Revenue automation built on Salesforce

From closed deal
to recognized revenue.

GAAPx carries each Salesforce deal through billing, collections and ASC 606 revenue. Choose the side you work on.

Contract terms to collected cash, starting from a closed Salesforce deal.

For deal desk, RevOps and billing teams.

See GAAPx BillingBook a Walkthrough
Opportunity to invoice scheduleMotion placeholder
OPPORTUNITYTermPricingBillingINVOICE SCHEDULERecurringMilestoneUsageCOLLECTIONSPaidOpenOverdueOpen AR, shared with financeSalesforce deal recordOne record, shared
Illustrative view. An opportunity's terms driving an invoice schedule.

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  • Contract terms and pricing captured from the deal
  • Usage, milestone and recurring invoices
  • Collections and open AR visible to billing and finance

One chain, from signature to revenue

Each step hands its data to the next, so contract data is entered once.

  1. 1

    Closed-won

    A deal closes in Salesforce.

  2. 2

    Contract terms

    Pricing and billing terms are captured once.

  3. 3

    Invoice

    Usage, milestone or recurring invoices go out.

  4. 4

    Collect

    Payments and open AR stay visible.

  5. 5

    Allocate

    Price is split across performance obligations.

  6. 6

    Recognize

    Schedules recognize revenue. Cash flow reporting uses the same data.

GAAPx products

GAAPx Billing

For
Deal desk, RevOps, billing and collections teams.
Handles
  • Contract intake and pricing setup
  • Usage, milestone and recurring billing
  • Invoicing and collections
  • AR visibility shared with finance
When you need it
When deals close faster than invoices go out.
See GAAPx Billing

GAAPx RevRec

For
Controllers, accounting leaders and CFOs.
Handles
  • Performance obligations and allocation
  • Modifications and revenue schedules
  • Cash flow reporting
  • Audit evidence for each entry
When you need it
Your first audit, IPO preparation, or public company reporting.
See GAAPx RevRec
Illustrative example

One deal, followed from Salesforce to the schedule

A made-up deal to show the flow. Terms are generic.

  1. Closed-won in Salesforce.

    A rep closes a deal with a software subscription and an onboarding project.

  2. Terms come across.

    GAAPx reads the contract terms and pricing from the opportunity.

  3. Invoices follow the terms.

    The subscription bills on its cycle. The onboarding bills at its milestone.

  4. Collections stay in view.

    Billing and finance see the same open balance.

  5. The schedule builds.

    The price is allocated across the subscription and the onboarding. Each gets its own revenue schedule.

  6. A change comes in.

    The customer adds seats mid-term. The modification updates the schedule, and the history stays attached.

Billing and finance work from the same deal record, from first invoice to final revenue entry.

Connected to the systems you already run

GAAPx sits on Salesforce and sends results to Stripe and your ERP.

SalesforceGAAPxStripeERP and GL

Connections

Salesforce.Closed deals start the process.
Stripe.Payment data comes back to your invoices.
ERP and general ledger.Revenue and billing results go to your books.

Controls

Approval gates.Set where a person signs off before anything posts.
Source-linked evidence.Each entry points back to the contract and deal behind it.
Audit trail.Changes are logged, so you can show who did what and when.

Which one do you need?

You can start with either. Both connect to the same Salesforce data.

GAAPx BillingGAAPx RevRec
Built forOps, RevOps, billing, collectionsControllers, accounting leaders, CFOs
Main jobContract to cashASC 606 revenue recognition
Choose it whenYou need invoices and collections to keep pace with closed dealsYou need revenue schedules your auditors can trace to the contract
Typical momentsGrowing deal volume, usage or milestone billingFirst audit, IPO prep, public company reporting
See GAAPx BillingSee GAAPx RevRec

Not sure? Book a Walkthrough and we will look at your deals together.

Frequently asked questions

Does GAAPx work with Salesforce?

Yes. GAAPx is built on Salesforce. A closed deal is the starting point for invoices, collections and revenue schedules.

How complex can the ASC 606 work get?

RevRec handles multiple performance obligations, price allocation and contract modifications. It also covers the schedules and cash flow reporting that come with them.

Can it bill on usage?

Yes. Billing supports usage, milestone and recurring billing, so each deal can bill the way its contract reads.

What audit evidence does it keep?

Each entry links back to its source contract and deal. Approvals and changes are logged in an audit trail you can share with your auditors.

How is this different from a billing-only tool?

GAAPx continues past the invoice to allocation, schedules and recognized revenue, using the same deal data. Billing and finance work from one record.

See your own deal move through it

Bring one real contract. We will walk it from Salesforce to invoice to schedule.

Book a WalkthroughLog in