Financial Model for AI-agentic SaaS Businesses

An AI Agentic SaaS business delivers its product as cloud‑based software (the familiar SaaS model) but the “product” is an autonomous or semi‑autonomous agent system that can plan, decide and act on the customer’s behalf across many tools and data sources, not just return a chat response.

In other words, the value proposition shifts from “software that lets you do the work” (classic SaaS) to “software that does the work for you and reports back. I've built this simple financial model to look at the economics of operating such a business. It is similar to the 'function-as-a-service' business model.



$45.00 USD

The template will be immediately available to download after purchase. It is also included in the SaaS / Recurring Revenue models bundle, the data tables template bundle, and the Super Smart Bundle.

agentic saas

My goal with this spreadsheet was to focus on simplicity and high-level inputs. It is designed for the user to pull a few levers and see how the bottom-line is impacted without many things that can break or go wrong. There is a single input sheet, a monthly detail, annual summary, and investor rounds / return metrics as well as some charts.

I put the return metrics right next to the assumptions as well so the user can see the immediate impact of any assumption changes to overall returns.

Template Features:

  • Simple user assumptions.
  • 3 customer tiers.
  • 3 revenue streams (seat-based, usage-based, and one-time setup revenue / implementation).
  • Direct costs based on usage.
  • Usage based on average user activity (tasks/day/user, reasoning steps/task, token/call, pricing/token). 
  • User defines customer growth and seats per customer type.
  • Sensitivity tables (and you could do all sorts with the assumption layout).
  • 13 charts.
  • Model up to 60 months.
The general flow is as follows:
  1. Enter your assumptions about the business on the 'Assumptions' tab.
  2. See how the monthly projections are affected with different variables and pricing strategies / growth.
  3. Configure fundraising and valuation inputs.
  4. Play with the model and quickly test different business cases to see what may be feasible over a 5-year period.
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