Rev Rec, Analytics, and QuickBooks Integration for these solutions
Collecting Sales Tax or VAT? SaaSOptics has the market leading Avatax integration for the most efficient and most accurate management of the complex world of sales/VAT tax.
Comprehensive Stripe Integration
Need a Complete Payment Gateway? ACH and credit card payments via Stripe
Comprehensive 2-way integration enables use of Stripe as your payment processor
Credit card and sensitive personal information are stored in Stripe’s PCI-compliant environment
Payment and deposit information flows to SaaSOptics and to QuickBooks
Invoice and payment templates can be configured to your look and feel
Advanced reporting makes it easy for you to know what payments were made when
Just Need Rev Rec and Analytics? You have already integrated Stripe for recurring payments
Simply 1-way extraction of your information in Stripe
Automatic creation of revenue schedules and deferred revenue
Comprehensive financial reporting
Comprehensive CLV, Churn, MRR, Cohort and other key subscription analytics
Comprehensive 2Way Syncing
Intake orders from Closed Opportunities and process into financial records
Push into Salesforce complete financial records, including invoices, payment information, subscription dates and more
Contect to Just about Anything
We love our plug & play connectors for QuickBooks, Salesforce, Intacct, and Netsuite, but if these and the other "easy-on" connectors don't get you the full fin ops stack you need, you can quickly and easily integrate to other CRM, dashboard, or general ledger apps using our Zapier Zap (our our native API).
Revenue Recognition & Subscription Business Intelligence
If you are a Recurly customer, you will love the plug-and-play Recurly Connector that transforms billing information into GAAP compliment revenue schedules and industry leading subscription analytics & business intelligence.
1. Add your Recurly login credentials to SaaSOptics 2. Press the Sync button