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
LIVE OPERATING CORE
v2.5 ARCHITECTURE
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 100% AUDIT READY
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
ONE OPERATING STANDARD

Unified SaaS Architecture

Executive Decision Layer
LIVE KPIs
Board PackInvestor ReadyCAC & LTV EngineCash Runway
SaaS Operating Infrastructure
CORE SYSTEM
ASC 606 Rev Rec5-Day CloseContinuous AuditStripe to GL Matching
Connected Systems Layer
100% AUTOMATED
StripeHubSpotSalesforceQuickBooksXeroChargebee
AUDIT READY
Continuous Evidence
REAL-TIME
Automated Sync
ENTERPRISE
SOC 2 Compliant

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
Explore QEPEX Books → Book a Books Assessment
FINANCIAL ENGINE

Continuous SaaS Close

ASC 606 READY
1. INGESTION
Stripe Billing 100%
Bank Feeds SYNCED
Payroll & AP AUTO
2. CORE GL
ASC 606 Rev Rec
Deferred Rev Schedule
Daily Recon Engine
3. OUTPUTS
Investor P&L READY
Balance Sheet GAAP
Board Deck Pack LIVE
100%
ASC 606 COMPLIANCE
5 Days
MONTH-END CLOSE
Zero
AUDIT ADJUSTMENTS

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.

Explore QEPEX Analytics → Book Analytics Assessment
COHORT PERFORMANCE

MRR Expansion & Retention

128% NRR

Cohort-based net revenue retention with automated expansion tracking across 24 months.

M1
M2
M3
M4
M5
M6
M7
Base MRR Expansion
EXECUTIVE SCORECARD

Real-Time SaaS KPIs

AUTOMATED
ARR RUN-RATE
$14.2M
+84% YoY
NET RETENTION
126.4%
Top Decile
LTV : CAC
4.8x
Highly Efficient
MAGIC NUMBER
1.32
Capital Efficient
Stripe · Chargebee · GL Integrated Metric Engine
PREDICTIVE FORECAST

Cash Runway & Hiring Plan

28 MO RUNWAY
24-Month Projected Cash Burn Zero Dilution
Hiring Capacity Plan +12 Roles Modelled
Breakeven Horizon Q4 2026
Board Budget Pack Auto-Updated
Model: Scenario B (Growth) Live Sync ✓

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.
Explore QEPEX Workforce → Book Workforce Assessment
Engagement Models
OPERATIONAL TALENT

Embedded Operator Architecture

EMBED · OPERATE
Accounting Operators

ASC 606 Rev Rec, AR/AP, Payroll, Monthly Close execution.

RevOps & Growth Ops

Stripe/HubSpot CRM sync, billing automation, churn analysis.

FP&A Analysts

Rolling 24-mo model, CAC/LTV, runway & cash burn planning.

Strategic Finance

Board pack preparation, diligence prep, investor reporting.

Operating Cadence: Plan → Deploy → Execute → Measure → Optimize
Outcomes Compound →

Assurance For Boards, Investors And Formal Scrutiny.

Audit readiness, internal 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.
Internal Audit & Controls (ICFR)
SOX/ICFR internal audit, segregation of duties & access control testing.
SOC 1 & SOC 2 Readiness Audit
Security, confidentiality, and financial controls evidence mapping.
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.
Explore QEPEX Audit → Book an Audit Assessment
QEPEX TRUST ARCHITECTURE
TRUST
Engagement Agreement
NDA
DPA
Access Controls
Review System
Audit Trail
Documentation
Control Evidence
Zero Deficiencies
100% Audit Ready
SOC 2 Type II
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.

OPERATING INTELLIGENCE

SaaS Benchmark & Diligence Library

2025 EDITION OPEN ACCESS
SaaS Growth Benchmarks

Growth velocity, gross margin quartiles, and CAC payback periods across $1M–$50M ARR bands.

200+ SaaS Companies
Series A/B Diligence Playbook

30-point accounting and governance checklist required by top-tier venture investors and PE buyers.

Investor Approved
ASC 606 Revenue Framework

Canonical guidelines on SaaS subscription recognition, multi-element arrangements, and contract modifications.

GAAP Standard
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
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Build A Finance Function Investors Trust.

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