QEPEX BOOKS

Investor-Ready Finance Infrastructure for SaaS Companies.

Specialized accounting, reporting, controls, revenue recognition and CFO support designed exclusively for subscription businesses.

Scroll

Most SaaS Companies Outgrow Their Finance Function Before They Realize It.

Revenue recognition becomes complex

Multiple plans, upgrades, usage, and renewals create edge cases that spreadsheets can't solve.

Reporting becomes unreliable

Disconnected systems and manual processes lead to inconsistent metrics and lost confidence.

Investors ask harder questions

Diligence gets deeper. Gaps in controls, KPIs, and visibility slow you down.

Decisions get made with incomplete data

Without real-time visibility into performance and cash, you can't make confident, timely calls.

Growth exposes weaknesses. We build the infrastructure before they become risks.

Everything Your Finance Function Needs. Under One System.

QEPEX Books delivers the accounting, revenue recognition, reporting, cash flow, controls, and CFO leadership SaaS companies rely on to scale.

Accounting Operations

End-to-end bookkeeping, reconciliations, and close management built for SaaS.

Learn more

Revenue Recognition

ASC 606-compliant revenue recognition tailored to your contracts and pricing models.

Learn more

Reporting & Analytics

Clear, accurate financials and SaaS KPIs that turn data into better decisions.

Learn more

Cash Flow & Forecasting

Forward-looking cash flow visibility to plan with confidence and agility.

Learn more

Controls & Governance

Strengthen internal controls, ensure compliance, and build scalable processes you can trust.

Learn more

Fractional CFO

Strategic financial leadership to support fundraising, planning, and long-term value.

Learn more

The Outputs That Drive Decisions.

KPI Dashboard
MRR
$24.8M
↑ 28%
NRR
121%
↑ 6pp
Gross Margin
78%
↑ 6pp
Runway
18.2 Mo.
↑ 3.1 mo

Real-time visibility into the metrics that matter most.

Board Pack
Executive Summary
Revenue$24.8M
MRR growth remains strong at 28% YoY
Gross margin expanded by 6pp this quarter
Runway extended to 18.2 months post raise

Investor-ready updates that communicate performance clearly.

Investor Reporting
Financial Overview
Metric Q3 Q4 Δ
MRR$19.4M$24.8M+28%
NRR115%121%+6pp
GM72%78%+6pp

Structured reports that build trust and support fundraising.

Cash Flow Forecast
12-Month Projection

Forward-looking cash visibility to plan with confidence.

Due Diligence Data Room
Checklist Status
Financial Statements
Complete
Revenue Schedule
Complete
Cap Table
Complete
Customer Contracts
In Review
KPI Pack
Complete
Bank Statements
Pending

Organized, audit-ready data that accelerates diligence.

Executive Summary
Performance Overview
Subscription 86%
Prof. Services 10%
Other 4%

Top-line views for leadership and board decision-making.

A Clear Process. Measurable Outcomes.

We follow a proven methodology that brings clarity to your financial operations and builds a foundation for scalable growth.

01

Discovery

We get to know your business, systems, and goals to establish a clear understanding of what success looks like.

02

Diagnostic

We assess your financial infrastructure to identify gaps, risks, and opportunities holding you back.

03

Implementation

We build the right processes, controls, and reporting to create a strong, scalable finance foundation.

04

Reporting

We deliver insights that drive decisions and build investor confidence.

Be Ready Before Investors Ask.

QEPEX helps SaaS companies build the financial foundation investors expect—so you can focus on growth with confidence.

Board Reporting

Clean, consistent reporting that keeps your board informed and aligned.

Due Diligence Preparation

Organized, audit-ready financials that streamline due diligence and reduce risk.

Financial Visibility

Real-time insights into performance, runway, and key metrics that drive decisions.

Investor Confidence

Strong financials and controls that build trust and support valuation.

Executive Overview
Q4 2024 — QEPEX Books
MRR
$24.8M
↑ +28%
YoY
NRR
121%
↑ +6pp
QoQ
Gross Margin
78%
↑ +6pp
QoQ
Runway
18.2 Mo.
↑ +3.1 mo
MRR Growth
Revenue by Segment
Subscription 86%
Prof. Services 10%
Other 4%

Beyond Bookkeeping.

Your books are not the outcome. The outcome is better decisions, better fundraising, better margins, better cash management, and better valuation conversations.

Better decisions

Clear, accurate financials and KPIs that help you lead with confidence.

Better fundraising

Investor-ready reporting and metrics that accelerate diligence and build trust.

Better margins

Deeper visibility into unit economics and revenue drivers that improve profitability.

Better cash management

Forward-looking forecasts and scenarios that optimize runway and flexibility.

Better valuation conversations

The financial clarity and narrative investors need to see long-term potential.

QEPEX BOOKS

Build a Finance Function Investors Trust.

From clean books to board reporting and CFO leadership.

Book a Consultation