I never found the right solution (ChartMogul has issues with when they recognize revenue. It's based on payment instead of the period the invoice/subscription is for). Anyone have any tips to share about what they use?
Most products will call this Revenue Recognition. Some basic SaaS analytics/metrics products don't offer this functionality but it can be a hassle even with the ones that do. The accuracy will always depend on clean invoicing hygiene when the invoices are created.
e.g. if you create a subscription in Stripe and have modeled it properly using products, prices, etc... then the metadata for revenue recognition will be available but if you generate an invoice and write "Annual subscription 1/1/21 - 12/31/21" as the line item description then every tool will recognize that amount in full on the invoice date.
Revenue recognition might be a separate add-on for ChartMogul but I think they can do it. Chargebee and Recurly also do subscription management and maintain revenue recognition reports. Stripe semi-recently added revenue recognition to the billing dashboard. Some companies build a waterfall schedule in Excel then manually record revenue every month.