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RevOptic — Revenue Lifecycle Management for Sales and Finance
The operating layer between your CPQ and your General Ledger.
- Industries
- Horizontal Product
- Business Need
- ProductivityAnalyticsFinance
- Requires
- Sales Cloud
- Compatible With
- Sales CloudRevenue Cloud CPQRevenue Cloud Billing
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.
Highlights
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.
Provider Details
RevOptic
Milpitas, CA, United States
Revenue doesn't leak at the general ledger. It leaks at the quote. RevOptic is a Revenue Lifecycle Management platform purpose-built to close the gap between CPQ and the General Ledger. We recognized that sales and finance have never shared a common operating layer — and built one. That work earned us the 2024 Ventana Research Digital Innovation Award and MGI Research Rising Star designation. The platform spans two solution areas: RevOps — embeds revenue policy into the quoting workflow before close. Finance reviews exceptions only. Forecasts are finance-ready without manual translation. RevRec — automates end-to-end revenue recognition under ASC 606 and IFRS 15, eliminating manual reconciliations and accelerating period close. Four modules. One revenue lifecycle. Revenue Guardrails — enforces revenue policy and compliance at the point of quoting Revenue Forecasting — translates bookings into GAAP-ready forecasts Revenue Recognition — automates recognition with a full deferred revenue subledger Revenue Analytics — unified metrics and forecast-to-actual variance across the lifecycle Native to Salesforce Revenue Cloud, with connectors for NetSuite, Oracle Cloud EBS, and SAP.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Please contact us at sales@revoptic.io for any further questions on the pricing
Standard
$5,000 USD/company/month
Lowest Starting Price