saasta is backoffice automation delivered as a custom app. The saasta team builds your finance app in days, using AI, around your chart of accounts, entities and board; the monthly close then runs deterministically, with no AI in the loop and every figure tied to the general ledger.

Accounting and fractional-CFO firms that deploy it across every client; non-profits and schools that need a monthly close and board package; and operating companies needing multi-entity close and consolidation.

How fast is onboarding?

Customization takes days, not months. We build the app with AI and a controller proves it against a real close. Within weeks the monthly close runs in the app instead of spreadsheets.

How does pricing work?

Flat pricing: per client for advisory firms, per organization for the monthly close, with a one-time build fee. No volume tiers or per-user seats; exact figures are shared in a 30-minute demo.

Encrypted end to end: TLS 1.3 in transit, AES-256 at rest, with read-only connections by default, per-client tenant isolation, and financial data never used to train AI models.

Backoffice automation · your books · your app

A finance app built to your unique needs, and always getting better.

Not a template you conform to. saasta automates your backoffice with an app built around your chart of accounts, your entities and your board. AI and agents keep improving it, close after close. The numbers stay deterministic.

Book a demo Watch the tour

Customized in days, not months · running in weeks · no more spreadsheets

Monthly Financial Report · Aug 2026

Ties to GL

MRR

$88,200

+3.8% vs Jul

ARR run-rate

$1.06M

+3.8%

Units managed

24,550

+480

Active customers

132

MRR trend — 12 months

MRR movement — new, expansion & lost

Recurring Revenue — Signed SOWs · ASC 606

Click-to-filter

MRR, signed

$88,200

+13.8% vs LY

Committed backlog

$612,000

Evergreen MRR

$54,200

Signed SOWs

141

Customer concentration — top 5

Customer A

34%

Customer B

22%

Customer C

12%

Customer D

Customer E

MRR roll-forward

Beginning (Jul)	77,500
New signed	8,200
Expansion	3,100
Churned	(600)
Ending (Aug)	88,200

Signed SOWs pulled from HubSpot — every contract line carries its performance obligation, cadence and monthly value, reconciled against Stripe billing.

Regional Revenue — by segment · custom dimension

HubSpot ↔ Stripe reconciled

Region	Segment	Customers	Units	Base $/mo	$ / unit
West	Segment A	38	9,400	8,270	0.88
South	Segment B	27	5,850	6,550	1.12
Northeast	Segment A	19	4,300	3,910	0.91
Midwest	Segment B	14	2,600	2,760	1.06

The dimension this client’s board actually asks about — units by segment by region — built into their app, not bolted on.

Investor Briefing · client-branded · shareable link

PDF · link

Revenue, TTM

$4.2M

+18% YoY

Gross margin

78%

EBITDA, YTD

$610K

+12% vs plan

Notes from the CFO — assistant-drafted, human-approved

Recurring mix reached 91% as the platform line compounds. Net revenue retention held above 110% for a third straight quarter. Cash comfortably covers the plan through FY-end — with room to invest in the sales hires ahead of schedule.

Deck sections: financials · balance sheet · schedules · CFO analysis · forecast vs plan · traction — each one ties to the ledger.

Screens recreated from a live client app (a property-management software company). Illustrative numbers; client name withheld.

Runs the monthly repeat atAn HOA SaaS companyA non-profit schoolA hardware/SaaS companyBiotech startups

Who saasta is for

You run the books for many

Accounting & fractional-CFO firms

Deploy one reporting system across every client on your book, with your brand on the deliverable.

For advisory firms

You answer to a board

Non-profits & schools

A monthly close and a board package your finance committee can read, with an advisor to call.

For non-profits & schools

You close multiple entities

Operating companies

Multi-entity month-end close and consolidation, ending in a board package that ties to the GL.

For operating companies

How it works

Your app that is constantly improving.

Template tools make you fit them. saasta builds the app around how your organization actually runs, and agents keep refining it between closes. The monthly run stays deterministic: same inputs, same numbers.

01
We build the app
We build your reporting app in days, using AI, around your chart of accounts, entities and board template. Your controller reviews it against a real close. That one-time build is the setup fee.
Onboarding build
- ✓Read chart of accounts — 214 accounts, 3 entities
- ✓Mapped revenue streams → recognition rules
- ✓Drafted board package to your template
- ›Review with your controller
02
Connect the books
QuickBooks Online, Xero or Stripe for the books, plus your CRM (HubSpot) so signed deals become recognized revenue. Read-only, in minutes.
Connections
QuickBooks OnlineXeroStripeHubSpotread-only
03
It runs every month
Within weeks the close runs in your app, not in spreadsheets. Deterministic against live data: same numbers every time, every figure traceable to the ledger.
Monthly run
August close3 of 6 · day 2
- Bank & credit card reconciliation
- Deferred revenue release
- Prepaid amortization
- Fixed assets & depreciationIn review
- Accruals review
04
It keeps getting better
Ask for a new report in plain English. An agent drafts it, a person approves it, and it's in next month's close. No change requests, no release cycle.
Your app · release notes
- AddedGrant-tracking scheduleasked for Tuesday · live Thursday
- ImprovedVariance notes now name the driverafter last close's review
- AddedProgram-level P&L viewrequested by the board
Agents draft each change; a person approves it before it ships.

What the close produces

Everything a controller signs off on, in one place.

The deliverable, finished

Statements, budget vs. actual, cash and runway — assembled into the package your board or your client's board actually reads. Shareable link and PDF, with the advisor's name on it.

Budget vs. actual with variances called out
Cash, runway and the questions boards ask
One link or PDF per month — no assembly

Board package·Jul 2026 · YTD

Ties to GL

Statement of activities	Actual	Budget	Var.
Contributions & grants	412,500	395,000	17,500
Tuition & program fees	281,200	275,000	6,200
Total revenue	693,700	670,000	23,700
Program expenses	(431,205)	(440,000)	8,795
General & administrative	(89,600)	(92,000)	2,400
Operating surplus	172,895	138,000	34,895

Cash, end of month

$1,204,880

Months of runway

14.9

Deferred revenue released

$1,000

$12,000 ÷ 12 · month 4 of 12

AI-native

AI-native, down to the platform. Meet the CFO Agent.

saasta isn’t software with a chatbot bolted on. We build each client’s app with AI, and the CFO Agent — the AI assistant inside the console — works your whole book from live API connections. But the numbers themselves never come from a model.

We build your app in days
AI drafts the reporting app from your chart of accounts, entities and board template. A controller reviews it against a real close.
The CFO Agent knows your whole book
Ask how the portfolio closed. The agent answers from live client data, drafts the CFO notes and forecasts, and remembers what you tell it month to month.
The agent proposes, code computes
A forecast or amortization the agent drafts becomes a deterministic schedule with one click. The model suggests; the arithmetic is software.
Agents keep improving your app
New report, new dimension, new schedule: describe it and an agent builds it into your app for the next close. Constant improvement, no change-request queue.
Zero model variance in the close
The monthly run uses no AI tokens at all. Same inputs, same numbers, every figure traceable to the ledger.

Wired into your stack: ledger, billing and CRM. Live APIs, read-only by default

StripeQuickBooks OnlineXeroHubSpot+ your ledger’s API

CFO Agent · AI assistant

✦ AI · live data

How did the portfolio close this month?

All 14 clients closed on time, and every module ties. The story of the month is Client B: expansion added +$3,100 MRR and net revenue retention crossed 112%. Client E reaches 95% recurring next month, ahead of its plan.

I’ve drafted the CFO notes for both boards, and a re-forecast for Client B that beats its EBITDA target:

Apply forecast to briefingOpen Client B briefing

The agent proposes · code computes · a person approves.APIs: Stripe · QBO · Xero · HubSpot

Security

Your books are the business. We treat them that way.

Encrypted end to end

TLS 1.3 in transit, AES-256 at rest — hosted on Cloudflare's global network with modern security headers on every page.

Read-only by default

Connections pull from your systems; nothing is ever written back to your ledger without a previewed, explicit confirmation.

Isolated per client

Every app runs in its own tenant against its own data. One client's books are never visible to another's app.

Never trains a model

Your financials are used to build and run your app — never to train anyone's AI. What's yours stays yours.

The outcome

Take on more clients and close every one accurately.

Reporting labor is the cap on an advisory practice. When each client’s backoffice is an app instead of a workbook, the same team closes 5 clients or 100, accurately and in less time.

to customize, not months: Daysto customize, not monthswe build your app in days around your chart of accounts and your board; a controller proves it on a real close
to fully running: Weeksto fully runningthe monthly close moves out of spreadsheets and into your app: deterministic, tied to the GL
spreadsheets to maintain: 0spreadsheets to maintainno workbook to rebuild, no links to break, no version five-final-FINAL; the app is the close
per-client pricing: Flatper-client pricingno volume tiers, no per-user seats; the same for client 1 and client 40, numbers in the demo

Accounting & fractional-CFO firms

From 5 clients to 100 without the close cracking.

The monthly package is your deliverable, and today it’s assembled by hand, client by client. Give each client a saasta app and one person carries a much bigger book.

Flat per-client pricing: no volume tiers, no per-user seats
Your firm’s name on every report, link and PDF
Land on 1–3 clients, prove it in one close, expand
Runs on the QuickBooks or Xero your clients already use

Book a demo Meet the CFO Agent

Non-profits & schools

CFO-grade reporting a small organization can carry.

Boards, auditors and funders expect big-company rigour without a big-company finance team. saasta produces the close and the board package; RAGI’s advisory practice gives you a person to call.

Monthly close and a board package your finance committee can read
Month-End Close priced per organization, never per user
Led by Shaheen Rasheed, 25+ years in education leadership
Website, email and donations help from the same team, when you need it

Talk to us How pricing works

Proof

Built inside an advisory practice, proven on real institutions.

saasta started as the reporting system behind RAGI’s own CFO-advisory engagements. It was shaped by the monthly repeat, not a product roadmap.

Case study · A non-profit college

An accredited college. One advisory team. Four legacy systems replaced in a year.

The college has been a monthly advisory client since 2025. Alongside the finance work, the same team replaced the vendors around it — each with a small custom app the college owns outright.

Website: A new site on Cloudflare and Sanity replacing a costly proprietary CMS — most of that annual cost gone, with department-level editing the college never had.
Email marketing: The full contact base and hundreds of segments moved off two enterprise platforms onto Mailchimp, cutting the annual bill dramatically and closing a two-system sync gap.
Donations: Legacy merchant services replaced by a Stripe-based giving platform that writes gifts straight back into the donor CRM — with decline recovery the old system never did.
Ambassador program: A peer-to-peer fundraising layer built for the college’s monthly-giving campaign: referral codes, goals, soft credits and a leaderboard.

Products

There are no products. Your app is the product.

Nothing here comes off a shelf. Every client gets a custom app built to their books and their board. The platform underneath handles the connections, the tenancy and the build tooling. Three shapes it has already taken:

For a software company

Live

A revenue app: MRR/ARR, retention, regional revenue by units and segment, the registers behind them — shaped entirely by what that board asks.

For operating companies

Pilot

A close app: multi-entity month-end close and consolidation, ending in a board package that ties to the GL.

For a college

Prototype

An institution app: board reporting, giving and a public site — the same platform flexing to a non-profit's shape.

See your own numbers in it.

A 30-minute demo on a sample set of books, or on yours if you connect QuickBooks beforehand.

Book a demo hello@saasta.ai

A finance app built to your unique needs, and always getting better.

Accounting & fractional-CFO firms

Non-profits & schools

Operating companies

Your app that is constantly improving.

We build the app

Connect the books

It runs every month

It keeps getting better

Everything a controller signs off on, in one place.

The deliverable, finished

AI-native, down to the platform. Meet the CFO Agent.

Your books are the business. We treat them that way.

Encrypted end to end

Read-only by default

Isolated per client

Never trains a model

Take on more clients and close every one accurately.

From 5 clients to 100 without the close cracking.

CFO-grade reporting a small organization can carry.

Built inside an advisory practice, proven on real institutions.

An accredited college. One advisory team. Four legacy systems replaced in a year.

There are no products. Your app is the product.

For a software company

For operating companies

For a college

See your own numbers in it.