Integrations

Our integrations enrich transactions and facilitate automation.

SaaSOptics is built to serve as your subscription revenue and A/R subledger, complementing any general ledger you use today. We're powerful on our own, but we also integrate with key systems to improve workflows and distribute critical records and insights across your organization.

General Ledger Integrations

The SaaSOptics workflow is optimized for B2B subscription businesses and results in complete, accurate and structured GAAP-compliant customer contract data. As your operations become more complex and you move between general ledgers, we will manage your income operations and make sure you never sacrifice complete integrity and clarity in your subscription revenue records.

Whether you need to implement a structured yet flexible subscription management workflow or you're missing key subscription analytics, we can configure an integration that removes risk and inefficiency from your current revenue recognition and reporting processes. Maintain consistency and control over your revenue management, renewals, invoice scheduling and subscription analytics by integrating SaaSOptics into your general ledger.

Select your general ledger to learn more.

CRM Integrations

Streamline the processes that feed into your subscription management workflow by integrating into key systems, such as Salesforce, HubSpot* and Pipedrive*. You can also use Zapier to facilitate integrations with other CRMs that have the necessary connection points. When a new sales order is closed, push it directly to SaaSOptics for streamlined subscription management and revenue generation.

* HubSpot and Pipedrive integrations require Zapier.

Select your integration to learn more.

Tax Compliance

Take the pain out of complicated tax compliance with Avalara's AvaTax. Automate tax calculation and estimation directly within SaaSOptics so you can manage the entire workflow from order to invoice in one place.

Subscription Payments

Integrate a complete payment gateway into SaaSOptics e-invoices or transform billing data into GAAP-compliant revenue schedules, industry-leading subscription analytics and business intelligence.

To integrate a PCI-compliant payment gateway into your SaaSOptics e-invoicing workflow, select Stripe for more information.

Need to use our APIs?

The API layer built into SaaSOptics helps automate critical tasks from third-party systems. To find out if SaaSOptics APIs are the ideal way to create an integrated workflow, submit a contact request to connect with a solutions expert.

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"SaaSOptics has pulled SaaS revenue recognition out of the dark ages! Accurate revenue recognition and other critical metrics such as MRR can now be generated in real time."

Eric Rosenberg, DUO Security

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