Finance Operations Suite Subscription

Our finance operations services streamline your subscription billing, revenue recognition reporting and invoice processing. 
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Traction's Financial Operations Suite service offerings

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Product Catalog Maintenance 
Keep product catalog updated with latest product names, default pricing, descriptions, product families, etc.
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Subscription Management 
Manage new, renewal (flat, upgrades, downgrades) and cancellation subscription changes consistent with product catalog and contract terms.
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Deferred Revenue Calculations
Define, develop maintain and produce revenue recognition schedules.
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Billing Account Maintenance
Ongoing updates of key billing data (account legal name, account segment, parent, billing contact, billing address, etc.).
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Subscription Order Management Configuration & Integration
Subscription Order Management Setup Includes: • Integrations with CRM, CPQ, GL, e-Payments and sales tax integrations platforms. • Create and deploy custom fields. • Define product catalog. • Setup default subscription types and invoice schedules.
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Collections, dunning & AR aging management 
Reminder emails and calls to support timely collections. Weekly AR summary reporting. Subscription Billing Record paymentProduce recognizable revenue, invoice total and deferred revenue/unbilled AR balance by contract for specified period for monthly close.
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Milestone triggered and consumption based revenue recognition
Recognize non-recurring revenue based on performance criteria (onboarding milestone, professional services deliverable, usage or consumption).
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Cash Application Projections 
Weekly update of actual and future cash based on current contracts and subscription.
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Record payments and sync to GL and cash position
Apply ACH and deposit to invoice and G/L.
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Manage Invoice Schedule & Distribution
Produce invoices based on contract terms, product catalog, billing account, etc. Schedule and e-invoice based on contract terms.
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Customer Retention Reporting
Weekly updates to logo churn, net and gross churn average subscription term statistics.
Testimonials

Don’t just take our word for it

Hear from some of our amazing customers who are building faster.

“Best in Class RevOps Solution!”
Our partnership with Traction AI has significantly increased our team’s capacity to effectively identify and engage leads, generate more revenue and increase ROI. Their RevOps expertise helped us quickly design and configure our Hubspot, Outreach, and ZoomInfo systems into a powerful prospecting tech stack. I highly recommend Traction AI.
Jack Ekelof
VP of Sales and Marketing
Evolve Security
“True partnership! Like members of my extended sales and marketing team!"
Traction AI is the full package. They invest time to truly learn your business, provide actionable insights, AND help you bring them to life. They're not another vendor; they’re a true partner and an extension of our team. I cannot recommend them enough.
Ashley Smith
Chief Growth Officer
Scoir
"Strategic + hands on expertise = more predictable lead generation and ROI"
Traction AI’s RevOps-as-a-Service solution has helped us strategically plan and scale our demand gen efforts. Due to their hands-on partnership, we now have the insights needed to understand the quality of the leads we're generating as well as better predict the ROI of campaigns and lead nurturing activities, at a fraction of the cost of an FTE. Having their expertise in systems, analytics and overall revenue operations has been extremely beneficial to me and my team.
Nina Kuhlman
Chief Marketing Officer
CounterCraft
"Powerful RevOps Insights."
Traction AI gives us insights about our sales funnel from the first touch to renewal, and empowers my team to be more efficient and effective. They provide me with a data-driven perspective of how we are performing and where we need to focus.
Shawn Olds
CEO & Founder
BoodleAI
“Great Partnership!”
We partnered with Traction AI to help us rearchitect our HubSpot instance. They were a HUGE help and guided our entire team with respect to the various technical aspects of HubSpot. They helped us streamline how our Hubspot integrates with our application, as well as implement best practices and time saving automations to scale our revenue activities. The Traction AI team is always responsive, fun to work with and an essential partner for our team to lean on. I would highly recommend them!
Jaclyn McClure
Senior Vice President, Product
Spa Space
“Value delivered, all day, everyday!”
The Traction AI team brought strategic knowledge and technical expertise to our Go-to-Market execution. They helped us streamline, automate and optimize many of our core RevOps systems and processes. If you think it can’t be done, ask them and they will find a way to make it happen! Partnering with Traction AI enabled a valuable thought partnership thereby drawing from a wealth of insight and know how, I was able to establish the strategic direction of the business with a real partner. David Benson is an extraordinary individual who I know will continue to work with me to help achieve the full potential of Cavago.
Tauseef Qadri
Founder
Cavago
“Best in Class RevOps Solution!”
Our partnership with Traction AI has significantly increased our team’s capacity to effectively identify and engage leads, generate more revenue and increase ROI. Their RevOps expertise helped us quickly design and configure our Hubspot, Outreach, and ZoomInfo systems into a powerful prospecting tech stack. I highly recommend Traction AI.
Jack Ekelof
VP of Sales and Marketing
Evolve Security
“True partnership! Like members of my extended sales and marketing team!"
Traction AI is the full package. They invest time to truly learn your business, provide actionable insights, AND help you bring them to life. They're not another vendor; they’re a true partner and an extension of our team. I cannot recommend them enough.
Ashley Smith
Chief Growth Officer
Scoir
"Strategic + hands on expertise = more predictable lead generation and ROI"
Traction AI’s RevOps-as-a-Service solution has helped us strategically plan and scale our demand gen efforts. Due to their hands-on partnership, we now have the insights needed to understand the quality of the leads we're generating as well as better predict the ROI of campaigns and lead nurturing activities, at a fraction of the cost of an FTE. Having their expertise in systems, analytics and overall revenue operations has been extremely beneficial to me and my team.
Nina Kuhlman
Chief Marketing Officer
CounterCraft
"Powerful RevOps Insights."
Traction AI gives us insights about our sales funnel from the first touch to renewal, and empowers my team to be more efficient and effective. They provide me with a data-driven perspective of how we are performing and where we need to focus.
Shawn Olds
CEO & Founder
BoodleAI
“Great Partnership!”
We partnered with Traction AI to help us rearchitect our HubSpot instance. They were a HUGE help and guided our entire team with respect to the various technical aspects of HubSpot. They helped us streamline how our Hubspot integrates with our application, as well as implement best practices and time saving automations to scale our revenue activities. The Traction AI team is always responsive, fun to work with and an essential partner for our team to lean on. I would highly recommend them!
Jaclyn McClure
Senior Vice President, Product
Spa Space
“Value delivered, all day, everyday!”
The Traction AI team brought strategic knowledge and technical expertise to our Go-to-Market execution. They helped us streamline, automate and optimize many of our core RevOps systems and processes. If you think it can’t be done, ask them and they will find a way to make it happen! Partnering with Traction AI enabled a valuable thought partnership thereby drawing from a wealth of insight and know how, I was able to establish the strategic direction of the business with a real partner. David Benson is an extraordinary individual who I know will continue to work with me to help achieve the full potential of Cavago.
Tauseef Qadri
Founder
Cavago

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