Close the month on numbers everyone agrees on.
P&L, cash, runway and subscription metrics from your ledger, billing and CRM, reconciled to your books every day. Built in your own workspace with definitions your controller can read.
Month-end is a week of spreadsheets.
The ledger, the billing system and the CRM each tell a different story. Month-end means exports, VLOOKUPs and a week of reconciling before anyone can say what MRR or burn actually was.
Replaces Month-end spreadsheets, ChartMogul, Baremetrics and FP&A spreadsheet models.
- P&L, cash, burn and runway from your ledger, updated every day
- MRR, ARR, retention and churn from billing, reconciled to the books
- A board pack and investor update that build themselves
- Definitions your auditor can read, used by every agent that answers a finance question
How it works
- 01
Connect the systems of record
Ledger, billing, spend and CRM connect read-only with managed connectors.
- 02
Map the chart of accounts
Accounts and revenue rules are mapped once with your finance team and kept as code.
- 03
Reconcile continuously
Billing metrics are checked against the ledger every day, so the two can't drift.
- 04
Report and close
Monthly pack, board metrics and investor update come from the same definitions.
Enterprise, with our engineers
Our engineers connect your accounting, billing and banking tools, map your chart of accounts with your finance team, and rebuild your monthly pack and board metrics until they reconcile with your books.
Self-serve, after launch
Install the SaaS Metrics and Cash & Runway apps, connect your ledger and billing system, and map your accounts once. Reports update every day.
Install from the marketplace
Everything below installs into your workspace as code. Use it as it is, or change anything.
SaaS Metrics
MRR, ARR, churn and retention that reconcile to billing.
App
Cash & Runway
Cash, burn and runway from your books, every day.
App
Financial Planning
A live plan for revenue, headcount and spend.
App
Receivables
Ageing, expected collections and follow-ups for every invoice.
App
Board Pack
A monthly board pack from metrics you already trust.
App
Investor Updates
Monthly investor updates drafted from live metrics.
App
Xero
Invoices, bills, payments and the general ledger.
Connector
QuickBooks
Invoices, expenses, payments and accounts.
Connector
NetSuite
Transactions, items and subsidiaries from NetSuite.
Connector
Stripe
Charges, invoices, subscriptions and balance transactions.
Connector
Chargebee
Subscriptions, invoices and plan changes.
Connector
Questions
Which systems are supported?
Xero, QuickBooks and NetSuite for the ledger; Stripe, Chargebee, Paddle and Recurly for billing; Ramp and Brex for spend; HubSpot and Salesforce for pipeline. Anything else is a connector your agent or our engineers can add.
Which metrics come with it?
MRR, ARR, net revenue retention, churn, cohorts and payback for subscription businesses; P&L, cash, burn and runway for everyone. Each definition is code your controller can read.
Does it replace our accounting system?
No. It reads from your ledger and billing system and never writes to them. Your books stay the source of truth; the workspace reconciles to them.
Rather have it built for you? Start a pilot.
Our engineers connect your accounting, billing and banking tools, map your chart of accounts with your finance team, and rebuild your monthly pack and board metrics until they reconcile with your books.
- One solution, on your data, in your own workspace
- First version live in two weeks
- Parity proven before anything is switched off
- Fixed scope and price, credited to your contract if you continue
Not ready for a pilot? Send the form anyway with your question. An engineer will reply, not a sales rep.
How the pilot worksYour company’s context, ready for every agent.
$ segmentstream workspace create acme --region eu
▸ workspace ready · data, objects, metrics and access rules in one place
▸ connect Claude, ChatGPT or Cursor with one connector
▸ tell your agent: “add our billing API as a source”
Our engineers build the first version on your data in two weeks, at a fixed price.
Or join the waitlist for self-serve:
Pilots are open now. Self-serve opens to the waitlist this fall.