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What is TrueRev?

TrueRev is a specialized operations platform tailored for B2B subscriptions and SaaS businesses, streamlining processes such as revenue recognition and deferred revenue, along with real-time management of scheduled invoices and SaaS metrics, all at a significantly lower cost compared to traditional enterprise software solutions. The platform features seamless one-click integration with QuickBooks Online and offers all functionalities for a complimentary 14-day trial period. Users can effortlessly transition their revenue schedules from Excel while ensuring compliance with ASC 606, and generate crucial subscription metrics such as MRR, ARR, bookings, churn, and cash flow, while also tracking new deals, cancellations, upgrades, and expansions. Key features encompass revenue recognition, deferred revenue management, automated billing, contract renewals, detailed SaaS metrics, journal entries, shared reporting, document management, and evergreen contracts. Sal Abdulla, the CEO of ZenFinancials, stated, "TrueRev provides a platform which simplifies financial operations and removes errors, increasing clarity for all," underscoring the effectiveness of the tool in enhancing operational accuracy and transparency. With TrueRev, businesses can optimize their financial processes while fostering growth and efficiency.

What is Certinia PS Cloud?

Certinia's Professional Service Automation (PSA), formerly known as FinancialForce, serves as a holistic platform aimed at supporting professional services organizations in meeting client demands while driving revenue expansion. This extensive tool offers a range of features including resource management, tracking of time and expenses, billing processes, revenue recognition, project management, and collaboration in sales, among others. By leveraging Certinia's PSA, companies can efficiently allocate the right talent to each assignment, build stronger relationships with clients and partners, and enhance project profitability, which ultimately results in better resource utilization and increased client satisfaction. In addition, this all-in-one solution simplifies workflows, enabling firms to concentrate on providing outstanding services while effectively pursuing their organizational objectives. Consequently, adopting this platform not only optimizes operations but also positions businesses for long-term success in a competitive landscape.

Media

Media

Integrations Supported

Certinia ERP Cloud
Expensify
QuickBooks Online
Rootstock Cloud ERP
Salesforce
Salesforce Analytics Cloud
Salesforce Platform
Salesforce Service Cloud
Workato
XCD HR and Payroll

Integrations Supported

Certinia ERP Cloud
Expensify
QuickBooks Online
Rootstock Cloud ERP
Salesforce
Salesforce Analytics Cloud
Salesforce Platform
Salesforce Service Cloud
Workato
XCD HR and Payroll

API Availability

Has API

API Availability

Has API

Pricing Information

$89 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TrueRev

Date Founded

2015

Company Location

United States

Company Website

truerev.com

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

certinia.com/professional-services-cloud/

Categories and Features

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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