Frequently asked questions
Straight answers about what SaaSMon does, what it does not do yet, and how billing and your data are handled. Something missing? Email [email protected].
Product
- What is SaaSMon?
- SaaSMon is a lightweight finance tracker for indie SaaS founders. You log income and expenses per project, set budgets and recurring rules, and get MRR, ARR, burn, profit margin and a runway estimate without building a spreadsheet.
- How do recurring transactions work?
- Create a recurring rule for any predictable income or expense, such as hosting, a tool subscription or a stable revenue stream, and choose weekly, monthly, quarterly or yearly. SaaSMon posts the transaction automatically on schedule, and the rule also feeds the cash-flow forecast. The Free plan includes 3 recurring rules; Pro is unlimited.
- How is the runway forecast calculated, and how accurate is it?
- SaaSMon projects your balance forward using your recurring rules plus your recent income and expenses, then estimates how many months of cash are left at that burn. It is a projection, not a guarantee: it is as accurate as the numbers you enter, and it cannot know about one-off costs or revenue changes you have not recorded. Keeping recurring rules up to date makes the biggest difference.
- Which currencies are supported?
- You can choose USD, GBP, NZD, EUR, JPY, KWD, BHD, OMR, CNY, RSD, AUD or CAD as your currency in Preferences. SaaSMon does not convert between currencies, so record amounts in the currency you picked, using the amount that actually landed in your account if you were paid in another currency.
- Can I invite a co-founder or my team?
- Yes. Invite members to a project as Viewer (read only), Editor (can change data) or Admin (manages people and sharing). The activity feed shows who changed what. For advisers or investors, you can also share a read-only dashboard link from the report.
- Is there a dark mode?
- Yes. The website and the dashboard both support light and dark themes and follow your system setting by default. Use the moon icon in the header, or Preferences in the dashboard, to switch.
Pricing and billing
- Is there a free plan?
- Yes. The Free plan includes 1 project, income and expense tracking, budgets, categories, account types, up to 3 recurring rules, CSV export and 1 read-only API key. No card required, and no trial clock.
- What do I get on Pro?
- Pro is $4.99 a month, or 15% off when billed yearly. It adds unlimited projects, unlimited recurring rules, CSV import, read-write API keys, the portfolio view across projects, PDF invoices for your subscription and priority support.
- How do billing and renewals work?
- Payments are handled by Dodo Payments, which acts as merchant of record and takes care of sales tax and VAT. Subscriptions renew automatically. We email you 3 days before each renewal, and if a payment fails we email you and keep Pro active for a 3-day grace period before the account moves back to Free.
- Can I cancel, and do you offer refunds?
- You can cancel any time from billing settings. Cancellation takes effect at the end of the period you have paid for, and you will not be charged again. If you were charged by mistake or something went wrong, email [email protected] and we will look at it; the refund policy page has the details.
Data and security
- Is my financial data private?
- Yes. Your projects and transactions are isolated to your account and are never shared with other users. We do not sell personal data, and we do not use your financial records for advertising.
- How is my data secured?
- All traffic uses HTTPS, accounts are isolated from each other, sign-in is protected by Cloudflare Turnstile and supports Google and GitHub, and API keys are stored only as SHA-256 hashes. The security page describes the details and how to report a vulnerability.
- Who owns my data, and can I take it with me?
- You do. Every plan, including Free, can export all transactions to CSV at any time, and you can ask us to delete your account and data.
Importing, exporting and integrations
- Can I import my existing spreadsheet?
- Yes, on Pro. Export your sheet as CSV, map the columns in the import dialog, and SaaSMon creates the transactions. Bulk edit then lets you recategorise or move many transactions in one pass.
- Does SaaSMon connect to Stripe, Paddle or Lemon Squeezy?
- Yes. From a project's Integrations page, paste a read-only key for Stripe, Paddle, Lemon Squeezy, Dodo Payments or Polar. Payments, fees and refunds are imported as transactions and new ones sync every hour. Bank accounts are not synced; use CSV import or recurring rules for those.
- Is there an API?
- Yes. SaaSMon has a REST API authenticated with API keys, documented at saasmon.net/docs/api. Free accounts get 1 read-only key; Pro accounts can create read-write keys. Keys are shown once when created, can be revoked at any time, and requests are rate limited.
Pricing in detail: plans and the refund policy.
How we protect data: security and privacy.
Building on SaaSMon: API documentation.
The quickest answer is your own numbers.
Free for one project. No card needed.