FirstOfficer

Spec sheet

Purpose

FirstOfficer describes itself as a financial integration platform combining billing, banking, and accounting for SaaS startups.Read 10 Oct 2026 · firstofficer.io

Product

FirstOfficer describes its product as bringing billing, banking, and accounting together for SaaS startups.Read 9 Oct 2026 · firstofficer.io

Audience

The homepage presents FirstOfficer’s tools as intended for subscription businesses and startups.Read 9 Oct 2026 · firstofficer.io

API

The homepage identifies an API, and the API reference documents endpoints for metrics, customers, invoices, and plans.Read 10 Oct 2026 · apidocs.firstofficer.io

Integrations

The homepage lists Recurly, Stripe, ChartMogul, PayPal, ProfitWell, Plaid, Sage, QuickBooks, and Xero.Read 10 Oct 2026 · firstofficer.io

Security

The site says permission levels protect customer information and let users decide who can see data and for how long.Read 10 Oct 2026 · firstofficer.io

Privacy

FirstOfficer says personal details should be handled like credit card details.Read 9 Oct 2026 · firstofficer.io

Support

The homepage provides a Contact link and a Contact Sales link.Read 10 Oct 2026 · firstofficer.io

Headquarters

Victoria, British Columbia, CanadaRead 28 Sep 2026 · firstofficer.io

Founded

2013Read 28 Sep 2026 · firstofficer.io

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.Read 10 Oct 2026 · apidocs.firstofficer.io

API query limits

The API documentation says there are currently no query limits and asks users to use common sense when retrieving data.Read 9 Oct 2026 · apidocs.firstofficer.io

API update frequency

The API documentation says FirstOfficer updates data once per hour.Read 9 Oct 2026 · apidocs.firstofficer.io

Client Onboarding

The site says businesses can onboard subscription clients’ data and provide them a dashboard.Read 9 Oct 2026 · firstofficer.io

Data handling

The homepage says personal details should be handled like credit cards.Read 10 Oct 2026 · firstofficer.io

FinOps Dashboard

FirstOfficer offers a financial operations dashboard for subscription businesses.Read 9 Oct 2026 · firstofficer.io

Free Metrics

Its Free Metrics product provides subscription metrics such as MRR, churn, and LTV.Read 9 Oct 2026 · firstofficer.io

Free offering

The finance site says FirstOfficer's startup benchmarks and reporting tools are available for free.Read 10 Oct 2026 · finance.firstofficer.io

Funding

The finance site describes a marketplace where startups connect accounts, receive lending offers, and choose an option.Read 10 Oct 2026 · finance.firstofficer.io

Funding options

Listed funding choices include revenue based financing, company credit cards, receivables factoring, term loans, lines of credit, venture capital, and mezzanine debt.Read 10 Oct 2026 · finance.firstofficer.io

History

The finance site says FirstOfficer has been around since 2013.Read 10 Oct 2026 · finance.firstofficer.io

Metrics

Free Metrics provides subscription metrics including MRR, churn, and LTV.Read 10 Oct 2026 · firstofficer.io

Operating history

The homepage states that FirstOfficer has operated for 10 years.Read 9 Oct 2026 · firstofficer.io

Products

The site lists Free Metrics, a FinOps Dashboard, and Client Onboarding.Read 10 Oct 2026 · firstofficer.io

Where Specifiction places it

• Revenue Intelligence Software#17 of 337.6