SaaS revenue data reconciliation
We turn broken, fragmented data into revenue metrics you can trust.
MRRWorks combines billing, product, CRM, finance, spreadsheet, and historical data into a reliable customer-level database for MRR, retention, and reporting.
The problem
Your revenue history is spread across systems.
Billing, product, CRM, finance, spreadsheets, and past migrations each hold part of the record. Until those records are connected, questions about MRR, retention, customer performance, and investor reporting require manual reconstruction.
- No complete history No single system contains the full customer and revenue record.
- Customers do not match Accounts, subscriptions, and companies use different identifiers across systems.
- Each analysis starts over The underlying records must be assembled again whenever the business needs an answer.
How it works
A defined project, built and reviewed in stages.
The model is developed progressively, with material gaps, assumptions, and exceptions reviewed before final delivery.
- 01
Define the scope
We confirm the systems, historical period, intended uses, required detail, and known migrations or gaps.
Stage outcomeAn agreed scope, source inventory, working definitions, and project plan.
- 02
Build and investigate
We assemble the customer-level history, investigate material differences, and identify cases where the records alone cannot determine the answer.
Review pointA working model, issue log, and focused set of questions for your team.
- 03
Validate and hand off
We test the model against available totals and known business events, resolve reviewed decisions, and document the final logic.
Stage outcomeA completed model, documented assumptions and exceptions, and a practical update process.
MRRWorks handles
Assembly · investigation · validation · documentationWhat your team provides
Source access · business context · decisions where neededSee part of the methodology in code
MRR Bridge SQL
We open-sourced a simple BigQuery model for turning subscription records into a reconciled MRR bridge. It is useful on its own—and shows the validation-first approach we use in larger reconciliation projects.
Who it's for
For SaaS startups that need one usable revenue history.
MRRWorks is most useful when revenue data has accumulated across systems, but the business now has a concrete reason to assemble it into one consistent model.
Best suited to SaaS startups preparing for fundraising, finance reporting, or a billing-system transition.
Read about the experience behind MRRWorks- Fundraising or investor reporting You need a clear view of MRR, retention, customer history, and changes over time.
- Multiple systems or migrations Billing, product, CRM, and finance records no longer connect cleanly.
- Repeated manual analysis Revenue, retention, or cohort questions repeatedly require exports and record matching.
Questions
Before we start.
Do we need existing reporting or clean data?
No. Many projects begin because reporting has never been standardized or the underlying records are incomplete. Identifying gaps and inconsistencies is part of the work.
What does MRRWorks deliver?
A reusable customer-level revenue history, with matched customer records, normalized revenue activity, documented definitions, and clearly identified exceptions.
Is MRRWorks software?
No. MRRWorks is a specialist, project-based service that works with your existing systems and data. No new reporting platform is required.
What systems can you work with?
Projects may involve billing platforms, product databases, CRM and finance systems, spreadsheets, and historical exports. The scope depends on the available data and the questions the business needs to answer.
How does an engagement start?
Start with the systems involved, what you are trying to understand or report, and where the current process breaks down. After an initial review, MRRWorks defines the scope, deliverables, and timeline.
What happens after the project?
You receive documented data and logic your team can maintain, extend, or use for future reporting and analysis. Ongoing support can be scoped separately when useful.
Start a conversation
Tell us what you need to understand about your revenue.
Leave your email. We'll follow up to understand the systems involved, the current process, and whether MRRWorks is a fit.