Product updates

Count revenue when invoiced

If you invoice customers and wait for payment, your P&L has been telling you about the past: revenue only appeared once the money arrived. The Profit & loss report now has a setting called Count revenue when invoiced. Turn it on and every issued, unpaid Stripe invoice counts as revenue in the months its service period covers. An invoice billing July through September puts a third into each month. The drill-down grows its own section, Invoiced, not yet collected, so a cell always splits cleanly into collected, invoiced, and planned, and when the payment lands the amount simply moves from one bucket to the other. Nothing is counted twice.

Open invoices also became visible where you plan your cash. Each one is now a planned transaction with a badge: Invoiced, Overdue once the due date passes, or Collection stalled when Stripe's payment retries are exhausted, collection never started, or a bank-transfer invoice sits more than 90 days past due. An Overdue section is pinned on top of the planned transactions list, and the cash flow forecast treats the two cases differently: late but collectible invoices count as money expected any day now, stalled ones stop promising cash until you settle them in Stripe. Built for a customer who asked why invoiced revenue was invisible until paid; if that's you, the setting is one click away.

Group your products, filter every chart

Most products exist in several variants: monthly and yearly billing, a legacy tier from two pricings ago, a few custom plans negotiated in Stripe. Product groups bundle those variants into one bucket. On the Products page you create a group and drag products in, the same way account groups work on the Accounts page, and every group shows its combined committed MRR. The CMRR by product chart gets a Groups toggle that stacks one series per bucket, with ungrouped products collapsing into a single No group series.

The new product filter sits next to the date range on the Subscriptions report and on dashboards. Groups appear as parent checkboxes, so one click scopes MRR, churn, retention and the rest of the subscription metrics to a whole bucket, and per-widget overrides let two copies of the same chart compare two groups side by side. The numbers stay honest: a customer moving from a monthly to a yearly plan inside one group counts as one continuous subscription, not churn plus new business, and metrics that mix in cash or P&L (like CAC payback) refuse the filter instead of showing a half-filtered number. Groups and the filter are in the public API and the MCP server too. Built from requests by two of our customers.

Export any chart or table as CSV

Every widget on a report or dashboard now has a download button in its header, right next to maximize. Click it and you get a CSV of exactly the numbers on screen: if the percent toggle is on, you get percentages; if the map view is active, you get the countries. Export all on a dashboard downloads a zip with one file per widget, and the big table views (the P&L and cash flow by category) get their own Export CSV button that mirrors the table cell for cell, months as columns, totals included.

The files are built to land in a spreadsheet without friction. Numbers use your locale, so Excel reads them as numbers instead of text, money columns carry their currency, and a month without a value stays an empty cell rather than a fake zero. The filename records what you exported, metric, MRR type, date range, and smoothing, so a folder of exports stays legible. This one came straight from customer requests.

Your revenue on a world map

The Top countries widget on the Subscriptions report can now flip from table to map. Every country is shaded by how much recurring revenue comes out of it, light to dark; countries without customers stay gray, so an empty market looks different from a small one. Hovering a country shows the same columns as the table (revenue, customers, share of total), and clicking it opens the same customer drill-down, so map and table always tell one story.

The map follows the report's CMRR/MRR toggle, and it survives maximizing: blow the widget up to full screen and it opens in the view you had instead of falling back to the table. The percent toggle on CMRR by product now carries over the same way. A few city-states like Singapore are too small to have a shape on the map, so the table view stays the complete list down to the last country.

Every metric explains its own math

Where does a runway of 19 months come from? Every analytics chart and KPI card now has an info button in its header that answers exactly that: what the metric measures, its formula written out as real math with stacked fractions, and the footnotes that matter, like the window an average runs over, where a value is capped, and what a negative sign means.

The formula is not a static picture. Each part shows its live value from your data, results appear inline the way you would write them on paper, and every part that is itself a metric is a chip you can click: descend from LTV into CMRR per customer and on into churn until you reach raw inputs, with a breadcrumb leading back up. A month picker recalculates everything for any month in view, smoothed charts list each month of the window so the average reconciles, and on computed metrics like Rule of 40, runway, or burn multiple, clicking the chart opens the math for exactly that month.

AI spend gets its own category

Every company now has a default category for AI spend: AI 🤖, right next to Software/Tools. It works in all four cost areas, so the same category covers token bills in COGS, coding assistants under product development, an AI SDR under customer acquisition, or ChatGPT seats in G&A. And as with any categorization, a single invoice can split across several of them.

Until now this spend landed in Software/Tools and disappeared among the other subscriptions. Kept separate, the margin impact stays visible: usage-based model spend in COGS is the first number investors ask about. The category is already in your account and existing categorizations stay untouched. The AI categorization assistant starts suggesting it for charges from OpenAI, Anthropic, and other AI vendors; vendors you mapped to Software/Tools earlier keep their default until you point them at the new category, which is one edit on the vendor.

AI features now ask before they share data

SaaSFlow has two AI features that read your financial data: the AI analyst and categorization suggestions. Both send the data they analyze to an AI provider, and that deserves a real decision instead of a line in the terms. Before the first run, a dialog now names the provider, the model, where the data is processed, and the exact data categories that will be shared. Nothing leaves SaaSFlow until an owner of your company has agreed.

The approval is per provider and counts for the whole workspace: Anthropic for categorization suggestions, Cursor running xAI's Grok for the analyst. Settings shows who approved what and when, and any member can withdraw an approval at any time, which blocks new runs immediately. Should we ever move a feature to a different provider, the old approval stops counting and you are asked again. Each generated report also names the model that wrote it, and both providers are listed in our privacy policy with what they receive.

Give any widget its own controls

Every widget on a report or dashboard shows its settings as chips in the footer: date range, MRR type, smoothing, accounts, categories, benchmark. Those chips are now clickable. Change one and it applies to that widget alone, so you can put committed MRR next to actual MRR or compare a smoothed churn line with the raw one without duplicating the whole page. An overridden chip is tinted, its tooltip names the page default, and one click inside the popover resets it.

Overrides are view state, not edits. They live in the URL, so the dashboard itself stays untouched and your teammates keep their own view until you send them your link. This works on the built-in reports as well as your custom dashboards, follows a widget into fullscreen, and share links keep the overrides you had set when the link was created. Also new: charts that plot absolute totals now anchor their y-axis at zero, so bar heights stay comparable.

Recurring transfers close themselves

Some bank debits are always transfers: the health insurer that settles against your payroll account, the monthly credit card bill, a tax prepayment. Until now the other side of such a transfer was an open item you closed by hand every month. A vendor's default categorization can now carry a transfer target account. Whenever the default applies, SaaSFlow books the counter transaction on that account and closes the transfer in the same step.

This happens on every path a default runs through, from the automatic categorizer to bulk edits to a single saved transaction. Transfers in two different currencies are deliberately left open rather than closed with a guessed amount. The cleanup works in reverse, too: unlink a transfer and an automatically created counter booking you never touched is removed with it, so nothing stale lingers on the target account. The Add category dialog also got clearer in this release. Its profit and loss checkboxes are now grouped into Revenue, Expenses, and Neutral, straight from customer feedback.

An AI analyst writes your monthly deep dive

There is a new item in the navigation: AI analyst. Pick a completed month and an agent works through your numbers the way an analyst would, from MRR movements and customer changes to spending and cash. What comes back is a written deep dive with its own layout and charts, not a template with numbers dropped in. Before a report reaches you, its headline numbers are replayed against your live data; a report that does not add up is rejected.

The report opens in a fullscreen workspace with a chat docked beside it. Ask where a number comes from, or have the analyst change the report itself: cut a section, add a breakdown, take an earlier version as the base. Every accepted edit passes the same numeric checks and becomes a new version, so you can step back through the history at any time. When the report says what you need it to say, download it as a single HTML file and send it to whoever should read it.

See what your company is worth

The new Valuation page answers the question every founder gets asked: what is the company worth? SaaSFlow takes your committed ARR and prices it with a multiple derived from where your metrics sit among peers. Growth, net retention, gross margin, and burn multiple each move the multiple inside a corridor of real market data. Two lenses give two honest answers, since a funding round prices differently than an acquisition. The result is always a range, never a fake-precise number, and every corridor is anchored to published private market data from SaaS Capital, Aventis Advisors, and Carta.

Every driver is a lever you can drag. Wondering what half the growth would mean, or net retention at the peer median? Move the slider and the estimate updates live; nothing you try is saved. A buildup panel decomposes the applied multiple step by step, and you can switch the peer group to see how the next tier would price you. The feature is in preview while we tune the numbers. There is also a free public version of the calculator on saasflow.com, but inside the app the inputs are your real Stripe and bank data instead of typed guesses.

Benchmark your metrics against peers

The new Benchmarks report puts your growth, retention, churn, and profitability next to where comparable SaaS companies sit. Turn the benchmark on and every chart gets green, yellow, and red bands: green is the top quartile, red the bottom, with the peer median drawn as a reference line. The peer group is chosen from your own numbers, since a healthy growth rate at €500K ARR is not the same as at €10M, and self-serve churn is not enterprise churn.

The bands cover growth (annual and monthly), gross and net retention, churn, gross margin, Rule of 40, CAC payback, and burn multiple. Each line is colored by the zone its latest points land in, so a metric that is slipping shows it at a glance. Want to see how you would measure up a tier ahead? Switch the peer group from the chip and compare against the segment you are growing into. Every threshold comes from published SaaS research (SaaS Capital, ChartMogul, Benchmarkit), not invented numbers.

Browse and search every metric

Open any metric full-screen and a panel beside it lists every other metric you can chart. Click one to switch. Your date range, MRR type, and smoothing carry across, so you're always comparing like with like. Press Cmd+K from anywhere, type a name, and jump straight to the metric you mean. Found one worth keeping an eye on? One button adds it to a dashboard.

The widget catalog is grouped into families now, with a search box, so picking a chart isn't a scroll through one long list. Every KPI is its own widget too: 19 single-number cards you can place one at a time. Put cash balance and runway on a board on their own, or pull gross margin, operating margin, and Rule of 40 from the new Profitability group onto a growth page.

Burn rate, runway, and ARR

Three new widgets are in the dashboard catalog. Burn rate charts net and gross cash burn per month, computed from your bank transactions with internal transfers left out. Runway takes your cash balance and divides it by the average net burn of the last three complete months; when you are not burning, it shows 60 or more months instead of pretending to know the future. ARR shows your recurring revenue at annual scale, committed or actual.

Every bar answers the question behind it. Click a month on the ARR chart and a panel lists the per-customer amounts that add up to exactly that bar. Click a burn bar and you get the month's transactions, filtered the same way the metric is computed, so "where did the money go" takes one click. All three metrics are also available through the API and MCP, next to the other SaaS metrics.

Share dashboards with a link

Your custom dashboards can now go to people outside your team. Create a share link and anyone with the URL sees a read-only live view of the dashboard, no SaaSFlow account needed. Send your metrics board to investors before the next call, or give an advisor a standing view of the numbers you want them to keep an eye on.

A dashboard can hold several links at once, say a never-expiring link for your board next to a 7-day link for a prospect. Each link has a name, an optional expiry date, and an optional password, and shows how often it was opened. Viewers pick the date range themselves but only ever see the accounts, categories, and widgets you shared. Revoking a link cuts off access immediately.

Build your own dashboards

SaaSFlow now lets you compose your own dashboards next to the curated Home and Reports pages. Pick any metric from the widget catalog, drag and resize it on a live grid, and add text headlines to give sections structure. There is no separate edit mode and every change saves automatically. If you'd rather not start from a blank page, open any built-in report and copy it into a new dashboard as a starting template.

Dashboards are private until you share them. Invite teammates as viewer, editor, or owner, so the board view stays read-only while your co-founder rearranges the growth page. Dashboards also load faster now: each widget renders on its own as soon as its data arrives.

AI categorization suggestions

SaaSFlow now categorizes your open transactions for you. Start the analysis on the Transactions page and an AI agent reads every uncategorized transaction, matches a vendor or customer, and picks the right category, including the P&L split when a transaction spans more than one line. It runs in the background, so you can leave the page and we'll email you when the suggestions are ready.

Nothing changes until you say so. Review each suggestion with its matched counterparty, the reasoning, and the underlying transactions, edit any row, group similar ones, or set aside the ones you'd rather decide yourself. Apply the rest in a single click.

Money in transit between accounts

When you move money between your own accounts, the two sides rarely land on the same day. SaaSFlow now holds the gap as an in-transit position instead of double counting your cash, and clears it automatically once the matching side arrives on the next sync.

For payouts to a bank you haven't connected yet, the money would otherwise sit in transit forever. A review banner on the Transactions page flags anything stuck for more than 14 days and gives you three ways to resolve it: connect the destination bank, book it to its real category, or remove the leg from your history.

Filter your notifications

The notifications page now has type and date filters. Narrow the list to connection issues, MRR changes, comments, or assignments, and pick a time range to focus on a specific period.

Each filter works on its own or combined with the others, so finding the one notification you remember from last week takes a couple of clicks instead of a long scroll.

Connect UK banks

SaaSFlow now connects to banks in the United Kingdom. Pick the UK in the bank country selector and link your account the same way you would anywhere else, with transactions flowing in automatically.

GBP, British date and number formatting, and GB IBANs are all handled, so a UK account sits next to your other accounts with no extra setup.

SaaSFlow is now an official ChatGPT app

SaaSFlow is now an official ChatGPT app, approved by OpenAI and available to every ChatGPT user. Ask questions about your MRR, customers, cash flow, and any other SaaSFlow data right inside ChatGPT, no setup required.

The app is built on top of our MCP server, the same one that powers Claude, Cursor, and other AI clients. Approvals for more platforms are already in flight, so your data follows you wherever you work.

Pleo integration

Pleo users can now bring their spend data into SaaSFlow. Upload your monthly Pleo ZIP export and SaaSFlow parses every row (card purchases, invoices, invoice payments, wallet loads, cashback, reimbursements) into the right place.

Wallet loads are automatically matched to bank transfers, invoice payments inherit VAT and categorization from their accrual rows, and re-uploads preserve any categorizations or notes you've added.

Finway integration

Finway is now integrated into SaaSFlow. Two monthly CSV exports (Wallet and Belege) bring your full expense flow into your P&L: card purchases, supplier invoices, wallet top-ups, and proportional categorization across multi-payment invoices.

Kostenstelle to SaaSFlow category mappings are suggested by AI on first upload, so the typical setup takes minutes instead of hours. Wallet top-ups automatically link to the matching bank transfer, just like Stripe.

Smoothed metrics and sticky controls

Noisy month-to-month metrics like churn rate, LTV, CAC payback, MRR per customer, MRR growth rate, retention, and Rule of 40 now have a new global Smoothing control. Pick None, 3-month, 6-month, or 12-month trailing average. The leading edge of every chart is averaged against real history, not partial data.

The dashboard control bar now stays pinned to the top as you scroll, and every widget shows a transparency footer with one pill per active control, so it's always obvious which controls shaped the chart you're looking at.

Maximize any widget

Every chart and table now has a maximize icon in its header. Click it to open a fullscreen view of the widget with its own controls. Ideal for presenting a single metric, sharing a link with a teammate, or just getting a bigger picture.

The URL captures the current control state, so the view you send is exactly the view they'll see. Chart animations are off app-wide, making everything feel a step snappier.

Connect AI assistants via MCP

SaaSFlow now speaks MCP, the open standard for connecting AI assistants to your tools. Bring SaaSFlow into Claude (desktop and web), ChatGPT, Cursor, and any other MCP-compatible client to ask questions about your metrics, customers, and cash flow in plain language.

Choose how to connect: run the saasflow-mcp server locally on your machine, or sign in to the remote endpoint with one click. No setup required.

Public API and CLI

Build on top of your SaaSFlow data. The new public API gives you full access to every metric, customer, subscription, and transaction, secured with OAuth or API keys.

The new saasflow CLI brings the same data to your terminal. Perfect for custom dashboards, scripts, and workflow automation. Sign in with one command and query your business from anywhere.

Granular permissions for team and API keys

Move beyond a single Owner / Editor / Viewer role. Grant teammates and API keys exactly the access they need. For example, read-only access to subscriptions without visibility into bank transactions, or write access to vendors without touching customers.

Start from a preset and adjust, or build a fully custom permission set from a simple checkbox grid. Sensitive data stays sensitive, and external integrations only see what they need to.

Integrate DATEV for payroll data

Bring payroll into your P&L. The new DATEV Payroll integration imports salaries, taxes, and social security contributions from your monthly DATEV payroll CSV, automatically categorized into the right payroll lines on your Profit & Loss.

No more manual reconciliation of payroll costs. Your P&L stays complete and your cash flow forecast accounts for upcoming payroll runs.

Faster Stripe sync

The initial sync of your Stripe data is now dramatically faster, and ongoing updates are near-instant. Whether you have a few hundred or hundreds of thousands of subscriptions, your SaaSFlow numbers stay accurate without the wait.

Behind the scenes, sync now fetches data in parallel and reacts to Stripe events as they happen, so changes in Stripe show up in SaaSFlow within seconds.

HubSpot integration

SaaSFlow now integrates with HubSpot Commerce Hub. Transactions from Stripe are automatically matched to HubSpot invoices, enabling intelligent categorization of your revenue and expenses.

HubSpot subscriptions are synced into SaaSFlow with proper handling of taxes, fees, and invoices paid in multiple payments. This gives you a unified view of your subscription data across both platforms.

Stripe Capital loan support

SaaSFlow now fully supports Stripe Capital products: flex loans, advances, and advance funding. Loan accounts are automatically created and named when detected, and archived once fully paid back.

All loan-related transactions are categorized correctly so that borrowed funds don't distort your P&L. This means your financial reports stay accurate, even when you're using Stripe Capital to fuel growth.

Cash flow forecasting

Plan ahead with the new planned transactions feature. Create planned transactions based on past patterns, recurring vendors or customers, or build them from scratch to model future cash flows.

A new visual forecast balance chart shows your projected cash position over time. Drill into any forecast period to see transactions grouped by counterparty, giving you clearer insights into what's driving your future cash flow.

Subscription billing intervals

SaaSFlow now tracks billing intervals (monthly, yearly, etc.) for every subscription event. This information is automatically imported from Stripe and displayed in subscription event tables and the subscription detail modal.

For manually managed subscriptions, you can set the billing interval and count when adding or editing events. This gives you clearer insight into how your customers are billed and helps distinguish between monthly and annual contracts at a glance.

Improved P&L total column

The total column in your Profit & Loss and Cash Flow by Category reports has been significantly improved. It now provides clearer aggregation of your financial data with better tooltip explanations that help you understand exactly how totals are calculated.

The improved formatting makes it easier to quickly scan your P&L and spot trends across reporting periods.

Merge duplicate customers and vendors

Duplicate records happen, especially when importing data from multiple sources. You can now select two or more customers (or vendors) and merge them into a single record with one click.

SaaSFlow intelligently picks the best name, combines domains and external IDs, and reassigns all linked transactions and subscriptions. This keeps your data clean without losing any history.

Lifetime value (LTV) metric

Understanding how much a customer is worth over their entire relationship is essential for sustainable growth. The new Lifetime Value metric is now available in the Subscriptions Overview, calculated as MRR per customer multiplied by gross profit margin and average customer lifetime.

Use it alongside CAC and CAC Payback Period to make smarter decisions about how much to invest in acquiring and retaining customers.

Customer enrichment with country and logo

Your customer list just got a lot richer. SaaSFlow now automatically extracts country information and company domains from your Stripe data, displaying customer logos alongside their names in the Top Customers and MRR Events widgets.

A brand new Top Countries metric on the Subscriptions dashboard shows where your revenue comes from geographically. You can also manually set or override a customer's country at any time.

Notification badge in browser tab

Never miss a notification, even when SaaSFlow isn't your active tab. The browser favicon now dynamically shows a small dot whenever you have unread notifications.

Combined with our in-app alerts, email notifications, and Slack integration, you'll always know when something important happens, no matter where you're looking.

Split transactions by percentage

Categorizing transactions is now more flexible. Instead of just absolute amounts, you can now use percentages for both tax and P&L splits.

Whether you need to allocate 19% VAT or split a software bundle 50/50 across departments, simply toggle to percentage mode. This makes handling recurring costs and complex invoices much faster and more intuitive.

Redesigned summary emails

Stay on top of your business without even logging in. We’ve completely redesigned our weekly and monthly emails to give you a comprehensive snapshot of your performance.

See all critical MRR movements (new business, churn, upgrades) alongside your net cash flow in a beautiful, easy-to-read format delivered straight to your inbox.

Top customers metric

Know who's driving your revenue at a glance. The new Top Customers metric is now available on your Home dashboard and within the Subscriptions Overview report.

See your highest-value customers ranked by (C)MRR in descending order, making it easy to identify your most important accounts and prioritize customer success efforts where they matter most.

Reorganized reports menu

Finding the right report just got easier. We've reorganized the main menu to group reports into clear sections: Subscriptions, Revenue & Expenses, and Cash flow.

The Cash flow reports have been restructured, and we've added a brand new "By Category" report that helps you plan your cash flow by breaking down inflows and outflows into meaningful categories. Navigate faster and get the insights you need with fewer clicks.

Slack integration

Your team already lives in Slack and now your subscription metrics can too. Our new Slack integration delivers instant alerts for new subscriptions, upgrades, downgrades, and churn directly into your channels.

This allows you to celebrate wins with your team when a customer upgrades, or loop in customer success immediately when someone churns. Combined with our in-app and email notifications, you'll never miss a critical subscription event again.

Realtime subscription notifications

Stop refreshing dashboards to check for changes. SaaSFlow now notifies you the moment something happens: a new customer signs up, an existing one upgrades, or even more importantly when someone churns.

Choose how you want to be notified: in-app alerts keep you informed while working in SaaSFlow, while email notifications ensure you're always in the loop, even on the go. This is the foundation for even more notification channels coming soon.

Launching the SaaSFlow Stripe app

Connecting your Stripe account just got a lot easier. Instead of manually creating restricted API keys, you can now install our official Stripe app with just a few clicks, no technical setup required.

The app automatically requests only the permissions needed for accurate subscription analytics while keeping your sensitive data secure. Find us in the Stripe App Marketplace and get started in under a minute.

MRR by product

Wondering which products drive your growth? The new MRR by Product report breaks down your monthly recurring revenue across your entire product catalog.

Instantly spot your star performers, identify underperforming products that might need attention, and track how each product's contribution evolves over time. The product list now also displays MRR at a glance, so you can make data-driven decisions about where to focus your roadmap.

New homepage and improved reports

Your most important metrics, front and center. The redesigned homepage brings together subscription analytics and real-time P&L in one unified view: MRR, ARR, customer count, recent changes, and a P&L waterfall chart, all visible without a single click.

Every report has been refined for clarity and speed. Whether you're preparing for a board meeting or doing a quick morning check-in, you'll find the numbers you need exactly where you expect them.

Launching the first version of SaaSFlow

We are very proud to officially launch the first version of SaaSFlow. It's an all-in-one finance cockpit for SaaS companies that combines subscription analytics, real-time P&L, and future planning in one solution.

SaaSFlow is the first product that brings all these areas together. Unlike other subscription analytics tools that only focus on revenue, SaaSFlow also tracks your costs, giving you the complete picture you need to calculate critical metrics like LTV/CAC and CAC payback period.

Built specifically for SaaS companies, SaaSFlow gives you great numbers right from the start. No manual data entry, no spreadsheet calculations, no combining data from multiple tools. Just connect your accounts and see your complete financial picture.

Our pricing is based on your MRR, and companies below 10,000 EUR MRR can use SaaSFlow completely free. No credit card required, no time limits.