TrueRev

Starting at $99

Features

• Multiple User accounts
• Self-service knowledge base
• Best-in-class Support
• Customizable admin permissions
• Integrations with Quickbooks online
• Integrations with Quickbooks Desktop**
• Integrations with Salesforce**
• Subscriptions Onboarding service
• Core Subscriptions (SaaS) metrics
• Customer list
• Advanced filters
• Revenue recognition (GAAP/ASC 606)
• Revenue and cash flow forecasting
• Expected future cashflow
• A/R Aging
• Deferred Revenue Report
• Customer Segmentation (using tags)
• Scheduled Custom Reports
• Export and share
• Reporting - Dashboards
• Recurring Billing Schedule
• Intelligent Digital Subscription RepositoryTM
• Custom tags assignable to individual subscriptions
• Import/export all subscription documents in one place
• Link associated subscriptions to maintain hierarchy (eg MSA>SOW)
• Upgrade/Downgrade Automation for any deal
• Your product catalog with customizable SKUs
• Manage deals with any term or no term at all
• Renewal notifications
• Renewal reports
• Tracking auto-renewals and auto-renewal cancellations
• Tracking sales people per deal
• Track pilot customer and conversions
• Multiple users
• Fixed Recurring
• One-Time Charges
• Flexible Calendar Billing
• Usage-Based
• Plan Add-Ons
• Discounts by Product Line Item
• Automated Payment Recording
• Invoice Branding
• Multiple Subscription on a Single Invoice
• Terms
• Projected Invoices (Quotes)
• Invoice Notes
• Multiple Subscriptions, Plans, Products and One-Time Purchases on a Single Invoice
• PO Numbers
• Billing and Unbilled Statements
• Automated Invoicing
• Calendar Billing
• Reminders
• Multiple follow-ups
• Advance Invoices
• Taxes
• Encryption
• Data storage
• Disaster Recovery
• Reviewed by Intuit
• Accounting & Revenue Recognition Management
• Revenue Recognition - Daily Earned and Deferred
• Cumulative catch-up
• Adjustments
• Monthly/quarterly/annual reporting
• Exportable
• Customizable recognition
• Relative allocation calculator
• Milestones
• Flexibility
• Deferred revenue and unbilled A/R
• Immediate, custom, ratable recognition