Querri for SaaS
One picture of your SaaS business.Every team on the same ARR.
Querri joins billing, your CRM, product usage and the books, so you can see where net new ARR really comes from, what it costs and what pricing is doing to it. The board deck, the WBR and every team decide from the same numbers.
Querri only reads the data you connect and never changes a record. Your data, prompts and results never train a model. SOC 2 Type II, HIPAA and ISO 27001:2022 certified.
By role
Every SaaS team, working from the same picture
Customer success, revenue operations and finance each ask their own questions. Querri answers all of them from the same billing, CRM, usage and accounting data, on one set of definitions, so renewals, pipeline and ARR agree with the board deck.
Customer success
See which customers are growing, shrinking or at risk, on the same ARR the board sees.
- Which customers are really using the product, and which accounts need attention right now?
- Which renewals land this quarter and next, and what is the ARR at stake?
- Is NPS going up or down on accounts we renew next?
Revenue operations
Know which Commit deals are in doubt, and which new customers actually use what they bought.
- Which Commit deals are in doubt going into Monday's pipeline meeting?
- Did the deals we won this quarter turn into customers who use the product?
- Which customers have outgrown what they bought, and who owns them?
Finance
ARR, spend against budget and board metrics on month-end definitions, tied to the books.
- What is our variance to budget this month, by department, and why?
- What are ARR, NRR and GRR this month, on the same definitions in every report?
- Does each number in this quarter's board package tie to month-end?
Watch
Querri for SaaS, in one minute
Where growth really comes from, and the same picture from the finance, revenue operations and customer success seats, then what else the same data answers.
See where your net new ARR comes from, on your own numbers.
Bring billing, your CRM and the books to a 30-minute call. An agent sets up the connectors with you, and there's no data stack to build or run first.
How it works
Billing, CRM, product and the books, in one picture
Querri copies billing, CRM, usage and accounting data into one Library on a schedule you choose. ARR, net new ARR, retention and spend are defined once, and every person and AI agent works from those definitions. Systems that only export files count too: Querri cleans those files the same way every month.
The systems you already run
Anything that only exports files counts too: upload Excel or CSV, or point Querri at a Google Drive folder.
Cleans, joins and checks every number before you see it
Answers where you work
- ChatAsk in plain language and get the table, the chart and how it was worked out.
- Dashboards and sitesLive dashboards and shareable sites that refresh on a schedule you set.
- PresentationsReports and slides built from the same numbers, ready for the board or a customer.
- ExcelAnswers as a workbook when the next step happens in a spreadsheet.
- Your AI assistantYour governed numbers inside the assistant you already use, through MCP.
For your CTO and CISO
What your security review will ask
Your ARR, your customer list and your pricing are the numbers you least want loose. Here is what that means in practice.
Certified
SOC 2 Type II, HIPAA and ISO 27001:2022 certified.
Where your data lives
Every customer organization gets its own database and its own storage. AES-256 encryption at rest, TLS in transit, keys managed in AWS KMS.
Never used for training
Models run on Amazon Bedrock and Microsoft Azure in the United States. Your data, prompts and results never train any model, ours or anyone else's.
Read-only connectors
Querri reads from the systems you connect and never changes a record in them. Connected AI assistants are read-only until an admin turns on writing.
Access control
Role-based access with SSO and MFA. Row-level access rules apply before the AI sees anything, so each person only gets answers from data they may see.
Connectors and files
125+ connectors, live database connections, and Excel or CSV uploads for the systems that only export files.
Comparison guide
How Querri compares for a SaaS company
What software companies use today to put one picture of the business in front of the board, side by side.
| Querri | Spreadsheets and a deck, by hand | Billing and CRM reports | A warehouse, BI and a data hire | Each team asking an AI assistant | |
|---|---|---|---|---|---|
| A new question from the board | Ask in plain language, across every system | An analyst rebuilds the deck | The reports each system ships with | Joins the data team's queue | Yes, for the data each person gives it |
| Billing, CRM, usage and the books together | Joined on a schedule you set | Pasted together each month | Each stops at its own system's edge | Once each source is piped in and modeled | What each person uploads or wires up |
| Same ARR in every team's numbers | Defined once; every answer, desk and AI agent uses it | Depends on who built the sheet | Within each system only | Yes, while the model is maintained | Each person's own definition |
| Needs a warehouse or data team | No | No, but it takes someone's week | No | Yes, to build and keep the model | No for uploads; an internal build needs an owner |
Based on each approach's standard setup and the SaaS segment research behind this page. The full comparison has sources.
Pricing guide and ROI
What the numbers cost you now, and what you get back
Move the sliders to match your company. The estimate adds up four things: reports that re-run themselves, systems you stop tying together by hand, data stack you don't have to build, and revenue kept by seeing risk sooner. Hover or tap the i beside each line to see its math. What Querri costs is on the pricing page.
- Reports that run themselves $69,120
4 people × 6 hours a week × 48 weeks × 60% automated × $100 an hour = $69,120. Saved reports, dashboards and the board pack re-run on new data on a schedule, so most of the rebuild time goes away (691 hours a year).
- Systems tied together for you $9,216
8 systems × 0.3 hours a week each × 48 weeks × 80% × $100 an hour = $9,216. Billing, CRM, usage and the books are joined once on shared definitions, instead of matched by hand every month (92 hours a year).
- Data stack you don't build $136,500
A lean version of the stack teams build to join these systems: a warehouse contract from $50,000, a BI tool from $8,000 and half a data engineer at $125,000 base ($120,500), plus ingestion at $2,000 × 8 systems = $136,500 a year. Querri connects to each system and does each part itself, with no stack to build or run.
- Revenue kept by seeing risk sooner $100,000
0.2% of $50M ARR = $100,000. If monitors flag falling usage, contraction and stalled deals early enough to save a fifth of a percent of ARR a year. Querri doesn't predict churn; it shows which accounts and reps moved against their own history.
Estimates, not a quote. Each line's math is behind its i. The time lines assume 48 working weeks; the stack line uses the low end of each part's typical mid-market cost, and the revenue line is a conservative placeholder for your own figure.
Buying guide
Choosing analytics for a SaaS company
For CEOs deciding how to get one picture of the business: by hand, a data stack, each team's AI assistant, or Querri.
It's on its way.
We'll email the guide to you as soon as it's published.
One email with the guide. No sales sequence unless you ask for one.
SaaS buying guide
One picture of a SaaS business: what the board asks and where each number lives
- Where net new ARR, retention and spend each live, and why the numbers drift apart
- How the common options compare, and when you need a data warehouse
- What your CTO will ask any vendor about customer and billing data
Questions
SaaS analytics for net new ARR, retention and spend: common questions
How do SaaS CEOs get one picture of net new ARR, retention and spend across billing, CRM and the books?
Querri joins billing, your CRM, product usage and the books into one Library, and defines ARR, net new ARR, NRR, GRR and spend once. The board deck, the WBR, each team's dashboards and answers in AI assistants all read those definitions, so the numbers agree. Click any figure to see the tables behind it, and when a number moves, a monitor says which segment, team or customer moved it. How Querri gets to an answer
Can Querri show where a SaaS company's net new ARR comes from, by new logos, expansion and churn?
Yes. Querri joins new-logo deals from Salesforce or HubSpot with expansion, contraction and churn from billing, so net new ARR splits by movement, segment and owner, quarter against quarter. Product usage and support data can sit next to it, so you can see when expansion is carrying growth while new-logo ARR slows, before the board asks. See every connector
How can a SaaS company track spend against plan and the cost of growth without building a data stack?
Connect the books, such as NetSuite or QuickBooks, next to billing and the CRM, and Querri puts spend by department beside new and expansion ARR. Define the efficiency metrics you report, such as sales and marketing spend for each dollar of new ARR, once, and every board pack uses the same math. There's no warehouse, BI tool or data hire to set up first. How the connector agent works
Why would a SaaS CEO use Querri instead of letting each team ask an AI assistant?
Because each person's assistant works out ARR its own way, so the VP of Sales and the CFO can bring different numbers to the same meeting. Querri keeps the company's definitions in one place, so every answer uses the same ARR, NRR and spend, whoever asks, and every number shows its query. You can use both: Querri works inside Claude through MCP, read-only until an admin turns on writing. Querri inside your AI assistant
What does Querri do differently if we already have a subscription metrics tool and CRM reports?
Querri works alongside them, so keep both. Each reports well inside its own system. Querri joins billing, CRM, product usage and the books under one set of definitions, so the numbers customer success, revenue operations and finance bring to the leadership meeting agree. When the board asks something new, ask it in plain language instead of waiting for a new report. See how asking works
Is Querri secure enough for a SaaS company's billing and customer data?
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified. Each organization has its own database and storage, encrypted with AES-256 at rest, and your data, prompts and results never train any model. Connectors are read-only, so Querri never changes a record in billing, your CRM or your books, and an agent sets up each connection without ever seeing your passwords. Row-level access rules apply before the AI sees anything. Visit the Trust Center
Is Querri free to start for a SaaS company, and how should we weigh the cost?
Yes. Querri is free to start, and no credit card is required. To weigh the cost, compare it with what the other route needs before a first answer: a data warehouse, a BI tool, pipelines and someone to build and maintain the data model. Then set that against the hours your team spends each month on the monthly board pack and the WBR. Current plans are on the Querri pricing page. See pricing
Which systems should a SaaS company connect first to get started with Querri?
To get started with Querri, connect billing and your CRM first, such as Stripe plus Salesforce or HubSpot, then add NetSuite or QuickBooks for spend. An agent sets up each connector with you and never sees your passwords. The SaaS Finance blueprint opens with the ARR roll-forward, NRR and GRR, spend against budget and the board metrics, and each team can add its own blueprint on the same data. Sign up free
One picture of your SaaS business, before the next board meeting.
Connect billing, your CRM and the books, and ask where net new ARR came from in one conversation. Querri only reads your data; every record stays as it was.