Feature List Feature rich already, and additional functionality continually being added

Multiple User accounts Up to three user accounts
Self-service knowledge base Easy to use, searchable knowledge base. Get answers fast without having to wait, whenever you need it, right within TrueRev.
Best-in-class Support Friendly, experienced reps are available by phone, chat, and email 7am–6pm PT, Mon–Fri.
Customizable admin permissions LET'S TALK: Set up permissions for individual admins based on what areas of the application they should have access to.
Data Integrations
Integrations with Quickbooks online Two way syncing with a press of a button
Integrations with Quickbooks Desktop** Two way syncing with a press of a button
Integrations with Salesforce** Add-On, let's talk
Subscriptions Onboarding service Free for up to ten subscriptions
SaaS Metrics and Analytics
Core Subscriptions (SaaS) metrics MRR, ARR and more
Customer list A view into each customer, organized for you.
Advanced filters View customers or anything else you need TrueRev's tagging feature
Revenue recognition (GAAP/ASC 606) Fully flexible revenue recognition module
Revenue and cash flow forecasting View revenue recognized and expected cash flow, today, yesterday, and expected in the future
Expected future cashflow Know what your customers will pay you in the future even if you have not sent them an invoice
A/R Aging Collect on aged accounts faster
Deferred Revenue Report Deferred revenue by subscription or customer, without having to open a spreadsheet
Customer Segmentation (using tags) Separate customers based on however you want to segment them
Scheduled Custom Reports LET'S TALK: Create automatic reports which are sent to key decision makers in your organization. Visibility and transparency through TrueRev
Export and share Easily send out metrics reports to key stakeholders
Reporting - Dashboards Customizable dashboard to track your most important metrics
Recurring Billing Schedule Plan spending when you know your cash inflows!
Subscription Management
Intelligent Digital Subscription RepositoryTM One place to store all of your subscription documents with powerful search built in. Also, know what is in each document without having to open them.
Custom tags assignable to individual subscriptions Use tags to identify unusual subscription terms. Segment customers with this and more.
Import/export all subscription documents in one place Upload and share subscription documents from a single secure repository
Link associated subscriptions to maintain hierarchy (eg MSA>SOW) Renewals, amendments, addendums, all organized in a familiar parent/child hierarchy
Upgrade/Downgrade Automation for any deal Track subscription movements during entire customer lifecycle
Your product catalog with customizable SKUs Maintain your products in TrueRev's product catalog
Manage deals with any term or no term at all Flexibility in renewal dates
Renewal notifications TrueRev tracks renewals so you don't have to
Renewal reports See what's coming up so your customer success team can keep churn low
Tracking auto-renewals and auto-renewal cancellations Keep track of important customer events
Tracking sales people per deal See performance metrics for your key employees
Track pilot customer and conversions Know how long your customer relationships last, important when understanding your Customer Lifetime Value
Multiple users Sales ops can also be involved in setting up subscriptions while accounting can do the invoicing, all done with TrueRev
Billing Center
Fixed Recurring Basic subscriptions can be set up in seconds. TrueRev will then auto send future invoices on your behalf, lessening monthly workload
One-Time Charges One time non-recurring charges easily billed outside of the subscription billing and still linked to subscription customer
Flexible Calendar Billing No matter when the subscription begins, you can customize the invoice dates. Send the first invoice on a different date than the rest, no problem.
Usage-Based Apply usage changes on the fly, and revenue updated automatically
Plan Add-Ons Add products, or upgrades at anytime during the subscription period
Discounts by Product Line Item Discounting done at the product level, ensuring accurate sales taxes (if applicable)
Automated Payment Recording Syncing with your accounting system ensures all systems accurately reflect payments
Invoice Branding Add a logo or other custom details
Multiple Subscription on a Single Invoice Flexible based on how your customer wants to see their invoices
Terms Customizable payment terms
Projected Invoices (Quotes) Let's talk
Invoice Notes Custom notes on invoices
Multiple Subscriptions, Plans, Products and One-Time Purchases on a Single Invoice Flexible based on how your customer wants to see their invoices
PO Numbers Add PO numbers based on customer requirements
Billing and Unbilled Statements The power of unbilled reports allow you know understand future cash flow
Automated Invoicing Set up once and TrueRev will send invoices automatically
Calendar Billing Flexible to send invoices however your business requires
Reminders TrueRev will remind you when invoices need to be sent
Multiple follow-ups Auto reminders to customers to pay overdue invoices
Advance Invoices In or arrears or advance, invoicing to suit precise subscription terms
Taxes Tax based on product requirements
Security
Encryption Data transferred to and from our servers are secured with industry standard encryption
Data storage Your data is stored securely in Amazon's RDS servers with Multi-AZ feature which provides enhanced availability and durability
Disaster Recovery We have configured automated backups for RDS which will backup data upto 30 days.
Reviewed by Intuit TrueRev has been reviewed by Intuit for security which also includes Attack Vulnerabilities and Authorization managements.
Order/Contact Management
   
Revenue Recognition Engine
Accounting & Revenue Recognition Management Use the revenue schedule to create monthly journal entries
Revenue Recognition - Daily Earned and Deferred Revenue schedules done daily to achieve the highest level of accuracy
Cumulative catch-up Let's talk. Easily handle deferred start dates for revenue
Adjustments Adjust your revenue schedule at anytime and perform automatic recalculations, saving you tons of time from spreadsheet hell
Monthly/quarterly/annual reporting Change periods at the click of a button
Exportable To xls, csv
Customizable recognition Daily or monthly, on a deal by deal basis
Relative allocation calculator Let's talk
Milestones Track individual milestones which may have revenue triggers
Flexibility View your revenue by customer, product or account. Export it as the same and analyze to your hearts content
Deferred revenue and unbilled A/R TrueRev automatically tracks deferred revenue and/or unbilled revenue based on your revenue recognition schedule and whether or not an invoice has been sent
Immediate, custom, ratable recognition Whatever the deal requires, you can do it with TrueRev