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Revenue Insights You Can Trust.
Build better deals before they close.

Give your team the revenue insights they need to make faster, more accurate decisions, right inside the quoting workflow.

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Bringing revenue recognition, margin analysis, and compliance intelligence into the quoting process before deals close.

Bringing revenue recognition, margin, and compliance intelligence into the quoting process before deals close.

What if finance could say 'yes' faster because sales could quote smarter?

For Sales

For Finance

Approve with confidence. Forecast with accuracy.

RevOptics brings GAAP-aligned revenue recognition, margin analysis, and compliance checks upstream—so Finance evaluates deals before they close, not after.

A photo of a man wearing a cap looking above

Finance Advantages

Pre-close revenue forecasts on opportunities and quotes

Policy-aligned, audit-ready deal structures

Reduced reliance on spreadsheets and manual reviews

Fewer post-close adjustments and surprises

For Sales

For Finance

Approve with confidence. Forecast with accuracy.

RevOptics brings GAAP-aligned revenue recognition, margin analysis, and compliance checks upstream—so Finance evaluates deals before they close, not after.

Finance Advantages

Pre-close revenue forecasts on opportunities and quotes

Policy-aligned, audit-ready deal structures

Reduced reliance on spreadsheets and manual reviews

Fewer post-close adjustments and surprises

For Sales

For Finance

Build deals that get approved the first time, every time.

RevOptics Revenue Guardrails gives sellers real-time insight into how pricing, discounts, and deal structure may impact their chance for deal approval - while they’re building the quote!

Sales Advantages

Instant guidance on pricing and discounting

Clear guardrails to warn when terms may not get approvedapproved

Fewer last-minute changes and rework

Faster deal approvals and higher win rates

The RevOptic Platform

Built for modern revenue complexity, RevOptic enables Sales and Finance to align in real time, approve deals faster, and scale with confidence.

Know More

01.

Supports Every Revenue Model

A robust revenue recognition platform built for modern complexity—supporting recurring SaaS, hardware + software + services, and consumption-based models, including tokenized usage.

02.

Deeply Configurable & GAAP-Aligned

03.

Built-In Forecasting & Analytics

04.

Revenue Guardrails, Pre-Close

two ladies looking at a laptop and smiling

person managing their expenses on a laptop

person making a contactless payment with a card

Supports Every Revenue Model

A robust revenue recognition platform built for modern complexity—supporting recurring SaaS, hardware + software + services, and consumption-based models, including tokenized usage.

Deeply Configurable & GAAP-Aligned

Built-In Forecasting & Analytics

Revenue Guardrails, Pre-Close

Revenue Guardrails

Most revenue tools analyze deals after they close.
RevOptics evaluates them while they’re being quoted.

Growth-Driven

KPI-focused for real growth.

Growth-Driven

KPI-focused for real growth.

10+ Years of Experience

95%

Forecast Accuracy

70%

Reduction in manual analysis

ASC 606 / IFRS 15

Compliance Built-in

Revenue Guardrails

Most revenue tools analyze deals after they close.
RevOptics evaluates them while they’re being quoted.

Growth-Driven

KPI-focused for real growth.

10+ Years of Experience

95%

Forecast Accuracy

70%

Reduction in manual analysis

ASC 606 / IFRS 15

Compliance Built-in

How RevOptics Fits Into Your Workflow

Fast decisions need faster tools. That’s why ambitious enterprises rely on our platform to keep things moving.

Opportunity

Quote

Order

Deliver

Invoice

Accounting

RLM Platforms

API · Agents

⇄

Hover over a product to see what's included

RevOptics — RevOps

★ Revenue Guardrails

Enforces revenue compliance and margin rules during the sales cycle.

+ Revenue ForecastingShared

Predictive revenue waterfalls and schedules compliant with ASC 606.

+ Revenue AnalyticsShared

AI-powered insights across the customer revenue lifecycle.

RevOptics — RevRec

★ Revenue Recognition

Automates ASC 606 / IFRS 15 compliance for complex arrangements.

+ Revenue ForecastingShared

Predictive revenue waterfalls and schedules compliant with ASC 606.

+ Revenue AnalyticsShared

AI-powered insights across the customer revenue lifecycle.

Revenue Contract Hub

POB Manager

SSP Analyzer

Revenue Allocations Engine

Revenue Holds/VC Processor

Amendment Frameworks

Revenue Accounting Engine

Predictive Forecasting Console

Revenue Intelligence Console

Revenue Close & Recon Hub

ML built-in for time-series data

Products · Customers · Business Rules · Approvals · Access & Roles

Small-Language Model for deal-attribute analysis

API · Agents

→

ERP / Reporting

Business Dimensions

Biz. Models

Products, Services, SaaS, Consumption, Prof. Services

Monetization Models

One Time, Recurring, Usage Based, Multi Year Ramp

Sales Motion

New, Renewals, Add Ons, Upgrades, Terminations, Cancellations

RTM

Direct, Partner, Reseller

Real results from real customers

"This has improved our customer experience and sales efficiency significantly."

Jugnu Bhatia, Chief Accounting Officer

"This has improved our customer experience and sales efficiency significantly."

Jugnu Bhatia, Chief Accounting Officer

"The executive team really appreciated the up-leveling of the forecasting process."

Anthony Baxter, Finance Director

80%

reduction in manual effort

5-day

reduction in close period

$1.2MM

recovery in 90 days

2X

forecast accuracy

Close

Revenue Insights You Can Trust. Build better deals before they close.

Revenue Insights You Can Trust. Build better deals before they close.

Bringing revenue recognition, margin analysis, and compliance intelligence into the quoting process before deals close.

Bringing revenue recognition, margin, and compliance intelligence into the quoting process before deals close.

What if finance could say 'yes' faster because sales could quote smarter?

For Sales

For Finance

For Sales

For Finance

For Sales

For Finance

The RevOptic Platform

Supports Every Revenue Model

Deeply Configurable & GAAP-Aligned

Built-In Forecasting & Analytics

Revenue Guardrails, Pre-Close

Supports Every Revenue Model

Deeply Configurable & GAAP-Aligned

Built-In Forecasting & Analytics

Revenue Guardrails, Pre-Close

Revenue Guardrails

Growth-Driven

Growth-Driven

95%

Forecast Accuracy

70%

Reduction in manual analysis

ASC 606 / IFRS 15

Compliance Built-in

Revenue Guardrails

Growth-Driven

95%

Forecast Accuracy

70%

Reduction in manual analysis

ASC 606 / IFRS 15

Compliance Built-in

How RevOptics Fits Into Your Workflow

How RevOptics Fits Into Your Workflow

RLM Platforms

ERP / Reporting

Biz. Models

Monetization Models

Sales Motion

RTM

Real results from real customers

Real results from real customers

Real results from real customers

"This has improved our customer experience and sales efficiency significantly."

Jugnu Bhatia, Chief Accounting Officer

"This has improved our customer experience and sales efficiency significantly."

Jugnu Bhatia, Chief Accounting Officer

"The executive team really appreciated the up-leveling of the forecasting process."

80%

5-day

$1.2MM

2X

Design Better DealsBefore They Close

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Revenue Insights You Can Trust.
Build better deals before they close.

Revenue Insights You Can Trust.
Build better deals before they close.

Design Better Deals
Before They Close