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SaaSOptics for QuickBooks
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 300+ B2B SaaS and other subscription businesses manage over $1.6B 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
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
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
• 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:

• MRR Momentum™ for MRR and ARR reporting
• Customer Lifetime Value
• Cohort Reports
• Renewal Rates and Churn
• Bookings
• Revenue and cash projections
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
Projects is a unique and powerful on-boarding and implementation management control function that makes it easy to manage your books while your customers are being on-boarded.

If on the date you receive an order you don’t know the exact dates of all the invoicing events, revenue events, or subscription term dates, management of financial records can get complicated. And the complication grows with order volume.

You need a control system. You need SaaSOptics Projects.

Let’s Get Started

SaaSOptics is the only dedicated 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 200
customers, and over $1.2 billion in annual subscription revenue and invoicing.
Cloud Financials  For QuickBooks
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678.710.8260

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