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All connectors/Accounting & Finance
SaasOptics
§ Connector
SaasOptics

Analyze your SaasOptics data with AI today.

Build dashboards, automate reports, and ask questions in plain English — all from your SaasOptics data, no complex infrastructure to maintain.

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§ Live with
§ 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.

Standard on every Definite connector
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.

revenue_financecustomer
Contract

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

revenue_financesupport
Transaction (Contract Line Item)

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

revenue_financeproduct
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.

revenue_financeengagement
Invoice

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

revenue_financesales
Revenue Recognition Entry

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

revenue_financemarketing
Sales Order

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

revenue_financesales
General Ledger Account

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

revenue_financecustomer
Entity/Register

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

customersupport
Authentication

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

Requirements

Requires a SaasOptics account to connect.

§ 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 warehouse. 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.*
See SaasOptics data flowing in 30 minutes

We'll set up a live sync and answer your first questions — on the call.

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§ Combine with your stack

Pair SaasOptics with the rest of your data.

Join SaasOptics with the rest of your data, then ask Fi questions across all of it.

§ Related connectors

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