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SaasOptics
§ Connector
SaasOptics

Connect SaasOptics to your Definite lakehouse in minutes.

Native sync with row-level security, CDC where supported, and hourly-or-faster freshness. Query it with SQL, build dashboards, or ask Fi.

Have multiple SaasOptics accounts? Analytics across multiple SaasOptics accounts →

§ What you get

Everything SaasOptics exposes, modeled and queryable.

Connects to SaaSOptics (now Maxio) to extract finance and subscription management data: customers, contracts, items, transactions, invoices (with line items), revenue schedules, sales orders, payment terms, registers, and related reference data. This enables analysis of ARR/MRR, billings and collections, revenue recognition, renewals and churn, and operational financial reporting.

Sync cadence
Hourly or faster
CDC
Native where supported
Auth
OAuth / API key
Row-level security
Yes

Tables & streams

9 objects
Customer

Represents the accounts you bill and serve; enables segmentation, cohort retention, account health, and ARR/MRR by customer analyses.

Contract

Represents subscription agreements and terms governing renewals and amendments; supports ARR/MRR, renewal and churn analysis, and subscription lifecycle reporting.

Transaction (Contract Line Item)

Line-level commitments within contracts including quantities, rates, and dates; drives bookings, MRR/ARR calculations, expansions/contractions, and pricing analysis.

Item (Product/Service)

Product catalog defining how offerings are billed and recognized; enables revenue and billings by product, pricing strategy, and rev rec policy analysis.

Invoice

Billing documents with amounts and line items used for billings, collections, and AR; supports cash forecasting, AR aging, and DSO metrics.

Revenue Recognition Entry

Scheduled revenue postings over time tied to transactions/items; powers revenue waterfall, period revenue, and deferred revenue roll-forward reporting.

Sales Order

Sales order headers and details prior to invoicing; supports bookings, backlog, and order-to-cash pipeline analysis.

General Ledger Account

Chart of accounts references for mapping revenue, AR, and other postings; enables financial statement alignment and GL-based reporting.

Entity/Register

Accounting entities with currency and AR account settings; supports multi-entity consolidations, currency reporting, and AR attribution.

Authentication

Uses an API token you provide, sent in the Authorization header to authenticate

Requirements

Requires a SaasOptics account to connect.

Analyze with Fi

Operational data, performance metrics, and business insights.

§ How it works

Three steps. One afternoon.

01
Connect

Authenticate SaasOptics in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.

definite connect saasoptics
02
Sync

We pull every stream into your lakehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.

→ saasoptics.raw (synced hourly)
03
Query

SQL, dashboards, or ask Fi in plain English. Your SaasOptics data lives next to every other source — ready to join.

SELECT * FROM saasoptics.*
*
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