Put TrueRev to Work Today!
Take the Hassle out of Managing your Customer Subscriptions
ALL YOUR DOCUMENTS
JUST ONE CLICK AWAY
A single source of truth for all of your sales documents when you need them, stored securely in the cloud.
AUTOMATICALLY MANAGE
ALL YOUR INVOICES
Forget keying in identical invoices every month, set up automated billing and send invoices with TrueRev, so customers know exactly when to pay.
SUBSCRIPTION REPORTING
AND METRICS
Real-time reporting on your most important metrics. Use revenue and customer data to improve and grow your business.
AUDIT READY
REVENUE
Gone are the days of messy error prone spreadsheets. TrueRev delivers accurate, dependable, auditable revenue schedules.
TRACK SUBSCRIPTION
EVENTS
New deals, upgrades, cancellations, expansion – all tracked easily and accurately.
KEEP YOUR BOOKS
UP TO DATE
TrueRev updates your accounting software after each transaction, ensuring bookkeeping accuracy.
Pricing
Feature Packed, Priced with Smaller Businesses In Mind
Prices starting at $99
Feature List
Feature rich already, and additional functionality continually being added
| Feature | Description |
|---|---|
| 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. |
| Feature | Description |
|---|---|
| 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 |
| Feature | Description |
|---|---|
| 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! |
| Feature | Description |
|---|---|
| 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 |
| Feature | Description |
|---|---|
| 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 |
| Feature | Description |
|---|---|
| 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. |
| Feature | Description |
|---|---|
| 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 |
"The easiest system to use to understand and manage your customer subscriptions."
BUILT FOR
We are an official QuickBooks Partner
Because we are an official Intuit QuickBooks Developer, TruerRev is Built for QuickBooks!
As such, Intuit has thoroughly vetted TrueRev to ensure it appropriately and securely connects with their system. Trust in knowing that TrueRev will always be connected to your QuickBooks instance.
