SAS DealSheets

>_ Ask your business anything

Your numbers, the way investors want to see them.

Connect Xero or QuickBooks and see the story behind your recurring revenue. ARR, churn, retention and more.

Book a demo

Questions DealSheets answers about your business:

  • What will ARR be in 12 months? Projected ARR of £6,412,880, up 35.3% on today's £4,739,587.
  • How dependent are we on our biggest customers? 17.4% of ARR sits with the top 10 customers, which is low risk.
  • What impact is churn having? Monthly ARR churn of 1.6% costs £4,688,002 in valuation against a 0.6% benchmark.
  • How would an investor see us? A sale-readiness score of 82 out of 100.
DealSheets dashboard showing net revenue retention of 95.2%, gross revenue retention of 83.9%, upsell and churn ARR, with a 12-month retention chart.

// Integrations

Connects to the tools you already use

Connect Xero or QuickBooks and DealSheets pulls in your invoices and customers, then calculates every metric the same way, month after month.

Data from Xero and QuickBooks flows into DealSheets, which calculates ARR, net revenue retention, churn and customer concentration.

// Meet the founder

Built by accountants who know what investors look for.

DealSheets started inside SAS. We kept seeing the same thing: great businesses walking into investor conversations without numbers they could stand behind.

“Every recurring revenue business has a story in its numbers. We built DealSheets so you can read it before an investor does.”

Mark Kerrison
Founder, DealSheets

// The problem

From messy data to clear insight.

  1. 01 · Scattered

    Your numbers live in five places.

    Xero, QuickBooks, CRM exports and a folder of spreadsheets, each telling a slightly different story. Ask for ARR and you get three answers.

  2. 02 · Connected

    DealSheets connects and calculates, consistently.

    Connect your accounting system once. Every invoice is classified and every metric is calculated the same way, month after month.

  3. 03 · Clear

    See the real story behind the number.

    Not just what your ARR is, but why: new customers, upsell, churn and the customers you depend on most.

Illustration: scattered spreadsheet cells, mismatched totals and #REF! errors reorganise into a clean DealSheets dashboard showing ARR, retention, churn and customer concentration.

DealSheets Data Cube showing recognised revenue by customer and month, alongside an average revenue per customer chart.

// What DealSheets reveals

A business worth buying is a business worth owning.

The metrics investors ask about first, calculated from your own ledger, every month.

// ARR growth

Annual recurring revenue

£4,739,587

▲ 88.5% vs prior period

// Revenue quality

Recurring vs non-recurring revenue

Recurring 95.8% Non-recurring 4.2%

// Churn rate

Monthly churn

1.6%

▼ 0.8 pts in 6 months

// Expansion

Upsell and downsell

  • Upsell +£382,132
  • Downsell −£96,410

// Net retention

Net revenue retention

101.8%

Past the 100% mark: expansion outpaces churn

// Revenue mix

Performance by revenue category

  • Subscriptions £3.41m
  • Support £0.90m
  • Services £0.43m

// Customer growth

Active customers

252

+38 in the last 12 months

// Unit economics

Average revenue per customer

£13,321

ARR per customer · ▲ £1,204 year on year

// Two lenses, one dataset

See your business through an investor's eyes.

Founders watch revenue and customers. Investors look at the quality of that revenue, the risks behind it and what it's worth. Same numbers, different story.

Revenue · 12 months

£5,210,000

▲ 41% on last year

Customers

252

+38 in 12 months

Revenue growth

41.0%

Year on year

Biggest customer

£45,000

Harbour Labs · 0.9% of revenue

New customers · 12 months

38

▲ 12 more than last year

Average monthly revenue

£434,167

Last 12 months

✓ Strengths to leverage

  • 95.8% of revenue is recurring
  • Net retention above 100%: customers grow over time
  • Low concentration: top 10 customers hold 17.4% of ARR

! Red flags to investigate

  • Churn at 1.6% a month against a 0.6% benchmark
  • Gross retention of 87.3%, below the 90% target
  • 89.9% of growth comes from new logos rather than expansion

↗ Growth opportunities

  • Upsell at 2.1% a month instead of 1.1% adds £5.2m to valuation
  • Bringing churn to benchmark adds £4.7m
  • Price review on legacy contracts

// Who it's for

Built for everyone who needs the real number.

Business owners

Know what your business is worth and what's driving it, so you walk into investor or buyer conversations with numbers you can defend.

ARR · valuation · sale readiness

Finance teams

Stop rebuilding the ARR spreadsheet every month. Get consistent metrics straight from Xero or QuickBooks, ready for the board pack.

Board packs · monthly close

Investors and advisors

See the quality of recurring revenue across a portfolio or an acquisition target, calculated the same way every time.

Due diligence · portfolio view

Accountancy firms

Offer clients investor-grade reporting as an advisory service, built by accountants who understand recurring revenue.

Advisory · client reporting

// Proof

The number was bigger than they thought.

DealSheets gave us one consistent ARR figure across the whole portfolio, and it was significantly higher than we expected. It's given us real confidence in our growth story.

Kewal Gupta
CEO, Channel Tools Limited

32%

higher ARR than the figure in their own spreadsheets

Trusted by accountancy firms, private equity and consultancies

  • Xero
    Integration
  • QuickBooks
    Integration
  • Built by SAS
    ICAEW-registered accountants

// Book a demo

See your own numbers, decoded.

What you'll get from your demo:

  • A live walkthrough using your own Xero or QuickBooks data
  • Your ARR, churn and retention explained
  • A 30-minute call, with no obligation

Built by SAS, ICAEW-registered accountants

Prefer to talk? Call 0333 202 6441 or email hello@dealsheets.co

Book a demo