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
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