Connector Database / SaasOptics
Analyze your SaasOptics data with AI
Build interactive dashboards, generate automated reports, and unlock business intelligence insights from your SaasOptics data with AI-powered assistant.
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Start with a question
Generate automated reports and business intelligence insights from your SaasOptics data—as fast as you can ask them.
Build dashboards and data visualizations
Transform your conversation into dynamic data visualizations on an intuitive data canvas.
Integrate all your data
Unify your SaasOptics data with DuckDB-powered data warehouse including MySQL, HubSpot and Stripe.
Available SaasOptics Data
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.
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 Required
Uses an API token you provide, sent in the Authorization header to authenticate
Getting started with
SaasOptics Analytics & Business Intelligence
Connect your SaasOptics data
Connect to SaasOptics once and automatically sync data to your centralized data warehouse for real-time reporting and analytics.
Build business intelligence models
Create automated reports, dashboards, and data visualizations with customizable business logic and AI-powered insights for consistent analytics across your organization.
Generate reports and insights
Create interactive dashboards, automated reports, and data visualizations with AI-powered business intelligence. Share live analytics and scheduled reporting with your team.
Want to see how easy it is to get started?
SaasOptics usersDefinite
People love Definite because it lets you focus on what matters. Setting up your own data infrastructure doesn't make your beer taste better. Skip the tedium and start at analytics.
I was leading the efforts of setting up a business intelligence function. I was surprised how complex this all was to do even today. It's something that every tech company would need at some point but it hasn't been simplified. You need a whole team focused on building a data warehouse, setting up the right pipelines, and then integrating a BI tool on top.Definite wasn't only the answer to this problem, it tackled the next problem I knew I'd have as soon as the BI tool was ready — how do we get non-technical teams and people to learn and utilise such a tool.
Our analytics before Definite consisted of dozens of Excel sheets that took hours to update. Manual updates led to errors. Everyone questioned the accuracy of the numbers. Many people just stopped looking at the reports.After Definite, everything ran like clockwork.We immediately saved thousands of dollars per month in the time spent updating reports and have built strategies (e.g. improved ROI on ad spend, inventory management, etc.) on the data that will yield millions to our bottom line.
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