Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Finalytic, an innovative cloud-based revenue management platform developed by Formidium, acts as a financial guide for global financial services. This platform facilitates real-time monitoring of essential metrics such as revenue, ARR, MRR, and churn, along with comprehensive waterfall revenue reports and schedules, allowing finance professionals to identify trends, simplify revenue recognition, and move away from cumbersome spreadsheets. By optimizing invoicing through customizable recurring bills, scheduled batches, and personalized templates, it not only enhances revenue generation but also saves valuable time. Furthermore, it accommodates traditional and digital payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through an integrated digital currency gateway. The platform also features payment automation that minimizes Days Sales Outstanding (DSO) and ensures 24/7 access to a user-friendly portal. With its advanced smart reports and insights, Finalytic empowers users to swiftly convert data into strategic decisions. Additionally, the secure and interactive client portal offers customers visibility into invoices and payments, along with access to a secure data vault for their financial information. This comprehensive approach positions Finalytic as a vital tool for modern finance teams seeking efficiency and clarity in their revenue management processes.
Description
TrueRev is an operations platform designed specifically for B2B subscriptions and SaaS. It simplifies revenue recognition and deferred revenue as well as scheduled invoices, SaaS metrics, and scheduled invoices in real-time, at a fraction the cost of enterprise software. One-click synchronization with QuickBooks Online.
All features available for 14-day free trial!
TrueRev allows you to easily migrate your revenue schedules from Excel and remain compliant with ASC 606 Generate subscription metrics (MRR/ARR, Bookings, Churn, Cash-flow). Track new deals, cancellations, upgrades & expansion.
Features include:
• Revenue Recognition
• Deferred revenue
• Automated billing and scheduled invoices
• Contract renewals
• SaaS metrics
• Journal entries
• Shared reports
• Document management
• Evergreen contracts
Sal Abdulla, CEO at ZenFinancials said, "TrueRev provides a platform which simplifies financial operations and removes errors, increasing clarity for all."
API Access
Has API
No
API Access
Has API
No
Integrations
Apple Pay
Yes
Google Pay
Yes
PayPal
Yes
QuickBooks Online
No
Pricing Details
$250 per month
Free Trial
No
Free Version
No
Pricing Details
$89 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Finalytic
Country
United States
Website
finalytic.com
Vendor Details
Company Name
TrueRev
Founded
2015
Country
United States
Website
truerev.com
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No