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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 Maxio?

Maxio provides essential support for B2B SaaS leaders, facilitating effective monetization strategies while revealing vital financial insights amid market fluctuations. Growth is rarely a linear process; it is influenced by various market dynamics. With Maxio's assistance, you can adeptly steer your business through any significant changes, regardless of your current stage in the growth journey. This platform is designed to accommodate your monetization strategies, whether simple or intricate, all while maintaining the flexibility required to respond to evolving market demands. Maxio effectively finds the optimal equilibrium for your operational needs. Additionally, it ensures that your systems won't hinder your market entry. Serving as the foundation of your technology infrastructure, Maxio streamlines the integration between your CRM, general ledger, and reporting tools by automating previously manual tasks. In a fast-paced market, having timely insights is crucial; Maxio ensures you receive answers to your toughest business queries swiftly, empowering you to make informed decisions in real time. This capability is essential for maintaining a competitive edge in an ever-shifting landscape.

Media

Media

Integrations Supported

QuickBooks Online
Airbyte
Brevo
Clearly Payments
Easyflow
Everstage
FlexPay
Formstack Documents
Junos Traffic Vision
LeadDyno
MRR.io
Midigator
MyCommerce
Numerics
ProsperStack
SharingCloud
Shopify
Square Payroll
Teamstack
Xero

Integrations Supported

QuickBooks Online
Airbyte
Brevo
Clearly Payments
Easyflow
Everstage
FlexPay
Formstack Documents
Junos Traffic Vision
LeadDyno
MRR.io
Midigator
MyCommerce
Numerics
ProsperStack
SharingCloud
Shopify
Square Payroll
Teamstack
Xero

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

Maxio

Date Founded

2022

Company Location

United States

Company Website

www.maxio.com

Categories and Features

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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