Manage orders, renewals, upgrades, invoicing, rev rec and more in one integrated solution.
Take control over your B2B subscription financial operations. Save time, save money, reduce risk. Never miss a renewal , never miss an invoice!
Enter your orders into SaaSOptics or sync Closed Won Opportunities from Salesforce or other CRM. A sales order becomes a complete set of financial records for the Customer. The plug-and-play Salesforce connector installs in minutes. Flow new orders, renewals, and changes from Salesforce to SaaSOptics to QuickBooks, and subscription, invoice and payment info back to Salesforce.
Always know who is coming up for renewal. Process manually or set to auto-renew.
Nothing falls through the cracks - never miss an invoice or record the wrong revenue.
Manage Upgrades, Add-Ons, Extensions, and More
With accurate and comprehensive revenue and invoice adjustments!
Never Miss an Invoice
Invoices are scheduled in advance, can be sent from SaaSOptics and/or synced and sent from QuickBooks.
Developed specifically for software, SaaS, and subscription companies, SaaSOptics provides comprehensive subscription management capabilities optimized for B2B subscription businesses. The reporting and management of subscriptions & contracts with complete renewal management is made easy with SaaSOptics. SaaSOptics helps ensure your organization is always ready with the kind of financial reports needed for board meetings, bankers, investors, venture capitalists, and yes, acquisitions!
Manage Revenues ◦ Automatic revenue schedules ◦ 26 Revenue recognition templates ◦ Manual revenue schedule creation ◦ Full support for contract elements ◦ Suspend a transaction's revenue recognition ◦ Automatic Deferred Revenue calculations ◦ Automatic Unbilled AR calculations ◦ View revenue roll up by Customer or Contract ◦ Support for one-time fees
Manage Contracts & Renewals ◦ Expired and expiring subscription warnings ◦ Individual & batch renewals ◦ Easy complex tranx handling ◦ Flag transactions for follow up ◦ Easy Import/Export ◦ Countless reports ◦ Realtime revenue integrity checking ◦ Special item types for recurring subscriptions ◦ Sync with SFDC
Manage Invoices ◦ Automatic invoice scheduling ◦ Monthly, Quarterly, Semi-Annual, Annual, Billing ◦ In Advance, In Arrears ◦ Sync invoices to QuickBooks ◦ Sync invoices from QuickBooks ◦ Countless reports ◦ Multi-currency ◦ Period locking ◦ Credit Memos