Data Sync

Bring Order to your Data

No matter what systems you use, SaaSGrid can automatically ingest and transform your data. Get rid of spreadsheets and automate your SaaS reporting.

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CRM

Automatically transform your Salesforce Opportunities into SaaS financial data.

  • Our flexible rules engine adapts to your Salesforce architecture.
  • Pull in fields from Salesforce to create customer segments.
  • Your data automatically stays up to date.

Spreadsheets

Not ready to integrate your CRM? Integrate your Google Drive or download our Excel template to run SaaSGrid from a Spreadsheet.

Accounting Systems

Pull in your expenses to automate your

  • Quickbooks
  • Xero
  • NetSuite
  • Sage Intact

Payment Processors and Invoicing Tools

Coming soon! Pull revenue and MRR data directly from tools like Stripe and bill.com and reconcile with contracts in your CRM.

Ready to see for yourself?

View our example dashboard and upload your own data.

View Demo Dashboard