As the leading platform for dental insurance verification and revenue cycle automation, Zuub helps dental practices eliminate administrative headaches. But internally, Zuub’s finance operations were weighed down by manual workflows. With monthly and annual subscriptions layered on top of usage-based pricing, the team needed a smarter way to scale.
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Company size: <50 employees
Location: Los Angeles, CA
Stage: Series A
Subscript is our source of truth now. Everything we need is in one place.
Jose Medina
Head of Finance at Zuub
Looking for clarity around your SaaS metrics? Discover how Subscript can help.
Request a demo today
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Key benefits
for Zuub
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20 hours/week
saved on billing
and rev rec
Flexible logic for
monthly, annual, and
usage-based billing
Board-ready
metrics replaced
manual reporting
Zuub needed flexible billing and a path to accruals
When Jose Medina joined Zuub as Head of Finance, Subscript had already been brought in to replace a billing setup that couldn’t keep pace with the company’s hybrid pricing model.
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“We’re a traditional SaaS platform with monthly and annually recurring billing, but then we also have tiered usage-based pricing, which makes things a bit more complex.”
- Jose Medina, Head of Finance at Zuub
Zuub’s team had been manually entering every deal into Stripe, converting sales terms into billing logic by hand.
“Unfortunately, you can make mistakes when you’re dealing with a manual process, like entering an extra zero or missing a zero.”
- Jose Medina, Head of Finance at Zuub
At the same time, the company was making a critical shift from cash-basis to accrual-based accounting.
“Our biggest concern was setting up a deferred revenue schedule properly—and the great thing about Subscript is that it actually generates the journal entries needed to create your waterfall for you.”
- Jose Medina, Head of Finance at Zuub
Onboarding was smooth, even midstream
Implementation was already in motion when Jose joined, but the Subscript team didn’t skip a beat.
“The onboarding team helped me get up to speed quickly. What stood out to me about Subscript was the ease of use and the very easy learning curve. It was like plug and play. The team is just phenomenal. They were super helpful.”
- Jose Medina, Head of Finance at Zuub
That attentiveness continued well beyond onboarding.
“The ongoing support is definitely top notch. We have a Slack channel where we work together. If there’s something that we have a question about, they’re able to handle it right away. In our business, everything needs to be done yesterday, so that’s something we really do appreciate.”
- Jose Medina, Head of Finance at Zuub
Built for complexity—and built together
Zuub was Subscript’s first customer to roll out a prepaid usage-based billing model, and the two teams partnered closely to design the functionality.
“The last thing we wanted was to find another software solution for usage-based billing. We’d have to integrate that with Subscript and Hubspot, and it would have just been too complex—so we were definitely grateful for Subscript to be able to help us with that, and for the constant communication to keep improving it.”
- Jose Medina, Head of Finance at Zuub
Board-ready reporting and strategic decision support
Subscript now powers Zuub’s reporting, from day-to-day SaaS metrics tracking to executive reviews and board meetings.
“We’re in Subscript every day. We’re always looking at our metrics—MRR, ARR, churn. We present that data to the exec team, to the board, and at our internal all-hands.”
- Jose Medina, Head of Finance at Zuub
If the board asks for up-to-the-minute performance, the answer is ready on-screen.
“I’ve always been hesitant about presenting data live, but when the board asks, ‘What’s this month look like?’ We just open Subscript and show them. The executive team has access to the analytics, so the CEO and CBO don’t have to ping me to see what our numbers look like. They can just refresh the page.”
- Jose Medina, Head of Finance at Zuub
This shared visibility keeps everyone aligned.
“Subscript also helps with our alignment with GTM and RevOps. Everybody's on the same page. We use it to show churn or upsells by product, what’s working, and what’s not—so we can make strategic decisions.”
- Jose Medina, Head of Finance at Zuub
20 hours saved every week
Before Subscript, CSMs and AEs were pitching in just to keep billing and collections on track.
“Across the team, we’re saving 20 hours per week. Subscript has streamlined everything. All the billing information is there with the appropriate context, and the integrations definitely help. We’re able to see if somebody isn’t paying and handle it, instead of going between Stripe, HubSpot, and spreadsheets.”
- Jose Medina, Head of Finance at Zuub
“I’ve already recommended it.”
For Jose, Subscript plays a critical role in Zuub’s finance operations.
“Subscript is built for SaaS. It eliminates the manual spreadsheets, integrates with our CRM, and provides accurate data that I can easily present to the executive team and the board. It has made my job a ton easier, so I definitely would advise any other B2B finance leader to consider it. I’ve already recommended it to a couple other people in my network.”
- Jose Medina, Head of Finance at Zuub
Eliminate the busywork
Subscript helps B2B SaaS finance teams manage hybrid billing, automate rev rec, and deliver board-ready metrics without the manual overhead. Ready to upgrade your finance stack?
Request a demo today.
Looking for clarity around your SaaS metrics? Discover how Subscript can help.
Request a demo today
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