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.

TrueRev logo Quickbooks logo

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.

starting at
$ 299/mo
billed annually upfront
  • 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.

Joe Price
CEO at CampusOptics
Joe Price Avatar

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 Abdulla
      Founder & 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 Katzenberg
      Founder & CEO at Glean AI
    • Super logical to see everything in one platform.

      Lucy Zaikina
      Dealdesk Manager at Inten.to

From the blog

Finance operations & revenue management articles, tips, tools, and case studies.

Article

Product Update: Contract Auto-Renewals Are Now Live!

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Revenue errors and missed invoices are now a thing of the past. Let TrueRev do the work renewing your contracts.

Ali Rizvi Ali Rizvi's avatar

Ali Rizvi

2 min

Article

Unlocking Efficiency: The Case for Automating Revenue Recognition in B2B SaaS

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Accountants, controllers and CFOs are often asked to articulate the value of financial analysis tools to others in leadership. The simple answer is: costs drop, accuracy rises.

Ali Rizvi Ali Rizvi's avatar

Ali Rizvi

3 min

Article

Counting the Costs: How Financial Data Silos Undermine B2B Success

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In any enterprise B2B (business-to-business) company, data silos can become a deadly problem for calculating accurate recurring revenue.

Ali Rizvi Ali Rizvi's avatar

Ali Rizvi

4 min

Article

ZenFinancials Selects TrueRev to Turbocharge Revenue Recognition for B2B SaaS Clients

ZenFinancials Selects TrueRev to Turbocharge Revenue Recognition for B2B SaaS Clients

ZenFinancials Clients Can Now Easily Maintain ASC 606-Compliant Revenue

Duff Ferguson

Duff Ferguson

2 min

Article

Latest Updates: More Power and Simplicity

Product Updates | More Power and More Simplicity

We've added exciting new features, reporting and control into TrueRev.

Ali Rizvi Ali Rizvi's avatar

Ali Rizvi

5 min

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 Ali Rizvi's avatar

Ali Rizvi

3 min

Article

Deliver Accurate Financials to Key Stakeholders with 100% Confidence

When it comes to financial metrics: Accuracy = Confidence

You 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 Ali Rizvi's avatar

Ali Rizvi

5 min

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 Ali Rizvi's avatar

Ali Rizvi

7 min

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

Paul Barnhurst

10 mins

Article

Understanding When to Record Revenue

Understanding When to Record Revenue

ASC 606 outlines a 5-step process that businesses should follow to accurately recognize revenue. The entire process relies on satisfying contractual obligations.

Ali Rizvi Ali Rizvi's avatar

Ali Rizvi

6 mins

Article

Managing Your SaaS Revenue Recognition: Where QuickBooks Falls Short

Managing Your SaaS Revenue Recognition: Where QuickBooks Falls Short

While QuickBooks is known for its user-friendliness and affordability, it’s not built to handle complex revenue recognition processes.

Ali Rizvi Ali Rizvi's avatar

Ali Rizvi

7 min

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 Payments

Mike 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

Jason Dubaniewicz

3 min

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 Ali Rizvi's avatar

Ali Rizvi

1 min

Article

FinOps and Accounting in Excel and Alternatives for Subscription Revenue Management

FinOps and Accounting in Excel and Alternatives for Subscription Revenue Management

Is 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 Ali Rizvi's avatar

Ali Rizvi

5 min

Article

Mastering Contracts: Essential Data Points for B2B SaaS Controllers

Mastering Contracts: Essential Data Points for B2B SaaS Controllers

Is 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 Ali Rizvi's avatar

Ali Rizvi

5 min

Article

Billings, Bookings and Backlog: What’s the Difference?

Billings, Bookings and Backlog: What’s the Difference?

Every SaaS company has three distinct phases in its revenue lifecycle: billings, bookings and backlog. They are closely related, but profoundly different.

Ali Rizvi Ali Rizvi's avatar

Ali Rizvi

5 min

Article

More ways to see revenue... your way

Product updates: More ways to see revenue... your way

When your team needs financial SaaS metrics, they should get them their way instantly!

Ali Rizvi Ali Rizvi's avatar

Ali Rizvi

2 min

Article

Moving Beyond Excel for SaaS Revenue Recognition

Moving Beyond Excel for SaaS Revenue Recognition

Excel 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 Ali Rizvi's avatar

Ali Rizvi

2 min

Article

Automating Revenue Recognition to Benefit from 84% in Monthly Time Savings!

Automating Revenue Recognition to Benefit from 84% in Monthly Time Savings

SMBs 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 Ali Rizvi's avatar

Ali Rizvi

5 min

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