Running a SaaS business means dealing with constant change. Growth rates, customer churn, expansion plans, and how customers act can all change quickly. This means your financial plan needs to be able to adapt. At Unibee, we’ve created our SaaS financial planning software to provide businesses with the flexibility, control, and insights they need at every stage.
Our tools let you model revenue as it happens, track customers in groups, and handle financial planning and analysis with confidence, so you don’t have to struggle with complicated spreadsheets that break easily. Our platform is a full financial system made for SaaS companies. It handles everything from budgeting and forecasting to revenue planning from the beginning.
Unibee’s powerful SaaS financial tools are designed for both startups creating their first model and growing companies improving their tenth. With just a few pieces of information, you can build detailed financial models that show your business’s current state and potential future.
Complete Financial Planning for SaaS Businesses
What sets Unibee apart from regular software? It’s our deep understanding of SaaS financial data. We’ve developed our planning tools to track what’s most important to SaaS companies, such as recurring revenue, customer churn, and expansion monthly recurring revenue. You can enter assumptions, automate data entry, and update forecasts instantly.
Our platform supports planning that changes as needed, ensuring that your hiring plan matches expected cash flow, your annual recurring revenue is broken down by customer type, and your team can quickly see how growth affects your financial runway. You can also manage financial planning and analysis presentations for investors with dashboards and reporting views that you can customize.
Everything is related. Our system pulls data from your billing and accounting systems to keep your forecasts correct. Every financial plan, forecast, and model is updated with the latest information, so you don’t have to copy things over manually.
Teamwork and Clarity
Modern SaaS finance requires teamwork. That’s why Unibee lets you invite co-founders, chief financial officers, and finance leaders into one workspace. You won’t have to deal with different versions or files scattered everywhere. Instead, you’ll have one place where everyone can find the correct information for all your financial planning activities. The interface is made for people, not just accountants, so everyone can be involved in making strategic plans.
Our users appreciate being able to model different business situations, such as pricing changes or shifts in customer acquisition, without having to write complex formulas or struggle with complicated spreadsheet logic. Everything is visual, easy to change, and shareable.
Tools That Help SaaS Finance Teams
With Unibee, your company gets a full set of tools:
We offer more than just dashboards. We give you complete control over how your business works. And because your financial system is in the cloud, your team is always working with the newest, most accurate version.
For Startups, Scaleups, and Fast-Growing Teams
Whether you’re a first-time founder creating a forecast for investors or a chief financial officer simplifying processes, Unibee provides the planning tools you need that grow with your goals. Every growing SaaS business deserves software that keeps up with their speed, and we’re here to provide exactly that.
Start with our recommended templates for revenue, budgeting, and financial modeling. Then, expand into fully customized plans that are tailored to your specific business needs.
We’ve made our platform to be flexible. Use it as your main hub for financial planning and analysis, a simple tool for tracking your budget, or a complete environment for modeling. No matter how you work, Unibee adapts.
Start Creating Your SaaS Financial Plan Today
With Unibee, you get more than just financial planning software, you get a partner in growth. Our support team is ready to help you set up your plan, connect your data, and start forecasting like an expert.
No matter how large or complex your company is, Unibee makes financial planning easier so you can concentrate on creating a product that your customers love.
Are you ready to take charge of your financial future?
Join the many SaaS companies that are already using Unibee to plan, grow, and succeed.