For early-stage SaaS companies, revenue recognition is often a painful, spreadsheet-laden process. Attivo Partners, a San Francisco based finance and accounting firm, saw this struggle across their portfolio of B2B SaaS clients. Their solution? TrueRev a modern revenue operations platform that delivers real-time revenue reporting without the enterprise price tag.

The Challenge: Disconnected Revenue Data and Delayed Close

One of Attivo’s clients a Series B SaaS company with over $100M raised faced common RevOps issues:

• Revenue data spread across CRM, ERP, and spreadsheets
• Manual invoicing and revenue schedules
• Delayed financial close cycles
• Misalignment between finance and sales teams

The complexity not only slowed down operations but also created reporting errors and leadership misalignment.

The Solution: A Scalable, Affordable RevOps Platform

Attivo implemented TrueRev to centralize the client’s SaaS billing and revenue recognition processes.

TrueRev replaced error-prone spreadsheets with:

✅ Real-time ARR visibility

✅ Automated billing and invoice tracking

✅ Seamless QuickBooks integration

✅ Centralized revenue schedules

With TrueRev in place, contracts that previously took hours to reconcile were now onboarded and tracked in minutes.

Why Attivo Chooses TrueRev for Their SaaS Clients

Attivo continues to roll out TrueRev across multiple clients because it checks all the boxes for early-stage SaaS finance teams:

✅ Simplicity

TrueRev is intuitive and doesn’t require a RevOps team to manage.

✅ Speed

Clients are onboarded quickly and start seeing value almost immediately.

✅ Scalability

The platform grows with the company—without overbuilt complexity.

✅ Transparent Pricing

Unlike platforms that charge a percentage of revenue, TrueRev’s pricing is based on revenue tiers making growth predictable and budget-friendly.

Results That Matter

By switching to TrueRev, Attivo’s clients have experienced:

• Faster monthly closes
• Elimination of spreadsheet chaos
• More strategic finance teams
• Alignment across finance, sales, and leadership

“Leadership now gets real-time visibility into ARR, revenue schedules, and invoice tracking without us needing to pull manual reports.”

Conclusion

For B2B SaaS companies, especially in high-growth phases, revenue operations can’t afford to be manual.

TrueRev empowers teams with clarity, speed, and automation so firms like Attivo can deliver consistent value and scalability to their clients.

Want the full story?

Check out the case study to see how Attivo deployed TrueRev across multiple SaaS clients and delivered real results.

Read the full case study here