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RevOptic

Revenue Lifecycle Management for Sales and Finance

By RevOptic

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Pricing
Paid
From $5,000 per company per month
Listed since
2024

About RevOptic

The operating layer between your CPQ and your General Ledger.

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.

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.

Screenshots

Revenue Guardrails - Detailed View

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Revenue Guardrails - Detailed View

Pricing

Paid, from $5,000 per company per month.

RevOptic plans
PlanPriceBilled
Standard$5,000 per companyMonthly

Please contact us at sales@revoptic.io for any further questions on the pricing

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Revenue Cloud CPQ
  • Revenue Cloud Billing
Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on July 12, 2024
Industries
  • Horizontal Product
Languages
  • English