The Infrastructure Layer Behind High-Growth SaaS Companies.

Finance. Reporting. Talent. Audit readiness.

QEPEX builds the systems, data and execution infrastructure SaaS companies need to scale with confidence.

Integrated with

StripeHubSpotSalesforceQuickBooksXeroChargebeeMixpanel
Connected Systems
StripeHubSpotSalesforceMixpanelQuickBooksXeroChargebee
QEPEX
Operating Core
DATA · SYSTEMS · EXECUTION
Books
ASC 606 · GL · Close
Analytics
MRR · ARR · NRR
Workforce
Ops · RevOps · CS
Audit
Controls · DD · Trust
Business Outcomes
ARR
MRR
NRR
Forecasting
Board Reporting
Investor Ready

Stop Managing Disconnected Systems.

Install the operating infrastructure your next stage of growth requires.

Trusted infrastructure for

StripeHubSpotSalesforceQuickBooksXeroChargebeeMixpanel
BOOKS

SaaS bookkeeping, revenue recognition, month-end close

  • ASC 606 compliance
  • Stripe reconciliation
  • Deferred revenue schedules
ANALYTICS

Decision-layer intelligence for SaaS leaders

  • MRR/ARR/NRR tracking
  • Cohort analysis
  • Predictive forecasting
WORKFORCE

Embedded operators across every SaaS function

  • Finance Operations
  • Revenue Operations
  • Customer Success
AUDIT

Assurance for boards, investors and formal scrutiny

  • Revenue recognition audit
  • Billing-to-books recon
  • Investor DD readiness
Q QEPEX OPERATING STANDARD
DATA INTEGRITY · PROCESS EXCELLENCE · OPERATIONAL DISCIPLINE
ACCURATE DATA · CLEAR INSIGHTS · STRONGER DECISIONS
SUSTAINABLE GROWTH

Clean Books Are The Foundation Of A SaaS Company.

SaaS-native bookkeeping, revenue recognition, month-end close and management reporting built for subscription businesses.

SaaS bookkeeping built for recurring revenue
Revenue recognition under ASC 606 / IFRS 15
Month-end close and management pack
Historical cleanup and reconciliation
Deferred revenue schedule and transaction-level Stripe reconciliation
Book a Books Assessment
General Ledger
DateAccountDescriptionDebitCreditBalance
Jun 011100Stripe Payout$48,420$48,420
Jun 012200Deferred Revenue$12,000$36,420
Jun 154100SaaS Revenue Recognized$12,000$48,420
Jun 305500Stripe Fees (COGS)$1,455$46,965
Revenue Recognition Timeline (ASC 606)
Annual — Acme Corp$60,000/yr
Monthly — BetaCo$2,400/mo
Usage — GammaSaaS$8,200 est.
Deferred Revenue Bridge
Opening$142k
+New+$24k
−Recognized−$18k
Closing$148k
Month-End Close
GL reconciled
Stripe recon
Deferred rev updated
P&L reviewed
Board pack sent
Stripe → Books Reconciliation
Stripe Gross
Payouts
Fees
Refunds
Net to Books

From Reporting To Prediction.

We do not stop at dashboards. We build a decision layer for SaaS leaders — from what happened to what happens next.

Book Analytics Assessment
01 Descriptive Analytics
What happened?
$12.4M
MRR
$148.7M
ARR
118%
NRR
78%
Gross Margin
MRR Trend (6M)
Board Pack — June 2025
Investor Deck — Q2 2025
02 Diagnostic Analytics
Why did it happen?
Churn Root Cause Matrix
SegmentChurn RateDriver
SMB4.2%Onboarding
Mid-Market1.8%Price
Enterprise0.3%Low
Cohort Retention
CohortM3M6M12
Jan 2488%82%74%
Apr 2491%85%
CAC by Channel
Paid Search
65%
Content
30%
Events
5%
03 Predictive Analytics
What happens next?
ARR Forecast (12M)
Jul 25Jun 26
Scenario Planning
ScenarioARR 12MRunway
Base$178M24mo
Bull$210M30mo
Bear$145M18mo
Churn risk elevated in Q4 — 14 accounts flagged

Not More Headcount. Better Operating Capacity.

Embedded operators, managed delivery, and SaaS-specific execution across finance, support, RevOps, customer success, and operations.

Strategically Deployed
Right roles. Right time. Right impact.
SaaS Operating Expertise
Deep domain knowledge across the full subscription lifecycle.
Measured Outcomes
Clear KPIs, operating cadence, and continuous improvement.
Engagement Models
Workforce Orchestration Map
Client Systems
Stripe
Salesforce
HubSpot
QuickBooks
Mixpanel
Xero
Chargebee
1
CAPTURE
2
PROCESS
3
ANALYZE
4
DECIDE
Finance Operations
Pre-close · Clean books & GL
OPERATE
Revenue Operations
Growth · Pipeline & metrics
EMBED
Customer Success
Retention · NRR & expansion
EMBED
Support Operations
Scale · Ticket & resolution
OPERATE
AI Operations
Efficiency · Automation & AI ops
ENABLE
Data & Reporting
Visibility · Dashboards & BI
EMBED
Implementation
Launch · Systems deployment
ENABLE
Executive Support
Strategy · CFO & COO capacity
OPERATE
Operating Cadence
PlanDeployExecuteMeasureOptimize
Outcomes That Compound ↗

Assurance For Boards, Investors And Formal Scrutiny.

Audit readiness, controls, documentation and verification across the entire QEPEX operating system.

Revenue Recognition Audit
ASC 606 / IFRS 15 compliance verified across all contracts.
Billing-to-Books Reconciliation
Stripe to GL — every dollar traced and matched.
MRR Methodology Audit
Definitions, recognition, and movements verified.
CAC Audit
Marketing spend attribution checked and validated.
Deferred Revenue Audit
Schedule accuracy and roll-forward verified.
Investor Due Diligence Readiness
VDR prepared for PE, VC, and M&A scrutiny.
QEPEX Trust Architecture
TRUST
NDA
DPA
Access Controls
Review System
Audit Trail
Documentation
Control Evidence
Engagement Agreement
Assurance Principles
Secure By Design
End-to-end data protection built in from day one.
Independent & Objective
No conflicts. Pure assessment.
Complete & Traceable
Every finding backed by evidence.
Continuously Current
Living documentation, not point-in-time.
Built For Scrutiny
Prepared for the hardest examinations.
Built for trust. Designed for scrutiny. Ready for what's next.
Audit Ready ✓Investor Ready ✓Board Ready ✓Built To Scale ✓

Research Built For SaaS Operators.

Practical intelligence for founders, CFOs, and operators who need clarity, not content fluff.

REPORT
SaaS Benchmark Report 2025
REPORT
SaaS Benchmark Report 2025

Key metrics across 200+ SaaS companies by ARR band and growth stage.

42 pages · Jul 2025
GUIDE
Audit Readiness Guide
GUIDE
Audit Readiness Guide

Step-by-step checklist for founders preparing for investor due diligence.

18 pages · Jun 2025
CHECKLIST
Books Cleanup Checklist
CHECKLIST
Books Cleanup Checklist

The 30-point diagnostic every SaaS CFO should run before Series B.

8 pages · May 2025
DICTIONARY
SaaS Metrics Dictionary
DICTIONARY
SaaS Metrics Dictionary

Canonical definitions for MRR, ARR, NRR, CAC, LTV, and 40+ other metrics.

24 pages · Apr 2025
PLAYBOOK
Operating Infrastructure Playbook
PLAYBOOK
Operating Infrastructure Playbook

How to install the full QEPEX operating system in 90 days.

56 pages · Mar 2025
Get Started

Build A Finance Function Investors Trust.

Book your free SaaS assessment today.