
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 →
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.
Represents the accounts you bill and serve; enables segmentation, cohort retention, account health, and ARR/MRR by customer analyses.
Represents subscription agreements and terms governing renewals and amendments; supports ARR/MRR, renewal and churn analysis, and subscription lifecycle reporting.
Line-level commitments within contracts including quantities, rates, and dates; drives bookings, MRR/ARR calculations, expansions/contractions, and pricing analysis.
Product catalog defining how offerings are billed and recognized; enables revenue and billings by product, pricing strategy, and rev rec policy analysis.
Billing documents with amounts and line items used for billings, collections, and AR; supports cash forecasting, AR aging, and DSO metrics.
Scheduled revenue postings over time tied to transactions/items; powers revenue waterfall, period revenue, and deferred revenue roll-forward reporting.
Sales order headers and details prior to invoicing; supports bookings, backlog, and order-to-cash pipeline analysis.
Chart of accounts references for mapping revenue, AR, and other postings; enables financial statement alignment and GL-based reporting.
Accounting entities with currency and AR account settings; supports multi-entity consolidations, currency reporting, and AR attribution.
Uses an API token you provide, sent in the Authorization header to authenticate
Requires a SaasOptics account to connect.
Operational data, performance metrics, and business insights.
Authenticate SaasOptics in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your lakehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your SaasOptics data lives next to every other source — ready to join.
Build your own with the Definite SDK, or ask us — we add new connectors every week.