Free SaaS accounting resources

Every free calculator, workbook, checklist and guide we have built for UK software and SaaS companies. MRR to the Rule of 40, R and D relief without the cowboys, EMI options done properly, VAT abroad and the deferred income schedule. One worked company, Arbor Metrics Ltd, runs through all of it, every convention is stated, and none of it sits behind an email form. Each section leads with the one worth opening first, and the last section cross-links the CFO essentials that live on their own hub.

Format

24 resources, all free, no signup

Calculators

Work the number out on the page, then take the Excel version away.

Start hereMRR Bridge CalculatorFour movements in, the truth out: £1,800 of new MRR became £1,280 of growth, and the bridge names the £520 that churn and downgrades ate.New, expansion, contraction and churn: nothing else neededNet new MRR and the monthly growth rate, derived not typedThe Excel version chains twelve months so the year updates itselfCalculator plus Excel NRR and GRR Calculator98.7 per cent monthly NRR is 85.5 per cent a year, and GRR runs harsher still at 72.9. Compounded properly, the way an analyst recomputes it.Calculator plus Excel CAC, Payback and LTV CalculatorThe £1,000 CAC pays back in 5.0 months on revenue and 6.25 on gross margin, and only one of those is real. LTV of £7,273 shown with its fragility.Calculator plus Excel Rule of 40 CalculatorGrowing 37.1 per cent while losing 5 scores 32.1: below the bar, and exactly the conversation the board should be having. EBITDA or free cash flow basis.Calculator plus Excel Price Rise Impact CalculatorA 10 per cent rise survives anything under 9.09 per cent of customers leaving, and the demo rise lands MRR at £42,680 even after 3 per cent walk.Calculator plus Excel R and D Tax Relief Calculator£180,000 of development spend is worth £27,000, £29,160 or £48,546 depending on tests most companies never run. All three routes, plus the intensity check.Calculator plus Excel Share Options Tax CalculatorThe same options pay the same employee £41,540 or £29,000, and the company £7,500 of NIC either saved or spent. EMI against unapproved, side by side.Calculator plus Excel Digital Services VAT CheckerBusiness or consumer, UK, EU or beyond: the VAT verdict for any software sale in one pass, with the reason in words and the OSS trap flagged.Calculator plus Excel

Workbooks and trackers

Excel files that keep working after you close the tab.

Start hereSaaS Metrics WorkbookTwelve months of waterfall where four typed movements drive every metric, so the deck cannot disagree with the ledger.Growth, NRR and GRR by month, annualised properlyCAC, payback and the ARR run rate in one summary blockThe five-line metrics page diligence rebuilds and matchesExcel workbook Revenue Recognition and Deferred IncomeA £2,400 annual contract recognised at £200 a month, and the company view where annual billing holds £96,000 of deferred income at steady state.Excel workbook R and D Claim Evidence WorkbookThe trail an enquiry asks for, kept while it is cheap: uncertainty in words, honest apportionments, and costs feeding the £180,000 demo claim.Excel workbook EMI RegisterEvery grant with its strike, cliff and vested shares computed, pool headroom always current, and the 6 July discipline built in.Excel workbook

Checklists

Printable, timed, and ordered so nothing depends on something later.

Start hereR and D Claim ChecklistThe gateway tests, the two deadlines that kill claims outright, and the enquiry file, in the order that works.The six-month claim notification, diarised before it is fatalThe Additional Information Form no claim survives withoutThe enquiry-readiness questions HMRC will eventually askPrintable checklist Selling Software Abroad ChecklistPlace of supply per segment, reverse charge evidence, OSS from the first EU consumer sale, and the US state tax watch.Printable checklist EMI Scheme Setup ChecklistQualify, value, grant and notify, in the order HMRC expects: the sequence that keeps £12,540 per employee from leaking to avoidable tax.Printable checklist

Guides and e-books

The longer reads, with worked examples on current rates.

Start hereThe SaaS Company's UK Tax HandbookVAT at home and abroad, R and D relief, options and the difference between billed and earned, through one worked company in eight chapters.Arbor Metrics Ltd: £40,000 of MRR, loss-making on purposeEvery figure checkable on the calculators and workbooksEnds with the tax file that raises moneyFree e-book SaaS Metrics HonestlyMRR, NRR, CAC payback, LTV and the Rule of 40 computed the way diligence computes them, with every flattering shortcut named and declined.Free e-book R and D Tax Relief for SoftwareWhat qualifies, what the merged scheme and ERIS pay, the deadlines, and how software claims survive the enquiry wave, in eight chapters.Free e-book

Look it up

For when you need one word or one answer rather than a tool.

SaaS Glossary52 terms a software company runs into, from ARPA to the working-time declaration, each defined plainly with the free tool that deals with it.Reference page Ask an Accountant: SaaS26 questions software founders actually ask: the short answer first, then why, then the free tool if there is one.Reference page

From the CFO hub

Runway, dilution and the full finance stack live on the CFO hub; these four earn their cross-link.

Start hereRunway and Burn CalculatorThe bank balance turned into a date at today's burn, before and after the hires you are debating.Months of runway, from balance and net burnScenario the next hires before anything is signedThe number every other number answers toOn the CFO hub Dilution and Cap Table CalculatorWhat each round does to every stake, before and after, option pool included: read it before the term sheet is signed, not after.On the CFO hub Three-Statement Financial ModelP and L, balance sheet and cash flow that tie, with the deferred income logic this hub teaches carried at full scale.On the CFO hub Revenue Cohort and Retention ModelEvery month's customers tracked as a cohort, so retention stops being one blended number and starts showing whether the product is getting stickier.On the CFO hub

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