Industry Focus · tech/SaaS/Startup
Accounting Built for Small and Medium-Sized SaaS and Tech Companies
MRR/ARR reporting, compliant revenue recognition and deferred revenue schedules, sized right for lean finance teams — built for everyday SaaS, software and tech-enabled companies, from first invoice to every close in between.
30+ Companies
everyday SaaS & tech companies served
5-Day Close
monthly close, every month, on schedule
10+ Yrs
years helping SaaS teams master their numbers
Platforms We Manage
Your systems, reconciled — not replaced
Your stack, reconciled — not replaced. Whatever billing, payments or payroll stack you run, we plug in and keep your books — and your revenue schedules — accurate every month.
9+
Platforms supported
0
Systems you need to switch
Stripe
Subscription billing sync, payout reconciliation, revenue recognition feed.
QuickBooks Online
Deferred revenue schedules, class tracking by product line & entity.
Chargebee
MRR/ARR sync, dunning recovery tracking, contract-level revenue rules.
Xero
Multi-currency reporting, bank feed reconciliation, deferred revenue tracking.
NetSuite
Multi-entity consolidation and revenue recognition for scaling SaaS.
Sage Intacct
Multi-entity GL, dimensional reporting, revenue recognition automation.
Brex & Ramp
Corporate card feeds, spend categorization, expense policy controls.
Gusto & Rippling
Payroll processing, equity comp tracking, contractor 1099s.
Bill.com
Vendor bill approval, payment routing, AP automation.
Services by Client Type
Built for small and medium-sized SaaS & tech companies alike
Small SaaS & Software Teams
Stripe/Chargebee transaction sync
Cash-basis to accrual conversion
Founder & contractor expense tracking
Basic MRR/ARR & churn reporting
Deferred revenue setup
Runway & burn-rate reporting
Small IT & Tech Service Shops
Project & retainer billing tracking
Contractor & subcontractor payments
Hardware & license cost tracking
Project-level profitability reporting
Recurring contract revenue schedules
Simple monthly close & reporting
Mid-Market SaaS Companies
Multi-product & multi-plan billing tracking
Sales tax & VAT nexus tracking
Vendor spend & card program management
Compliant revenue recognition
Board & investor reporting packages
Cohort, NRR & CAC/LTV reporting
Growing Multi-Product Tech Companies
Multi-entity, multi-currency consolidation
Usage-based & hybrid billing reconciliation
Intercompany transaction tracking
Audit-ready financials for diligence & renewals
Equity compensation coordination
Segment & product-line profitability
Workflow & Cadence
Bookkeeping built around how your revenue recurs
| WORKFLOW | CADENCE | WHAT'S COVERED |
|---|---|---|
|
Bookkeeping & AP/AR
|
WEEKLY |
•
Transaction categorization by product & entity
•
Vendor bill entry & payment processing
•
Subscription payment & dunning tracking
•
Card & expense reconciliation
|
|
Revenue Recognition
|
WEEKLY |
•
Compliant revenue recognition schedules
•
Deferred revenue reconciliation
•
Contract modification tracking
•
Usage-based billing true-ups
|
|
Financial Reporting
|
MONTHLY |
•
P&L, balance sheet & cash flow statements
•
MRR, ARR, NRR & churn dashboards
•
Budget vs. actual variance reporting
•
Board & investor reporting packages
|
|
SaaS Metrics & Cohorts
|
AS NEEDED |
•
Cohort retention & expansion tracking
•
CAC, LTV & payback period reporting
•
Logo & revenue churn analysis
•
Rule-of-40 & efficiency metrics
|
|
Payroll & Equity
|
BI-WEEKLY |
•
Payroll processing & tax deposits
•
Equity compensation expense tracking
•
Contractor & remote-team payroll
•
Contractor 1099 tracking
|
|
Tax & Advisory
|
QUARTERLY |
•
Tax-ready books & CPA/auditor handoff
•
Sales tax & VAT nexus filings
•
R&D tax credit documentation
•
Quarterly strategy & fundraising prep
|
Onboarding
Live on your books in under two weeks
Discovery & systems audit
We map your billing model, product lines and current software stack.
Chart of accounts & rev-rec setup
Clean, product-specific chart of accounts and compliant revenue recognition rules built or repaired.
Historical catch-up
Books and deferred revenue schedules brought current, discrepancies resolved.
Ongoing monthly close
Reconciliations, statements and MRR/ARR reporting on schedule.
Monthly strategy review
A standing session on metrics, runway and fundraising readiness.
How We Compare
The real problems a generic firm won't solve
| CLIENT PROBLEM | GENERIC OUTSOURCED FIRM | SMARTLEDGER |
|---|---|---|
|
Revenue recognition done correctly
Cash collected up front but recognized wrong risks restated financials at your next raise.
|
Rev-rec handled on a spreadsheet, if at all
|
Compliant revenue schedules reconciled weekly
|
|
MRR/ARR you can actually trust
Metrics pulled inconsistently from billing tools erode investor confidence.
|
MRR pulled manually from Stripe once a month
|
MRR, ARR & NRR reconciled to the GL every close
|
|
Deferred revenue tracked to the dollar
Annual and multi-year contracts get messy without a real schedule.
|
Deferred revenue estimated at year-end
|
Deferred revenue schedule maintained every month
|
|
Cohort, churn & CAC/LTV visibility
Without cohort data, board decks are built on guesses.
|
Churn and CAC calculated ad hoc
|
Cohort, churn & CAC/LTV reported every close
|
|
Accurate AP/AR aging, always current
Overdue invoices and unpaid bills go unnoticed until cash gets tight.
|
Aging reports run once a quarter
|
AP/AR aging updated and reviewed every week
|
|
Audit-ready books, all year, not just at diligence time
Books get cleaned up once a year under fundraising deadline pressure.
|
Year-end scramble before due diligence
|
Diligence-ready books, reconciled every month
|
|
One system of record for every contract and invoice
Contracts & invoices scattered, never tied to the ledger.
|
Documents scattered, untracked
|
Every contract attached & tied to its entry
|
Trusted Partner
Why SaaS companies choose Smartledger
Growth changes what your books need. We’re built to keep pace with every product, cohort and customer segment.
SaaS Accounting Specialists
Our team lives in MRR, cohorts and rev-rec schedules, not generic bookkeeping.
Global Compliance Focus
Revenue recognition compliance across jurisdictions is our core specialty, not a side offering.
Maker-Checker Review
A second reviewer verifies every close and revenue schedule before it reaches you.
Secure Cloud Systems
Bank-grade encryption and access controls protect every record.
24-Hour Response
Questions get a same-or-next-business-day answer, always.
Testimonials
A full-stack finance function,
built around your business.
FAQ’S
The Answers You're Probably Looking For
The questions that matter most when choosing a finance partner — clearly answered.
Can you handle revenue recognition across countries?
Yes. We build and maintain compliant revenue schedules every week, aligned to the standards that apply in your jurisdiction, so deferred revenue and recognized revenue stay accurate and audit-ready wherever you operate.
How do you handle MRR, ARR and churn reporting?
We reconcile MRR, ARR, NRR and churn to your GL every close, so board and investor metrics are always trustworthy — not just pulled from a dashboard.
Do you handle sales tax and VAT across jurisdictions?
Yes. We track nexus, calculate what you owe and file sales tax and VAT returns as your customer base spreads across states and countries.
Will I get monthly financial statements I can actually read?
Yes. Every close includes a clean P&L, balance sheet and cash flow statement, plus the SaaS metrics that matter, in a format built for founders and finance teams — not just accountants.
How quickly can you take over our books and be fully caught up?
Most SaaS clients are fully onboarded and current within two weeks, including historical catch-up and revenue schedule rebuilds, so your very next close arrives clean and on schedule.