FirstOfficer
FirstOfficer combines billing, banking, and accounting tools for SaaS startups and other subscription businesses.
What FirstOfficer is
FirstOfficer combines billing, banking, and accounting tools for SaaS startups and other subscription businesses. Its listed products include Free Metrics for subscription measures such as MRR, churn, and LTV; a FinOps Dashboard for financial operations; and Client Onboarding, which lets businesses bring in subscription clients’ data and provide them a dashboard. The homepage lists integrations including Recurly, Stripe, ChartMogul, PayPal, ProfitWell, Plaid, Sage, QuickBooks, and Xero. Its REST API gives subscribers access to SaaS metrics and refreshes data once per hour. FirstOfficer says there are currently no API query limits, while advising sensible use. The API cannot change Stripe data, and changes in FirstOfficer do not alter Stripe billing or customer records. Permission levels let users set who can view customer information and for how long. The company says personal details deserve handling comparable to credit card details. Its finance site also describes a marketplace where startups connect accounts, receive funding offers, and choose among listed options.
Good
- Free Metrics includes MRR, churn, and LTV.
- Integrates with accounting, payment, and banking services.
- Permission levels control access to customer information.
- API data updates once per hour.
Watch out
- API access requires a FirstOfficer subscription.
- API data refreshes once per hour, not continuously.
Who it suits
FirstOfficer suits SaaS startups and subscription businesses seeking subscription metrics, financial operations tools, or client onboarding dashboards. API access is available to FirstOfficer subscribers.
Verdict
FirstOfficer brings several subscription-business financial tools and metrics into one offering. The hourly API refresh and subscription requirement for API access are worth considering.
The facts
Each one read from FirstOfficer's own pages, with the date it was checked.
What it does
- API
- The homepage identifies an API, and the API reference documents endpoints for metrics, customers, invoices, and plans.checked 10 Oct 2026
- API data boundary
- The API reference says FirstOfficer cannot change data in Stripe, and changes made in FirstOfficer do not affect Stripe billing or customer data.checked 10 Oct 2026
- API query limits
- The API documentation says there are currently no query limits and asks users to use common sense when retrieving data.checked 9 Oct 2026
- API update frequency
- The API documentation says FirstOfficer updates data once per hour.checked 9 Oct 2026
- Audience
- The homepage presents FirstOfficer’s tools as intended for subscription businesses and startups.checked 9 Oct 2026
- Client Onboarding
- The site says businesses can onboard subscription clients’ data and provide them a dashboard.checked 9 Oct 2026
- Data handling
- The homepage says personal details should be handled like credit cards.checked 10 Oct 2026
- FinOps Dashboard
- FirstOfficer offers a financial operations dashboard for subscription businesses.checked 9 Oct 2026
- Funding
- The finance site describes a marketplace where startups connect accounts, receive lending offers, and choose an option.checked 10 Oct 2026
- Funding options
- Listed funding choices include revenue based financing, company credit cards, receivables factoring, term loans, lines of credit, venture capital, and mezzanine debt.checked 10 Oct 2026
- History
- The finance site says FirstOfficer has been around since 2013.checked 10 Oct 2026
- Integrations
- The homepage lists Recurly, Stripe, ChartMogul, PayPal, ProfitWell, Plaid, Sage, QuickBooks, and Xero.checked 10 Oct 2026
- Metrics
- Free Metrics provides subscription metrics including MRR, churn, and LTV.checked 10 Oct 2026
- Operating history
- The homepage states that FirstOfficer has operated for 10 years.checked 9 Oct 2026
- Privacy
- FirstOfficer says personal details should be handled like credit card details.checked 9 Oct 2026
- Product
- FirstOfficer describes its product as bringing billing, banking, and accounting together for SaaS startups.checked 9 Oct 2026
- Products
- The site lists Free Metrics, a FinOps Dashboard, and Client Onboarding.checked 10 Oct 2026
- Purpose
- FirstOfficer describes itself as a financial integration platform combining billing, banking, and accounting for SaaS startups.checked 10 Oct 2026
- Security
- The site says permission levels protect customer information and let users decide who can see data and for how long.checked 10 Oct 2026
- Support
- The homepage provides a Contact link and a Contact Sales link.checked 10 Oct 2026
The company
- Founded
- 2013checked 28 Sep 2026
- Headquarters
- Victoria, British Columbia, Canadachecked 28 Sep 2026
Money
- Free Metrics
- Its Free Metrics product provides subscription metrics such as MRR, churn, and LTV.checked 9 Oct 2026
- Free offering
- The finance site says FirstOfficer's startup benchmarks and reporting tools are available for free.checked 10 Oct 2026
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