Revenue Recognition For Salesforce

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Manage revenue and deferred revenue in
accordance with your business rules and
accounting policies
Automate revenue
recognition on
Salesforce and retire
your spreadsheets.

Define your revenue recognition rules

Create your revenue recognition rules and then assign them to your Salesforce products. Rules are automatically applied to products at a sales invoice line item level with your own custom revenue recognition rule settings.

Automatic deferred revenue calculations and journals

Revenue Recognition Schedules and journals are automatically created from sales invoices to give you real-time visibility into deferred revenue. One click access to deferred and recognised revenue by Company, Account, sales invoice and products with daily, weekly, monthly or quarterly schedules.

Revenue Reporting and Dashboards

Powerful reports give you real-time insight into your deferred and recognised revenue in addition to instant visibility into the impact on your P&L, Trial Balance and Balance Sheet reports. Customised reports and dashboards help you track your unique business KPIs.

“We are now able to process our sales to payments, without almost zero manual intervention. ” – Andrew Martin, CEO, SymStor

Find out how we can help you automate your revenue recognition process on Salesforce.

Streamline your end to end business processes, increase your staff productivity and retire your spreadsheets, 100% native on the Salesforce platform.