Revenue recognition
made simple
Move your revenue schedules off of Excel. Stay compliant with ASC 606. Generate subscription metrics (MRR/ARR, Bookings, Churn, Cash-flow). Track new deals, upgrades, cancellations & expansion.
14-day no-risk trial available with all features.
Financial Operations platform for B2B SaaS
Trusted by
Empower key decision makers across departments
Auditable Revenue
CPA-ready revenue
Revenue/deferred revenue in a spreadsheet? Ditch the crazy spreadsheets with all those formulas - TrueRev delivers accurate, auditable, revenue schedules.
Billing Automation
Create billing schedules for all of your customers
Monthly, quarterly, annual invoices, all handled within TrueRev. Invoices sent automatically through QuickBooks. Deferred revenue automated and time freed up for you and your team.
Integrations
Continuous syncing of your books
TrueRev & QuickBooks stay in sync. Salesforce, Hubspot, Stripe, NetSuite, Xero, Intacct, Avalara coming soon.
SaaS Metrics
In real-time and available with one click
Your most important metrics: MRR, ARR, Gross and net retention, logo count, churn, expansion revenue and more all within TrueRev.
Trusted by
We are an official QuickBooks Partner
TrueRev syncs one-way from Quickbooks so your QuickBooks data is yours, and always secure.
Features
Revenue Recognition
Move your revenue schedules off of Excel and eliminate multiple spreadsheets, manual errors and version control.
Deferred Revenue
Simply account for your monthly revenue and the deferred balance.
Contract Workflows
Keep track of all agreements even in a fast paced SaaS environment.
Revenue Schedules
Move your revenue schedules off of Excel and eliminate multiple spreadsheets, manual errors and version control. Stay compliant with ASC 606.
Subscription Metrics
Generate subscription metrics in minutes instead of days (MRR/ARR, Bookings, Churn, Cash-flow).
Contract Events
New deals, upgrades, cancellations, expansion - all tracked easily and accurately.
One plan for all
All of TrueRev is available to all tiers.
- Revenue recognition
- Deferred revenue
- Scheduled invoices
- Contract renewals
- SaaS metrics
- Journal entries
- Shared reports
- Document management
- Evergreen contracts
Any SMB using Quickbooks, and who doesn’t want to pay a premium for SaaSOptics, should really take a look at TrueRev.
What our customers are saying
to learn how TrueRev has helped our customers.TrueRev is a great example of a platform that simplifies financial operations, removes errors and increases clarity for everyone.
Sal AbdullaFounder & CEO at ZenFinancials
TrueRev has saved me hours each month and provided much needed peace of mind around rev rec. If you’re a SaaS Founder, I highly recommend you check it out.
Howard KatzenbergFounder & CEO at Glean AI
Super logical to see everything in one platform.
Lucy ZaikinaDealdesk Manager at Inten.to
From the blog
Finance operations & revenue management articles, tips, tools, and case studies.
Article
Moving Beyond Excel for SaaS Revenue Recognition
Moving Beyond Excel for SaaS Revenue RecognitionExcel has long been the industry standard for complex manual calculations. However, this power and complexity brings big challenges for fast-growing SaaS companies.
Ali Rizvi
Article
Latest Updates: More Power and Simplicity
Product Updates | More Power and More SimplicityWe've added exciting new features, reporting and control into TrueRev.
Ali Rizvi
Case Study
Case Study: ZenFinancials
TrueRev focuses on what matters to B2B SaaS.If you’re tired of creating your revenue recognition schedules manually in Excel, you don’t have to abandon Quickbooks and spend tens of thousands of dollars a year for Maxio.
Ali Rizvi
Article
Mastering Contracts: Essential Data Points for B2B SaaS Controllers
Mastering Contracts: Essential Data Points for B2B SaaS ControllersIs your contract management system (or lack thereof) driving the controller bananas at your B2B SaaS company? B2B SaaS controllers are using software to track vital contract details.
Ali Rizvi
Article
FinOps and Accounting in Excel and Alternatives for Subscription Revenue Management
FinOps and Accounting in Excel and Alternatives for Subscription Revenue ManagementIs Excel still your go-to tool for B2B SaaS financial accounting? There are serious limitations in using Excel for accounting tasks! Let's explore alternative solutions you’ll love.
Ali Rizvi
Article
What's the Difference Between Revenue and Deferred Revenue?
What's the Difference Between Revenue and Deferred Revenue?When is the money our company is earning really “our money”? This is a common and tricky financial question for B2B Saas companies and their founders today, particularly with advanced reporting standards such as ASC 606.
Ali Rizvi
Article
ZenFinancials Selects TrueRev to Turbocharge Revenue Recognition for B2B SaaS Clients
ZenFinancials Selects TrueRev to Turbocharge Revenue Recognition for B2B SaaS ClientsZenFinancials Clients Can Now Easily Maintain ASC 606-Compliant Revenue
Duff Ferguson
Article
Real-time SaaS Financial Reporting for Fundraising with Mike Lemberg, CFO Aurora Payments
Real-time SaaS Financial Reporting for Fundraising with Mike Lemberg, CFO Aurora PaymentsMike Lemberg, former CFO of Partnerize, discusses a transition from a commission-based model to a SaaS model, implementing pricing tiers based on transaction volume using historical data and the challenges they faced in reporting during fundraising, including the need for accurate pipeline metrics and the importance of point-in-time reporting.
Jason Dubaniewicz
Article
Managing Your SaaS Revenue Recognition: Where QuickBooks Falls Short
Managing Your SaaS Revenue Recognition: Where QuickBooks Falls ShortWhile QuickBooks is known for its user-friendliness and affordability, it’s not built to handle complex revenue recognition processes.
Ali Rizvi
Article
Deliver Accurate Financials to Key Stakeholders with 100% Confidence
When it comes to financial metrics: Accuracy = ConfidenceYou need to deliver accurate financial metrics with speed every month to managers, investors, and other stakeholders. Is this being done manually and reworked due to errors or other issues bogging you down?
Ali Rizvi
Article
Understanding When to Record Revenue
Understanding When to Record RevenueASC 606 outlines a 5-step process that businesses should follow to accurately recognize revenue. The entire process relies on satisfying contractual obligations.
Ali Rizvi
Article
Automating Revenue Recognition to Benefit from 84% in Monthly Time Savings!
Automating Revenue Recognition to Benefit from 84% in Monthly Time SavingsSMBs can save a lot of time in fixing erroneous spreadsheets, restatements, speeding up month-end close, and journal entry syncing by automating revenue recognition.
Ali Rizvi
Article
What is Customer Lifetime Value and How Do You Improve It?
What is Customer Lifetime Value and How Do You Improve It?Customer Lifetime Value (CLTV) or (CLV) measures the value a customer brings to your business during their lifetime of using your product or service.
Ali Rizvi
Article
The Subscription Business Model and Revenue Recognition - A Working Guide with Examples!
This guide explains how a subscription business differs from a typical business and how this impacts revenue recognition.This guide explains how a subscription business differs from a typical business and how this impacts revenue recognition. Guide covers: -Subscription business model - What it is, what are the benefits, why it is different -ASC 606 - The 5-Step process that guides how revenue is recognized -Common revenue terms for subscription businesses (Bookings, Billings, Earned Revenue, Deferred Revenue, Unbilled Revenue) -How to recognize revenue under different scenarios
Paul Barnhurst
Want to see a demo?
we offer a 14-day free trial.