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The B2B Subscription Manager
678.710.8260

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Complete B2B Subscription Management

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!

Process Orders


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.

Manage Renewals


Always know who is coming up for renewal. Process manually or set to auto-renew.

Comprehensive Monitoring


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.

Manage Subscription Contracts / Revenues / Invoices - Loaded with Features!

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

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.
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678.710.8260

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