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RevOptic × Invisory — Partner Enablement
RevOptic
RevOptic · Revenue Lifecycle

Connects quoting to revenue recognition.

Closes the gap between what sales quotes and what finance can recognize — automated ASC 606 and IFRS 15 inside Salesforce Revenue Cloud.

Request an intro See who to target
What It Does

From quote to recognized revenue, without the spreadsheet in between

Quote
Contract
Allocate
Schedule
Recognize
Report

The complexity lives in the deal structure

Usage-based pricing, multi-year ramps, and bundled multi-element agreements are exactly the structures that break manual revenue recognition. RevOptic handles the allocation and scheduling automatically, on the same record the deal was quoted on.

ASC 606 / IFRS 15Multi-element allocationRamp & usage contractsRevenue schedulesForecast-to-actualAudit-ready reporting
Why You Should Care

What it opens up, depending on your seat

Pick the side that applies to you.

💼
For

Salesforce Consulting Partners

  • Revenue Cloud specialization with a finance-side sponsor
  • Higher-value work than sales-side configuration alone
  • Quote-to-cash redesign spanning sales and finance
  • Recurring work as pricing models and contracts evolve
🎯
For

Salesforce Sellers

  • Strengthens Revenue Cloud deals that stall on finance objections
  • Brings the CFO organization into the Salesforce footprint
  • Extends the platform past CRM into the finance system of record
  • Compelling event is the audit or close cycle, not a preference
Who To Target

Ideal opportunities

Strongest fit
  • SaaS & subscription
  • Usage or token-based pricing
  • Multi-year ramp contracts
  • Bundled multi-element deals
  • ASC 606 / audit prep

Company profile: Qualifier here is deal structure rather than industry — complexity of contracts, not company type.
Who signs: CFO · Controller · RevOps · Deal Desk · VP Finance

Buying Signals

What to listen for

Two or more of these on a discovery call? Worth bringing RevOptic in.

“Revenue recognition runs in spreadsheets.”
“Quarter close takes us weeks.”
“We just moved to usage-based pricing.”
“Our auditors flagged our rev rec process.”
“Sales quotes things finance can't recognize.”
“We're preparing for an audit or IPO.”
Reported Outcomes

What customers report after implementation

80%
Less manual effort

Reduction in manual revenue recognition work.

2x
Forecast reliability

Improvement in revenue forecast accuracy.

$1.2M
Revenue recovered

Identified and recovered through improved visibility.