Pipedrive Integration
Experience a smoother hand-off from sales to finance
SaaSOptics provides:
GAAP/IFRS-compliant revenue recognition without spreadsheets
Efficient invoice scheduling and highly customizable e-invoicing
Milestone-based revenue and invoice management not available in Xero
Out-of-the-box subscription metrics and analytics not available in Xero
Allows you to apply one payment to multiple invoices which is not available in Xero (when it syncs to Xero, it applies the payment as one payment per invoice as required by Xero)
Flexible and efficient accounts receivables and collections management
Allows you to reconcile your Stripe payments to your GL
STEP TWO - Choose your mappings
Choose from 30+ company attributes like industry, location, funding raised, etc. to segment your data in ways previously impossible.
STEP THREE - Gain a competitive edge with supercharged insights
Quality data gives you the edge you need to outperform your competition. Pairing SaaSOptics’ powerful Cohort and Analytic reports with Clearbit data enables you to understand the details behind who, what, where, and why your business is over or underperforming, so you can fuel your growth engine faster than the competition.
Other Supported Integrations & Advanced Workflows:
RevenueBooks
CRMs
GLs
ePayments
Avatax
Multi-Currency
Advanced A/R Management
Milestone-Based Projects
Expense Recognition
Clearbit
Commission Connector
Coming Soon
Ready to tackle complex revenue recognition with ease?