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RevOptic — Revenue Lifecycle Management for Sales and Finance

By RevOptic

The operating layer between your CPQ and your General Ledger.

No Ratings
Starting at $5,000   USD/company/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Productivity
Analytics
Finance
Requires
Sales Cloud
Compatible With
Sales Cloud
Revenue Cloud CPQ
Revenue 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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud CPQ
Revenue Cloud Billing
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Ayara Revenue Intelligence/ver 1.1 1.1.1
Listed On
10/17/2024
Latest Release
05/02/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 19
Custom Tabs: 15
Custom Apps: 0
Lightning Components
Global: 8
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/12/2024

Additional Details

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.

Need help?

RevOptic

Milpitas, CA, United States

Please contact us at sales@revoptic.io.

Support Phone+1 (209) 755-6633
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