Automating Financial Operations to Support Growth GuideCX Automates financial operations, validates growth strategy, and nearly doubles valuation with SaaSOptics. CASE STUDYCHALLENGE SOLUTION GuideCX relied on QuickBooks and time- consuming spreadsheets to manage finances. Quickly, this process proved to lack financial visibility and inhibit their growth strategy. SaaSOptics delivered a solution through their subscription management platform tailored for B2B SaaS companies to give GuideCX the financial visibility and accuracy needed to streamline operations, validate growth plans and easily show value. Customer loyalty is won or lost in the first 30 days. Getting onboarding right is critical but not always easy. Through past experiences with customer onboarding, Peter O

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