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RevOptic — Revenue Lifecycle Management for Sales and Finance
The operating layer between your CPQ and your General Ledger.
Overview
RevOptic closes the gap between CPQ and your General Ledger — enforcing revenue policy at the point of quoting, automating ASC 606 and IFRS 15 recognition, and delivering forecast-to-actual visibility across the full revenue lifecycle.
See How RevOptic — Revenue Lifecycle Management for Sales and Finance Works
Automate ASC 606 and IFRS 15 revenue recognition across ratable, milestone, usage-based, and event-based models — eliminating manual journal entries and reducing period close from weeks to days.
Enforce revenue policy and pricing compliance at the point of quoting with Revenue Guardrails — catching deal structure errors before they reach finance.
Translate bookings forecasts into GAAP-ready revenue forecasts automatically — no manual conversion, no spreadsheet reconciliation between sales and finance.
Maintain a full deferred revenue subledger across contracts, renewals, and amendments — with audit-ready schedules and drill-down visibility for controllers and auditors.
Automate multi-element arrangement allocation across software, hardware, and services — applying standalone selling price logic to every performance obligation.
Identify margin risks and discount violations in real time during quoting — so deal desk reviews only exceptions, not every complex deal.
Deliver unified revenue analytics across the full lifecycle — waterfall visualization, forecast-to-actual variance, and deferred revenue forecasting for FP&A.
Native to Salesforce Revenue Cloud with pre-built connectors to NetSuite, Oracle Cloud EBS, and SAP — no rip and replace required.
Recognized by Ventana Research 2024 Digital Innovation Award and MGI Research Rising Star — built for CFOs, Controllers, CROs, and VP RevOps at enterprise companies.
Revenue Doesn't Leak at the General Ledger. It Leaks at the Quote. RevOptic is a Revenue Lifecycle Management platform for enterprises on Salesforce Revenue Cloud. It enforces revenue policy before deals close and automates ASC 606 and IFRS 15 recognition after they do. The Problem It Solves Deals get structured in CPQ without visibility into compliance. Finance inherits the problem at close — triggering manual reconciliations, delayed period close, and restatement risk. What You Get Revenue Guardrails — flags non-compliant deal structures, discount violations, and margin risks at the point of quoting. Revenue Forecasting — translates bookings into GAAP-ready forecasts without manual translation. Revenue Recognition — automates recognition across ratable, milestone, usage-based, and event-based models with a full deferred revenue subledger. Revenue Analytics — unified metrics, waterfall visualization, and forecast-to-actual variance across the full lifecycle. Who It's For CFOs, Controllers, CROs, and VP RevOps at enterprises with complex deal structures and high-volume contract environments. Recognition 2024 Ventana Research Digital Innovation Award. MGI Research Rising Star.
Categories
- Business Needs
- ProductivityAnalyticsFinance
- Industries
- Horizontal Product
- Personas
- Business UserSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesManaged PackageSalesforce Mobile