Your Finances
- You use QuickBooks®
- You have term agreements
- You have rev rec
- You have deferred revenue
- You manage revenue in a spreadsheet
- You manage contracts in xls or a CRM
- Your CRM is controlled by sales
- You rely on emails for sales orders
- You rely on xls for projections & analysis
- Maybe a bit "chaotic"
Your Problems
- Your xls "application" is cumbersome and time consuming to maintain
- Data management is difficult at best
- Invoice management is difficult
- Analysis can be slow going
- Financial reporting is tedious
- Reviews & audits are expensive
- Renewals fall through the cracks
- You spend more time on data management than analysis
- You can't respond as quickly as you like
- You are largely reactive
Your Solution - RevenueBooks™
- A true finance-controlled system of record for revenues and contracts
- Fully integrated with QuickBooks
- Manages revenue recognition & revenue reporting
- Automatically generates deferred revenue & unbilled AR
- Manages sales orders from your CRM
- Generates invoices and sends them to QuickBooks
- Manages contract docs, acceptance & renewals
- Generates all key subscription metrics