--- title: "SaasReport: stop building the Monday report" description: "SaasReport builds each reader's Stripe report, in the order that reader cares about, and sends it on a schedule. Be one of the first companies we build it for." url: https://saasreport.ai/ lang: en source: "SaasReport" --- > SaasReport builds each reader's Stripe report, in the order that reader cares about, and sends it on a schedule. Be one of the first companies we build it for. Stripe reports, one for each reader # Stop building the Monday report. Monday, 9am. The board wants one page. Support wants the failed payments. Your CFO wants retention. Today someone builds all three by hand. SaasReport builds each one from your Stripe data, in the order that reader cares about, and sends it on a schedule. - Every figure computed by code - AI writes sentences, never numbers - Signed links that expire Ask for early access See a report built Pre-launch. Be one of the first companies we build this for. _Board pack, sample month_ Report **SaasReport** Sample data 1. 1 Stripe data comes in **Planned** 2. 2 The engine computes the figures **Planned** 3. 3 Rules write the findings **Planned** 4. 4 Sentences are checked **Planned** 5. 5 A signed link is sent **Planned** **10** readers **9** report types **30** defined metrics Written for CEO / Founder CFO / Finance lead Board Investors Sales Marketing Customer success Refunds and returns Tech support Marketplace / platform operator The problem ## The same month. Ten different questions. 1 ### Monday, 9am The board wants one page. Support wants the failed payments. The CFO wants retention. Someone opens Stripe and starts three exports. 2 ### The sheet nobody trusts Numbers get pasted, filtered and renamed on the way. Two people pull the same month and get two answers. 3 ### One view for everyone The Stripe Dashboard is built for the person who runs Stripe. Everyone else asks that person for a screenshot. How it will work ## One set of numbers. One report per reader. 1 Connect 2 Choose 3 Compute 4 Deliver ### Install the app in Stripe. SaasReport asks for read access only. It never moves money and never changes your account. For example It reads subscriptions, charges, refunds, disputes and application fees. You get Read-only access ### Pick who gets what. Choose a reader, a report and a schedule. Each report says which schedules it supports. For example CEO / Founder: Recurring revenue health, weekly, monthly, quarterly, annual. CFO / Finance lead: Recurring revenue health, weekly, monthly, quarterly, annual You get A reader A report A schedule ### Code computes every number. Each figure follows a published definition. Rules turn the figures into findings, with the evidence beside them. AI words the summary and never writes a figure. For example Net revenue retention was 81.08%: existing customers brought in less revenue than they did at the start of the period. You get Figures Findings Checked sentences ### Each reader gets a link. The email names the report and carries no figures. The link is signed, it expires, and you can revoke it. For example The report is a PDF stored under your own tenant. You get Signed link Expires Revocable Start with the person ## Pick who is asking. ### Who asks Engine on sample data CEO / Founder CFO / Finance lead Board Investors Sales Marketing Customer success Refunds and returns Tech support Marketplace / platform operator ##### CEO / Founder Is recurring revenue growing, and is the growth healthy? Where is revenue leaking? Sees - Monthly recurring revenue: USD 3,783.92 - Net new MRR: USD 100.00 - Net revenue retention: 81.08% - Churned MRR: USD 897.00 - Annual recurring revenue: USD 45,407.04 - Refund rate: 6.83% Does - Report: Recurring revenue health, weekly, monthly, quarterly, annual - Report: Retention and churn, monthly, quarterly, annual - Report: Board pack, monthly, quarterly - Finding (act): Churned MRR of USD 897.00 was larger than new MRR in the same period. - Finding (watch): Net revenue retention was 81.08%: existing customers brought in less revenue than they did at the start of the period. - Finding (watch): The refund rate rose to 6.83% from 3.90%. - Finding (info): Net new MRR was USD 100.00: more recurring revenue arrived than left. - Stripe cannot tell them: profit, cash in the bank, burn and runway ##### CFO / Finance lead What is the recurring revenue base and how did it move this period? How much of it is retained? How much leaks through refunds and disputes? Sees - Monthly recurring revenue: USD 3,783.92 - Annual recurring revenue: USD 45,407.04 - Net new MRR: USD 100.00 - Gross revenue retention: 72.94% - Net payment volume: USD 8,452.00 - Refunded amount: USD 620.00 - Disputed amount: USD 422.00 - Churned MRR: USD 897.00 - Contraction MRR: USD 100.00 Does - Report: Recurring revenue health, weekly, monthly, quarterly, annual - Report: Sales performance, weekly, monthly, quarterly - Report: Refunds and returns, daily, weekly, monthly - Report: Payment health, daily, weekly, monthly - Finding (act): Churned MRR of USD 897.00 was larger than new MRR in the same period. - Finding (act): Refunds issued as fraudulent this period: 1. - Finding (act): Disputes opened rose 50.00% to 3, from 2. - Finding (watch): Net revenue retention was 81.08%: existing customers brought in less revenue than they did at the start of the period. - Finding (watch): The payment failure rate rose to 11.67% from 6.00%. - Finding (watch): The refund rate rose to 6.83% from 3.90%. - Finding (info): Net new MRR was USD 100.00: more recurring revenue arrived than left. - Stripe cannot tell them: costs and expenses, profit and loss, cash balance outside Stripe ##### Board Is the business on track? What changed since the last meeting? Sees - Annual recurring revenue: USD 45,407.04 - Net new MRR: USD 100.00 - Net revenue retention: 81.08% - Gross revenue retention: 72.94% - Logo churn rate: 25.00% - Dispute rate: 5.66% Does - Report: Recurring revenue health, weekly, monthly, quarterly, annual - Report: Retention and churn, monthly, quarterly, annual - Report: Board pack, monthly, quarterly - Report: Investor quarterly, quarterly, annual - Finding (act): Churned MRR of USD 897.00 was larger than new MRR in the same period. - Finding (act): Disputes opened rose 50.00% to 3, from 2. - Finding (watch): Net revenue retention was 81.08%: existing customers brought in less revenue than they did at the start of the period. - Finding (info): Net new MRR was USD 100.00: more recurring revenue arrived than left. - Stripe cannot tell them: burn and runway, headcount, pipeline ##### Investors How efficient and durable is the revenue growth? Sees - Annual recurring revenue: USD 45,407.04 - Net revenue retention: 81.08% - Gross revenue retention: 72.94% - Net new MRR: USD 100.00 - New MRR: USD 698.00 - Expansion MRR: USD 300.00 Does - Report: Recurring revenue health, weekly, monthly, quarterly, annual - Report: Sales performance, weekly, monthly, quarterly - Report: Board pack, monthly, quarterly - Report: Investor quarterly, quarterly, annual - Finding (act): Churned MRR of USD 897.00 was larger than new MRR in the same period. - Finding (watch): Net revenue retention was 81.08%: existing customers brought in less revenue than they did at the start of the period. - Finding (info): Net new MRR was USD 100.00: more recurring revenue arrived than left. - Stripe cannot tell them: customer acquisition cost, burn multiple, benchmarks against other companies ##### Sales How much new and expansion revenue did we add? How big is a typical deal? Sees - New MRR: USD 698.00 - Expansion MRR: USD 300.00 - New customers: 2 - Net new MRR: USD 100.00 - Average order value: USD 171.17 - Average revenue per account: USD 315.33 Does - Report: Sales performance, weekly, monthly, quarterly - Report: New customers, weekly, monthly, quarterly - Finding (act): Churned MRR of USD 897.00 was larger than new MRR in the same period. - Finding (info): Net new MRR was USD 100.00: more recurring revenue arrived than left. - Stripe cannot tell them: pipeline, quota attainment, win rate, sales cycle length ##### Marketing How many new paying customers arrived, and how much revenue do they bring? Sees - New customers: 2 - New MRR: USD 698.00 - Average revenue per account: USD 315.33 - Average order value: USD 171.17 - Gross payment volume: USD 9,072.00 Does - Report: New customers, weekly, monthly, quarterly - No finding fires for them on this sample month. - Stripe cannot tell them: marketing spend, channel attribution, customer acquisition cost, leads and funnel stages ##### Customer success Which parts of the base are shrinking or leaving? Are payment failures putting customers at risk? Sees - Logo churn rate: 25.00% - Churned MRR: USD 897.00 - Contraction MRR: USD 100.00 - Gross revenue retention: 72.94% - Net revenue retention: 81.08% - Payment failure rate: 11.67% Does - Report: Retention and churn, monthly, quarterly, annual - Report: Payment health, daily, weekly, monthly - Finding (act): Churned MRR of USD 897.00 was larger than new MRR in the same period. - Finding (watch): Net revenue retention was 81.08%: existing customers brought in less revenue than they did at the start of the period. - Finding (watch): The payment failure rate rose to 11.67% from 6.00%. - Stripe cannot tell them: product usage, health scores, support satisfaction ##### Refunds and returns How much are we refunding, and why? Is the refund rate rising? Sees - Refunded amount: USD 620.00 - Refund rate: 6.83% - Refunds: 5 - Refunds requested by the customer: 3 - Refunds for duplicate charges: 1 - Refunds for fraud: 1 - Disputes: 3 Does - Report: Refunds and returns, daily, weekly, monthly - Finding (act): Refunds issued as fraudulent this period: 1. - Finding (act): Disputes opened rose 50.00% to 3, from 2. - Finding (watch): The refund rate rose to 6.83% from 3.90%. - Finding (watch): Refunds for duplicate charges this period: 1. - Stripe cannot tell them: returned goods and inventory, product-level return reasons, shipping ##### Tech support How many payments are failing, and is it getting worse? How many disputes need a response? Sees - Payment failure rate: 11.67% - Failed payments: 7 - Disputes: 3 - Dispute rate: 5.66% - Refunds for duplicate charges: 1 Does - Report: Payment health, daily, weekly, monthly - Finding (act): Refunds issued as fraudulent this period: 1. - Finding (act): Disputes opened rose 50.00% to 3, from 2. - Finding (watch): The payment failure rate rose to 11.67% from 6.00%. - Finding (watch): Refunds for duplicate charges this period: 1. - Stripe cannot tell them: tickets and response times, error logs, product incidents ##### Marketplace / platform operator What does the platform earn on the volume that flows through it? Is the take rate holding? Are disputes and refunds on the platform's payments under control? Sees - Platform fees (net): USD 263.97 - Take rate: 9.00% - Gross payment volume: USD 9,072.00 - Dispute rate: 5.66% - Refund rate: 6.83% - Payment failure rate: 11.67% Does - Report: Marketplace health, weekly, monthly, quarterly - Finding (act): Disputes opened rose 50.00% to 3, from 2. - Finding (watch): The payment failure rate rose to 11.67% from 6.00%. - Finding (watch): The refund rate rose to 6.83% from 3.90%. - Finding (watch): Net platform fees fell 0.76% to USD 263.97, from USD 266.00. - Finding (watch): The take rate fell to 9.00%, from 10.00%. - Stripe cannot tell them: seller-side revenue of connected accounts (not readable from the platform's install), listing quality and supply health, buyer and seller acquisition cost ## Want this for the people who ask you? Ask for early access One report, three readers ## Same data. The order follows the reader. ### Open the same report as three different readers. Engine on sample data **Board pack: Board** Board **Where we stand: Annual recurring revenue** USD 45,407.04 **Where we stand: Monthly recurring revenue** USD 3,783.92 **How revenue moved: Net new MRR** USD 100.00 **How revenue moved: New MRR** USD 698.00 **How revenue moved: Reactivation MRR** USD 99.00 **How revenue moved: Expansion MRR** USD 300.00 **How revenue moved: Contraction MRR** USD 100.00 **How revenue moved: Churned MRR** USD 897.00 **How much we kept: Net revenue retention** 81.08% **How much we kept: Gross revenue retention** 72.94% **How much we kept: Logo churn rate** 25.00% **Payment risk: Dispute rate** 5.66% **Payment risk: Refund rate** 6.83% **Who pays: Average revenue per account** USD 315.33 **Board pack: CEO / Founder** CEO / Founder **Where we stand: Monthly recurring revenue** USD 3,783.92 **Where we stand: Annual recurring revenue** USD 45,407.04 **How revenue moved: Net new MRR** USD 100.00 **How revenue moved: Churned MRR** USD 897.00 **How revenue moved: New MRR** USD 698.00 **How revenue moved: Reactivation MRR** USD 99.00 **How revenue moved: Expansion MRR** USD 300.00 **How revenue moved: Contraction MRR** USD 100.00 **How much we kept: Net revenue retention** 81.08% **How much we kept: Gross revenue retention** 72.94% **How much we kept: Logo churn rate** 25.00% **Payment risk: Refund rate** 6.83% **Payment risk: Dispute rate** 5.66% **Who pays: Average revenue per account** USD 315.33 **Board pack: Investors** Investors **Where we stand: Annual recurring revenue** USD 45,407.04 **Where we stand: Monthly recurring revenue** USD 3,783.92 **How much we kept: Net revenue retention** 81.08% **How much we kept: Gross revenue retention** 72.94% **How much we kept: Logo churn rate** 25.00% **How revenue moved: Net new MRR** USD 100.00 **How revenue moved: New MRR** USD 698.00 **How revenue moved: Expansion MRR** USD 300.00 **How revenue moved: Reactivation MRR** USD 99.00 **How revenue moved: Contraction MRR** USD 100.00 **How revenue moved: Churned MRR** USD 897.00 **Who pays: Average revenue per account** USD 315.33 **Payment risk: Refund rate** 6.83% **Payment risk: Dispute rate** 5.66% Back Next Findings, not opinions ## Every finding names its evidence. ### Every rule that fires on the sample month, most urgent first. Engine on sample data Replay 1. **SaasReport** Churned MRR of USD 897.00 was larger than new MRR in the same period. Compare what was added with what was lost this period and decide whether acquisition or retention needs attention first. - Churned MRR: USD 897.00 (before: USD 299.00) - New MRR: USD 698.00 (before: USD 498.00) 2. **SaasReport** Refunds issued as fraudulent this period: 1. Review the payments refunded as fraudulent and check whether your fraud rules, for example in Stripe Radar, need tightening. - Refunds for fraud: 1 (before: 0) 3. **SaasReport** Disputes opened rose 50.00% to 3, from 2. Open the disputes that still need a response in the Stripe Dashboard and submit evidence before each deadline. - Disputes: 3 (before: 2) - Dispute rate: 5.66% (before: 4.26%) - Disputed amount: USD 422.00 (before: USD 223.00) 4. **SaasReport** Net revenue retention was 81.08%: existing customers brought in less revenue than they did at the start of the period. Look at the customers behind churned and contraction revenue and note the likely cause of each (price, fit, a failed payment, or a change on their side). - Net revenue retention: 81.08% (before: 92.72%) 5. **SaasReport** The payment failure rate rose to 11.67% from 6.00%. Check how failed subscription payments are retried and how customers are told about them, in your Stripe Billing settings. - Payment failure rate: 11.67% (before: 6.00%) - Failed payments: 7 (before: 3) 6. **SaasReport** The refund rate rose to 6.83% from 3.90%. Read a sample of this period's refunds, group them by reason, and act on the largest group first. - Refund rate: 6.83% (before: 3.90%) - Refunded amount: USD 620.00 (before: USD 322.00) - Refunds: 5 (before: 3) 7. **SaasReport** Refunds for duplicate charges this period: 1. Check how checkout or your integration could create the same charge twice, for example double submits or retries without an idempotency key. - Refunds for duplicate charges: 1 (before: 0) 8. **SaasReport** Net platform fees fell 0.76% to USD 263.97, from USD 266.00. Check whether fee settings, pricing tiers or the mix of sellers and categories changed during the period, and compare the fee earned per payment against the prior period. - Platform fees (net): USD 263.97 (before: USD 266.00) 9. **SaasReport** The take rate fell to 9.00%, from 10.00%. Check whether fee settings, pricing tiers or the mix of sellers and categories changed during the period, and compare the fee earned per payment against the prior period. - Take rate: 9.00% (before: 10.00%) - Platform fees (net): USD 263.97 (before: USD 266.00) - Gross payment volume: USD 9,072.00 (before: USD 8,253.00) 10. **SaasReport** Net new MRR was USD 100.00: more recurring revenue arrived than left. Note what drove the gain (new, expansion or fewer losses) so it can be repeated. - Net new MRR: USD 100.00 (before: USD 248.00) - New MRR: USD 698.00 (before: USD 498.00) - Churned MRR: USD 897.00 (before: USD 299.00) Dashboard or report? ## The Dashboard shows everything. A report says what matters to you. | The question | A SaasReport report | Stripe Dashboard | | --- | --- | --- | | Who it is for | Each reader: CEO, CFO, board, investors, sales, marketing, success, refunds, support, platform operators. | The person who runs Stripe. | | What you see first | That reader's priority figures, in that reader's order. | Every payment, customer and subscription. | | When it arrives | On a schedule: daily, weekly, monthly, quarterly or yearly, as the report allows. | When you open it. | | What it says about a change | The figures, and a finding that names its evidence. | The figures. | | Who can read it | Readers you choose, by a signed link that expires. | People with a Stripe login. | What it costs you today ## How long does the Monday report take? ### Reporting by hand, on your inputs. Sample Inputs People who ask for Stripe numbers Reports each person gets per month Minutes to build one report by hand (minutes) Cost of one hour of the builder's time (your currency) ##### Results Hours spent each month 12.0 hours Cost each month 600 your currency Cost each year 7,200 your currency ## Seen the number? Let us build the reports instead. Ask for early access Who it is for ## If you take payments through Stripe, one of these is you. ### Subscription businesses Recurring revenue, retention and churn for the CEO, CFO, board and investors, plus new customers for sales and marketing. Reports: Recurring revenue health, Retention and churn, Sales performance, New customers, Board pack and Investor quarterly. Needs Stripe Billing subscriptions. ### Merchants without subscriptions Payments, refunds and disputes for finance and support. Reports: Refunds and returns and Payment health. They read charges, refunds and disputes only, so no subscriptions are needed. ### Marketplaces and platforms What the platform earns, and how its refunds and disputes behave. Report: Marketplace health. Stripe lets an app on a platform read only the platform's own data. Your merchants install SaasReport on their own accounts, and you can recommend it. That is a referral, not a data feed. How a report reaches a person ## A signed link, not an attachment. ### The path of one report. Every stage is planned. Sample Run 1. Stripe sends the data SaasReport Charges, refunds, disputes and subscriptions arrive through the Stripe app, and are stored under your tenant only. 2. Code computes the figures SaasReport A deterministic engine turns the data into integers under published definitions. 3. Rules write the findings SaasReport Published rules read the figures and state what changed, with the evidence. 4. AI words the summary SaasReport The AI sees aggregates only. A number guard rejects any number the engine did not compute. 5. The PDF is stored SaasReport The report is saved under your tenant's own prefix. 6. A signed link is emailed SaasReport The reader gets a link that expires. The email carries no figures. ### The five cadences and the period each one covers. Engine on sample data As of October 28, 2026 1. January 1, 2026 Annual: covers 2025 (2025-01-01 to 2025-12-31) The schedule 2. October 1, 2026 Monthly: covers 2026-09 (2026-09-01 to 2026-09-30) The schedule 3. October 1, 2026 Quarterly: covers 2026-Q3 (2026-07-01 to 2026-09-30) The schedule 4. October 26, 2026 Weekly: covers 2026-W43 (2026-10-19 to 2026-10-25) The schedule 5. October 28, 2026 Daily: covers 2026-10-27 (2026-10-27 to 2026-10-27) The schedule Security and trust ## What we promise, and where each promise stands. 1 ### Planned The Stripe App requests only read permissions and never creates, changes or deletes anything in the customer's Stripe account, and never moves money. 2 ### Planned SaasReport does not receive, store or process card numbers or bank account numbers. 3 ### Planned Each customer's data is stored and read only under that customer's own tenant identifier; one customer cannot read another's data. 4 ### Planned Every figure in a report is computed by deterministic code from Stripe data under published definitions; AI-written text is checked so that it contains no figure the code did not compute. 5 ### Planned The AI provider receives only computed aggregates and never customer names, email addresses or other personal data from the customer's Stripe account. 6 ### Planned After the customer uninstalls the app, the data derived from their Stripe account is deleted within the period stated in the privacy policy. 7 ### Planned Report emails are sent only through SaasReport's own mail service on Cloudflare, and each carries the legal footer. 8 ### Planned The website sets no cookies other than those strictly necessary, and runs no third-party advertising or tracking scripts. 9 ### Planned SaasReport does not sell personal data, and does not use a customer's Stripe data to train AI models or to build benchmarks for other customers. 10 ### Planned All traffic between Stripe, SaasReport's services, and report recipients' links uses encryption in transit. 11 ### Planned Findings and recommendations in a report come from published rules applied to computed figures, not from AI judgement; each cites the figures that triggered it, and the thresholds are not benchmarks against other companies. 12 ### Planned Reports are delivered as signed, expiring links to files stored under the customer's own tenant, and a link can be revoked. ### Pick a group of Stripe roles to see which reports they could read. Engine on sample data Super Administrator, Administrator and 5 more Refund Analyst, Support Associate, Support Specialist Dispute Analyst, Transfer Analyst IAM Administrator, Support Communications and 11 more ##### Super Administrator, Administrator and 5 more Super Administrator, Administrator, Developer, Analyst, View Only, Accountant, Tax Analyst Sees - Recurring revenue health - Retention and churn - Sales performance - New customers - Board pack - Investor quarterly - Refunds and returns - Payment health - Marketplace health Does - A person opens SaasReport. We read their Stripe roles and offer only the reports those roles can see. ##### Refund Analyst, Support Associate, Support Specialist Refund Analyst, Support Associate, Support Specialist Sees - Refunds and returns - Payment health Does - A person opens SaasReport. We read their Stripe roles and offer only the reports those roles can see. ##### Dispute Analyst, Transfer Analyst Dispute Analyst, Transfer Analyst Sees - Payment health Does - A person opens SaasReport. We read their Stripe roles and offer only the reports those roles can see. ##### IAM Administrator, Support Communications and 11 more IAM Administrator, Support Communications, Terminal Specialist, Data Migration Specialist, Connect Onboarding Analyst, Connect Risk Analyst, Sandbox Admin, Sandbox User, Identity Analyst, Identity View Only, Top-up Specialist, Financial Connections Specialist, Data Engineer Sees - No report: this role cannot see financial data. Does - A person opens SaasReport. We read their Stripe roles and offer only the reports those roles can see. ### Run two drafted sentences through the guard. Engine on sample data A sentence with the engine's number A sentence with an invented number Net revenue retention came in at 81.08%, a little under full retention. Allowed **Passed every stage** `every number was computed by the engine` Only a sentence that passed. Run 1. Computes the figures Engine Integers from your Stripe data. 2. Drafts a sentence AI It sees aggregates only. 3. Checks every number Number guard Each number must be one the engine computed. 4. Sentence enters the report Report Only a sentence that passed. Questions ## Straight answers. Can I use it today? Not yet. The engine that computes the numbers is built and tested. The Stripe app, the report pages and the email delivery are not. Ask for early access and we will tell you when we start building for you. Is my data safe? Nothing is stored yet, because nothing is built. The design is: read-only access, data kept under your own tenant identifier, encryption in transit, and no use of your data to train AI. Each promise is a commitment in the register above with its status. Who sees what? A person sees a report only if their Stripe role already lets them see the data behind it. A role we do not know sees nothing. Try it in the Trust section. Will AI make numbers up? It cannot. Code computes every figure. The AI is meant to write only the sentences around them, and a guard rejects any sentence that holds a number the engine did not compute. The guard exists in code. Try it in the Trust section. What does it read? Only what the reports need: subscriptions, charges, refunds, disputes and application fees. It reads nothing today. What does it cost? We have not set prices. Early-access companies help us decide what is fair. When can I use it? There is no date. We will not invent one. Early access is how we choose what to build first. What can it not tell me? Anything Stripe does not hold. Across the readers above that includes profit, cash in the bank, burn and runway, costs and expenses, profit and loss, cash balance outside Stripe, headcount and pipeline. SaasReport will not pretend to know them. I run a marketplace. Can I see my merchants' numbers? Not through SaasReport. Stripe lets an app installed by a platform read only the platform's own data. Merchants can install SaasReport on their own accounts, and you can recommend it. Is it in the Stripe App Marketplace? No. It is not listed there. Who is behind it? SaasReport. The legal entity is not set up on paper yet: legal name, registration number, country of incorporation, governing law and courts are not set. Early access ## Be one of the first companies we build this for. Tell us who asks about your Stripe numbers and which report each would read. We will use your answer to decide what to build first. Ask for early access No card, no commitment. It is a form: we write back.