Join the companies embracing the
future of financial operations

See how our customers are using TrueRev to save time, improve accuracy, and optimize understanding of their revenue.

Read the case studies

Saving money and eliminating errors

B2B clients’ complex revenue recognition means automation is a must, but the cost jump to expensive enterprise-level software is hard to justify. With TrueRev, ZenFinancials experts now easily provide automated revenue and real-time SaaS metrics for clients who use Quickbooks Online.

“TrueRev is a great example of a platform that simplifies financial operations, removes errors and increases clarity for everyone.”

About ZenFinancials

Industry
SaaS Accounting
Company size
2-10 Employees
Key pain points
  • Revenue recognition
  • Enterprise-level software cost

Easy setup and implementation

Rapid customer growth outstripped Glean.ai's ability to invoice customers manually. TrueRev now handles rev rec and deferred revenue journal entries and generates real-time SaaS metrics for the team and its investors.

“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.”

About GleanAI

Industry
Spend Management
Company size
11-50 Employees
Key pain points
  • SaaS invoicing and billing
  • SaaS metrics
  • Automation

Closing books in 2 days instead of 10

Maintaining revenue in excel spreadsheets was not only extremely time consuming but, also proving to be inaccurate. Managing deferred revenue properly in these sheets was almost impossible. TrueRev allows Intento to bucket revenues between Enterprise and SMB customers.

“Super logical to see everything in one platform.”

About Intento

Industry
IT Services & IT Consulting
Company size
51-200 Employees
Key pain points
  • Revenue recognition on spreadsheets
  • Cohort analysis

A simpler way to accurate revenue

Prior to switching to TrueRev, LineVision was utilizing a revenue recognition solution that was overly complicated (and expensive) for the company's needs. They also struggled with inaccurate historical data. After doing multiple demos with other companies, she settled on TrueRev because it was the easiest to use and the most affordable.

“I love it. We have a very strange rev rec policy but, [TrueRev] works well for me because it’s very flexible … takes maybe 10 minutes to put in a contract”

About LineVision

Industry
Utilities
Company size
51-200 Employees
Key pain points
  • Revenue recognition
  • Complex contracts
  • Inaccurate historical data
Perch

Multiple revenue streams

Perch has 3 consistent revenue streams - hardware sales, traditional SaaS subscriptions, and client services - that all need to be recognized on different cadences. Prior to TrueRev, the outsourced accounting firm was managing this process using Excel; Sumner often found discrepancies in rules.

“Any early-stage startup with subscription accruals and a need to report on MRR should get a tool like TrueRev.”

About Perch

Industry
Retail
Company size
11-50 Employees
Key pain points
  • Revenue recognition on multiple revenue streams
  • Complex contracts

Moving off spreadsheets

Previous founding experience taught Joe that the longer you keep doing revenue on spreadsheets, the harder it becomes to trust the accuracy of revenue and deferred revenue. In his opinion, you can’t really do "daily" rev rec in Excel. He logs into TrueRev every time they sign a new customer and every time somebody’s contract renews.

“TrueRev is everything I need and nothing I don’t”

About CampusOptics

Industry
Higher Education
Company size
11-50 Employees
Key pain points
  • Revenue recognition on spreadsheets
  • Renewal reminders

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