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AI Agents for Software and SaaS Metrics Reporting

AI agents for software and SaaS metrics reporting calculate ARR, net revenue retention, churn and other metrics from billing, CRM and finance data using your definitions, reconcile them across sources and prepare board and investor reports. Finance and leadership see one set of numbers they can trace.

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Challenges We Solve

Where SaaS Metrics Reporting Breaks Down

SaaS finance teams calculate ARR and retention in spreadsheets from billing and CRM exports, so the numbers differ by report and take days to reconcile.

Sources
Billing and CRM data disagree
Subscription, contract and customer records differ between systems. Analysts reconcile them each month.
Definitions
Metrics are defined differently by team
ARR, churn, expansion and retention are calculated with different rules by finance, sales and customer success.
Movements
ARR movements are hard to explain
Changes from new, expansion, contraction and churn are estimated in spreadsheets.
Cohorts
Cohort analysis is manual
Retention by cohort, segment and plan needs new extracts each time.
Board
Board and investor packs take days
Metrics, charts and commentary are assembled just before the deadline.
Traceability
Numbers are hard to trace back
When a figure is questioned, finding the customers behind it takes hours.
AI Agent Capabilities

AI Agents Built for Every SaaS Metrics Reporting Workflow

Six connected capabilities designed around your billing, CRM and finance systems and metric definitions for Software and SaaS teams.

Metric Data Agent
  • Pulls subscription, contract, customer and billing data from your systems
  • Joins records by customer and contract identifiers
  • Flags records that do not match across systems for each reporting period
  • Keeps the source and date for every extract for each reporting period
  • Refreshes on the schedule you set for each reporting period
Definition Agent
  • Applies your definitions for ARR, MRR, churn, expansion and retention
  • Shows the definition used in each report for each reporting period
  • Flags data that does not fit the definition
  • Keeps definition changes with history for each reporting period
  • Leaves definition decisions to finance
ARR Movement Agent
  • Splits ARR change into new, expansion, contraction and churn
  • Links each movement to the customers and contracts behind it
  • Compares with plan and prior periods
  • Highlights the largest movements
  • Reconciles to billing and the ledger
Cohort Analysis Agent
  • Calculates retention by cohort, segment, plan and region
  • Shows trends over time for each reporting period
  • Handles new cuts without a new extract
  • Links each figure to its customers
  • Reports to finance and growth leaders
Board Pack Agent
  • Builds board and investor metric packs in your format
  • Compares with plan and prior periods for each reporting period
  • Drafts commentary for the finance lead to edit
  • Keeps versions by period for each reporting period
  • Routes the pack for approval for each reporting period
Metric Trace Agent
  • Traces any reported figure back to customers and contracts
  • Shows the records behind each movement
  • Answers questions on how a number was built
  • Keeps history of how figures changed between versions
  • Supports diligence requests with traceable detail
Deployment

How We Deploy Your SaaS Metrics Reporting Agent

Five steps from your first call to a validated saas metrics reporting workflow connected to your billing, CRM and finance systems.

01
Metrics and Data Review
We map your billing, CRM and finance data, metric definitions, board and investor reporting and how metrics are built today.
✓ Data source and definition inventory
✓ Report and audience map
✓ Recommended agent architecture for your environment
BUILT FOR SOFTWARE AND SAAS FINANCE AND LEADERSHIP TEAMS

The right metrics visibility for every finance role

Each deployment is scoped around how a specific role depends on SaaS metrics. Finance, growth and executive teams each get the outcome they need without reconciling spreadsheets before every report.

FINANCE
Finance or FP&A Lead
Stops reconciling billing and CRM by hand. Reviews metrics built on your definitions.
What Changes
  • Data joined across billing, CRM and finance
  • One definition for each metric for each reporting period
  • ARR movements linked to customers
  • Board pack drafted for review
GROWTH
Head of Growth or Customer Success
Stops asking finance for custom cuts. Sees retention by cohort and segment.
What Changes
  • Retention by cohort, segment and plan
  • New cuts without a new extract
  • Movements by cause
  • Figures linked to customers
EXECUTIVE
CEO or CFO
Stops questioning whose number is right. Gets one set of traceable figures.
What Changes
  • One set of metrics across reports
  • Movements explained against plan
  • Any figure traced to its records
  • Packs for the board and investors
Meet Our CEO Haroon Jafree, CPA
25 years as a CFO and finance leader, designing agents around workflows he personally ran.
About WorkAgentic →
FAQ

Questions About SaaS Metrics Reporting Automation

What finance leads, growth leaders and executives ask before the first call.

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It uses AI agents to combine billing, CRM and finance data, calculate ARR, churn and retention with your definitions, explain movements and prepare board and investor reports. Finance reviews and owns the numbers.
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Ready to Stop Reconciling Metrics Before Every Board Meeting?

Book a discovery call to walk through your data sources, your metric definitions and your board and investor reporting.

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