Integrations

We offer direct integrations with popular financial systems to help you improve workflows and increase productivity.

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QuickBooks

Do you use Quickbooks as your general ledger? No problem. Our comprehensive integration automatically syncs with QuickBooks, so you can access everything you need for GAAP compliant revenue recognition, subscription management, invoicing and analytics, directly from SaaSOptics.

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Salesforce®

Connecting the dots between Salesforce® and customer financial data is critical for winning new customers, upgrading existing accounts and managing customer renewals. Our direct integration with Salesforce® closes the gap that often exists between sales, finance and customer success teams by providing a common view of each customer’s orders, contracts, transactions, invoices, payments and renewals – accessible by all your Salesforce® users.

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Avalara AvaTax

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

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Stripe

Whether you need a complete payment gateway for ACH and credit card payments, or you’ve already integrated Stripe for recurring payments and need revenue recognition and analytics, our comprehensive, two-way integration makes payments easy.

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Recurly

Transform billing data into GAAP compliant revenue schedules, industry leading subscription analytics and business intelligence. With this integration, you can leverage Recurly data in SaaSOptics for superior revenue management, reporting and highly optimized subscription analytics.

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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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