For SaaS companies

Finance says one ARR. The CRM says another. Get one number, then ask it why.

ARR, net revenue retention, churn, pipeline and CAC, defined once with your finance team and answered from billing, the CRM, the support desk and your warehouse together. Everyone asks in the AI they already use, within their own access. Then the board pack and the Monday report send themselves, and the follow-up gets done in the CRM.

Book a 30-minute call How the numbers stay right

Every month

Five tools, five versions of the truth. One board meeting.

ARR in the board deck, ARR in billing, ARR in the CRM. Three numbers, and a meeting every month spent reconciling them.
“Why did NRR dip?” goes to the data team’s queue, behind the last ten tickets. The dashboard shows that it dipped, not why.
Customer success wants the accounts at risk this quarter. By the time the list is pulled, two of them have churned.

Across the company

Every team gets its own answers. All from the same definitions.

ARR means what finance says it means, whoever is asking. Each team asks about what it runs, in its own words, and gets the number the board would see.

Founder and CEO

The whole company, in one question.

ARR, net revenue retention, burn and pipeline against plan, in the same definitions the board sees. Ask the follow-up yourself.

Finance

ARR and churn, the way finance defines them.

From billing, every time, with the same rules for upgrades, downgrades and credits. The board pack built from those numbers, on schedule.

Sales and RevOps

Pipeline by stage and by rep.

Win rates, what closed this month, which deals went quiet, from the CRM. Follow-ups logged where the rep already works.

Customer success

The accounts at risk, ranked.

Usage down, tickets up, renewal inside 90 days. A list every Monday, with the check-in emails drafted.

Marketing and growth

ROI by channel, without a ticket.

Attribution and CAC from your own definitions. New leads researched and scored overnight, written into the CRM before the first call.

Product

What the accounts that renew actually use.

Feature usage by plan and by account, from your warehouse, next to the revenue it carries.

Not just the number

The question starts in the warehouse. The follow-up happens in the CRM.

One question can read usage from the warehouse, ARR from billing and owners from the CRM together. And the answer isn’t the end: the task gets logged, the email gets drafted, the list lands in Slack, with the same permissions and every step on record.

HubSpot

Salesforce

Stripe

Zendesk

Slack

GitHub

Google Sheets

Notion Chargebee, Customer.io, Pipedrive and 50+ more

Which accounts over $50K ARR have usage down 30% this quarter and renew in the next 90 days?

Six accounts, $410K ARR between them. Four opened a support ticket in the last month. Owners from HubSpot: Maria has four, Dev has two.

warehouse · usagebilling · ARRHubSpot · owners

Log a renewal-risk task on each one and draft the check-in emails.

Done. Six tasks in HubSpot, each assigned to the owner. Six drafts are waiting in your mailbox.

HubSpot · writeemail · draft

Asked by Ana · Customer success access · on record · Example numbers

How the numbers stay right

Defined once. Checked every week.

1. Signed off by finance

What ARR, churn and NRR mean, including upgrades, downgrades, credits and multi-year deals, is written down with the people who own the numbers. AI drafts the definitions from your data; your team approves them.

2. Every answer uses those definitions

Every question is checked against the approved definitions and tables before it runs. The AI doesn’t guess what a column means or which invoices count.

3. Re-checked against the source, weekly

The questions you approve are asked again every week and scored against billing and the warehouse. If a system or a model change breaks a number, the Accuracy report flags it before the board pack goes out.

Accuracy report

Week 45

23 of 24 approved answers match

ARR, end of October Matches

Net new ARR, October Matches

Logo churn, Q3 Matches

Net revenue retention, October Changed

Top 10 accounts by ARR, Q3 Matches

Net revenue retention for October changed after last week’s billing update. Flagged for review before the board pack goes out.

Checks numbers, names and lists for closed periods, like last month or last quarter. Example data.

Control

Everyone sees what they should. Nothing more.

Sales sees sales. Finance sees finance.

Each team gets its own workspace and its own access, down to the table. Nobody sees payroll by asking nicely.

Read-only, unless you say otherwise.

The AI reads your CRM and billing without being able to change them, until you allow writes, tool by tool. Every change is on record.

Any AI, no lock-in.

Works in Claude, ChatGPT or whatever your team uses next. Switch, and your connections, definitions and access rules stay put.

What changes

Keep your dashboards, your CRM and your billing. Add the one number, and the follow-up, on top.

Start with the number your board asks about every month and the report someone rebuilds by hand. Then open it up team by team, on the same definitions, and let it reach the systems each team works in.

Questions

What SaaS teams ask first.

Our data is spread across Stripe, HubSpot and a Postgres database. Do we need a warehouse first?

No. If your data already sits in one, we start there. If it is scattered across billing, the CRM and the app database, we bring it together first, in your accounts, and define the numbers on top of it.

We already have a BI tool.

Keep it. A dashboard answers the first question, and the next ten go to the data team’s queue. FrontierOps answers the follow-up, on the same definitions, in minutes, and runs the report and the alert that come after.

We’re on dbt.

Good. Your definitions come straight from the project, from dbt Core, with one dbt parse step in CI. There is a page for that. For dbt teams →

Can the AI change things in our CRM or billing?

Only where you say so. It reads a system unless you give it write access, tool by tool, and every change is on record.

How do we know ARR is right?

Finance signs off the definition once, and every answer uses it. Then every week the approved numbers are asked again and scored against billing and the warehouse, so a change in a system shows up before it reaches the board.

Which AI does it work with?

Whichever your people use: Claude, ChatGPT or whatever comes next. If you switch, your connections, definitions and access rules stay in FrontierOps and nothing breaks.

Bring the one number your board asks about every month. We’ll show you how it gets answered, and checked.

Then we prove it on your own data in a week.

Book a 30-minute call