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We came from a competing service where the tech support had devolved. We needed an API that was robust enough to let us convert our existing payment system quickly, which Chargify's did. The customer service and tech support along the way has been excellent. As PCI compliance became more rigorous, we moved to using their hosted public payment pages, which allows us to reduce/remove PCI compliance on our side. However, the public pages do come with some limitations in that customizing them requires knowledge of CSS and Javascript to control various elements. Overall, however, our transition to, and continued use of Chargify has been a great experience and I would recommend them to anyone looking for a merchant account payment processor.

SaaSOptics made a huge difference throughout our company, from sales order management (implementing process controls on the GTM team) through to collections and dunning (dropping our AR from 65 to 32 in 3 months). It's been great for our size of company. I'm sure there are more robust softwares out there that can do more, but all of those were out of our price range. I also enjoy the fact that SaaSOptics is continually pushing out new features that directly impact and improve every day processes, not just higher level reporting or UI. Both high level reporting and UI changes are important, but being able to deliver on all 3 fronts, rather than just 2 means that SaaSOptics has been a pretty good company to grow alongside.

UI, UI, UI.

My business recently enrolled in SaaSOptics, a financial reporting service for SaaS business. Seldom have I encountered a user experience so bad. For starters, there is no link for user to log in on their home page. You actually need to navigate to an obscure link hidden away in an email. And the URL is not something easy to remember. Although they do this for security reasons, to reduce the risk of accounts getting hacked.

If you manage to log in, you'll find that the summary lines you want for each report, such as total, are hidden at the very bottom of the report. When the report has hundreds of lines, you really don't want to do that.

Then you'll try to find the most basic things, and struggle. For example, is your report to be found under Finance Reports or Analytics Reports? Should you look in Reports Dashboards or Reports Snapshots? With titles so specific (everything in SaaSOptics is both financial and analytical in nature), who needs a General Confusion Officer?

Then you'll discover what you're looking for is not there, so you'll want to create one. It's so complicated that you have to watch a 30 min video before you start.

So you'll resort to their Business Metrics report, labeled "possibly the only report you'll ever need". Turns out they decided that it's better to place bar charts of completely unrelated metrics side by side than to put successive months of the same metric together. So to look at growth of any metric across just three months, you need to look at columns that span an entire page across 42 columns. Some timelines are horizontal; others are vertical. The last month I am shown is September of last year, and there is no obvious way to change the time period shown.

For the love of God, can someone tell these people that user experience matters?

We've been (sadly) a long-time user of Chargify. Eventually, we will switch to just using native Stripe. Chargify is just a GUI on top of native Stripe and native Stripe has come a long way over the last few years.

Anyway, Chargify got new leadership a few years ago. Their CEO told me via email and on the phone that they would not raise our prices without an adequate heads-up. Well, they did. And they raised them by 10x (TEN!!!) with one month's notice. As a consolation, they gave me $20/month off. Thanks for being so damn generous with your long-time users.

They justified it by saying their development costs have soared as they've worked to develop new and rather poorly rolled out new features that aren't as good as other tools. For example, their analytics is absolute garbage.

To make matters worse: Just recently, there was a BIG bug as they switched their API calls to Stripe where Chargify was calling the ORIGINAL card a user signed up with as opposed to the default one in Chargify. We notified them about this in late August and they passed the buck to Stripe. Well, it was NOT Stripe's fault.

After a lot more back and forth emails, they finally admitted that this was on their end and fixed the bug. But that's after we've had to process thousands of dollars in refunds.

STAY AWAY. Use Native Stripe. Chargify is a rip off.

It has served it's purpose for being a quick start for recurring billing, but the cost is too great to be a long term solution. The team are great and super responsive in answering my questions asap.

Chargify gives us the flexibility to rebill our customers in any way we want. Their platform is easy to use and well documented.

Chargify allowed us to streamline our payments and reporting, clearing up time for developing our business

Overall, we have had a positive experience with Chargify. It makes our day-to-day operations much easier and quicker.

I have found that their support is slower than some. But they are consistent and will get things resolved.

This app is invaluable to our finance team as we are a small team for a growing start-up business and do not have the time to calculate and manage revenue in spreadsheets. SaaSOptics allows us to process orders from Salesforce, automatically generate revenue schedules, and then sync the invoices to the general ledger in QBO with very little manual input. In addition, it provides trustworthy financial and analytic reporting, so we can record revenue in accordance to GAAP standards as well as report on common SaaS Metrics for our BOD meetings. Finally, the SaaSOptics cadence module automates collection emails, so AR management is a breeze. I highly recommend for any accountant looking for a subscription / recurring revenue tool to work alongside QuickBooks!

Customer service is always available and documentation for APIs is detailed. Sandbox environments are easy to use

We have a self-serve SAAS service and Chargify helps us automate the charging and statements as well as providing customers with a way to manage their information, plan choices and payment details.

We've sped up accounting, streamlined processes, and gave our customers a better experience.

When we went through the procurement process, SaaSOptics ended up winning over Zuora primarily on price, but also because we were impressed at the intuitive nature of the product. Since then, we haven't been disappointed. The software does exactly what we wanted it. My only qualms would be with the Finance Reporting, as not having analytical data included as optional columns makes the processes of bringing that information in painful and time consuming (downloading an analytical report and using a vlookup to cross reference based on customer or contract numbers). Overall, this is a great product, and I appreciate the constant improvements that are being rolled out regularly.

Verify the information all the time and it is always perfect, never a flaw (on their part!).
Whenever help is needed they have very explicit directions loaded so 98% of the time one only needs to click Help and the answer is there at your fingertips.
I'm old fashioned so everything looks too expensive to me (including bread and fruit), but the system has proven invaluable for deferring income and all of it's reports and it's ability to sync with QuickBooks in a snap, perfectly every time. So, we do not let it go. Highly recommended as one of the perfect systems out there.

Initially I loved it, but I feel that it is getting worse, rather than better! Plus, we now pay a lot more for the service, enough to encourage us to build our own software.

We've gone from zero to millions in ARR on it. And they've grown with us over time. They definitely got the job done for us.

We are a rapidly growing enterprise SAAS company with 100s of customers. We plan to remain on Quickbooks for a while, and were searching for a comprehensive subscription management, billing and rev rec solution. So glad we found Saasoptics. Very clear documentation including videos, comprehensive feature set that covers all contract scenarios, and workflows that make sense for the business. We have been very happy and feel well supported too.

We have the solution integrated with Salesforce and Quickbooks.

I would highly recommend Saasoptics to anyone evaluating a billing solution.

It's hard to understand when you first start using it.

We signed up and began our onboarding based on a lot of assurances of what the platform could do. Unfortunately the devil was in the details. While we have some specific needs in regards to invoicing multiple subscriptions to a single client, we were assured this was possible. Once we began onboarding we hit a number of major roadblocks. We ended up having to write numerous scripts on our own to try and import our data, and even then we were unable to get the system to do what we needed without major changes to our system.

Also, looking back it seems that the sales team wasn't aligned with the actual product very well. We were sold on the new event-based billing, but the first thing they did when we onboarded was told us not to use that and use something else. Also, after we decided to suspend our onboarding when we realized the work effort was going to exceed what we had scheduled, we got the run-around from the billing person who wouldn't originally suspend it until we had another set of calls. I understand wanting to keep the account, but I was being very clear about my intentions and just wanted to suspend it while we figured out a revised strategy.

Overall I don't want to throw them under the bus too much, we really enjoyed working with our onboarding specialist. I just think that if you have a non-standard billing model you should double check if this will really fit your needs.

Love everyone i have worked with and the software.

It has been alright thus far. I do not find the UI that easy to navigate, but support is always there to answer questions and help me out.

Making the purchasing of our product as simple as possible.

Overall we like Chargify, and love their support team. The product has gotten a lot more expensive since we started with them, but when everything is working it's really one of the best platforms I've ever used.