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The B2B Subscription Manager
678.710.8260
subscription management for quickbooks

The B2B Subscription Manager for QuickBooks

Rev Up your QuickBooks with the the complete Financial Operating System for your B2B Subscription Business
RevenueBooks™ by SaaSOptics is the full-featured, B2B optimized subscription management system for your SaaS or subscription business. Over 450+ B2B SaaS and other subscription businesses manage over $3B in revenue and invoices annually in SaaSOptics today.

Affordable, powerful, quick-to-implement, and fully integrated with QuickBooks, RevenueBooks provides complete and scalable financial subscription management that will take your business to the next level.

Remove risk, improve company valuation, speed through audits, and always be prepared for board meetings, investments, and m&a!

• Easy GAAP-compliant subscription revenue recognition
• Best practices daily computation and 25 other methods
• Close dates, with close period revenue catch-up
• Support for professional services rev rec
• Revenue allocation
• Milestone triggered revenue recognition
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What Makes RevenueBooks Unique?
  • Integration - tightly integrated with QuickBooks
  • Focus - built exclusively for managing B2B Subscriptions
  • Speed - live in weeks - fast to learn, easy to implement
  • Scalability - from start-up, to early stage, to emerging and beyond
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Robust invoicing & payment functions for maximum efficiency and improved cash flow:

• Annual, quarterly, monthly, ad hoc, and 18 other invoicing options
• Milestone triggered invoicing
• Complete syncing with QuickBooks
• Email invoices from SaaSOptics or from QuickBooks
• Support for bundled Items and sales tax, including Avalara Avatax
• ACH and card payments through Intuit or Stripe
As if subscription invoicing and revenue recognition weren’t complex enough, you also need all kinds of unique analytics to run a subscription business:

• Subscription Momentum™ for MRR and ARR reporting
• Customer Lifetime Value
• Cohort Reports
• Renewal Rates and Churn
• Bookings
• Revenue and cash projections
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In B2B, it’s not about recurring credit card payments. It’s about land-and-expand, managing renewals, and sometimes complex negotiated contracts:

  • Never miss a renewal or invoice
  • Extend, upgrade, and early terminate
  • View upcoming expirations and invoices
  • Sync subscriptions to Salesforce for renewal management

Let’s Get Started
SaaSOptics is the only purpose-built B2B SaaS Subscription Financial Operating Platform, built from the ground up to meet the needs of B2B subscription businesses from ear;y stage to mature.

Now serving over 450 customers, and over $3 billion in annual subscription revenue and invoicing.

Solution

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