Case Study: Revenue Recognition Automation for a SaaS Platform
Improving accuracy, compliance, and ASC 606 alignment for subscription revenue
The Situation: Fast Growth, Complex Billing, and Manual Processes
A rapidly scaling B2B SaaS company was processing 1,000–1,500 invoices per month, including hundreds that required deferred revenue schedules. With billing volume rising quarter after quarter, their internal team relied entirely on spreadsheets to manage revenue recognition.
On the surface, deals were closing and ARR was growing — but behind the scenes, the finance team was buried in manual work.
Their revenue recognition process had become:
- spreadsheet-heavy
- error-prone
- slow
- disconnected from real-time performance
And because everything lived in different tabs, exports, or manually updated formulas, the company couldn’t clearly or confidently report subscription revenue.
They needed a scalable revenue recognition automation solution aligned with ASC 606 and designed for SaaS.
The Problem: Spreadsheets Created Hidden Financial Risk
As invoice volume grew, issues multiplied.
The manual process caused:
- No visibility into recognized vs. deferred revenue
- Missing customer-level revenue detail
- Inaccurate ARR and MRR calculations
- Journal entry bottlenecks each month
- Slow or stressful month-end closes
- Data inconsistencies between systems
- Difficulty answering investor or board questions
For a SaaS company preparing for continued growth, these problems weren’t just operational — they were strategic.
Inaccurate or delayed revenue recognition affects:
- cash runway forecasts
- valuation
- budgeting decisions
- board reporting
- investor confidence
The company needed clarity, compliance, and automation — fast.
The Solution: Revenue Recognition Automation Built for SaaS
Resolve Works implemented a modern revenue recognition automation workflow using FinOptimal, integrated directly with QuickBooks and the client’s billing tools.
The goal:
Turn a spreadsheet-based process into an automated, ASC 606–aligned system.
What we delivered:
- 1,000+ invoices automated every month
- 400+ deferred revenue contracts fully recognized with precision
- Real-time visibility into revenue by customer
- 100% accuracy between QuickBooks and automation reports
- Clear audit trails for ASC 606 compliance
- A scalable foundation for investor reporting, budgeting, and forecasting
The transformation replaced weeks of manual journal entries with a clean, reliable, automated system that grows as the company grows.
Results: Clean Data, Clear Metrics, Confident Growth
With revenue recognition automation in place, the SaaS company now has:
Accurate, ASC 606–compliant revenue schedules
Revenue is recognized correctly and consistently — no manual fixes needed.
Real-time MRR and ARR visibility
Leadership can finally trust the numbers powering growth decisions.
Faster, cleaner month-end closes
Manual journal entries are gone; automation handles the heavy lifting.
Data investors can rely on
The company now produces investor-ready financial packages without stress.
A system that scales with billing volume
No more spreadsheet sprawl as the company adds customers, geographies, or product tiers.
