Case Study: ZenFinancials achieves automated revenue recognition and real-time SaaS metrics for QuickBooks clients with TrueRev

Saving money and eliminating errors

ZenFinancials, a San Francisco–based B2B SaaS accounting firm, needed to automate revenue recognition and deliver real-time SaaS metrics for clients using QuickBooks Online without making the costly jump to enterprise software. To address that challenge, ZenFinancials adopted TrueRev’s FinOps platform, leveraging its QuickBooks Online integration to replace manual spreadsheets and complex, expensive alternatives.

Using TrueRev, ZenFinancials automated revenue schedules, centralized contracts and billing, and delivered ARR waterfalls, gross and net revenue retention, and churn metrics in real time; the platform captures about 80% of the automated revenue-recognition value at a fraction of the cost, helping clients avoid spending tens of thousands per year on tools like Maxio. TrueRev’s one‑click integration and simple UI got teams up and running on day one, improving accuracy, speed, and operational clarity for ZenFinancials’ B2B SaaS customers.

ZenFinancials

Sal Abdulla

Founder & Chief Executive Officer