Executive Summary

Many early-stage founders and small subscription SMBs (≈1.6M globally) struggle to know their true profit because Stripe reports gross revenue while expenses—payroll, COGS, marketing, refunds and tax—are scattered across other systems, producing misleading unit economics and poor decisions about pricing, hiring, and runway. This visibility gap is especially acute for founder-led SaaS and subscription businesses under $10M ARR who need fast, actionable profit metrics rather than a full accounting overhaul. You could build a lightweight, product-led dashboard that connects to Stripe via OAuth to ingest real-time revenue and reconcile refunds and fees, then combine that with expense connectors (QuickBooks/Xero, Gusto, ad platforms) to produce customer- and cohort-level gross and net profit, burn impact, and simple allocation rules within minutes. Keep onboarding self-serve, prioritize a few deep integrations and opinionated defaults, and price toward the $3K ACV segment implied by a $4.8B market opportunity to lower sales friction. The market is attractive now: more startups are subscription-first, APIs and OAuth flows are mature, and founders increasingly expect frictionless, actionable tooling rather than consultancy-led reports. This idea can stand out by shipping high-quality reconciliations, clear profit-first visualizations, and conservative defaults that build trust faster than broad accounting suites; competition is medium, so focus and speed matter. Strengths include a clear $/ARR value proposition and technical feasibility via improved payment and accounting APIs; challenges include handling reconciliation edge cases, proving accuracy to skeptical founders, and converting entrenched spreadsheet users into paying customers. Given a Market Score of 88/100 and Revenue Potential 86/100, the opportunity is attractive but execution-sensitive—product simplicity, trust, and go-to-market efficiency will determine if it scales.

Market Opportunity

Show founders true profit by combining Stripe revenue with expenses targets a $4.8B = 1.6M subscription SMBs × $3K ACV (founder and small SaaS businesses globally who would pay for financial tooling) total addressable market with medium saturation and a year-over-year growth rate of 12% YoY (SaaS SMB tools and finance tooling growth, aggregated from industry reports and VC trend data).

Key trends driving demand: Trend — More SMBs and startups are built as subscription businesses, increasing demand for simple recurring revenue and profit analytics.; Trend — Founders prefer product-led, self-serve tools that integrate with Stripe and require minimal setup, creating an opening for lightweight financial dashboards.; Trend — Improved APIs and OAuth flows from payment processors make real-time revenue ingestion and reconciliation easier and more secure.; Trend — Rising emphasis on unit economics and runway due to macro uncertainty increases demand for tools that convert MRR into actionable profit and hiring decisions..

Key competitors include Baremetrics, ProfitWell, QuickBooks (Online), ChartMogul.

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Show founders true profit by combining Stripe revenue with expenses

Executive Summary

Market Validation

Market Opportunity

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