LegalPlace structures its financial management to support growth – Interview with Stéphanie Rogeau

LegalPlace supports over 300,000 entrepreneurs in creating and managing their businesses. In just a few years, the company has evolved from a specialized legaltech to a multi-service platform, with offerings ranging from business domiciliation to accounting.‍

But this rapid diversification, combined with a multi-BU and multi-tool organization, has made it more challenging to interpret performance indicators. To better steer its growth, LegalPlace chose Fincome to unify its financial data, structure its reporting, and gain visibility.

We spoke with Stéphanie Rogeau, CFO of LegalPlace, about the challenges of scaling a company in the midst of restructuring, the operational realities of a hybrid model (one-time and subscription-based), and the initial takeaways from implementing Fincome.

LegalPlace, the entrepreneurs’ “super app”

LegalPlace has quickly established itself as a key player in the French legaltech space. Its ambition: to simplify the lives of entrepreneurs at every stage of their journey through a complete, intuitive, and scalable platform. Experiencing strong growth, the company is now structuring its management to continue innovating.

A mission: supporting entrepreneurs from A to Z

Launched in 2017, LegalPlace enables entrepreneurs to quickly and easily create their business online, without unnecessary complexity. But the platform doesn’t stop at incorporation: it now centralizes all administrative, legal, and accounting processes for microbusinesses, SMEs, and self-employed professionals.

Company creation, domiciliation, opening a business bank account, accounting via its subsidiary ComptaPlace, contract drafting, or HR formalities: LegalPlace acts as a one-stop shop to ease daily business obligations.

In a context where legal processes remain a significant barrier to agility for small structures, the platform aims to become the administrative reflex for entrepreneurs at every stage of their development.

A multi-BU and multi-entity organization

To deliver this range of services, LegalPlace is structured around several specialized units:

1. The Corpo BU, dedicated to business creation, with a team of legal formalists handling legal procedures.
2. The Compta BU, operated by ComptaPlace, an accounting expert subsidiary that manages bookkeeping, balance sheets, tax filings, and other financial tasks.
3. The Domiciliation BU, offering turnkey, fully digitalized business address solutions.

Each of these BUs operates like a mini-company, with its tools, workflows, billing environments, and often its metrics. This setup is efficient for customer service, but it is complex to manage centrally, especially from a financial standpoint.

Rapid growth to support

LegalPlace is continuing its strong growth trajectory: over 240 team members and thousands of new customers every month. This acceleration makes it essential to implement more precise, cross-functional, and real-time financial steering.

Since joining as CFO in September 2024, Stéphanie Rogeau has been focused on building a structured finance function, cleaning up core metrics, and embedding a data-driven mindset across the company. Fincome is her foundation to get everyone — from ops to leadership — speaking the same language when it comes to performance.

The limits of artisanal financial management at scale

Stéphanie explains that LegalPlace’s financial reality is one of management strained by fragmented tools, a lack of shared references, and still-too-manual processes. These are challenges many scale-ups face at this stage of maturity.

Hybrid revenue, fragmented data

LegalPlace combines two types of revenue:

• One-shot revenues (creation, modifications, legal formalities),
• Recurring revenues (subscriptions to domiciliation, accounting, etc.).

This hybrid model, similar to certain B2B SaaS companies like HubSpot or Notion, makes tracking more complex. Each BU operated in its own Chargebee environment, resulting in fragmented client data that was hard to reconcile.

“We had several environments for each service […]. So, the challenge was having a unified view of which client had which service. [Fincome] helped us get this consolidated view very quickly.”

Fragmented management, misaligned decisions

In terms of tools, finance and operational teams worked in silos:

• The CFO and her team mainly used Excel.
• Operational teams used Salesforce, with a strong focus on cash-in, disconnected from SaaS logics such as MRR, ARR, or churn.

This misalignment led to significant time loss and, above all, decisions based on unaligned data.

A shared observation in the ecosystem: according to the SaaS Performance Reporting Benchmarks (2022) study, only 28% of respondents believe finance is well aligned with sales on KPIs. This drops to 15% with marketing and 21% with customer success.

A finance team under pressure

When she arrived in September 2024, Stéphanie took over a three-person finance team. A small team for a company of this size, with multiple legal entities, tens of thousands of clients, and demanding monthly reporting.

More advanced analyses, such as customer cohorts, were conducted ad hoc, typically for fundraising purposes, at the expense of considerable manual work.

“It had been very complicated to produce cohorts. […] There had been a massive, laborious manual effort, and it was something done one-shot for a fundraising round: there was no follow-up afterward because there weren’t the resources to keep producing that work,” says Stéphanie.

Regaining control through unified data

Faced with this complexity, LegalPlace decided to adopt a tool dedicated to revenue and SaaS KPI management. The company chose Fincome to consolidate, structure, and visualize data in real time, without being dependent on month-end closings.

Merging environments to secure MRR

LegalPlace solved a fundamental issue: the dispersion of client data across multiple Chargebee environments.

By merging client profiles via an API connection with Fincome through email, the team was able to reconstitute a unified view of MRR by client across all services.

“We were able to get a reliable view very quickly thanks to the client merge feature in Fincome, which connects via API and directly retrieves all the data.” – Stéphanie

Many software publishers note that tracking consolidated MRR daily enables more agile decision-making and better alignment with business reality, compared to an approach that relies solely on monthly data.

From static reporting to real-time management

Thanks to Fincome, key indicators such as “Paid” MRR, unpaid invoices, or revenue by BU are now available on the fly, without manual processing. The team also tracks the evolution of additional services, which helps visualize average basket size and product trends.

“We have a part of the revenue that’s just the basic accounting subscription, but we also have many clients who choose options […] and that helps track the evolution of adjacent services over time,” mentions the CFO.

To ensure strong internal adoption, deployment was carried out in two stages:

1. A consolidated view shared with the Executive Committee (COMEX) for a global view of the business.
2. Dedicated environments by BU, accessible to each department head (Accounting, Domiciliation, etc.), to allow autonomous performance tracking.

Visible results, ongoing structuring

Integrating Fincome is just a first step. But early results are precise: time savings, more reliable figures, better-structured management. And improved collaboration with product and data teams.

Faster, more reliable management

Thanks to Fincome, LegalPlace has produced dynamic dashboards for each BU, tracked MRR evolution, compared the share of one-shot versus recurring revenue, and better understood the average basket per customer segment.

During a recent COMEX focused on accounting, Stéphanie was able to present in detail the evolution of MRR, broken down between the base subscription and adjacent offerings — a key advance in reading revenue granularity.

Ongoing projects to go further

To build on these results, LegalPlace has identified several priority projects to maximize value from Fincome:

• Structure a data lake to clean and qualify data upstream, in connection with the solution architect, and add multiple analytical dimensions to Fincome.
• Better measure “early” churn linked to clients who abandon their creation process before finalization — a challenge specific to LegalPlace’s model.
• Integrate acquisition costs into Fincome, to track LTV/CAC by segment and make informed marketing decisions.

In other words: turn Fincome from a reporting tool for Finance and GTM teams into a strategic lever to drive growth and optimize retention.

Conclusion

LegalPlace illustrates a reality shared by many scale-ups: when revenue streams, tools, and teams multiply, data quickly becomes unreadable, and growth management loses effectiveness.

Fincome has enabled LegalPlace to establish a robust revenue analytics foundation, with clear indicators shared across GTM teams and available in real-time. MRR is now tracked both in a consolidated way and by entity, reports are produced much faster with tangible productivity gains, and each business unit can analyze its performance in detail.

But most importantly, LegalPlace has begun a broader shift based on granular, actionable insights. In a fast-moving environment, the ability to read revenue, customer types, and usage trends becomes a true competitive advantage.