TRUMAN AI BY TRUEREV
Meet TruMan AI
Ask Your SaaS Finance Data Questions in Plain English
TruMan AI is the AI assistant inside TrueRev. Ask about your ARR, MRR, revenue schedules, or upcoming renewals in everyday language and get answers from the information in your TrueRev account, without digging through multiple reports.
You Know the Question. Finding the Answer Takes Longer.
Your finance team has the numbers. But getting the answer to a specific business question isn't always as simple as opening one report.
You need to understand MRR movement.
You open recurring-revenue reports and compare reporting periods.
You need to explain a revenue change.
You review the customer and contract activity behind the numbers.
You need to check next month's revenue.
You find the relevant revenue recognition schedules.
You need to review upcoming renewals.
You search contract records for the agreements approaching their renewal dates.
PRODUCT
What Is TruMan AI?
TruMan AI is a conversational AI assistant built into TrueRev, the financial operations platform for B2B SaaS companies.
It lets you ask questions in natural language about supported financial information in your TrueRev account, including recurring-revenue metrics, revenue schedules, and customer contract activity.
Instead of starting with a report or searching for a particular record, you can start with what you want to know.
Recurring-revenue metrics
Revenue schedules
Customer contract activity
What You Can Ask TruMan AI
From MRR trends to upcoming renewals, here are some practical questions TruMan can help with.
How Has Our MRR Changed?
Ask: "What was our MRR over the last six months?"
Review recurring-revenue performance over a reporting period using the information in your TrueRev account.
Useful for: monthly finance reviews and recurring-revenue discussions.
Which Customers or Contracts Affected Revenue?
Ask: "Which customers or contracts affected our revenue this month?"
See the customer and contract activity behind a revenue change, so you can start that review with a specific question.
Useful for: investigating revenue changes and preparing explanations for finance leadership.
How Has Our ARR Changed?
Ask: "How has our ARR changed over the reporting period?"
A single total rarely tells the whole story. Ask about ARR over a selected period to see how the business is moving.
Useful for: SaaS performance reviews and management reporting.
What Revenue Is Scheduled for Next Month?
Ask: "What revenue is scheduled to be recognized next month?"
Check upcoming scheduled revenue recognition based on the information maintained in TrueRev.
Useful for: revenue-schedule reviews and month-end preparation.
Which Contracts Are Approaching Renewal?
Ask: "Which contracts are approaching renewal?"
Identify the contracts that matter for your next review as contract volume grows.
Useful for: renewal planning and customer contract reviews.
From Finance Question to Answer in Three Steps
You don't need to begin with a particular report name. Start with the question you want answered.
Step 1: Ask a Finance Question
Use natural language to ask TruMan about a supported area of your SaaS financial data. For example: "What was our MRR over the last six months?"
Step 2: TruMan Uses Your TrueRev Information
TruMan works with relevant financial information in your TrueRev account, which can include supported data about recurring-revenue metrics, contracts, and revenue schedules.
Step 3: Review the Response
Read TruMan's response and use it to support your financial review. For accounting decisions or official reporting, your team can continue reviewing the relevant records and applying its established finance processes.
AI Assistance Within Your SaaS Financial Operations Platform
TruMan is part of TrueRev, not a separate accounting system. TrueRev helps B2B SaaS finance teams manage the contract and revenue information that supports recurring financial work.
Revenue Recognition
Maintain revenue schedules associated with customer contracts and service periods.
Deferred Revenue
Manage deferred revenue alongside recognized revenue and related schedules.
SaaS Metrics
Track subscription business metrics such as MRR and ARR.
Contract Management
Manage customer agreements, renewals, and contract changes.
Billing and Invoicing
Manage scheduled invoices associated with customer contracts and QuickBooks Online.
Built Around the Questions SaaS Finance Teams Ask
TruMan AI is relevant to the people who work with recurring-revenue information every day.
CFOs and Finance Leaders
Ask about revenue trends and recurring-revenue performance when preparing for management discussions.
Controllers and Accounting Managers
Ask questions about contract activity, recognition schedules, and reporting periods during recurring finance reviews.
Founders and CEOs
Use plain-language questions to understand the MRR, ARR, and customer contract information maintained in TrueRev.
Fractional CFOs and SaaS Accounting Firms
Explore supported financial information in the TrueRev accounts used to manage client finance operations.
Trusted Finance Software for B2B SaaS
TruMan is built within the TrueRev platform, which already supports SaaS finance teams with contract management, revenue recognition, and recurring-revenue reporting.
What our customers are saying
Questions About TruMan AI
Who can use TruMan AI?
TruMan AI is available now inside TrueRev. Schedule a demo and our team will walk you through what it can answer.
Does TruMan AI work with QuickBooks Online?
TruMan works within TrueRev, which connects to QuickBooks Online for supported financial workflows. The information TruMan can answer questions about depends on the supported data available in TrueRev. Our team can explain the current coverage during a demo.
Do I need to know specific report names or commands?
TruMan is designed for natural-language questions. You can ask about supported SaaS financial information in ordinary English rather than starting by locating a specific report. The product team can demonstrate which questions are supported.
How is TruMan different from TrueRev's HubSpot AI matching?
These are separate AI capabilities. TruMan is a conversational assistant for asking questions about financial information in TrueRev. The HubSpot integration uses AI to recommend QuickBooks customer and product matches when importing deals, with finance reviewing those matches before contract creation.
See how TruMan AI answers your finance questions
Talk with our team about TruMan AI and see what it can answer about your MRR, ARR, revenue schedules, and renewals.