CSM

How Fincome helps CSMs and their teams

“ At Myli, we are customer-obsessed and put our clients’ satisfaction at the forefront of our priorities, to make sure our solution and client’s support constantly meet their expectations. Fincome helps us efficiently measure and detect potential inefficiencies to prevent churn and optimize upsell, with strong impacts on our revenues.”

Blandine Le Berre, CSM

Automate your data collection and KPIs creation effortlessly, freeing your team from cumbersome and complex spreadsheets.

Focus on delivering top-notch customer experiences without getting bogged down in manual data management.

Achieve precise goal alignment and real-time tracking to understand churn drivers, enabling effective strategies for optimized retention.

Automating Data Collection and simplifying KPIs access and sharing

As the Head of CSM at Myli, Blandine's team spent an excessive amount of time manually processing data and building KPIs on unreadable spreadsheets. This method was time-consuming and chaotic, especially for calculating metrics like LTV and churn. With Fincome, everything is now automated, eliminating inefficiencies deriving from manual data handling. The time previously spent wrestling with unreliableExcel data is now dedicated to enhancing customer service and delivering higher-quality results. Blandine, who used to spend countless hours crunching numbers in spreadsheets, can now rely on accurate and detailed insights from Fincome, allowing her to focus on what truly matters: satisfying her clients.

Aligning CSM team towards optimized retention and increased upsell

Before adopting Fincome, Blandine faced significant challenges in aligning her team and measuring retention targets, particularly with a focus on churn.Previously, they set goals but struggled to assess them accurately, lacking clear insights into their performance. Fincome transformed this process by providing transparency and real-time tracking, allowing the entire team to access the solution with appropriate access rights. This transparency fostered better alignment on common objectives like MRR growth and churn reduction. With Fincome, Blandine's team gained a comprehensive understanding of churn drivers, enabling them to implement strategies that increased NRR and improved overall performance. Now, with precise goals and real-time KPIs, Blandine’s team is better aligned and focused on achieving their retention targets.

In-depth churn segmentation to identify root causes and improve retention

Blandine quickly realized how Fincome could transform their monthly reporting and analytical segmentation processes, which were time-consuming and required constant input from sales teams. Thanks to Fincome’s native integration with Chargebee, these tasks were fully automated. Fincome enabled Blandine to delve deeper into churn analysis by industry and geography, highlighting strategic insights and simplifying reporting. This newfound efficiency allowed them to prioritize strategic verticals like retail and food more thoroughly and prepare for international market expansion. Leveraging past experiences with accurate and detailed analytics, Myli can now anticipate challenges and opportunities more effectively.

Benefits of Fincome for CSMs, according to Blandine:

Tools integration and automated data handling: streamline data processing and KPIs building with billing tools integration like Chargebee, eliminating inefficiencies deriving from spreadsheets‍
Enhanced customer focus: free up time to concentrate on delivering high-quality customer service to improve client’s satisfaction‍
Cross-teams goal alignment: achieve clear visibility and real-time tracking to set retention goals and efficiently assess results‍
Comprehensive churn insights: gain a deep understanding of churn drivers to implement effective strategies to increase NRR‍
Strategic development on new markets: prioritize key verticals and prepare for international expansion relying on accurate and detailed insights

FAQ

Frequently Asked Questions

Who is Fincome for?

Fincome is built exclusively for companies with recurring revenue models, meaning those that track MRR or ARR, such as:
• Software publishers (SaaS)
• Media companies
• Mobile apps
• Any other B2B or B2C subscription business looking to professionalize revenue management

Fincome supports organizations at every stage of growth, from startups to mid-market and large international enterprises.

How is Fincome different from other solutions on the market?

Fincome is the only turnkey platform built specifically for recurring revenue businesses that combines:
✅ A complete, reliable view of your recurring revenues (MRR, ARR, churn, LTV, CAC, cohorts, renewals, revenue recognition, deferred revenue)
✅ Fully customizable, automated, shareable reports powered by AI, delivering actionable insights to guide your strategic decisions
✅ Expert support to help structure and interpret your analyses, without needing to build an internal data team
✅ The ability to generate future growth scenarios, compare them side by side, and track actual vs. forecasted performance, all in real time

Unlike traditional BI tools, which require you to build and maintain your own metrics (often consuming internal resources just to produce static data visualizations), Fincome transforms your SaaS metrics into concrete, actionable recommendations — helping you move faster, with more impact and operational efficiency.

Can I use Fincome if my billing tool isn’t listed?

Yes! If you use an unlisted or in-house billing system, no problem — you can easily import your billing data via Excel or push it through our public API. You can access our public API documentation here.

Are my data safe with Fincome?

Absolutely. Data security is at the heart of what we do. Fincome is SOC 2 Type I certified, ensuring a high level of data security and protection.
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Your data is collected exclusively via read-only APIs and hosted on secure servers located in France. We never share your data with third parties without your consent.
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For a detailed review of our security practices, please visit our dedicated security page.

What kind of support does Fincome offer?

At Fincome, customer success is a core priority. We guide you from the very start — structuring your data, training your teams, and optimizing your use of the platform to deliver value quickly.

Our team remains by your side to answer strategic or technical questions, share best practices, and help you get the most out of your analyses.

How do I get started with Fincome?

Simply request a demo on our website. We’ll walk you through the platform, assess your needs, and guide you through a smooth deployment.
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Most deployments and team trainings take no more than two weeks to get fully up and running.
👉 Request a demo