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SettleBoard review

Freemium#47 of 70 in Cohort Analysis Software

Free web analytics and cohort reporting for small subscription teams.

4.2/10Editor score
SettleBoard4.2 Visit SettleBoard

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

SettleBoard is a web-based cloud platform for SaaS and subscription businesses that brings revenue analytics, subscription operations, customer records and client workspaces into one system. Small and mid-market teams can track real-time MRR, ARR, ARPA, churn and LTV, then review retention by cohort. It also covers plans, trials, renewals, upgrades and cancellations, making it relevant to companies that want cohort metrics alongside subscription administration rather than a standalone reporting tool.

The vendor advertises a free StartUp plan with no card requirement, giving smaller teams a way to access the product without an upfront commitment. SettleBoard connects Stripe, PayPal, Payfast, Paystack and CryptoScan, while also accepting data from MySQL, PostgreSQL, SFTP, files and REST APIs. Marketing and communication sources such as Google Analytics, Google Ads, Facebook Ads, Slack, Telegram and email can be connected as well. Custom datasets, transformations, filters and webhooks support teams that need to shape incoming data before presenting it in dashboards with more than 20 widget types.

Its breadth is the main differentiator and the main trade-off. Alongside cohort-retention reports, SettleBoard includes customer support tickets, shared customer records, a branded portal for subscriptions and invoices, role-based workspaces and client-facing dashboards. That combination suits a small SaaS operation consolidating finance, subscription and customer views. Teams seeking a narrowly focused cohort-analysis workspace may find the wider operational scope unnecessary. The web-only platform and email support model also favor browser-based teams comfortable handling assistance asynchronously. Choose SettleBoard when multi-source subscription aggregation and adjacent business workflows matter; consider a more specialized analytics product when cohort exploration is the sole priority.

SettleBoard pros and cons

  • Where it wins
    • Real-time MRR, ARR, churn, LTV and cohort-retention reporting
    • Combines Stripe, PayPal, databases, files and REST API data
    • Custom dashboards, datasets, transformations, filters and webhooks
  • Where it doesn't
    • Web and cloud deployment only
    • Customer support is provided through email
    • Broad business suite may exceed focused cohort-analysis needs

SettleBoard fact sheet, pricing and score →

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