
Build dashboards, automate reports, and ask questions in plain English — all from your SaasOptics data, no complex infrastructure to maintain.
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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.
Authenticate SaasOptics in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. 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.
We'll set up a live sync and answer your first questions — on the call.
Build your own with the Definite SDK, or request it. Most go live in days.
Join SaasOptics with the rest of your data, then ask Fi questions across all of it.