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Managing finance for a fast-growing SaaS company isn’t easy. When systems fail, KPIs become unreliable, and revenue recognition also becomes complicated, causing decision-making to slow down. This case study shows how Tarsus helped a private equity-backed SaaS firm overcome these challenges.
Client Overview
Our client was a SaaS company focused on customer churn management. Backed by private equity, they were growing fast. However, their finance systems weren’t keeping up.
A failed implementation of Sage Intacct caused difficulties in tracking one of their most important metrics, which is Committed Annual Recurring Revenue (CARR). This KPI was critical for internal analysis. However, it didn’t align with GAAP revenue because of discounts like free months for customers.
“I was referred to Tarsus by the CEO of another VC-backed SaaS company that had been using Tarsus for years with great results. We were about to close an angel round at the time, and I knew we’d need better financials and scaled infrastructure. That was in 2016, and we’ve leveraged their outsourced CFO advisory and tactical accounting services ever since.” said the Client.
What were the challenges?
Before partnering with Tarsus, the company faced two major hurdles:
• Inaccurate KPI Tracking
Key performance indicators were inconsistent and unreliable, making it hard for leadership to make informed decisions.
• Complex Revenue Recognition
Discounts and GAAP rules created confusion, leading to delays in reporting.
What solutions did Tarsus offer?
Tarsus stepped in with a clear plan to fix the broken process. We built a scalable financial system:
• Maxio Implementation
We deployed Maxio to ensure accurate GAAP-compliant revenue recognition and precise CARR tracking.
• Multi-Entity, Multi-Currency Setup
A global business needs global solutions. We configured Maxio to handle multiple entities and currencies seamlessly.
• Salesforce CPQ Integration
By connecting Salesforce CPQ, we streamlined pricing, discounting, and revenue recognition making the entire process smoother.
The Impact it had
Partnering with Tarsus greatly improved the client’s financial operations. It delivered speed, accuracy, and confidence across every reporting cycle. Here’s the impact it had:
• Faster financial reporting and improved efficiency
• Significant cost savings with Tarsus India managing reporting
• Clear, accurate financial data for better decision-making
• Clean audits and satisfied leadership
Looking Ahead for the future
Finance isn’t just about closing books. It’s about unlocking insights that drive growth. By transforming a broken system into a streamlined, scalable platform, Tarsus provided this SaaS company with more than just accurate numbers.
We empowered them to make confident and bold decisions. With automation, integration, and clarity at the core, they are now prepared to focus on what matters most.
Why Tarsus for your financial needs?
Our expertise in system integration, SaaS revenue recognition, and outsourced CFO services set us apart. We don’t just fix problems, instead we build lasting solutions that endure. With a global team of 150+ finance professionals, Tarsus supports clients across SaaS, GovCon, manufacturing, and nonprofit sectors. We’ve delivered measurable impact for over 200 businesses, including:
• 30% faster month-end close cycles through automation and process optimization.
• Up to 40% cost savings by leveraging our India-based reporting and consolidation team.
• Achieve clean audits for 100% of clients served, ensuring compliance and investor confidence.
• Multi-entity, multi-currency implementations for scaling companies across North America, Europe, and Asia.
