Manage deferred revenue from contract to recognition
Run deferred revenue and monthly recognition directly from CRM contract data, with accounting system sync.
Manage deferred revenue from contract to recognition
Unify quotes, billing, payments, deferred revenue balances, and revenue transfers from HubSpot and Salesforce contract data. Run annual, monthly, installment, and subscription revenue management accurately — without spreadsheets.
Tie contract start, end, billing, and service periods to CRM records — annual, monthly, installment, and usage billing on one base.
Track invoiced and collected amounts as deferred revenue until recognized, with balances by customer, contract, and invoice.
Recognize revenue from deferred balances month by month. A $12K annual contract recognizes $1K per month — the rest stays deferred.
From closed-won to recognized revenue, without gaps
- Capture contract term, billing schedule, and service period when a CRM deal turns Closed Won
- Issue invoices and track payments as deferred balances
- Transfer revenue monthly based on contract term
- Push recognized revenue, deferred balances, and payments to your accounting system
- Recalculate balances and schedules when contracts change, churn, or refund
Common pain points
- Splitting annual contract revenue inside Excel
- Payments are in, but recognition timing is unclear
- Contract, billing, and service periods don't line up
- CRM deal data stays disconnected from billing and accounting
- Amendments, cancellations, and refunds require manual rework
Handle amendments, churn, and refunds without breaking operations
When terms change, balances and recognition schedules recalculate automatically.
Treat term and plan changes as explicit events so deferred balances and recognition schedules adjust cleanly.
Handle mid-term cancellations, refunds, and credit notes with unearned-period adjustments built in.
Sync recognized revenue, deferred balances, and payments by CSV or API — freee, MoneyForward, NetSuite, QuickBooks, Xero.
Not accounting software — CRM-native revenue operations
Sanka is not an accounting system. It connects CRM contract data to billing, payments, deferred revenue, and recognition — the revenue operations layer between HubSpot/Salesforce and your accounting stack.
- Accounting software: journals, closes, general ledger
- Billing tools: invoicing, payments, subscription charging
- Sanka: CRM deals and contracts → billing → payments → deferred revenue → recognition
Clean revenue data before accounting processes it.
Revenue patterns we cover
Recognize annual, monthly, and plan-change revenue over the actual service period.
Recognize annual maintenance fees month by month over the contract term.
Manage tuition, membership dues, and prepaid fees over the delivery window.
Track retainer payments, staged invoices, and milestone billing as deferred, recognized against delivery.