- Encrypted in transit and at rest
See it in your own account
Free for 14 days with full Growth access. No credit card required.
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