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FirstOfficer

Free plan APIWeb

What FirstOfficer is

FirstOfficer is a financial integration platform for SaaS startups and other subscription businesses, bringing billing, banking, and accounting together. Its listed products are Free Metrics, a FinOps Dashboard, and Client Onboarding. Free Metrics shows subscription measures including monthly recurring revenue (MRR), churn, and lifetime value (LTV). The dashboard supports financial operations, while Client Onboarding lets a business bring in subscription clients’ data and provide them with a dashboard.

The homepage lists integrations with Recurly, Stripe, ChartMogul, PayPal, ProfitWell, Plaid, Sage, QuickBooks, and Xero. FirstOfficer also identifies an API that offers subscribers REST access to SaaS metrics. API data is refreshed hourly, and the API documentation says there are currently no query limits. The API cannot change Stripe data; edits in FirstOfficer likewise do not alter Stripe billing or customer records. Permission levels let users decide who can view customer information and for how long. FirstOfficer also describes a funding marketplace where startups connect accounts, receive offers, and select among financing options.

Who it suits

FirstOfficer suits SaaS startups and subscription businesses seeking to bring financial data and subscription metrics together. Its Client Onboarding product also fits businesses that want to provide subscription clients with a dashboard.

What it does well

Free plan includes startup benchmarks and reporting tools.
Free Metrics provides MRR, churn, and LTV measures.
Integrates with billing, finance, and accounting services.
REST API data refreshes once per hour.
Permission levels control who sees customer data and for how long.

What to know first

API access to SaaS metrics requires a FirstOfficer subscription.
The API cannot change data in Stripe.

Limits

The free offering includes startup benchmarks and reporting tools. API access to SaaS metrics requires a FirstOfficer subscription; the API does not modify Stripe data.

Getting started

Open the FirstOfficer website.
Choose among Free Metrics, the FinOps Dashboard, or Client Onboarding.
Connect relevant services from the listed integrations.
For REST API access to metrics, obtain a FirstOfficer subscription.

Verdict

Choose FirstOfficer if you run a subscription business and want financial integrations, subscription metrics, or client dashboards. Look elsewhere if you need an API that can update Stripe records; FirstOfficer’s API is read-only with respect to Stripe.

Questions

Is FirstOfficer free?

FirstOfficer lists a free plan, and its finance site says startup benchmarks and reporting tools are available for free.

What metrics does Free Metrics provide?

It provides subscription measures including MRR, churn, and LTV.

Which integrations are listed?

Recurly, Stripe, ChartMogul, PayPal, ProfitWell, Plaid, Sage, QuickBooks, and Xero.

Does FirstOfficer have an API?

Yes. Its REST API provides access to SaaS metrics for subscribers, with data updated once per hour.

Can the API change Stripe information?

No. The API cannot change Stripe data, and changes made in FirstOfficer do not affect Stripe billing or customer records.

Where is FirstOfficer based?

FirstOfficer is headquartered in Victoria, British Columbia, Canada.

Facts from FirstOfficer's own pages

API: The homepage identifies an API, and the API reference documents endpoints for metrics, customers, invoices, and plans. · apidocs.firstofficer.io, 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. · apidocs.firstofficer.io, 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. · apidocs.firstofficer.io, 9 Oct 2026
API update frequency: The API documentation says FirstOfficer updates data once per hour. · apidocs.firstofficer.io, 9 Oct 2026
Audience: The homepage presents FirstOfficer’s tools as intended for subscription businesses and startups. · firstofficer.io, 9 Oct 2026
Client Onboarding: The site says businesses can onboard subscription clients’ data and provide them a dashboard. · firstofficer.io, 9 Oct 2026
Data handling: The homepage says personal details should be handled like credit cards. · firstofficer.io, 10 Oct 2026
FinOps Dashboard: FirstOfficer offers a financial operations dashboard for subscription businesses. · firstofficer.io, 9 Oct 2026
Founded: 2013 · firstofficer.io, 28 Sept 2026
Free Metrics: Its Free Metrics product provides subscription metrics such as MRR, churn, and LTV. · firstofficer.io, 9 Oct 2026
Free offering: The finance site says FirstOfficer's startup benchmarks and reporting tools are available for free. · finance.firstofficer.io, 10 Oct 2026
Funding: The finance site describes a marketplace where startups connect accounts, receive lending offers, and choose an option. · finance.firstofficer.io, 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. · finance.firstofficer.io, 10 Oct 2026
Headquarters: Victoria, British Columbia, Canada · firstofficer.io, 28 Sept 2026
History: The finance site says FirstOfficer has been around since 2013. · finance.firstofficer.io, 10 Oct 2026
Integrations: The homepage lists Recurly, Stripe, ChartMogul, PayPal, ProfitWell, Plaid, Sage, QuickBooks, and Xero. · firstofficer.io, 10 Oct 2026
Metrics: Free Metrics provides subscription metrics including MRR, churn, and LTV. · firstofficer.io, 10 Oct 2026
Operating history: The homepage states that FirstOfficer has operated for 10 years. · firstofficer.io, 9 Oct 2026
Privacy: FirstOfficer says personal details should be handled like credit card details. · firstofficer.io, 9 Oct 2026
Product: FirstOfficer describes its product as bringing billing, banking, and accounting together for SaaS startups. · firstofficer.io, 9 Oct 2026
Products: The site lists Free Metrics, a FinOps Dashboard, and Client Onboarding. · firstofficer.io, 10 Oct 2026
Purpose: FirstOfficer describes itself as a financial integration platform combining billing, banking, and accounting for SaaS startups. · firstofficer.io, 10 Oct 2026
Security: The site says permission levels protect customer information and let users decide who can see data and for how long. · firstofficer.io, 10 Oct 2026
Support: The homepage provides a Contact link and a Contact Sales link. · firstofficer.io, 10 Oct 2026

Where FirstOfficer stands on Freedom251

Revenue Intelligence Software#11 of 33