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Enterprise Layer Intelligence
Categories/Tax & Accounting/Grid
Grid

Grid

Founded 2023

Track subscription revenue metrics, generate automated invoices, and forecast company finances in real time

Pricing model

Free

You can use Grid to connect your sales, billing, and accounting systems into a single view of your company revenue. It pulls data directly from CRM records, payment processors, and accounting ledgers so you can track metrics like annual recurring revenue, net retention, and churn without manual spreadsheets. You can also generate invoices automatically when deals close, sync customer contracts with your general ledger, and forecast future revenue trends. Finance teams use it to create accurate board reports and monitor real-time cash runway.

What Grid does

Connect Salesforce and Stripe to unify revenue recordsGenerate and dispatch customer invoices upon contract signingCalculate customer acquisition cost payback periodsBuild cohort retention schedules for subscription customersSync billing data into accounting ledgers like QuickBooksExport recurring revenue dashboards for investor updatesMonitor pipeline conversion rates and deal stagesAutomated invoice creation triggered by closed dealsUnified tracking of recurring revenue and retention metricsDirect syncing of billing data with accounting ledgersReal-time pipeline and revenue forecastingShared metrics dashboards across finance and sales teamsPre-built integrations with CRM and payment systemsInvestor-ready board reporting exports

Pricing breakdown

Pricing model: Free

Frequently asked

SalesforceSalesforceHubSpotHubSpotStripeStripeQuickBooksQuickBooks

Used by

Anna Chernikova

Anna Chernikova

Founder / CEO

In their stack

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Grid, SaaSGrid, revenue reporting, financial analytics, ARR tracking, billing automation, SaaS metrics, NRR, churn forecasting, invoice generation, financial modeling, B2B SaaS finance, revenue operations, board reporting, pipeline analytics